Community Fin'l Svs
Latest statistics and disclosures from Community Financial Services Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEF, AAPL, RSP, CMTV, MSFT, and represent 21.20% of Community Financial Services Group's stock portfolio.
- Added to shares of these 10 stocks: CMTV (+$27M), RSP (+$27M), KLAC (+$20M), VEA (+$11M), ADI, TDG, LLY, NVDA, DELL, AVGO.
- Started 87 new stock positions in VNQ, IBTH, MRVL, FTNT, RECS, IBDW, CRAK, MFM, SPOT, DECK.
- Reduced shares in these 10 stocks: QUAL (-$18M), IEF, NOW, MSFT, VLTO, EWC, AXP, GOOG, MDLZ, IVW.
- Sold out of its positions in ATR, CON, DEO, Dupont De Nemours, FISV, Honeywell International, IDMO, EXI, PICK, MFS Investment Grade Municipal Trust. NVG, Select Medical Holdings Corporation, SNPS, Thomson Reuters Corp., AON.
- Community Financial Services Group was a net buyer of stock by $80M.
- Community Financial Services Group has $686M in assets under management (AUM), dropping by 20.79%.
- Central Index Key (CIK): 0001537319
Tip: Access up to 7 years of quarterly data
Positions held by Community Fin'l Svs consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Community Financial Services Group
Community Financial Services Group holds 532 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Community Financial Services Group has 532 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Community Financial Services Group June 30, 2026 positions
- Download the Community Financial Services Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 5.3 | $37M | -12% | 389k | 94.03 |
|
| Apple (AAPL) | 4.4 | $30M | 102k | 294.38 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.0 | $27M | +5876% | 128k | 213.41 |
|
| Community Ban (CMTV) | 4.0 | $27M | NEW | 697k | 39.13 |
|
| Microsoft Corporation (MSFT) | 3.5 | $24M | -13% | 63k | 384.28 |
|
| Exxon Mobil Corporation (XOM) | 3.5 | $24M | 175k | 136.28 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $23M | -2% | 66k | 357.89 |
|
| Kla Corp Com New (KLAC) | 3.2 | $22M | +928% | 83k | 266.19 |
|
| Broadcom (AVGO) | 3.2 | $22M | +4% | 59k | 369.34 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $21M | +8% | 106k | 197.58 |
|
| Palo Alto Networks (PANW) | 2.4 | $16M | 46k | 352.04 |
|
|
| Amazon (AMZN) | 2.3 | $16M | +3% | 66k | 241.70 |
|
| Visa Com Cl A (V) | 2.2 | $15M | +2% | 44k | 351.08 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $15M | 46k | 334.07 |
|
|
| Eli Lilly & Co. (LLY) | 2.2 | $15M | +16% | 13k | 1191.74 |
|
| Costco Wholesale Corporation (COST) | 2.0 | $14M | 15k | 924.67 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.0 | $14M | 31k | 444.23 |
|
|
| Wal-Mart Stores (WMT) | 1.9 | $13M | 120k | 108.82 |
|
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.8 | $12M | +3% | 114k | 105.69 |
|
| Eaton Corp SHS (ETN) | 1.7 | $12M | 29k | 412.31 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $11M | +6637% | 158k | 70.36 |
|
| Meta Platforms Cl A (META) | 1.5 | $10M | +4% | 17k | 612.91 |
|
| PNC Financial Services (PNC) | 1.5 | $10M | 40k | 251.62 |
|
|
| Bank of America Corporation (BAC) | 1.4 | $9.9M | +2% | 169k | 58.36 |
|
| Linde SHS (LIN) | 1.3 | $9.0M | +4% | 17k | 533.55 |
|
| Emerson Electric (EMR) | 1.3 | $8.8M | 63k | 139.52 |
|
|
| Parker-Hannifin Corporation (PH) | 1.3 | $8.7M | +4% | 9.1k | 963.81 |
|
| Analog Devices (ADI) | 1.3 | $8.6M | +98% | 22k | 388.98 |
|
| Abbvie (ABBV) | 1.2 | $8.5M | +3% | 34k | 251.06 |
|
| Prologis (PLD) | 1.2 | $8.2M | 60k | 136.80 |
|
|
| Nextera Energy (NEE) | 1.2 | $8.0M | +4% | 93k | 86.37 |
|
| Corning Incorporated (GLW) | 1.1 | $7.9M | -2% | 36k | 220.63 |
|
| Procter & Gamble Company (PG) | 1.1 | $7.6M | +2% | 52k | 147.43 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $6.6M | 118k | 56.12 |
|
|
| Amphenol Corp Cl A (APH) | 0.9 | $6.4M | +3% | 37k | 172.22 |
|
| Arista Networks Com Shs (ANET) | 0.9 | $6.3M | +15% | 38k | 166.62 |
|
| American Express Company (AXP) | 0.9 | $6.1M | -14% | 18k | 348.00 |
|
| American Electric Power Company (AEP) | 0.9 | $6.0M | 45k | 135.05 |
