Community Bank & Trust, Waco, Texas Portfolio Holdings

Community Bank & Trust, Waco, Texas

  • $439 Million
  • Q2 2025

Community Bank & Trust, Waco, Texas has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $439 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 $43.2M, Microsoft Corp with a value of $22.3M, Nvidia Corp with a value of $17M, Jpmorgan Chase & CO with a value of $14.5M, and Berkshire Hathaway Inc Class B with a value of $14M.

Examining the 13F form we can see an increase of $14M in the current position value, from $425M to 439M.

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 $439 Million
Technology: $130 Million
Financial Services: $56.2 Million
Industrials: $53.9 Million
Healthcare: $45.3 Million
Consumer Defensive: $42.6 Million
Consumer Cyclical: $41.3 Million
Energy: $31.4 Million
Communication Services: $19.2 Million
Other: $19 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$1.05 Million 0.24% of portfolio
11,700
Q2 2025 Added 1,400.0%
$8.01B
$462,000 0.11% of portfolio
3,600
Q2 2024 Reduced 4.0%
$6.58B
$408,000 0.09% of portfolio
7,750
Q4 2024 Added 400.0%
$6.08B
$364,000 0.08% of portfolio
3,500
Q3 2020 Reduced 16.67%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $439 Million
  • Prior Value $425 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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