Community Financial Services Group, LLC: 13F holdings
CIK 15373192026Q2
| Positions | 532 |
|---|---|
| Reported value | $686.3m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IEF ISHARES TR | 389,041 | $36.6m | 5.3% |
| AAPL APPLE INC | 102,236 | $30.1m | 4.4% |
| RSP INVESCO EXCHANGE TRADED FD T | 128,365 | $27.4m | 4.0% |
| COMMUNITY BANCORP INC VT | 696,493 | $27.3m | 4.0% |
| MSFT MICROSOFT CORP | 62,916 | $24.2m | 3.5% |
| EXXON MOBIL CORP | 174,947 | $23.8m | 3.5% |
| GOOG ALPHABET INC | 65,457 | $23.4m | 3.4% |
| KLAC KLA CORP | 82,672 | $22.0m | 3.2% |
| AVGO BROADCOM INC | 58,623 | $21.7m | 3.2% |
| NVDA NVIDIA CORPORATION | 105,935 | $20.9m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1537319")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.