Community Financial Services Group, LLC
Top Portfolio Positions
364 positions ·
$457,083,217 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
175,684 | $29,806,546 | 6.52% |
| MSFT |
Microsoft Corp
Technology
|
73,131 | $27,070,901 | 5.92% |
| AAPL |
Apple Inc.
Technology
|
101,247 | $25,695,475 | 5.62% |
| AVGO |
Broadcom Inc.
Technology
|
55,970 | $17,323,274 | 3.79% |
| NVDA |
Nvidia Corp
Technology
|
98,017 | $17,094,164 | 3.74% |
| WMT |
Walmart Inc.
Consumer Defensive
|
120,350 | $14,957,097 | 3.27% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
14,786 | $14,733,213 | 3.22% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,007 | $13,533,418 | 2.96% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,478 | $13,220,562 | 2.89% |
| V |
Visa Inc.
Financial Services
|
42,626 | $12,883,281 | 2.82% |
Holdings in BME
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,404 | 400 | Shares | Defined | 2026-04-08 | |
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