Community Bank & Trust, Waco, Texas Diversified Active

Location: Waco, TX

CIK: 0001654847 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 4, 2026

Total Value: $555M

Holdings (168)

New Positions (10)

Increased Positions (28)

VZ Verizon Communications Inc 0.7%
Value $3.686M (-12.3%) Shares 87,052 (+3.9%) Est. Cost $33.01 Unrealized
RY Royal Bank Of Canada Corp 0.4%
Value $1.973M (+30.0%) Shares 9,535 (+1.6%) Est. Cost $125.00 Unrealized
AMGN Amgen Inc. 0.7%
Value $3.84M (+6.2%) Shares 10,604 (+3.2%) Est. Cost $196.91 Unrealized
CSSD Cohen & Steers Short Duration Preferred and Income Active ETF 1.1%
Value $6.243M (+3.1%) Shares 248,132 (+2.4%) Est. Cost $25.00 Unrealized
CAH Cardinal Health Inc Com 0.3%
Value $1.473M (+13.7%) Shares 6,200 (+1.1%) Est. Cost $107.83 Unrealized
RIO Rio Tinto Plc ADR 0.6%
Value $3.504M (+4.8%) Shares 36,912 (+3.0%) Est. Cost $72.44 Unrealized
BKNG Booking Holdgs Inc 0.4%
Value $2.218M (+6.4%) Shares 12,445 (+2414.1%) Est. Cost $244.34 Unrealized
MFC Manulife Finl Corp Com 0.1%
Value $419K (+42.5%) Shares 10,348 (+21.3%) Est. Cost $37.69 Unrealized
TFC Truist Financial Corp 0.2%
Value $1.241M (+10.8%) Shares 24,913 (+2.3%) Est. Cost $38.76 Unrealized
BABA Alibaba Group Holding Ltd 0.1%
Value $449K (-20.7%) Shares 4,677 (+3.6%) Est. Cost $115.77 Unrealized
TU Telus Corp. Ordinary Shares 0.1%
Value $645K (-14.8%) Shares 60,977 (+3.4%) Est. Cost $17.72 Unrealized
CRM Salesforce Inc 0.1%
Value $579K (-15.1%) Shares 3,694 (+1.3%) Est. Cost $186.76 Unrealized
PCY Invesco Exchan Emerg Mkts Sovrgn Db ETF 0.1%
Value $295K (+39.2%) Shares 13,635 (+34.1%) Est. Cost $21.05 Unrealized
MDT Medtronic Plc 0.3%
Value $1.703M (-3.5%) Shares 21,769 (+6.9%) Est. Cost $80.51 Unrealized
FALN Ishares Trust Fallen Angels USD Bond Etf 0.1%
Value $355K (+20.3%) Shares 13,049 (+17.9%) Est. Cost $27.26 Unrealized
BKLN Invesco Exchan Senior Loan ETF 0.1%
Value $420K (+14.4%) Shares 20,623 (+14.7%) Est. Cost $20.90 Unrealized
OMC Omnicom Group 0.1%
Value $390K (+13.7%) Shares 5,354 (+17.6%) Est. Cost $75.99 Unrealized
VRIG Invesco Exchange Variable Rate Inv Gr ETF 0.1%
Value $420K (+12.0%) Shares 16,746 (+11.9%) Est. Cost $25.09 Unrealized
CF Cf Industries Holdings Inc 0.0%
Value $273K (-14.2%) Shares 2,520 (+2.9%) Est. Cost $90.58 Unrealized
GTO Invesco Exchange Total Return Bond ETF 0.1%
Value $486K (+8.5%) Shares 10,374 (+8.3%) Est. Cost $47.28 Unrealized
AGG Ishares Core US Aggregate Bond Etf 0.1%
Value $457K (+8.8%) Shares 4,613 (+9.0%) Est. Cost $99.85 Unrealized
BLK BlackRock FDG Inc 0.4%
Value $2.314M (+1.2%) Shares 2,406 (+1.2%) Est. Cost $970.34 Unrealized
GOVI Invesco Exchan Equal Wgt 0-30 Ye Tr ETF 0.1%
Value $318K (+7.8%) Shares 11,730 (+8.5%) Est. Cost $27.48 Unrealized
KMI Kinder Morgan, Inc 0.5%
Value $2.543M (+0.9%) Shares 79,530 (+5.8%) Est. Cost $23.32 Unrealized
AON Aon Plc 0.1%
Value $287K (+5.9%) Shares 864 (+2.7%) Est. Cost $360.23 Unrealized
TTE Totalenergies Se Ordinary Shares 0.1%
Value $460K (-2.7%) Shares 5,926 (+16.8%) Est. Cost $72.41 Unrealized
SYK Stryker Corp 0.1%
Value $439K (-2.0%) Shares 1,395 (+2.3%) Est. Cost $314.53 Unrealized
WM Waste Mgmt Inc Del 0.2%
Value $979K (-0.2%) Shares 4,394 (+2.9%) Est. Cost $158.76 Unrealized

