Community Bank & Trust, Waco, Texas Portfolio Holdings

Community Bank & Trust, Waco, Texas

  • $425 Million
  • Q1 2025

Community Bank & Trust, Waco, Texas has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $425 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.1M, Microsoft Corp with a value of $17M, Berkshire Hathaway Inc Class B with a value of $15.4M, Jpmorgan Chase & CO with a value of $12.3M, and Nvidia Corp with a value of $11.7M.

Examining the 13F form we can see an decrease of $13.3M in the current position value, from $438M to 425M.

Community Bank & Trust, Waco, Texas is based out at Waco, TX

Below you can find more details about Community Bank & Trust, Waco, Texas portfolio as well as his latest detailed transactions.

Portfolio value $425 Million
Technology: $113 Million
Financial Services: $54.2 Million
Healthcare: $51.2 Million
Industrials: $51.1 Million
Consumer Defensive: $43 Million
Consumer Cyclical: $39.9 Million
Energy: $33.7 Million
Communication Services: $17.6 Million
Other: $18.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $425 Million
  • Prior Value $438 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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