Community Bank, N.A.

CIK

1632187

Location

DeWitt, NY

Portfolio Value

Micro $15,034,581

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

17 positions · $15,034,581 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NUE	Nucor Corp Basic Materials	Reduced	31,970	-475	$5,406,126	+2.2%	35.96%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	13,096	+174	$3,804,256	+19.2%	25.30%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	44,630	+115	$2,623,350	+16.0%	17.45%
DOW	Dow Inc. Basic Materials	Added	35,154	+1,328	$1,464,163	+85.1%	9.74%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	30,935	-2,313	$1,416,822	+6.0%	9.42%
SCCO	Southern Copper Corp/ Basic Materials	Added	495	+4	$85,169	+21.9%	0.57%
CTVA	Corteva, Inc. Basic Materials	Reduced	645	-300	$53,992	−14.8%	0.36%
ESI	Element Solutions Inc Basic Materials	Held	1,296	0	$44,245	+36.6%	0.29%
FNV	FRANCO NEVADA Corp Basic Materials	Held	132	0	$32,610	+19.2%	0.22%
EMN	Eastman Chemical Co Basic Materials	Held	316	0	$24,117	+19.6%	0.16%
EXP	Eagle Materials Inc Basic Materials	Held	102	0	$19,323	−8.3%	0.13%
HWKN	Hawkins Inc Basic Materials	Held	115	0	$17,664	+8.1%	0.12%
NTR	Nutrien Ltd. Basic Materials	NEW	160	NEW	$12,073	NEW	0.08%
BHP	BHP Group Ltd Basic Materials	Held	150	0	$10,911	+20.5%	0.07%
VALE	Vale S.A. Basic Materials	Held	600	0	$9,546	+22.1%	0.06%
B	Barrick Mining Corp Basic Materials	Held	200	0	$8,158	−6.3%	0.05%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	27	-138	$2,056	−74.3%	0.01%