Community Bank, N.A.

CIK

1632187

Location

DeWitt, NY

Portfolio Value

Small $601,226,235

Diversification

Diversified

Filing Date

Global Rank

#2,379 / 8,624 ▲ 10 · as of Mar 2026

Top Industry

Consumer Electronics 16.4%

3Y Alpha vs SPY

-1.5%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+61.3%

SPY

+67.7%

Annualised alpha

-1.5%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

363 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.7%

−1.0 pts

Top 5

28.8%

−3.2 pts

Top 10

39.0%

−2.8 pts

HHI

367

Diversified−41

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.1%	$204,757,552	44
Healthcare	12.8%	$77,203,034	41
Financial Services	10.3%	$61,725,529	78
Industrials	10.0%	$60,027,986	51
Consumer Defensive	7.4%	$44,202,115	22
Communication Services	6.2%	$37,213,619	15
Energy	5.2%	$30,966,807	27
Consumer Cyclical	4.4%	$26,278,179	35
Unclassified	3.8%	$22,958,332	9
Utilities	3.3%	$19,957,642	16
Basic Materials	2.5%	$15,034,581	17
Real Estate	0.1%	$900,859	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAG	Conagra Brands Inc.	+6,300	119,547	$1,879,278
OMC	Omnicom Group Inc.	+5,975	50,658	$3,815,053
PANW	Palo Alto Networks Inc	+5,597	19,222	$3,081,670
FISV	Fiserv Inc	+5,060	28,130	$1,569,654
CRM	Salesforce, Inc.	+3,860	13,632	$2,544,685
LDOS	Leidos Holdings, Inc.	+3,775	5,400	$839,807
TFC	Truist Financial Corp	+2,235	96,139	$4,419,508
NBTB	Nbt Bancorp Inc	+2,034	18,509	$788,113
AMZN	Amazon Com Inc	+1,560	47,243	$9,839,298
DOW	Dow Inc.	+1,328	35,154	$1,464,163
DIS	Walt Disney Co	+1,170	25,460	$2,453,834
MSFT	Microsoft Corp	+1,016	59,569	$22,050,656
NWFL	Norwood Financial Corp	+1,010	5,497	$161,721
FITB	Fifth Third Bancorp	+989	1,644	$76,379
BAC	Bank Of America Corp /De/	+913	22,363	$1,090,195
AEP	American Electric Power Co Inc	+874	41,382	$5,424,351
PNC	Pnc Financial Services Group, Inc.	+845	13,112	$2,728,475
ABT	Abbott Laboratories	+830	40,038	$4,110,700
WM	Waste Management Inc	+745	9,633	$2,213,566
AVGO	Broadcom Inc.	+560	38,582	$11,941,513
V	Visa Inc.	+430	15,414	$4,658,726
ELV	Elevance Health, Inc.	+430	7,983	$2,337,023
BDX	Becton Dickinson & Co	+355	6,413	$1,008,315
CMG	Chipotle Mexican Grill Inc	+355	42,970	$1,375,468
AMGN	Amgen Inc	+351	16,492	$5,802,709
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WTRG	Essential Utilities, Inc.	−15,385	10,083	$406,042
