Community Bank, N.A.

CIK

1632187

Location

DeWitt, NY

Portfolio Value

Small $601,226,235

Diversification

Diversified

Filing Date

Global Rank

#2,082 / 8,232 ▲ 111

Top Industry

Consumer Electronics 16.4%

3Y Alpha vs SPY

-2.0%

Period ended 2 months ago

Filed May 12, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.9%

SPY

+76.3%

Annualised alpha

-2.0%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

15.7%

−1.0 pts

Top 5

28.8%

−3.3 pts

Top 10

39.0%

−2.8 pts

HHI

367

Diversified−42

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
CMG	Chipotle Mexican Grill Inc	+355	42,970	$1,375,468
BDX	Becton Dickinson & Co	+355	6,413	$1,008,315
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 positions · $601,226,235 total · 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	Exxon Mobil 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%