|
|
| Waste Management (WM) | 0.8 | $5.4M | +2% | 24k | 224.08 |
|
| Blackrock (BLK) | 0.8 | $5.4M | 5.5k | 980.39 |
|
|
| McDonald's Corporation (MCD) | 0.7 | $5.1M | +4% | 19k | 269.43 |
|
| Lowe's Companies (LOW) | 0.7 | $5.1M | +3% | 23k | 221.92 |
|
| Ecolab (ECL) | 0.7 | $4.6M | 17k | 278.37 |
|
|
| Abbott Laboratories (ABT) | 0.7 | $4.6M | 50k | 92.18 |
|
|
| O'reilly Automotive (ORLY) | 0.6 | $4.4M | +2% | 48k | 92.69 |
|
| Oracle Corporation (ORCL) | 0.6 | $4.3M | +2% | 31k | 142.50 |
|
| Danaher Corporation (DHR) | 0.6 | $4.3M | +5% | 22k | 193.72 |
|
| Cisco Systems (CSCO) | 0.6 | $4.2M | 36k | 117.01 |
|
|
| Charles Schwab Corporation (SCHW) | 0.6 | $4.2M | -6% | 44k | 95.78 |
|
| Merck & Co (MRK) | 0.5 | $3.7M | 29k | 125.37 |
|
|
| Valero Energy Corporation (VLO) | 0.5 | $3.6M | -2% | 14k | 269.44 |
|
| Veralto Corp Com Shs (VLTO) | 0.5 | $3.4M | -32% | 38k | 90.34 |
|
| TJX Companies (TJX) | 0.5 | $3.3M | +4% | 22k | 151.35 |
|
| Netflix (NFLX) | 0.5 | $3.2M | 44k | 74.19 |
|
|
| Home Depot (HD) | 0.4 | $3.1M | 8.8k | 350.84 |
|
|
| Verisk Analytics (VRSK) | 0.4 | $3.0M | +3% | 17k | 183.72 |
|
| TransDigm Group Incorporated (TDG) | 0.4 | $2.9M | +1467% | 2.2k | 1309.18 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.5M | 3.4k | 745.76 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.3M | +51% | 6.4k | 361.21 |
|
| Kinder Morgan (KMI) | 0.3 | $2.1M | +7% | 65k | 31.72 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $1.9M | 6.2k | 303.92 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $1.8M | 7.5k | 235.73 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $1.4M | +20% | 5.5k | 253.98 |
|
| Atmos Energy Corporation (ATO) | 0.2 | $1.3M | 7.3k | 173.03 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $1.2M | +183% | 3.3k | 374.94 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.2M | -13% | 5.1k | 242.74 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.2M | -5% | 2.5k | 499.74 |
|
| Ge Vernova (GEV) | 0.2 | $1.2M | +266% | 1.1k | 1134.35 |
|
| Caterpillar (CAT) | 0.2 | $1.1M | +205% | 1.1k | 991.41 |
|
| Dell Technologies CL C (DELL) | 0.2 | $1.0M | NEW | 2.5k | 425.25 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $918k | +13% | 1.3k | 725.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $917k | 1.2k | 749.10 |
|
|
| American Tower Reit (AMT) | 0.1 | $895k | 5.4k | 166.08 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.1 | $825k | NEW | 41k | 20.08 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $742k | NEW | 34k | 21.57 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $727k | +2% | 3.8k | 191.78 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $715k | NEW | 37k | 19.45 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $707k | -2% | 3.7k | 190.12 |
|
| Rockwell Automation (ROK) | 0.1 | $704k | 1.5k | 482.82 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $675k | 22k | 30.80 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $641k | -2% | 32k | 20.18 |
|
| Cardinal Health (CAH) | 0.1 | $595k | +9174% | 2.5k | 237.72 |
|
| Applied Materials (AMAT) | 0.1 | $545k | -5% | 837.00 | 650.91 |
|
| Deere & Company (DE) | 0.1 | $529k | +3% | 843.00 | 627.63 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $525k | +11% | 4.2k | 125.77 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $524k | NEW | 25k | 20.74 |
|
| Chevron Corporation (CVX) | 0.1 | $518k | +27% | 3.1k | 165.69 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $518k | -4% | 1.3k | 391.26 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $501k | NEW | 22k | 23.06 |
|
| Coca-Cola Company (KO) | 0.1 | $491k | +20% | 6.0k | 81.29 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $489k | -3% | 2.6k | 187.21 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $480k | 5.0k | 96.08 |
|
|
| International Business Machines (IBM) | 0.1 | $474k | +58% | 1.7k | 286.25 |
|
| Pepsi (PEP) | 0.1 | $469k | +7% | 3.3k | 141.16 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $448k | NEW | 21k | 21.69 |
|