GLW	Corning Inc /Ny	−6,740	57,314	$7,792,983
LEN	Lennar Corp /New/	−5,445	2,135	$185,403
BMY	Bristol Myers Squibb Co	−5,348	206,032	$12,495,840
LRCX	Lam Research Corp	−3,950	27,336	$5,840,609
PFE	Pfizer Inc	−3,927	57,566	$1,616,452
AAPL	Apple Inc.	−3,443	372,895	$94,637,021
CSCO	Cisco Systems, Inc.	−3,250	149,030	$11,563,237
ADM	Archer-Daniels-Midland Co	−3,220	3,769	$273,968
WMT	Walmart Inc.	−3,147	92,781	$11,530,822
VZ	Verizon Communications Inc	−2,841	203,125	$10,196,874
KO	Coca Cola Co	−2,765	88,046	$6,695,897
KVUE	Kenvue Inc.	−2,686	32,583	$561,730
DD	DuPont de Nemours, Inc.	−2,313	30,935	$1,416,822
NEE	Nextera Energy Inc	−2,266	55,294	$5,135,706
VRTX	Vertex Pharmaceuticals Inc / Ma	−2,247	880	$392,954
CBU	Community Financial System, Inc.	−2,200	100,312	$5,883,298
IBM	International Business Machines Corp	−2,020	88,070	$21,347,287
IAU	Ishares Gold Trust	−1,983	13,044	$1,149,959
EMR	Emerson Electric Co	−1,931	53,393	$6,995,550
UPS	United Parcel Service Inc	−1,871	32,068	$3,154,849
KMI	Kinder Morgan, Inc.	−1,640	78,775	$2,641,325
SBUX	Starbucks Corp	−1,630	12,434	$1,113,961
MET	Metlife Inc	−1,507	23,675	$1,674,295
CVS	CVS HEALTH Corp	−1,450	3,600	$258,552
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	100	$99,643
AZN	Astrazeneca PLC	476	$93,876
DIA	Spdr Dow Jones Industrial Average ETF Trust	194	$89,858
HBAN	Huntington Bancshares Inc /Md/	2,304	$36,057
HPE	Hewlett Packard Enterprise Co	1,256	$29,905
ETR	Entergy Corp /De/	218	$24,494
IRM	Iron Mountain Inc	223	$22,777
CAKE	Cheesecake Factory Inc	400	$21,900
CCL	Carnival Corp Ltd.	800	$20,704
SYF	Synchrony Financial	224	$15,236
NCLH	Norwegian Cruise Line Holdings Ltd.	800	$14,960
PFG	Principal Financial Group Inc	147	$13,246
NTR	Nutrien Ltd.	160	$12,073
AMCR	Amcor plc	200	$7,950
VSNT	Versant Media Group, Inc.	5	$185
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
AEE	Ameren Corp	2,498	$249,450
STX	Seagate Technology Holdings plc	400	$110,156
ROP	Roper Technologies Inc	200	$89,026
NRG	Nrg Energy, Inc.	400	$63,696
TT	Trane Technologies plc	158	$61,492
SUI	Sun Communities Inc	125	$15,488
D	Dominion Energy, Inc	200	$11,718
VLY	Valley National Bancorp	1,000	$11,680
GSK	GSK plc	217	$10,641
GWRE	Guidewire Software, Inc.	25	$5,025
BCE	Bce Inc	129	$3,072
HLN	Haleon plc	241	$2,436
WKHS	Workhorse Group Inc.	1	$5
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

