Community Bank of Raymore

CIK

1599923

Location

RAYMORE, MO

Portfolio Value

Small $169,102,157

Diversification

Diversified

Filing Date

Global Rank

#6,972 / 8,816 ▼ 40 · as of Jun 2026

Top Industry

Banks - Diversified 16.7%

Period ended 24 days ago

Filed Oct 23, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 53.7%, 22.9 effective positions, active share 76.9% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.4 quarters (12+), a floor since 63.7% of the book was already held when coverage starts

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 76.9%; sector active share 39.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

73 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.1%

−0.4 pts

Top 5

36.2%

−2.1 pts

Top 10

53.1%

−0.6 pts

HHI

406

Diversified−31

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	22.2%	$37,515,051	12
Financial Services	21.6%	$36,487,861	7
Unclassified	10.3%	$17,392,922	9
Real Estate	9.0%	$15,156,124	6
Technology	8.4%	$14,259,608	7
Utilities	6.4%	$10,833,221	5
Healthcare	4.6%	$7,828,946	6
Consumer Defensive	4.6%	$7,817,504	6
Communication Services	4.3%	$7,189,014	3
Energy	3.7%	$6,304,081	4
Consumer Cyclical	2.7%	$4,534,200	4
Basic Materials	2.2%	$3,783,625	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
USB	US Bancorp \De\	+52,800	121,224	$7,001,897
BAC	Bank Of America Corp	+52,220	150,996	$8,218,712
NRG	Nrg Energy, Inc.	+18,950	62,950	$6,021,167
PFE	Pfizer Inc	+3,900	64,420	$1,837,258
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,230	5,714	$2,138,407
VB	Vanguard Index Funds	+5	768	$218,488
VOO	VANGUARD 500 INDEX FUND	+4	10,265	$7,194,327
VEA	Vanguard FTSE Developed Markets ETF	+1	8,031	$567,068
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
O	Realty Income Corp	−6,868	131,904	$7,162,386
UNP	Union Pacific Corp	−4,000	12,609	$3,431,286
FCX	Freeport-Mcmoran Inc	−3,250	25,875	$1,811,250
GATX	Gatx Corp	−3,000	33,998	$5,780,339
JPM	Jpmorgan Chase & Co	−2,500	51,776	$17,129,053
XOM	ExxonMobil Holdings Corp	−2,080	23,501	$3,824,787
TSN	Tyson Foods, Inc.	−1,500	44,063	$2,226,503
IRM	Iron Mountain Inc	−1,000	16,301	$1,808,595
EVRG	Evergy, Inc.	−998	30,766	$2,413,284
KHC	Kraft Heinz Co	−800	58,020	$1,318,214
LXP	LXP Industrial Trust	−750	24,040	$1,464,516
T	At&T Inc.	−572	70,160	$1,711,903
SO	Southern Co	−500	8,450	$700,420
CAT	Caterpillar Inc	−408	16,395	$13,292,902
VUG	VANGUARD GROWTH INDEX FUND	−103	64,401	$5,803,173
BRK-B	Berkshire Hathaway Inc	−20	4,672	$2,326,422
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	36,017	$3,778,183
HON	Honeywell International Inc	3,034	$639,991
HONA	Honeywell Aerospace Inc.	3,034	$470,178
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	2,087	$345,940
KTB	Kontoor Brands, Inc.	2,726	$227,184
VZ	Verizon Communications Inc	4,969	$210,387
SYK	Stryker Corp	667	$209,997
BEPC	Brookfield Renewable Corp	5,500	$204,160
SVC	Service Properties Trust	31,850	$53,826
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 tracked positions · $169,102,157 total · filing declares 120 positions · $169,102,209 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	51,776	-2,500	$17,129,053	−3.6%	10.13%
CAT	Caterpillar Inc Industrials	Reduced	16,395	-408	$13,292,902	−25.7%	7.86%
BAC	Bank Of America Corp Financial Services	Added	150,996	+52,220	$8,218,712	+46.0%	4.86%
VOO	VANGUARD 500 INDEX FUND	Added	10,265	+4	$7,194,327	+2.1%	4.25%
O	Realty Income Corp Real Estate	Reduced	131,904	-6,868	$7,162,386	−16.7%	4.24%