| Bar Harbor Bankshares (BHB) | 0.1 | $438k | 11k | 38.63 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $428k | 5.2k | 82.19 |
|
|
| McKesson Corporation (MCK) | 0.1 | $427k | +167% | 556.00 | 768.06 |
|
| Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) | 0.1 | $421k | +101% | 12k | 34.01 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $418k | +18% | 814.00 | 513.33 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $395k | 4.5k | 88.59 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $393k | 2.1k | 187.32 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $382k | 1.8k | 217.38 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $364k | 913.00 | 398.66 |
|
|
| Pfizer (PFE) | 0.1 | $359k | -3% | 15k | 23.88 |
|
| Ventas (VTR) | 0.1 | $346k | -6% | 3.9k | 89.65 |
|
| Travelers Companies (TRV) | 0.1 | $344k | -3% | 1.0k | 334.62 |
|
| S&p Global (SPGI) | 0.0 | $342k | +2% | 824.00 | 414.97 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $331k | NEW | 15k | 22.05 |
|
| Nucor Corporation (NUE) | 0.0 | $296k | NEW | 1.4k | 219.02 |
|
| Tesla Motors (TSLA) | 0.0 | $288k | +233% | 676.00 | 425.30 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $286k | 5.0k | 56.69 |
|
|
| Intel Corporation (INTC) | 0.0 | $280k | +33% | 2.2k | 127.02 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $278k | +70% | 3.7k | 76.10 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $268k | NEW | 2.7k | 100.07 |
|
| Verizon Communications (VZ) | 0.0 | $237k | 5.7k | 41.99 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $229k | -8% | 1.9k | 122.77 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $229k | NEW | 9.1k | 25.14 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $226k | 1.4k | 164.02 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $221k | NEW | 9.9k | 22.30 |
|
| Unilever Spon Adr New (UL) | 0.0 | $216k | +11% | 3.5k | 60.89 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $215k | +2% | 1.4k | 157.00 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $212k | 2.8k | 75.96 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $210k | 568.00 | 369.27 |
|
|
| Boeing Company (BA) | 0.0 | $209k | +171% | 958.00 | 218.58 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $206k | -26% | 394.00 | 522.44 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $199k | 1.7k | 119.55 |
|
|
| Qualcomm (QCOM) | 0.0 | $198k | +263% | 1.1k | 181.92 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $193k | +500% | 2.2k | 86.17 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $193k | +7% | 2.5k | 76.44 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $190k | +1475% | 3.2k | 60.20 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $185k | 6.4k | 28.91 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $185k | 2.4k | 76.57 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $181k | +2% | 1.0k | 177.24 |
|
| RPM International (RPM) | 0.0 | $181k | 1.6k | 110.68 |
|
|
| At&t (T) | 0.0 | $178k | -14% | 8.7k | 20.48 |
|
| Union Bankshares (UNB) | 0.0 | $177k | -12% | 7.2k | 24.68 |
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $177k | 3.7k | 47.52 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $175k | 1.1k | 159.54 |
|
|
| Axon Enterprise (AXON) | 0.0 | $174k | NEW | 293.00 | 593.96 |
|
| ConocoPhillips (COP) | 0.0 | $172k | +54% | 1.7k | 103.22 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $170k | -99% | 778.00 | 218.87 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $169k | +406% | 324.00 | 521.82 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $168k | 564.00 | 298.41 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $165k | +7% | 5.4k | 30.37 |
|
| Wells Fargo & Company (WFC) | 0.0 | $161k | -2% | 1.9k | 85.94 |
|
| Altria (MO) | 0.0 | $153k | +171% | 2.1k | 71.54 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $151k | NEW | 5.1k | 29.39 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $148k | NEW | 6.1k | 24.12 |
|
| General Dynamics Corporation (GD) | 0.0 | $141k | +198% | 388.00 | 362.86 |
|
