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 Financial Services Group, LLC (CIK 1537319) reported $568.2M across 452 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEF ($42.0M, 7.40%), XOM ($28.2M, 4.97%), MSFT ($27.0M, 4.75%), AAPL ($25.9M, 4.56%), GOOG ($19.9M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | $42.0M | 7.40% | 442,134 | Added |
| 2 | XOM | EXXON MOBIL CORP | $28.2M | 4.97% | 175,684 | Added |
| 3 | MSFT | MICROSOFT CORP | $27.0M | 4.75% | 73,131 | Added |
| 4 | AAPL | APPLE INC | $25.9M | 4.56% | 101,247 | Added |
| 5 | GOOG | ALPHABET INC | $19.9M | 3.50% | 67,477 | Added |
| 6 | AVGO | BROADCOM INC | $17.5M | 3.09% | 55,970 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $17.2M | 3.03% | 98,017 | Added |
| 8 | QUAL | ISHARES TR | $15.7M | 2.76% | 81,442 | Trimmed |
| 9 | WMT | WALMART INC | $15.0M | 2.64% | 120,350 | Added |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $14.7M | 2.59% | 14,786 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $13.6M | 2.39% | 46,007 | Added |
| 12 | AMZN | AMAZON COM INC | $13.4M | 2.35% | 63,478 | Added |
| 13 | V | VISA INC | $12.7M | 2.24% | 42,626 | Added |
| 14 | KLAC | KLA CORP | $12.2M | 2.15% | 8,037 | Trimmed |
| 15 | GVI | ISHARES TR | $11.8M | 2.07% | 110,537 | Added |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.7M | 1.89% | 31,379 | Added |
| 17 | ETN | EATON CORP PLC | $10.5M | 1.85% | 28,766 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $10.3M | 1.82% | 10,840 | Added |
| 19 | META | META PLATFORMS INC | $9.2M | 1.63% | 15,959 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $8.3M | 1.46% | 89,234 | Added |
| 21 | EMR | EMERSON ELEC CO | $8.3M | 1.46% | 62,786 | Added |
| 22 | PNC | PNC FINL SVCS GROUP INC | $8.2M | 1.44% | 39,226 | Added |
| 23 | BAC | BANK AMERICA CORP | $8.1M | 1.42% | 164,267 | Added |
| 24 | LIN | LINDE PLC | $8.0M | 1.41% | 16,193 | Added |
| 25 | PLD | PROLOGIS INC. | $7.9M | 1.40% | 59,604 | Added |
Source: SEC Form 13F filings · as of 2026-03-31