Filer Name: COUNTRY CLUB BANK
CIK: 824325
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 319
Portfolio Value: $1.50B

Country Club Bank Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 240,499 $70M 4.67% 0.1% -
VXUS US VANGUARD TOTAL INTL STOCK 1,044,344 $62M 4.12% -1.7% -
IVV US ISHARES CORE S&P 500 ETF 102,097 $60M 4.03% 1.6% -
MSFT US MICROSOFT CORP 93,618 $40M 2.66% 0.2% -
AAPL US APPLE INC 146,130 $37M 2.46% 1.6% -
WMT US WALMART INC 380,865 $34M 2.31% -0.3% -
EFA US ISHARES MSCI EAFE ETF 392,089 $30M 1.98% 1.4% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 65,562 $30M 1.98% -1.3% -
IWF US ISHARES RUSSELL 1000 GROWTH 71,308 $29M 1.93% -3.4% -
AMZN US AMAZON.COM INC 126,941 $28M 1.88% 0.1% -
GOOG US ALPHABET INC-CL C 135,061 $26M 1.74% -0.3% -
VONG US VANGUARD RUSSELL 1000 GROWTH 239,596 $25M 1.67% 3.3% -
NVDA US NVIDIA CORP 178,149 $24M 1.64% 0.6% -
EFG US ISHARES MSCI EAFE GROWTH ETF 220,221 $21M 1.43% 3.1% -
AVGO US BROADCOM INC 91,095 $21M 1.43% -1.8% -
VGSH US VANGUARD SHORT-TERM TREASURY 363,734 $21M 1.41% 4.0% -
SPY US SPDR S&P 500 ETF TRUST 32,735 $19M 1.29% 2.3% -
GVI US ISHARES INTERMEDIATE GOVERNM 163,057 $17M 1.14% -4.9% -
JPM US JPMORGAN CHASE & CO 67,035 $16M 1.07% 0.8% -
C US CITIGROUP INC 225,976 $16M 1.06% -1.0% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us