| Advanced Micro Devices (AMD) | 0.0 | $138k | 255.00 | 540.88 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $136k | 366.00 | 370.60 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $134k | 3.7k | 36.15 |
|
|
| Southern Company (SO) | 0.0 | $133k | +174% | 1.4k | 95.12 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $133k | 545.00 | 243.88 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $129k | 546.00 | 236.45 |
|
|
| First Solar (FSLR) | 0.0 | $124k | 533.00 | 232.08 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $122k | 175.00 | 697.07 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $121k | -69% | 500.00 | 241.95 |
|
| FedEx Corporation (FDX) | 0.0 | $118k | +462% | 377.00 | 313.89 |
|
| East West Ban (EWBC) | 0.0 | $118k | -28% | 905.00 | 130.70 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $118k | 1.3k | 92.76 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $116k | NEW | 1.2k | 96.89 |
|
| Realty Income (O) | 0.0 | $113k | NEW | 1.8k | 61.82 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $109k | 1.9k | 56.44 |
|
|
| 3M Company (MMM) | 0.0 | $109k | -8% | 679.00 | 159.96 |
|
| AutoNation (AN) | 0.0 | $108k | NEW | 586.00 | 184.33 |
|
| Fortinet (FTNT) | 0.0 | $105k | NEW | 662.00 | 158.98 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $102k | -71% | 663.00 | 154.14 |
|
| Amgen (AMGN) | 0.0 | $101k | 279.00 | 361.33 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $101k | 5.3k | 18.88 |
|
|
| Servicenow (NOW) | 0.0 | $100k | -97% | 945.00 | 105.80 |
|
| Phillips 66 (PSX) | 0.0 | $98k | 563.00 | 174.50 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $96k | NEW | 960.00 | 100.33 |
|
| Community Bank System (CBU) | 0.0 | $95k | 1.4k | 68.45 |
|
|
| UnitedHealth (UNH) | 0.0 | $93k | 219.00 | 426.53 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $93k | +256% | 178.00 | 522.40 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $92k | NEW | 872.00 | 105.80 |
|
| Gilead Sciences (GILD) | 0.0 | $92k | 728.00 | 125.97 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $89k | -4% | 480.00 | 185.62 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $88k | 15k | 5.82 |
|
|
| CSX Corporation (CSX) | 0.0 | $87k | 1.8k | 48.33 |
|
|
| AmerisourceBergen (COR) | 0.0 | $87k | 300.00 | 288.42 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $86k | 1.1k | 80.63 |
|
|
| Impinj (PI) | 0.0 | $85k | NEW | 595.00 | 143.61 |
|
| Capital One Financial (COF) | 0.0 | $85k | 415.00 | 204.82 |
|
|
| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $84k | NEW | 756.00 | 110.76 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $82k | 343.00 | 239.67 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $81k | 200.00 | 403.28 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $80k | 680.00 | 117.40 |
|
|
| Ford Motor Company (F) | 0.0 | $79k | -13% | 5.8k | 13.64 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $79k | -10% | 551.00 | 142.42 |
|
| Carrier Global Corporation (CARR) | 0.0 | $77k | 1.1k | 72.07 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $76k | 1.5k | 51.30 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $76k | +795% | 582.00 | 131.13 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $75k | NEW | 2.9k | 25.52 |
|
| NiSource (NI) | 0.0 | $74k | 1.6k | 46.87 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $74k | 3.1k | 23.73 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $74k | NEW | 605.00 | 121.63 |
|
| Royce Value Trust (RVT) | 0.0 | $73k | 3.9k | 18.51 |
|
|
| Progressive Corporation (PGR) | 0.0 | $72k | -30% | 320.00 | 225.29 |
|
| Public Storage (PSA) | 0.0 | $72k | +829% | 223.00 | 323.04 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $71k | 491.00 | 144.80 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $71k | -2% | 1.4k | 52.18 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $70k | +266% | 568.00 | 123.02 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.0 | $69k | 272.00 | 251.77 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $68k | 302.00 | 225.95 |
