C
Community Bank of Raymore
RIA/Wealth
Community Bank of Raymore is a RIA/Wealth based in Beavercreek, OH led by Don Lynn Ray, reporting $220.9M in AUM as of Q3 2025 with JPM as the largest holding (12% allocation).
Managing PartnerDon Lynn Ray
- Portfolio Value
- $144.5M
- Positions
- 74
- Top Holding
- JPM at 11.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Community Bank of Raymore's portfolio (49.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Diversified Financial Services | $17.2M | 11.87% | — | 0.00% 54.4K shares | |
REIT - Retail Real Estate | $8.7M | 5.99% | -$23.0K Sold | 0.02% 142.3K shares | |
Agricultural - Machinery Industrials | $8.5M | 5.91% | -$303.0K Sold | 0.00% 17.9K shares | |
Independent Power Producers Utilities | $7.4M | 5.16% | -$923.9K Sold | 0.02% 46.0K shares | |
Rental & Leasing Services Industrials | $6.5M | 4.48% | -$147.9K Sold | 0.10% 37.0K shares | |
ETF ETF | $5.9M | 4.09% | +$445.2K Bought | — 9.7K shares | |
Banks - Diversified Financial Services | $5.0M | 3.45% | -$232.4K Sold | 0.00% 96.7K shares | |
Consumer Electronics Technology | $4.4M | 3.02% | +$104.4K Bought | 0.00% 17.1K shares | |
ETF ETF | $4.1M | 2.82% | +$98.8K Bought | — 8.5K shares | |
Railroads Industrials | $4.0M | 2.78% | — | 0.00% 17.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Community Bank of Raymore's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+344.55% | |
+153.81% | |
+10.64% | |
+10.05% | |
+8.17% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-55.85% | |
-24.51% | |
-22.9% | |
-14.4% |
Analytics
Portfolio insights and performance metrics for Community Bank of Raymore
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