Community Bank, N.A.

CIK

1632187

Location

DeWitt, NY

Portfolio Value

Small $914,896,080

Diversification

Diversified

Filing Date

Global Rank

#2,648 / 8,827 ▼ 34 · as of Jun 2026

Top Industry

Consumer Electronics 19.1%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.1%, 20.0 effective positions, active share 59.3% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.5 quarters (12+), a floor since 85.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 59.3%; sector active share 19.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

567 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.4%

−1.5 pts

Top 5

37.6%

+1.1 pts

Top 10

46.7%

+0.6 pts

HHI

499

Diversified−1

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.3%	$268,359,730	148
Technology	28.5%	$260,771,982	56
Healthcare	9.6%	$87,690,391	47
Financial Services	7.2%	$65,863,264	87
Industrials	6.6%	$60,475,492	63
Communication Services	4.4%	$40,685,619	16
Consumer Defensive	4.3%	$39,159,084	23
Energy	3.4%	$31,405,376	29
Consumer Cyclical	2.8%	$25,573,738	41
Utilities	1.9%	$17,071,345	27
Basic Materials	1.9%	$16,970,779	20
Real Estate	0.1%	$869,280	10

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOW	Dow Inc.	+13,434	46,163	$1,271,328
FISV	Fiserv Inc	+6,950	42,755	$1,931,670
PFF	iShares Preferred and Income Securities ETF	+6,186	119,318	$3,519,881
SHY	iShares 1-3 Year Treasury Bond ETF	+4,213	34,882	$2,832,418
DFAS	Dimensional U.S. Small Cap ETF	+3,402	12,233	$947,078
VEA	Vanguard FTSE Developed Markets ETF	+3,030	7,502	$529,716
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	+2,147	8,707	$436,568
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+2,046	4,336	$172,225
SRE	Sempra	+2,040	30,266	$2,359,536
ABT	Abbott Laboratories	+2,040	43,633	$4,312,248
SYK	Stryker Corp	+2,029	9,580	$2,638,235
PEP	Pepsico Inc	+1,842	69,199	$8,768,896
KMI	Kinder Morgan, Inc.	+1,535	77,680	$2,342,051
MMM	3M Co	+1,510	2,510	$412,016
DD	DuPont de Nemours, Inc.	+1,472	11,610	$1,508,022
CRM	Salesforce, Inc.	+1,445	17,913	$4,112,286
AMZN	Amazon Com Inc	+1,445	49,575	$12,351,611
KO	Coca Cola Co	+1,331	87,727	$7,551,540
CMG	Chipotle Mexican Grill Inc	+1,285	39,790	$1,271,290
MNST	Monster Beverage Corp	+1,259	2,518	$104,799
MSFT	Microsoft Corp	+1,201	61,168	$31,373,067
CTVA	Corteva, Inc.	+1,070	1,715	$133,169
BAC	Bank Of America Corp	+1,014	25,462	$1,385,896
AXP	American Express Co	+965	7,313	$2,223,883
CL	Colgate Palmolive Co	+800	15,700	$1,339,524
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAG	Conagra Brands Inc.	−104,116	53,987	$725,585