Decreased Positions (55)

MU Micron Technology Inc 3.7%
Value $20.37M (+232.3%) Shares 17,649 (-2.7%) Est. Cost $64.41 Unrealized
CVS CVS Caremark Corp 0.2%
Value $1.283M (-86.1%) Shares 12,400 (-3.6%) Est. Cost $69.39 Unrealized
CAT Caterpillar Inc. 4.4%
Value $24.34M (+46.7%) Shares 22,861 (-2.4%) Est. Cost $110.26 Unrealized
AAPL Apple Inc. 10.3%
Value $57.18M (+12.6%) Shares 197,613 (-1.2%) Est. Cost $124.21 Unrealized
STX Seagate Technology Holdings Plc Corp 1.6%
Value $9.125M (+136.6%) Shares 9,456 (-3.9%) Est. Cost $78.23 Unrealized
AMD Advanced Micro Devices Inc 1.1%
Value $6.369M (+168.7%) Shares 10,964 (-5.9%) Est. Cost $141.82 Unrealized
CSCO Cisco Systems, Inc 2.2%
Value $11.93M (+48.4%) Shares 101,576 (-2.0%) Est. Cost $28.75 Unrealized
XOM Exxon Mobil Corp 2.0%
Value $10.87M (-21.1%) Shares 79,527 (-2.1%) Est. Cost $60.46 Unrealized
NVDA Nvidia Corp 3.7%
Value $20.34M (+12.7%) Shares 101,680 (-1.8%) Est. Cost $94.97 Unrealized
LMT Lockheed Martin Corp 1.9%
Value $10.26M (-16.8%) Shares 20,145 (-1.3%) Est. Cost $211.07 Unrealized
CVX Chevron Corporation 1.4%
Value $7.722M (-20.7%) Shares 46,586 (-1.0%) Est. Cost $80.71 Unrealized
UNH UnitedHealth Group Inc 0.8%
Value $4.709M (+49.6%) Shares 11,330 (-2.6%) Est. Cost $204.74 Unrealized
WMT Walmart Inc 2.2%
Value $12.42M (-10.8%) Shares 109,647 (-2.1%) Est. Cost $45.52 Unrealized
JPM JPMorgan Chase & Co 2.9%
Value $16.03M (+10.0%) Shares 48,981 (-1.2%) Est. Cost $80.61 Unrealized
AVGO Broadcom Inc 1.5%
Value $8.397M (+20.6%) Shares 22,230 (-1.2%) Est. Cost $147.63 Unrealized
AMZN Amazon.com Inc. 2.1%
Value $11.71M (+12.7%) Shares 49,130 (-1.5%) Est. Cost $127.43 Unrealized
ABBV AbbVie Inc. 1.5%
Value $8.322M (+13.8%) Shares 33,072 (-1.7%) Est. Cost $50.64 Unrealized
PEP Pepsico, Inc 1.0%
Value $5.553M (-14.7%) Shares 41,015 (-2.2%) Est. Cost $85.08 Unrealized
UNP Union Pacific Corp 1.1%
Value $6.293M (+10.4%) Shares 23,135 (-1.5%) Est. Cost $97.19 Unrealized
VLO Valero Energy Corp 2.7%
Value $14.92M (+4.1%) Shares 57,274 (-1.2%) Est. Cost $70.06 Unrealized
ABT Abbott Laboratories 0.6%
Value $3.424M (-14.6%) Shares 37,733 (-3.3%) Est. Cost $75.94 Unrealized
PSX Phillips 66 1.0%
Value $5.709M (-9.2%) Shares 33,772 (-2.1%) Est. Cost $90.74 Unrealized
BX Blackstone Inc 1.5%
Value $8.087M (-5.2%) Shares 68,722 (-7.3%) Est. Cost $41.51 Unrealized
PRU Prudential Financial, Inc 0.9%
Value $5.02M (+8.3%) Shares 46,510 (-2.0%) Est. Cost $70.64 Unrealized
MO Altria Group Inc. 0.9%
Value $5.246M (+7.1%) Shares 72,914 (-1.7%) Est. Cost $32.23 Unrealized
INTU Intuit Inc Corp 0.1%
Value $381K (-47.5%) Shares 1,460 (-13.1%) Est. Cost $395.99 Unrealized
HD Home Depot, Inc. 1.1%
Value $6.295M (+5.2%) Shares 17,848 (-1.9%) Est. Cost $150.31 Unrealized
PFE Pfizer Inc 0.2%
