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CIK: 0001599923
Total reported value
$169.7M
$169.7M
88 檔
38.8%
At the close of Q1 2024, Community Bank of Raymore disclosed equity holdings valued at approximately $169.7M, spread across 88 reported holdings.
In Q1 2024, Community Bank of Raymore adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | O | Realty Income CORP | Stock-Real Estate | 7.16% | -0.64% | -27.96% | |
| 2 | CAT | Caterpillar Inc | Stock-Industrials | 6.98% | +2.57% | -8.46% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.96% | -0.28% | -4.07% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 5.22% | +0.24% | -9.30% | |
| 5 | NRG | Nrg Energy Inc | Stock-Utilities | 4.63% | -0.52% | -25.92% | |
| 6 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 4.27% | -0.07% | -18.42% | |
| 7 | GATX | Gatx CORP | Stock-Industrials | 3.79% | -0.37% | -9.06% | |
| 8 | CSX | Csx CORP | Stock-Industrials | 3.54% | +0.02% | -1.00% | |
| 9 | GBX | Greenbrier Companies Inc | Stock-Other | 3.11% | -0.52% | -19.87% | |
| 10 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 3.07% | -0.22% | -16.67% | |
| 11 | R | Ryder System Inc | Stock-Industrials | 2.33% | +0.31% | -13.69% | |
| 12 | USB | US Bancorp | Stock-Financials | 2.15% | +0.06% | -19.01% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.04% | -0.07% | +1.35% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.95% | -0.04% | -0.35% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.94% | +0.07% | +2.72% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.10% | +8.60% | |
| 17 | ADC | Agree Realty CORP | Stock-Real Estate | 1.76% | -0.03% | -17.32% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.72% | +0.20% | +8.09% | |
| 19 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.62% | -0.09% | -29.52% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.56% | -0.29% | +3.42% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.10% | +1.30% | |
| 22 | F | Ford Motor Co | Stock-Consumer Disc | 1.35% | -0.09% | -3.38% | |
| 23 | T | At&t Inc | Stock-Comm Services | 1.19% | -0.39% | -26.82% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.19% | +0.04% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.13% | +75.87% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.76% | -1.96% | |
| 27 | GE | General Electric | Stock-Industrials | 1.12% | +0.23% | -53.20% | |
| 28 | NUE | Nucor CORP | Stock-Materials | 1.08% | +0.08% | +0.96% | |
| 29 | EVRG | Evergy Inc | Stock-Utilities | 1.01% | -0.02% | -24.01% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.18% | +6.21% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | — | +5.88% | |
| 32 | GM | General Motors Co | Stock-Consumer Disc | 0.92% | — | -15.04% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.06% | -11.85% | |
| 34 | SVC | Service Properties Trust | Stock-Other | 0.78% | — | -34.40% | |
| 35 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.78% | — | -18.21% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | +0.29% | +14.89% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | +0.01% | +11.85% | |
| 38 | LXPUSD | Lxp Industrial Trust | Stock-Other | 0.68% | — | -62.27% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | +0.11% | +8.16% | |
| 40 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.67% | +0.20% | +6.10% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.03% | — | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.61% | — | — | |
| 43 | SHEL | Shell Plc-adr | Stock-Energy | 0.60% | -0.09% | -18.16% | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.60% | +0.01% | — | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | — | +6.41% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.57% | — | -3.70% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.28% | +0.49% | |