BMY	Bristol Myers Squibb Co	−14,798	182,601	$11,394,302
CSCO	Cisco Systems, Inc.	−5,286	134,073	$14,430,276
GLW	Corning Inc	−4,861	46,678	$7,177,208
GIS	General Mills Inc	−4,617	8,153	$262,200
PFE	Pfizer Inc	−4,386	50,755	$1,447,531
MET	Metlife Inc	−4,226	8,416	$792,450
NKE	NIKE, Inc.	−4,120	13,065	$462,501
MRK	Merck & Co., Inc.	−3,692	109,214	$15,869,885
CMCSA	Comcast Corp	−3,488	32,106	$698,626
T	At&T Inc.	−3,287	131,855	$3,217,262
UPS	United Parcel Service Inc	−2,795	28,759	$2,687,240
IJR	iShares Core S&P Small-Cap ETF	−2,636	119,200	$16,215,967
WTRG	Essential Utilities, Inc.	−2,520	3,500	$137,165
KVUE	Kenvue Inc.	−1,850	22,555	$398,320
TGT	Target Corp	−1,813	3,624	$567,843
JAAA	Janus Henderson AAA CLO ETF	−1,709	30,638	$1,546,299
EMR	Emerson Electric Co	−1,606	50,052	$7,763,065
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−1,600	52,313	$3,217,249
KD	Kyndryl Holdings, Inc.	−1,600	10	$112
LRCX	Lam Research Corp	−1,512	23,945	$7,866,171
JPM	Jpmorgan Chase & Co	−1,440	66,090	$21,864,554
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−1,365	36,852	$2,185,691
VZ	Verizon Communications Inc	−1,218	202,917	$9,307,801
FCX	Freeport-Mcmoran Inc	−1,197	43,942	$3,075,940
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	12,329	$1,910,624
HON	Honeywell International Inc	8,886	$1,874,412
MUB	iShares National Muni Bond ETF	4,272	$431,899
VO	VANGUARD MID-CAP INDEX FUND	4,000	$313,680
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	2,100	$99,456
CGMU	Capital Group Municipal Income ETF	3,455	$89,622
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	1,500	$68,760
WEC	Wec Energy Group, Inc.	660	$66,514
SOLV	Solventum Corp	375	$33,056
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	200	$29,296
SAN	Banco Santander, S.A.	2,057	$28,448
TTE	TotalEnergies SE	315	$26,932
MFC	Manulife Financial Corp	590	$25,128
VMRK	Vivmark Residential	237	$14,400
AMD	Advanced Micro Devices Inc	20	$12,235
MBGL	Mobility Global Inc.	588	$10,084
MSI	Motorola Solutions, Inc.	20	$8,919
ADI	Analog Devices Inc	20	$7,934
WYY	Widepoint Corp	1,000	$7,880
ECL	Ecolab Inc.	25	$6,864
TT	Trane Technologies plc	15	$6,779
KEYS	Keysight Technologies, Inc.	15	$5,460
BX	Blackstone Inc.	30	$3,362
HPQ	Hp Inc	74	$2,314
TROW	Price T Rowe Group Inc	20	$2,081
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
—		1,015	$77,565
BNDX	Vanguard Total International Bond ETF	1,362	$65,961
JPST	JPMorgan Ultra-Short Income ETF	400	$20,228
—		85	$16,038
SNDK	Sandisk Corp	7	$15,916
NTR	Nutrien Ltd.	160	$10,072
—		200	$622
VSNT	Versant Media Group, Inc.	5	$180
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