363 tracked positions · $601,226,235 total · filing declares 698 positions · $840,109,213 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 363 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	372,895	-3,443	$94,637,021	−7.5%	15.74%
MSFT	Microsoft Corp Technology	Added	59,569	+1,016	$22,050,656	−22.1%	3.67%
IBM	International Business Machines Corp Technology	Reduced	88,070	-2,020	$21,347,287	−20.0%	3.55%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	68,895	-364	$20,266,152	−9.2%	3.37%
GOOGL	Alphabet Inc. Communication Services	Added	50,672	+195	$14,571,239	−7.8%	2.42%
MRK	Merck & Co., Inc. Healthcare	Reduced	114,906	-845	$13,822,042	+13.4%	2.30%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	206,032	-5,348	$12,495,840	+9.6%	2.08%
AVGO	Broadcom Inc. Technology	Added	38,582	+560	$11,941,513	−9.3%	1.99%
CSCO	Cisco Systems, Inc. Technology	Reduced	149,030	-3,250	$11,563,237	−1.4%	1.92%
WMT	Walmart Inc. Consumer Defensive	Reduced	92,781	-3,147	$11,530,822	+7.9%	1.92%
JNJ	Johnson & Johnson Healthcare	Reduced	46,365	-498	$11,333,460	+16.9%	1.89%
CAT	Caterpillar Inc Industrials	Reduced	15,180	-121	$10,754,422	+22.7%	1.79%
PEP	Pepsico Inc Consumer Defensive	Reduced	67,618	-501	$10,500,398	+7.4%	1.75%
ABBV	AbbVie Inc. Healthcare	Reduced	47,593	-1,121	$10,351,000	−7.0%	1.72%
VZ	Verizon Communications Inc Communication Services	Reduced	203,125	-2,841	$10,196,874	+21.6%	1.70%
XOM	ExxonMobil Holdings Corp Energy	Reduced	59,565	-1,409	$10,105,797	+37.7%	1.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	47,243	+1,560	$9,839,298	−6.7%	1.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	15,122	-369	$9,834,440	−6.9%	1.64%
NVDA	Nvidia Corp Technology	Reduced	46,707	-33	$8,145,700	−6.6%	1.35%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	56,109	-280	$8,104,383	+0.3%	1.35%
GLW	Corning Inc /Ny Technology	Reduced	57,314	-6,740	$7,792,983	+38.9%	1.30%
CVX	Chevron Corp Energy	Reduced	34,027	-275	$7,040,185	+34.7%	1.17%
EMR	Emerson Electric Co Industrials	Reduced	53,393	-1,931	$6,995,550	−4.7%	1.16%
KO	Coca Cola Co Consumer Defensive	Reduced	88,046	-2,765	$6,695,897	+5.5%	1.11%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	10,822	-377	$6,674,576	−1.2%	1.11%
RTX	RTX Corp Industrials	Reduced	33,983	-710	$6,555,320	+3.0%	1.09%
CBU	Community Financial System, Inc. Financial Services	Reduced	100,312	-2,200	$5,883,298	−0.1%	0.98%
LRCX	Lam Research Corp Technology	Reduced	27,336	-3,950	$5,840,609	+9.1%	0.97%
AMGN	Amgen Inc Healthcare	Added	16,492	+351	$5,802,709	+9.8%	0.97%
CMI	Cummins Inc Industrials	Reduced	10,239	-390	$5,508,786	+1.5%	0.92%
TXN	Texas Instruments Inc Technology	Reduced	28,205	-351	$5,475,718	+10.5%	0.91%
AEP	American Electric Power Co Inc Utilities	Added	41,382	+874	$5,424,351	+16.1%	0.90%
NUE	Nucor Corp Basic Materials	Reduced	31,970	-475	$5,406,126	+2.2%	0.90%
NEE	Nextera Energy Inc Utilities	Reduced	55,294	-2,266	$5,135,706	+11.1%	0.85%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	61,532	-285	$4,981,015	+0.3%	0.83%
CB	Chubb Ltd Financial Services	Added	14,950	+180	$4,872,652	+5.7%	0.81%
LOW	Lowes Companies Inc Consumer Cyclical	Added	19,808	+303	$4,680,233	−0.5%	0.78%
V	Visa Inc. Financial Services	Added	15,414	+430	$4,658,726	−11.3%	0.77%
TFC	Truist Financial Corp Financial Services	Added	96,139	+2,235	$4,419,508	−4.4%	0.74%
QCOM	Qualcomm Inc/De Technology	Reduced	32,519	-330	$4,187,796	−25.5%	0.70%
ABT	Abbott Laboratories Healthcare	Added	40,038	+830	$4,110,700	−16.3%	0.68%
T	At&T Inc. Communication Services	Reduced	137,802	-991	$3,994,879	+15.9%	0.66%
PSX	Phillips 66 Energy	Reduced	21,927	-475	$3,994,660	+38.2%	0.66%
OMC	Omnicom Group Inc. Communication Services	Added	50,658	+5,975	$3,815,053	+5.7%	0.63%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	13,096	+174	$3,804,256	+19.2%	0.63%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	12,233	-149	$3,801,893	+0.5%	0.63%
LLY	ELI LILLY & Co Healthcare	Reduced	4,119	-11	$3,788,531	−14.6%	0.63%
ITW	Illinois Tool Works Inc Industrials	Reduced	14,548	-1,174	$3,786,698	−2.2%	0.63%
LMT	Lockheed Martin Corp Industrials	Reduced	6,118	-95	$3,697,657	+23.0%	0.62%
HON	Honeywell International Inc Industrials	Reduced	16,296	-348	$3,683,384	+13.4%	0.61%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.