| 48 | VYX | Ncr Voyix CORP | Stock-Tech | 0.54% | — | +7.08% | |
| 49 | VFC | Vf CORP | Stock-Consumer Disc | 0.49% | +0.04% | -16.14% | |
| 50 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.49% | +0.03% | -14.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1.2% | -8.46% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +1.2% | -4.07% | Trim |
| 3 | VUG | Vanguard Growth ETF | +0.6% | +75.87% | Add |
| 4 | QCOM | Qualcomm Inc | +0.4% | +8.09% | Add |
| 5 | ABBV | Abbvie Inc | +0.4% | +2.72% | Add |
| 6 | BAC | Bank Of America CORP | +0.4% | -9.30% | Trim |
| 7 | CSX | Csx CORP | +0.4% | -1.00% | Trim |
| 8 | HD | Home Depot Inc | +0.3% | +1.35% | Add |
| 9 | COP | Conocophillips | +0.3% | +3.42% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +5.88% | Add |
| 11 | MSFT | Microsoft CORP | +0.2% | +1.30% | Add |
| 12 | TGT | Target CORP | +0.2% | NEW | New buy |
| 13 | XOM | Exxon Mobil CORP | +0.2% | -1.96% | Trim |
| 14 | NUE | Nucor CORP | +0.2% | +0.96% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +8.16% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +6.21% | Add |
| 17 | IRM | Iron Mountain Inc | +0.2% | +6.10% | Add |
| 18 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 19 | NRG | Nrg Energy Inc | +0.2% | -25.92% | Trim |
| 20 | TXN | Texas Instruments Inc | +0.2% | +14.89% | Add |
| 21 | ALL | Allstate CORP | +0.1% | — | Unchanged |
| 22 | SLB | Slb LTD | +0.1% | NEW | New buy |
| 23 | HON | Honeywell International Inc | +0.1% | +32.91% | Add |
| 24 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 25 | GBX | Greenbrier Companies Inc | 0% | -19.87% | Trim |
| 26 | SHEL | Shell Plc-adr | -0.1% | -18.16% | Trim |
| 27 | SO | Southern Co/the | -0.1% | -26.34% | Trim |
| 28 | R | Ryder System Inc | -0.1% | -13.69% | Trim |
| 29 | VYX | Ncr Voyix CORP | -0.1% | +7.08% | Add |
| 30 | TSN | Tyson Foods Inc-cl A | -0.1% | -16.67% | Trim |
| 31 | MFC | Manulife Financial CORP | -0.1% | EXIT | Sold out |
| 32 | DUK | Duke Energy CORP | -0.1% | -26.99% | Trim |
| 33 | WBD | Warner Bros Discovery Inc | -0.1% | -40.25% | Trim |
| 34 | RTX | Rtx CORP | -0.1% | EXIT | Sold out |
| 35 | BA | Boeing Co/the | -0.1% | EXIT | Sold out |
| 36 | DIS | Walt Disney Co/the | -0.1% | -68.09% | Trim |
| 37 | VFC | Vf CORP | -0.2% | -16.14% | Trim |
| 38 | EVRG | Evergy Inc | -0.2% | -24.01% | Trim |
| 39 | USB | US Bancorp | -0.3% | -19.01% | Trim |
| 40 | 0VVB | Paramount Global-class B | -0.3% | -27.41% | Trim |
| 41 | T | At&t Inc | -0.3% | -26.82% | Trim |
| 42 | FCX | Freeport-mcmoran Inc | -0.3% | -29.52% | Trim |
| 43 | APLE | Apple Hospitality Reit Inc | -0.4% | -81.62% | Trim |
| 44 | NSC | Norfolk Southern CORP | -0.4% | EXIT | Sold out |
| 45 | ADC | Agree Realty CORP | -0.4% | -17.32% | Trim |
| 46 | GE | General Electric | -0.5% | -53.20% | Trim |
| 47 | SVC | Service Properties Trust | -0.6% | -34.40% | Trim |
| 48 | KHC | Kraft Heinz Co/the | -0.7% | -18.42% | Trim |
| 49 | LXPUSD | Lxp Industrial Trust | -1.2% | -62.27% | Trim |
| 50 | O | Realty Income CORP | -2.7% | -27.96% | Trim |
According to official SEC Form 13F filings, Community Bank of Raymore reported a total U.S. public equity portfolio value of $169.7M across 88 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including O, CAT, JPM) accounted for 38.8% of total reported equity market value during Q1 2024.
Top New Position Initiated
TGT
市值: $428.8K
Top Position Liquidated / Trimmed
NSC
前期市值: $945.5K
During Q1 2024, Community Bank of Raymore's top holdings by market value included O (7.2%)、CAT (7.0%)、JPM (7.0%). The largest single position, O, represented 7.2% of total portfolio value.
In Q1 2024, Community Bank of Raymore made 49 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 27 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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