Value $1.369M (-18.3%) Shares 56,836 (-4.7%) Est. Cost $23.46 Unrealized
CSX CSX Corp 0.4%
Value $2.422M (+14.2%) Shares 50,954 (-1.4%) Est. Cost $26.23 Unrealized
BBY Best Buy Co., Inc. 0.4%
Value $2.196M (+15.3%) Shares 28,937 (-2.4%) Est. Cost $51.30 Unrealized
TMUS T-Mobile US Inc Corp 0.2%
Value $981K (-21.6%) Shares 5,847 (-1.9%) Est. Cost $154.13 Unrealized
JNJ Johnson & Johnson 2.4%
Value $13.53M (+1.9%) Shares 53,272 (-1.9%) Est. Cost $88.38 Unrealized
MRK Merck & Co. Inc 0.9%
Value $5.126M (+4.6%) Shares 39,889 (-2.1%) Est. Cost $48.21 Unrealized
SO Southern Company 1.1%
Value $6.329M (-2.8%) Shares 66,124 (-2.0%) Est. Cost $39.54 Unrealized
ADP Automatic Data Processing Inc. 0.4%
Value $1.949M (+9.0%) Shares 8,702 (-1.1%) Est. Cost $85.81 Unrealized
DUK Duke Energy Corp 0.5%
Value $2.578M (-5.5%) Shares 20,369 (-2.2%) Est. Cost $78.29 Unrealized
MSFT Microsoft Corp 2.9%
Value $16.01M (-0.9%) Shares 42,919 (-1.6%) Est. Cost $70.97 Unrealized
QCOM QUALCOMM Inc 0.4%
Value $2.176M (+6.3%) Shares 11,774 (-25.9%) Est. Cost $125.31 Unrealized
RTX RTX Corp 0.4%
Value $1.998M (-5.8%) Shares 10,531 (-4.2%) Est. Cost $69.40 Unrealized
NSC Norfolk Southern Corp 0.6%
Value $3.177M (+3.8%) Shares 10,098 (-5.3%) Est. Cost $103.18 Unrealized
BRK/B Berkshire Hathaway Inc. B 2.3%
Value $12.85M (+0.7%) Shares 25,676 (-3.6%) Est. Cost $245.25 Unrealized
PG Procter & Gamble Company 1.4%
Value $7.502M (-0.7%) Shares 51,157 (-2.2%) Est. Cost $73.39 Unrealized
PAYX Paychex Inc 0.5%
Value $2.732M (+1.9%) Shares 27,785 (-4.6%) Est. Cost $47.73 Unrealized
MMM 3M Company 0.1%
Value $562K (+9.8%) Shares 3,468 (-1.6%) Est. Cost $102.27 Unrealized
GPN Global Payments Inc 0.1%
Value $754K (+5.9%) Shares 10,395 (-1.8%) Est. Cost $72.19 Unrealized
MDLZ Mondelez International, Inc 0.4%
Value $2.157M (-1.9%) Shares 37,284 (-2.2%) Est. Cost $46.08 Unrealized
TGT Target Corp 0.2%
Value $1.029M (-3.3%) Shares 7,876 (-10.3%) Est. Cost $88.15 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value $389K (+8.4%) Shares 5,458 (-2.5%) Est. Cost $53.72 Unrealized
EXC Exelon Corp. Ordinary Shares 0.1%
Value $438K (-6.4%) Shares 9,405 (-1.6%) Est. Cost $24.99 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value $245K (+12.4%) Shares 2,228 (-1.3%) Est. Cost $88.64 Unrealized
IJR iShares Core S&P Small-Cap 0.0%
Value $263K (+8.7%) Shares 1,776 (-8.6%) Est. Cost $72.87 Unrealized
ZBH Zimmer Biomet Holdings, Inc 0.1%
Value $297K (-6.0%) Shares 3,450 (-1.4%) Est. Cost $108.52 Unrealized
UPS United Parcel Service, Inc 0.1%
Value $451K (+3.9%) Shares 4,293 (-2.7%) Est. Cost $124.82 Unrealized
KHC Kraft Heinz 0.3%
Value $1.644M (-0.1%) Shares 69,598 (-4.9%) Est. Cost $31.12 Unrealized
HPQ Hp Inc 0.1%
Value $445K (-0.4%) Shares 20,274 (-12.9%) Est. Cost $27.44 Unrealized

