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.
COUNTRY CLUB BANK (CIK 824325) reported $1.69B across 324 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: VTI ($86.4M, 5.12%), VXUS ($81.3M, 4.82%), IVV ($76.5M, 4.53%), MSFT ($46.0M, 2.72%), EFA ($42.3M, 2.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $86.4M | 5.12% | 264,041 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $81.3M | 4.82% | 1.1M | Added |
| 3 | IVV | ISHARES TR | $76.5M | 4.53% | 114,691 | Added |
| 4 | MSFT | MICROSOFT CORP | $46.0M | 2.72% | 89,302 | Trimmed |
| 5 | EFA | ISHARES TR | $42.3M | 2.51% | 454,776 | Added |
| 6 | WMT | WALMART INC | $38.2M | 2.27% | 370,842 | Trimmed |
| 7 | AAPL | APPLE INC | $35.1M | 2.08% | 138,079 | Trimmed |
| 8 | GOOG | ALPHABET INC | $33.9M | 2.01% | 138,559 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.8M | 1.88% | 63,626 | Trimmed |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | $30.2M | 1.79% | 251,409 | Added |
| 11 | IWF | ISHARES TR | $28.0M | 1.66% | 59,995 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $27.7M | 1.64% | 124,739 | Trimmed |
| 13 | VGSH | VANGUARD SCOTTSDALE FDS | $25.1M | 1.49% | 427,291 | Added |
| 14 | EFG | ISHARES TR | $24.4M | 1.45% | 215,546 | Trimmed |
| 15 | SPY | SPDR S&P 500 ETF TR | $21.3M | 1.26% | 32,086 | Trimmed |
| 16 | AVGO | BROADCOM INC | $19.5M | 1.16% | 59,508 | Trimmed |
| 17 | GVI | ISHARES TR | $19.2M | 1.14% | 178,469 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $19.1M | 1.13% | 105,018 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO. | $18.3M | 1.08% | 57,925 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $17.8M | 1.06% | 97,909 | Trimmed |
| 21 | KLAC | KLA CORP | $17.2M | 1.02% | 16,124 | Trimmed |
| 22 | C | CITIGROUP INC | $16.8M | 0.99% | 162,760 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $16.6M | 0.98% | 145,324 | Trimmed |
| 24 | CVX | CHEVRON CORP NEW | $15.7M | 0.93% | 100,857 | Trimmed |
| 25 | OEF | ISHARES TR | $14.8M | 0.88% | 44,580 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30