Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Community Bank, N.A. (CIK 1632187) reported $840.1M across 496 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($94.6M, 11.26%), IVV ($30.6M, 3.65%), IEFA ($30.4M, 3.62%), MSFT ($22.0M, 2.62%), IBM ($21.3M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $94.6M | 11.26% | 372,895 | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $30.6M | 3.65% | 46,895 | Added |
| 3 | IEFA | ISHARES CORE MSCI EAFE ETF | $30.4M | 3.62% | 336,084 | Added |
| 4 | MSFT | MICROSOFT CORP | $22.0M | 2.62% | 59,569 | Added |
| 5 | IBM | INTL BUSINESS MACHINES CORP | $21.3M | 2.54% | 88,070 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $20.3M | 2.41% | 68,895 | Trimmed |
| 7 | VOO | VANGUARD S&P 500 ETF | $20.2M | 2.40% | 33,731 | Added |
| 8 | GOOGL | ALPHABET INC CLASS A | $14.6M | 1.73% | 50,672 | Added |
| 9 | IJR | ISHARES CORE S&P SMALLCAP ETF | $14.1M | 1.68% | 113,720 | Trimmed |
| 10 | MRK | MERCK & COMPANY INC | $13.8M | 1.65% | 114,906 | Trimmed |
| 11 | IJH | ISHARES CORE S&P MIDCAP ETF | $13.6M | 1.61% | 200,909 | Added |
| 12 | JEPI | JPMORGAN EQUITY PREMIUM INC | $12.7M | 1.52% | 224,779 | Added |
| 13 | BMY | BRISTOL MYERS SQUIBB COMPANY | $12.5M | 1.49% | 206,032 | Trimmed |
| 14 | AVGO | BROADCOM INC | $11.9M | 1.42% | 38,582 | Added |
| 15 | CSCO | CISCO SYSTEMS INC | $11.6M | 1.38% | 149,030 | Trimmed |
| 16 | WMT | WAL MART STORES INC | $11.5M | 1.37% | 92,781 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $11.3M | 1.35% | 46,365 | Trimmed |
| 18 | CAT | CATERPILLAR INC | $10.8M | 1.28% | 15,180 | Trimmed |
| 19 | PEP | PEPSICO INC | $10.5M | 1.25% | 67,618 | Trimmed |
| 20 | ABBV | ABBVIE INC | $10.4M | 1.23% | 47,593 | Trimmed |
| 21 | VZ | VERIZON COMMUNICATIONS | $10.2M | 1.21% | 203,125 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $10.1M | 1.20% | 59,565 | Trimmed |
| 23 | SPY | SPDR S&P 500 ETF | $9.8M | 1.17% | 15,122 | Trimmed |
| 24 | AMZN | AMAZON.COM INC | $9.8M | 1.17% | 47,243 | Added |
| 25 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $9.6M | 1.15% | 137,915 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31