567 tracked positions · $914,896,080 total · filing declares 772 positions · $933,218,759 · as of Sep 30, 2026

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

Showing 1–50 of 567 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	370,158	-895	$123,270,016	+14.8%	13.47%
IVV	iShares Core S&P 500 ETF	Reduced	47,161	-86	$36,118,251	+2.1%	3.95%
MSFT	Microsoft Corp Technology	Added	61,168	+1,201	$31,373,067	+40.3%	3.43%
IEFA	iShares Core MSCI EAFE ETF	Reduced	319,509	-414	$30,954,031	+0.2%	3.38%
VOO	VANGUARD 500 INDEX FUND	Held	33,766	0	$23,665,238	+2.0%	2.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	66,090	-1,440	$21,864,554	−1.1%	2.39%
IBM	International Business Machines Corp Technology	Added	89,652	+222	$19,717,163	−21.6%	2.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	49,760	-445	$17,121,420	−4.6%	1.87%
IJR	iShares Core S&P Small-Cap ETF	Reduced	119,200	-2,636	$16,215,967	−10.3%	1.77%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	224,891	-448	$16,180,906	−6.9%	1.77%
MRK	Merck & Co., Inc. Healthcare	Reduced	109,214	-3,692	$15,869,885	+9.4%	1.73%
CSCO	Cisco Systems, Inc. Technology	Reduced	134,073	-5,286	$14,430,276	−11.8%	1.58%
AVGO	Broadcom Inc. Technology	Reduced	37,790	-609	$13,271,469	−8.5%	1.45%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	224,700	-219	$12,632,633	−0.6%	1.38%
JNJ	Johnson & Johnson Healthcare	Added	47,450	+388	$12,561,912	+5.1%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,575	+1,445	$12,351,611	+7.7%	1.35%
ABBV	AbbVie Inc. Healthcare	Reduced	46,435	-573	$12,146,931	+2.7%	1.33%
CAT	Caterpillar Inc Industrials	Reduced	14,462	-234	$11,725,644	−25.1%	1.28%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	182,601	-14,798	$11,394,302	+0.2%	1.25%
SPY	Spdr S&P 500 ETF Trust	Reduced	14,890	-107	$11,355,560	+1.4%	1.24%
NVDA	Nvidia Corp Technology	Reduced	46,225	-717	$10,556,864	+12.4%	1.15%
IWF	iShares Russell 1000 Growth ETF	Reduced	81,999	-693	$10,271,193	+0.0%	1.12%
XOM	ExxonMobil Holdings Corp Energy	Reduced	60,502	-845	$9,846,699	+17.4%	1.08%
WMT	Walmart Inc. Consumer Defensive	Added	92,350	+620	$9,597,011	−7.6%	1.05%
VZ	Verizon Communications Inc Communication Services	Reduced	202,917	-1,218	$9,307,801	+7.7%	1.02%
PEP	Pepsico Inc Consumer Defensive	Added	69,199	+1,842	$8,768,896	−3.9%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	55,309	+700	$8,035,291	+0.3%	0.88%
LRCX	Lam Research Corp Technology	Reduced	23,945	-1,512	$7,866,171	−28.7%	0.86%
EMR	Emerson Electric Co Industrials	Reduced	50,052	-1,606	$7,763,065	+5.0%	0.85%
KO	Coca Cola Co Consumer Defensive	Added	87,727	+1,331	$7,551,540	+7.6%	0.83%
PANW	Palo Alto Networks Inc Technology	Reduced	18,366	-1,080	$7,296,995	+10.0%	0.80%
TXN	Texas Instruments Inc Technology	Reduced	26,052	-635	$7,296,903	−8.3%	0.80%
GLW	Corning Inc Technology	Reduced	46,678	-4,861	$7,177,208	−45.5%	0.78%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	10,707	-105	$7,031,393	−7.5%	0.77%
NUE	Nucor Corp Basic Materials	Reduced	29,985	-795	$7,008,993	+2.2%	0.77%
AMGN	Amgen Inc Healthcare	Reduced	16,596	-112	$6,995,379	+15.6%	0.76%
CVX	Chevron Corp Energy	Reduced	33,462	-122	$6,833,274	+22.7%	0.75%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	56,919	-4	$6,703,350	−5.6%	0.73%
AVDV	Avantis International Small Cap Value ETF	Reduced	60,208	-4	$6,585,550	+6.1%	0.72%
IWD	iShares Russell 1000 Value ETF	Reduced	25,965	-244	$6,437,501	+1.3%	0.70%
RTX	RTX Corp Industrials	Reduced	32,951	-155	$6,117,352	−2.6%	0.67%
QCOM	Qualcomm Inc Technology	Added	30,787	+270	$5,666,038	+0.5%	0.62%
V	Visa Inc. Financial Services	Added	15,694	+210	$5,639,324	+6.2%	0.62%
LLY	ELI LILLY & Co Healthcare	Added	4,744	+430	$5,489,186	+6.1%	0.60%
CBU	Community Financial System, Inc. Financial Services	Reduced	91,411	-116	$5,442,609	−11.4%	0.59%
PSX	Phillips 66 Energy	Reduced	20,669	-642	$5,277,001	+46.5%	0.58%
CMI	Cummins Inc Industrials	Reduced	9,630	-339	$4,974,568	−30.0%	0.54%
AEP	American Electric Power Co Inc Utilities	Added	41,890	+732	$4,969,829	−11.7%	0.54%
CB	Chubb Ltd Financial Services	Reduced	14,906	-202	$4,848,176	−5.8%	0.53%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	30,035	-30	$4,827,825	−2.4%	0.53%

Showing the top 50 of 567 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.