13F Insight
DOSSIER · 13F-HR · Q2 2026

Community Bank of Raymore

$170M in tracked AUM across 125 positions as of Q2 2026.

CB
CIK 0001599923 · last filed Jun 30, 2026
Total AUM
$170M
as of Q2 2026
Holdings
125
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The SEC 13F filing for Community Bank of Raymore reveals a period of significant expansion and structural realignment. As of the report date December 31, 2025, the total portfolio value surged to $147.05 million, a remarkable increase of +287.9% from the $37.91 million reported in the previous quarter (September 30, 2025). This dramatic growth suggests a substantial inflow of capital, potentially driven by a merger, acquisition, or a significant shift in the bank’...

The portfolio consists of 121 holdings, indicating a high degree of diversification relative to the previous quarter. The management has adopted a hybrid investment approach, combining individual stock selection with broad market exposure via Exchange Traded Funds (ETFs). The turnover during this period was exceptionally high, characterized by a complete overhaul of the portfolio's composition with 37 new positions initiated and 9 exits, signaling a decisive pivot in investment strategy rather than mere portfolio rebalancing.

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CAT
CATERPILLAR INC
$18M17K10.5%02
JPM
JPMORGAN CHASE & CO
$18M54K10.5%03
O
REALTY INCOME CORP
$9M139K5.1%04
VOO
VANGUARD INDEX FDS
$7M10K4.2%05
GATX
GATX CORP
$7M37K3.9%06
NRG
NRG ENERGY INC
$6M44K3.8%07
BAC
BANK OF AMER CORP
$6M99K3.3%08
VUG
VANGUARD INDEX FDS
$6M65K3.3%09
AAPL
APPLE INC
$5M18K3.0%10
UNP
UNION PAC CORP
$5M17K2.7%

Filing history

2026Q2Jun 30
$170M▲ 13.6%
125 positionsView →2026Q1Mar 31
$149M▲ 1.6%
123 positionsView →2025Q4Dec 31
$147M▲ 1.8%
121 positionsView →2025Q3Sep 30
$144M▲ 7.0%
121 positionsView →2025Q2Jun 30
$135M▲ 9.2%
116 positionsLocked2025Q1Mar 31
$124M▼ 2.7%
116 positionsLocked2024Q4Dec 31
$127M▼ 3.9%
125 positionsLocked2024Q3Sep 30
$132M▲ 2.8%
126 positionsLocked2024Q2Jun 30
$129M▼ 39.5%
123 positionsLocked2024Q1Mar 31
$213M▼ 6.2%
143 positionsLocked2023Q4Dec 31
$227M▲ 5.6%
151 positionsLocked2023Q3Sep 30
$215M▼ 7.0%
136 positionsLocked
Showing 12 of 47