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CIK: 0001654847
Total reported value
$554.5M
$554.5M
143 檔
18.7%
As reported in its official Q1 2025 Form 13F filing, Community Bank & Trust, Waco, Texas's tracked investment portfolio stood at $554.5M with 143 total positions.
In Q1 2025, Community Bank & Trust, Waco, Texas displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.10% | +0.08% | -1.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | -0.37% | -1.27% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.63% | -0.25% | -0.39% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.89% | -0.05% | -0.86% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | +0.03% | -0.87% | |
| 6 | BX | Blackstone Inc | Stock-Financials | 2.50% | -0.26% | -0.81% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.44% | -0.57% | -0.99% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.38% | -0.82% | -0.10% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.02% | -1.80% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.19% | -0.64% | -1.62% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.13% | -0.24% | -0.95% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.09% | -0.17% | -0.50% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.08% | +0.07% | +0.06% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.93% | +1.05% | -3.32% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.84% | -0.35% | -1.85% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.84% | -0.57% | -0.64% | |
| 17 | VLO | Valero Energy CORP | Stock-Energy | 1.80% | -0.20% | -0.29% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | +0.28% | -0.34% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.71% | +0.03% | -1.61% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.71% | +0.22% | -0.77% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.64% | -0.07% | +0.12% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.56% | -0.31% | -1.18% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.54% | +0.53% | -1.15% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 1.41% | -0.17% | -1.53% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.39% | -0.13% | -0.61% | |
| 26 | ELV | Elevance Health Inc | Stock-Healthcare | 1.34% | +0.13% | -3.54% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.32% | -0.02% | -0.93% | |
| 28 | PAYX | Paychex Inc | Stock-Tech | 1.30% | -0.05% | -0.86% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.27% | -0.19% | -0.47% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.23% | -0.18% | -0.43% | |
| 31 | PRU | Prudential Financial Inc | Stock-Financials | 1.23% | -0.02% | +0.49% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 1.01% | -0.04% | -0.77% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | -0.07% | +0.06% | |
| 34 | PSX | Phillips 66 | Stock-Energy | 0.98% | -0.24% | +0.12% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.11% | -3.29% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.90% | -0.19% | +0.96% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.86% | -0.20% | -0.27% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.04% | +0.04% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.10% | -0.83% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | -0.01% | — | |
| 41 | MCHP | Microchip Technology Inc | Stock-Tech | 0.64% | +0.19% | -3.18% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.64% | -0.05% | +0.63% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.64% | -0.02% | +0.19% | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.62% | -0.05% | +0.16% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.02% | -0.03% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.55% | -0.02% | -5.26% | |
| 47 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.54% | +0.02% | +0.47% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.05% | -0.34% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.51% | -0.09% | +0.46% | |
| 50 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.50% | -0.03% | +2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | BX | Blackstone Inc | — | NEW | New buy |
| 7 | WMT | Walmart Inc | — | NEW | New buy |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 11 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 12 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 13 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 14 | CAT | Caterpillar Inc | — | NEW | New buy |
| 15 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 16 | CVX | Chevron CORP | — | NEW | New buy |
| 17 | VLO | Valero Energy CORP | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | ABBV | Abbvie Inc | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | HD | Home Depot Inc | — | NEW | New buy |
| 22 | PEP | Pepsico Inc | — | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 24 | SO | Southern Co/the | — | NEW | New buy |
| 25 | GD | General Dynamics CORP | — | NEW | New buy |
| 26 | ELV | Elevance Health Inc | — | NEW | New buy |
| 27 | UNP | Union Pacific CORP | — | NEW | New buy |
| 28 | PAYX | Paychex Inc | — | NEW | New buy |
| 29 | ABT | Abbott Laboratories | — | NEW | New buy |
| 30 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 31 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 32 | MO | Altria Group Inc | — | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 34 | PSX | Phillips 66 | — | NEW | New buy |
| 35 | AVGO | Broadcom Inc | — | NEW | New buy |
| 36 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 37 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 38 | AMGN | Amgen Inc | — | NEW | New buy |
| 39 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 40 | ADP | Automatic Data Processing | — | NEW | New buy |
| 41 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 42 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 43 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 44 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 45 | KO | Coca-cola Co/the | — | NEW | New buy |
| 46 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 47 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 48 | ORCL | Oracle CORP | — | NEW | New buy |
| 49 | DUK | Duke Energy CORP | — | NEW | New buy |
| 50 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Community Bank & Trust, Waco, Texas reported a total U.S. public equity portfolio value of $554.5M across 143 disclosed positions in Q1 2025.
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 AAPL, MSFT, BRK-B) accounted for 18.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $47.1M
During Q1 2025, Community Bank & Trust, Waco, Texas's top holdings by market value included AAPL (11.1%)、MSFT (4.0%)、BRK-B (3.6%). The largest single position, AAPL, represented 11.1% of total portfolio value.
In Q1 2025, Community Bank & Trust, Waco, Texas made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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