USB	US Bancorp \De\ Financial Services	Added	121,224	+52,800	$7,001,897	+69.4%	4.14%
NRG	Nrg Energy, Inc. Utilities	Added	62,950	+18,950	$6,021,167	−6.3%	3.56%
AAPL	Apple Inc. Technology	Held	17,777	0	$5,920,096	+15.1%	3.50%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	64,401	-103	$5,803,173	+4.4%	3.43%
GATX	Gatx Corp Industrials	Reduced	33,998	-3,000	$5,780,339	−11.8%	3.42%
MSFT	Microsoft Corp Technology	Held	7,507	0	$3,850,340	+37.5%	2.28%
R	Ryder System Inc Industrials	Held	16,837	0	$3,836,478	−13.6%	2.27%
XOM	ExxonMobil Holdings Corp Energy	Reduced	23,501	-2,080	$3,824,787	+9.4%	2.26%
DIS	Walt Disney Co Communication Services	NEW	36,017	NEW	$3,778,183	NEW	2.23%
UNP	Union Pacific Corp Industrials	Reduced	12,609	-4,000	$3,431,286	−24.0%	2.03%
ABBV	AbbVie Inc. Healthcare	Held	12,673	0	$3,315,129	+4.0%	1.96%
GBX	Greenbrier Companies Inc Industrials	Held	81,473	0	$3,264,623	−18.2%	1.93%
ADC	Agree Realty Corp Real Estate	Held	44,624	0	$2,981,328	−11.8%	1.76%
GE	General Electric Co Industrials	Held	7,825	0	$2,443,669	−16.4%	1.45%
EVRG	Evergy, Inc. Utilities	Reduced	30,766	-998	$2,413,284	−12.1%	1.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,672	-20	$2,326,422	−0.9%	1.38%
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	44,063	-1,500	$2,226,503	−14.6%	1.32%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	5,714	+2,230	$2,138,407	+65.9%	1.26%
CSX	Csx Corp Industrials	Held	41,027	0	$1,908,165	−2.1%	1.13%
GEV	GE Vernova Inc. Industrials	Held	1,956	0	$1,859,158	−19.1%	1.10%
PFE	Pfizer Inc Healthcare	Added	64,420	+3,900	$1,837,258	+26.1%	1.09%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	25,875	-3,250	$1,811,250	−1.1%	1.07%
IRM	Iron Mountain Inc Real Estate	Reduced	16,301	-1,000	$1,808,595	−17.2%	1.07%
HD	Home Depot, Inc. Consumer Cyclical	Held	6,139	0	$1,746,483	−19.3%	1.03%
T	At&T Inc. Communication Services	Reduced	70,160	-572	$1,711,903	+16.9%	1.01%
GOOG	Alphabet Inc. Communication Services	Held	4,986	0	$1,698,928	−3.6%	1.00%
QCOM	Qualcomm Inc Technology	Held	8,902	0	$1,638,323	−0.4%	0.97%
WMT	Walmart Inc. Consumer Defensive	Held	15,600	0	$1,621,152	−8.2%	0.96%
TGT	Target Corp Consumer Defensive	Held	9,940	0	$1,557,498	+20.0%	0.92%
F	Ford Motor Co Consumer Cyclical	Held	128,600	0	$1,550,916	−13.2%	0.92%
LXP	LXP Industrial Trust Real Estate	Reduced	24,040	-750	$1,464,516	+9.6%	0.87%
OHI	Omega Healthcare Investors Inc Real Estate	Held	30,340	0	$1,405,045	−2.9%	0.83%
TXN	Texas Instruments Inc Technology	Held	4,945	0	$1,385,045	−6.0%	0.82%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	20,595	0	$1,346,295	+2.1%	0.80%
COP	Conocophillips Energy	Held	10,665	0	$1,334,724	+20.4%	0.79%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	58,020	-800	$1,318,214	−5.1%	0.78%
NUE	Nucor Corp Basic Materials	Held	4,750	0	$1,110,312	+4.9%	0.66%
DUK	Duke Energy CORP Utilities	Held	7,565	0	$862,484	−9.9%	0.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	5,785	0	$840,444	−0.9%	0.50%
NEE	Nextera Energy Inc Utilities	Held	11,036	0	$835,866	−13.7%	0.49%
ALL	Allstate Corp Financial Services	Held	3,708	0	$822,656	−6.8%	0.49%
VFC	V F Corp Consumer Cyclical	Held	52,720	0	$741,243	−15.7%	0.44%
JNJ	Johnson & Johnson Healthcare	Held	2,717	0	$719,297	+4.2%	0.43%
SO	Southern Co Utilities	Reduced	8,450	-500	$700,420	−18.2%	0.41%
CTVA	Corteva, Inc. Basic Materials	Held	8,644	0	$671,205	−8.3%	0.40%

Showing the top 50 of 73 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.