Community Financial Services Group, LLC
Top Portfolio Positions
366 positions ·
$458,344,765 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
175,684 | $29,806,546 | 6.50% | |
| MSFT |
Microsoft Corp
Technology
|
73,131 | $27,070,901 | 5.91% | |
| AAPL |
Apple Inc.
Technology
|
101,247 | $25,695,475 | 5.61% | |
| AVGO |
Broadcom Inc.
Technology
|
55,970 | $17,323,274 | 3.78% | |
| NVDA |
Nvidia Corp
Technology
|
98,017 | $17,094,164 | 3.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
120,350 | $14,957,097 | 3.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
14,786 | $14,733,213 | 3.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,007 | $13,533,418 | 2.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,478 | $13,220,562 | 2.88% | |
| V |
Visa Inc.
Financial Services
|
42,626 | $12,883,281 | 2.81% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MLCI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,777 | 1,614 | Shares | Defined | 2026-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||