Country Club Bank has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.53 Billion distributed in 547 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $77.8M, Vanguard Star Fd Vanguard Tota with a value of $76.1M, Ishares Core S&P 500 ETF with a value of $68.5M, Microsoft Corp with a value of $45.7M, and Ishares Tr Msci Eafe ETF with a value of $39.6M.

Examining the 13F form we can see an increase of $90.2M in the current position value, from $1.44B to 1.53B.

Below you can find more details about Country Club Bank portfolio as well as his latest detailed transactions.

Portfolio value $1.53 Billion
ETFs: $721 Million
Technology: $167 Million
Financial Services: $153 Million
Healthcare: $96.6 Million
Consumer Defensive: $88.8 Million
Industrials: $77.3 Million
Consumer Cyclical: $65.2 Million
Communication Services: $61.7 Million
Other: $95.9 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 547
  • Current Value $1.53 Billion
  • Prior Value $1.44 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 168 stocks
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