Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Community Bank & Trust, Waco, Texas (CIK 1654847) reported $504.5M across 161 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($50.8M, 10.06%), NVDA ($18.1M, 3.58%), CAT ($16.6M, 3.29%), MSFT ($16.2M, 3.20%), JPM ($14.6M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $50.8M | 10.06% | 200,068 | Trimmed |
| 2 | NVDA | Nvidia Corp | $18.1M | 3.58% | 103,508 | Trimmed |
| 3 | CAT | Caterpillar Inc. | $16.6M | 3.29% | 23,421 | Trimmed |
| 4 | MSFT | Microsoft Corp | $16.2M | 3.20% | 43,636 | Added |
| 5 | JPM | JPMorgan Chase & Co | $14.6M | 2.89% | 49,554 | Added |
| 6 | VLO | Valero Energy Corp | $14.3M | 2.84% | 57,984 | Added |
| 7 | WMT | Walmart Inc | $13.9M | 2.76% | 112,031 | Added |
| 8 | XOM | Exxon Mobil Corp | $13.8M | 2.73% | 81,267 | Added |
| 9 | GOOGL | Alphabet Inc A | $13.6M | 2.70% | 47,453 | Added |
| 10 | JNJ | Johnson & Johnson | $13.3M | 2.63% | 54,309 | Added |
| 11 | BRK/B | Berkshire Hathaway Inc. B | $12.8M | 2.53% | 26,637 | Trimmed |
| 12 | LMT | Lockheed Martin Corp | $12.3M | 2.44% | 20,404 | Trimmed |
| 13 | AMZN | Amazon.com Inc. | $10.4M | 2.06% | 49,875 | Trimmed |
| 14 | CVX | Chevron Corporation | $9.7M | 1.93% | 47,071 | Added |
| 15 | CVS | CVS Caremark Corp | $9.2M | 1.83% | 12,857 | Hold |
| 16 | IBM | International Business Machines Corp | $9.0M | 1.79% | 37,276 | Added |
| 17 | BX | Blackstone Inc | $8.5M | 1.69% | 74,152 | Trimmed |
| 18 | CSCO | Cisco Systems, Inc | $8.0M | 1.59% | 103,621 | Added |
| 19 | MCD | McDonald's Corp | $7.8M | 1.55% | 25,232 | Added |
| 20 | GD | General Dynamics Corp | $7.6M | 1.51% | 22,127 | Added |
| 21 | PG | Procter & Gamble Company | $7.6M | 1.50% | 52,305 | Added |
| 22 | ABBV | AbbVie Inc. | $7.3M | 1.45% | 33,627 | Trimmed |
| 23 | AVGO | Broadcom Inc | $7.0M | 1.38% | 22,490 | Trimmed |
| 24 | PEP | Pepsico, Inc | $6.5M | 1.29% | 41,918 | Added |
| 25 | SO | Southern Company | $6.5M | 1.29% | 67,460 | Added |
Source: SEC Form 13F filings · as of 2026-03-31