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CIK: 0001599923
Total reported value
$169.7M
$169.7M
75 檔
25.1%
In Q3 2024, Community Bank of Raymore's U.S. equity holdings reached a combined market value of $169.7M, distributed across 75 disclosed stock positions.
In Q3 2024, Community Bank of Raymore adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 9.62% | -0.28% | -2.08% | |
| 2 | CAT | Caterpillar Inc | Stock-Industrials | 6.90% | +2.57% | +1.26% | |
| 3 | O | Realty Income CORP | Stock-Real Estate | 6.52% | -0.64% | -17.22% | |
| 4 | NRG | Nrg Energy Inc | Stock-Utilities | 5.20% | -0.52% | -6.35% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 3.90% | +0.24% | -17.29% | |
| 6 | GATX | Gatx CORP | Stock-Industrials | 3.79% | -0.37% | — | |
| 7 | GBX | Greenbrier Companies Inc | Stock-Other | 3.65% | -0.52% | -11.96% | |
| 8 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 3.27% | -0.07% | -20.31% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 3.16% | -0.04% | -0.12% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.10% | +1.12% | |
| 11 | R | Ryder System Inc | Stock-Industrials | 2.64% | +0.31% | -4.48% | |
| 12 | USB | US Bancorp | Stock-Financials | 2.60% | +0.06% | -12.57% | |
| 13 | ADC | Agree Realty CORP | Stock-Real Estate | 2.36% | -0.03% | -8.81% | |
| 14 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 2.31% | -0.22% | -16.09% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.98% | -0.07% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | +0.28% | +95.60% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.92% | -0.76% | +0.93% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.85% | +0.07% | +6.27% | |
| 19 | GE | General Electric | Stock-Industrials | 1.82% | +0.23% | -5.90% | |
| 20 | F | Ford Motor Co | Stock-Consumer Disc | 1.47% | -0.09% | -4.69% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.10% | +4.86% | |
| 22 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.45% | -0.09% | -8.37% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.41% | +0.20% | +5.69% | |
| 24 | EVRG | Evergy Inc | Stock-Utilities | 1.39% | -0.02% | -5.69% | |
| 25 | CSX | Csx CORP | Stock-Industrials | 1.36% | +0.02% | -28.72% | |
| 26 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.33% | +0.20% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | +0.11% | — | |
| 28 | LXPUSD | Lxp Industrial Trust | Stock-Other | 1.14% | — | — | |
| 29 | T | At&t Inc | Stock-Comm Services | 1.11% | -0.39% | -13.06% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.06% | — | |
| 31 | COP | Conocophillips | Stock-Energy | 1.03% | -0.29% | +1.97% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.13% | -11.64% | |
| 33 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.89% | +0.03% | -6.33% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.76% | -0.10% | -7.90% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.72% | +0.01% | — | |
| 36 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.70% | +0.07% | +18.97% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.92% | EXIT | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.61% | -0.08% | — | |
| 39 | NUE | Nucor CORP | Stock-Materials | 0.57% | +0.08% | -23.04% | |
| 40 | ALL | Allstate CORP | Stock-Financials | 0.53% | +0.01% | — | |
| 41 | VYX | Ncr Voyix CORP | Stock-Tech | 0.49% | — | +6.65% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | — | — | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.45% | +0.21% | -7.85% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.42% | +0.05% | +23.26% | |
| 45 | VFC | Vf CORP | Stock-Consumer Disc | 0.39% | +0.04% | +12.48% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.03% | — | |
| 47 | CTVA | Corteva Inc | Stock-Materials | 0.36% | -0.05% | +64.56% | |
| 48 | SVC | Service Properties Trust | Stock-Other | 0.35% | — | -31.25% | |
| 49 | SHEL | Shell Plc-adr | Stock-Energy | 0.34% | -0.09% | -3.50% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1% | +95.60% | Add |
| 2 | CAT | Caterpillar Inc | +0.9% | +1.26% | Add |
| 3 | NRG | Nrg Energy Inc | +0.3% | -6.35% | Trim |
| 4 | ABBV | Abbvie Inc | +0.3% | +6.27% | Add |
| 5 | IRM | Iron Mountain Inc | +0.3% | — | Unchanged |
| 6 | AAPL | Apple Inc | +0.3% | +1.12% | Add |
| 7 | HD | Home Depot Inc | +0.3% | — | Unchanged |
| 8 | R | Ryder System Inc | +0.2% | -4.48% | Trim |
| 9 | OHI | Omega Healthcare Investors | +0.2% | +18.97% | Add |
| 10 | UNP | Union Pacific CORP | +0.2% | -0.12% | Trim |
| 11 | ADC | Agree Realty CORP | +0.2% | -8.81% | Trim |
| 12 | LOW | Lowe's Cos Inc | +0.2% | NEW | New buy |
| 13 | WMT | Walmart Inc | +0.2% | NEW | New buy |
| 14 | GE | General Electric | +0.2% | -5.90% | Trim |
| 15 | CTVA | Corteva Inc | +0.2% | +64.56% | Add |
| 16 | VFC | Vf CORP | +0.2% | +12.48% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 18 | GEV | GE Vernova Inc | +0.1% | -7.85% | Trim |
| 19 | EVRG | Evergy Inc | +0.1% | -5.69% | Trim |
| 20 | TGT | Target CORP | +0.1% | +23.26% | Add |
| 21 | LXPUSD | Lxp Industrial Trust | +0.1% | — | Unchanged |
| 22 | GEHC | GE Healthcare Technology | +0.1% | -6.33% | Trim |
| 23 | SO | Southern Co/the | +0.1% | — | Unchanged |
| 24 | ALL | Allstate CORP | +0.1% | — | Unchanged |
| 25 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 26 | VYX | Ncr Voyix CORP | +0.1% | +6.65% | Add |
| 27 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 29 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 30 | DUK | Duke Energy CORP | 0% | -7.90% | Trim |
| 31 | UTF | Cohen & Steers Infrastructur | 0% | — | Unchanged |
| 32 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 33 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 34 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 35 | MS | Morgan Stanley | 0% | — | Unchanged |
| 36 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 37 | NATL | Ncr Atleos CORP | 0% | — | Unchanged |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 39 | XOM | Exxon Mobil CORP | — | +0.93% | Add |
| 40 | PFE | Pfizer Inc | — | — | Unchanged |
| 41 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 42 | SYK | Stryker CORP | — | — | Unchanged |
| 43 | PEP | Pepsico Inc | — | — | Unchanged |
| 44 | EPR | Epr Properties | — | -10.86% | Trim |
| 45 | VZ | Verizon Communications Inc | — | -5.49% | Trim |
| 46 | DOW | Dow Inc | — | — | Unchanged |
| 47 | APLE | Apple Hospitality Reit Inc | — | — | Unchanged |
| 48 | CVX | Chevron CORP | 0% | — | Unchanged |
| 49 | MSFT | Microsoft CORP | 0% | +4.86% | Add |
| 50 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Community Bank of Raymore reported a total U.S. public equity portfolio value of $169.7M across 75 disclosed positions in Q3 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 JPM, CAT, O) accounted for 25.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
LOW
市值: $219.1K
Top Position Liquidated / Trimmed
MDLZ
前期市值: $316.7K
During Q3 2024, Community Bank of Raymore's top holdings by market value included JPM (9.6%)、CAT (6.9%)、O (6.5%). The largest single position, JPM, represented 9.6% of total portfolio value.
In Q3 2024, Community Bank of Raymore made 48 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 29 holdings, and fully liquidating 3 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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