Unchanged Positions (75)

INTC Intel Corporation 0.9%
Value $4.821M Shares 34,525 Est. Cost $27.71 Unrealized
GOOGL Alphabet Inc A 3.0%
Value $16.8M Shares 47,014 Est. Cost $111.52 Unrealized
AMAT Applied Materials Inc 0.7%
Value $3.996M Shares 5,527 Est. Cost $105.58 Unrealized
MCHP Microchip Technology Inc 0.9%
Value $4.927M Shares 54,022 Est. Cost $50.11 Unrealized
IBM International Business Machines Corp 1.9%
Value $10.47M Shares 37,218 Est. Cost $108.30 Unrealized
GOOG Alphabet Inc 1.2%
Value $6.504M Shares 18,408 Est. Cost $107.45 Unrealized
ELV Elevance Health Inc 0.8%
Value $4.699M Shares 12,151 Est. Cost $193.32 Unrealized
MCD McDonald's Corp 1.2%
Value $6.796M Shares 25,142 Est. Cost $103.34 Unrealized
ICE Intercontinental Exchange, Inc. 0.5%
Value $2.597M Shares 21,094 Est. Cost $57.21 Unrealized
COP ConocoPhillips 0.4%
Value $2.017M Shares 19,399 Est. Cost $85.61 Unrealized
TXN Texas Instruments Inc 0.2%
Value $1.222M Shares 4,101 Est. Cost $58.25 Unrealized
LOW Lowes Companies Inc 0.9%
Value $4.891M Shares 22,181 Est. Cost $69.06 Unrealized
KR Kroger Co 0.2%
Value $1.093M Shares 19,677 Est. Cost $39.26 Unrealized
BAC Bank of America Corp 0.3%
Value $1.78M Shares 31,240 Est. Cost $19.88 Unrealized
TM Toyota Motor Corp 0.2%
Value $1.152M Shares 6,841 Est. Cost $185.81 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value $450K Shares 1,320 Est. Cost $169.24 Unrealized
KO Coca-Cola Company 0.6%
Value $3.096M Shares 38,092 Est. Cost $43.76 Unrealized
WELL Welltower Inc 0.3%
Value $1.601M Shares 7,054 Est. Cost $51.41 Unrealized
DE Deere & Company 0.3%
Value $1.833M Shares 2,890 Est. Cost $221.55 Unrealized
NKE Nike, Inc 0.1%
Value $679K Shares 16,543 Est. Cost $60.46 Unrealized
ACN Accenture plc 0.1%
Value $333K Shares 2,680 Est. Cost $207.80 Unrealized
GD General Dynamics Corp 1.4%
Value $7.786M Shares 21,979 Est. Cost $160.80 Unrealized
PM Philip Morris International, Inc 0.4%
Value $2.184M Shares 12,075 Est. Cost $59.74 Unrealized
NOC Northrop Grumman Corp 0.1%
Value $556K Shares 1,091 Est. Cost $464.64 Unrealized
ALL Allstate Corporation 0.2%
Value $1.343M Shares 5,646 Est. Cost $89.15 Unrealized
LLY Lilly Eli & Company 0.1%
Value $613K Shares 511 Est. Cost $575.10 Unrealized
TT Trane Technologies Plc 0.2%
Value $889K Shares 1,810 Est. Cost $207.30 Unrealized
MCK McKesson Corp 0.2%
Value $907K Shares 1,200 Est. Cost $230.63 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value $996K Shares 1,334 Est. Cost $502.32 Unrealized
LUV Southwest Airlines Co 0.1%
Value $454K Shares 8,837 Est. Cost $34.42 Unrealized
NFLX Netflix Inc 0.1%
Value $321K Shares 4,500 Est. Cost $101.39 Unrealized
TSCO Tractor Supply 0.0%
Value $245K Shares 7,750 Est. Cost $52.22 Unrealized
CEG Constellation Energy Corp 0.1%
Value $819K Shares 3,297 Est. Cost $59.48 Unrealized
TSLA Tesla Motors, Inc 0.1%
Value $665K Shares 1,581 Est. Cost $242.85 Unrealized
PHM Pultegroup Inc 0.1%
Value $511K Shares 3,723 Est. Cost $84.72 Unrealized
WSM Williams Sonoma Inc Com 0.1%
Value $315K Shares 1,350 Est. Cost $126.29 Unrealized
CFR Cullen/Frost Bankers, Inc. 0.1%
Value $556K Shares 3,600 Est. Cost $90.28 Unrealized
BA Boeing Company 0.1%
Value $717K Shares 3,311 Est. Cost $157.80 Unrealized
