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Community Bank, N.A.

Location
DeWitt, NY
Portfolio Value
Small $204,757,552
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
Jun 2023 → Mar 2026 · range 315 – 454
Diversified−42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 34.1% $204,757,552
Healthcare 12.8% $77,203,034
Financial Services 10.3% $61,725,529
Industrials 10.0% $60,027,986
Consumer Defensive 7.4% $44,202,115
Communication Services 6.2% $37,213,619
Energy 5.2% $30,966,807
Consumer Cyclical 4.4% $26,278,179
Unclassified 3.8% $22,958,332
Utilities 3.3% $19,957,642
Basic Materials 2.5% $15,034,581
Real Estate 0.1% $900,859

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
15 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
13 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
44 positions · $204,757,552 total · Technology only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History