V Visa Inc 0.1%
Value $505K Shares 1,471 Est. Cost $158.08 Unrealized
USB U.S. Bancorp 0.1%
Value $393K Shares 6,499 Est. Cost $32.67 Unrealized
IRM Iron Mtn Inc 0.1%
Value $278K Shares 2,200 Est. Cost $83.24 Unrealized
MA Mastercard Inc Class A 0.3%
Value $1.541M Shares 3,000 Est. Cost $381.34 Unrealized
PLTR Palantir Technologies Inc 0.0%
Value $204K Shares 1,750 Est. Cost $117.28 Unrealized
C Citigroup Inc. 0.0%
Value $269K Shares 1,919 Est. Cost $103.64 Unrealized
GS Goldman Sachs Group, Inc 0.1%
Value $298K Shares 295 Est. Cost $740.54 Unrealized
PKG Packaging Corp Amer 0.1%
Value $421K Shares 1,765 Est. Cost $98.38 Unrealized
COST Costco Wholesale Corp 0.1%
Value $540K Shares 577 Est. Cost $335.86 Unrealized
IJJ iShares S&P Mid-Cap 400 Value 0.1%
Value $310K Shares 2,098 Est. Cost $113.92 Unrealized
VWO Vanguard Emerging Markets Stock Idx ETF 0.1%
Value $300K Shares 5,022 Est. Cost $46.06 Unrealized
EOG EOG Resources Inc 0.0%
Value $241K Shares 1,857 Est. Cost $112.14 Unrealized
DOV Dover Corp 0.1%
Value $368K Shares 1,640 Est. Cost $159.27 Unrealized
ORCL Oracle Corporation 0.4%
Value $2.33M Shares 15,896 Est. Cost $64.30 Unrealized
EMR Emerson Electric Co 0.0%
Value $263K Shares 1,840 Est. Cost $99.38 Unrealized
CBRE Cbre Group Inc Class A 0.3%
Value $1.926M Shares 14,302 Est. Cost $33.20 Unrealized
CCI Crown Castle Intl Corp 0.0%
Value $222K Shares 2,925 Est. Cost $62.29 Unrealized
CRUS Cirrus Logic Inc 0.1%
Value $520K Shares 3,500 Est. Cost $51.08 Unrealized
ROP Roper Industries Inc 0.1%
Value $305K Shares 900 Est. Cost $172.39 Unrealized
TMO Thermo Fisher Scientific, Inc 0.1%
Value $674K Shares 1,345 Est. Cost $284.20 Unrealized
NVS Novartis AG 0.1%
Value $447K Shares 2,851 Est. Cost $89.49 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value $292K Shares 1,918 Est. Cost $105.84 Unrealized
IDV iShares International Select Div 0.1%
Value $388K Shares 9,356 Est. Cost $28.94 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value $239K Shares 884 Est. Cost $237.29 Unrealized
Nuveen Municipal Income Fund, Inc. 0.0%
Value $130K Shares 11,799 Est. Cost $9.92 Unrealized
O Realty Income Corp 0.1%
Value $403K Shares 6,497 Est. Cost $37.36 Unrealized
META Meta Platforms Inc 0.1%
Value $425K Shares 754 Est. Cost $330.73 Unrealized
EPD Enterprise Products Partners L.P. 0.0%
Value $221K Shares 6,005 Est. Cost $37.80 Unrealized
ED Consolidated Edison, Inc 0.0%
Value $238K Shares 2,149 Est. Cost $99.12 Unrealized
CRH Crh Plc Public Limited Corp 0.0%
Value $258K Shares 2,414 Est. Cost $82.84 Unrealized
APD Air Products & Chemicals Inc. 0.0%
Value $235K Shares 800 Est. Cost $271.49 Unrealized
ORLY O'Reilly Automotive Inc. 0.2%
Value $1.077M Shares 11,700 Est. Cost $86.09 Unrealized
DHR Danaher Corp 0.1%
Value $324K Shares 1,700 Est. Cost $90.28 Unrealized
WEC WEC Energy Group Inc 0.0%
Value $229K Shares 1,964 Est. Cost $107.26 Unrealized
JAAA Janus Detroit Henderson AAA CLO ETF 0.1%
Value $302K Shares 5,979 Est. Cost $50.53 Unrealized
BSMS Invesco Exchan BShs 2028 Muni bond ETF 0.0%
Value $208K Shares 8,888 Est. Cost $23.40 Unrealized
BSMR Invesco Exchan BShs 2027 Muni bond ETF 0.0%
Value $220K Shares 9,317 Est. Cost $23.61 Unrealized