|
|
| Cummins (CMI) | 0.0 | $68k | 100.00 | 682.32 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $67k | 160.00 | 418.94 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $67k | NEW | 875.00 | 76.40 |
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.0 | $67k | NEW | 3.0k | 22.23 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $66k | +88% | 423.00 | 156.55 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $65k | 2.6k | 24.88 |
|
|
| Norfolk Southern (NSC) | 0.0 | $64k | 200.00 | 318.99 |
|
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.0 | $63k | NEW | 1.4k | 43.43 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $61k | -82% | 448.00 | 136.88 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $61k | +142% | 250.00 | 243.86 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $60k | NEW | 399.00 | 149.33 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $59k | 444.00 | 132.55 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $59k | -47% | 2.5k | 23.56 |
|
| Clean Harbors (CLH) | 0.0 | $58k | 200.00 | 290.74 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $58k | 217.00 | 267.41 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $57k | 754.00 | 75.79 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $57k | -3% | 755.00 | 74.80 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $56k | 1.0k | 54.78 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $56k | NEW | 318.00 | 176.32 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $55k | 377.00 | 146.02 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $55k | NEW | 2.2k | 25.35 |
|
| Fortis (FTS) | 0.0 | $55k | -43% | 968.00 | 56.65 |
|
| Starbucks Corporation (SBUX) | 0.0 | $54k | +9% | 525.00 | 103.39 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $53k | 497.00 | 105.69 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $52k | NEW | 111.00 | 472.48 |
|
| Whirlpool Corporation (WHR) | 0.0 | $51k | +99% | 1.3k | 40.17 |
|
| Walt Disney Company (DIS) | 0.0 | $51k | 528.00 | 95.71 |
|
|
| Clearway Energy CL C (CWEN) | 0.0 | $50k | 1.5k | 33.52 |
|
|
| Cigna Corp (CI) | 0.0 | $50k | NEW | 180.00 | 277.07 |
|
| Medtronic SHS (MDT) | 0.0 | $48k | NEW | 610.00 | 79.20 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $47k | NEW | 550.00 | 86.10 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $47k | 51.00 | 915.20 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $47k | 1.4k | 34.11 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $46k | 2.7k | 17.18 |
|
|
| Dover Corporation (DOV) | 0.0 | $46k | 210.00 | 217.17 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $45k | 4.1k | 10.88 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $45k | 840.00 | 53.58 |
|
|
| Terex Corporation (TEX) | 0.0 | $45k | 650.00 | 68.70 |
|
|
| Oneok (OKE) | 0.0 | $42k | -9% | 487.00 | 85.73 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $41k | +170% | 370.00 | 109.54 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $40k | NEW | 595.00 | 67.44 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $39k | -93% | 662.00 | 59.35 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.0 | $39k | NEW | 846.00 | 46.39 |
|
Past Filings by Community Financial Services Group
SEC 13F filings are viewable for Community Financial Services Group going back to 2011
- Community Financial Services Group 2026 Q2 filed July 9, 2026
- Community Financial Services Group 2026 Q1 filed April 8, 2026
- Community Financial Services Group 2025 Q4 filed Jan. 15, 2026
- Community Financial Services Group 2025 Q3 filed Oct. 21, 2025
- Community Financial Services Group 2025 Q2 filed July 18, 2025
- Community Financial Services Group 2025 Q1 filed April 23, 2025
- Community Financial Services Group 2024 Q4 filed Jan. 29, 2025
- Community Financial Services Group 2024 Q3 filed Oct. 21, 2024
- Community Financial Services Group 2024 Q2 filed July 25, 2024
- Community Financial Services Group 2024 Q1 filed April 23, 2024
- Community Financial Services Group 2023 Q3 filed Nov. 7, 2023
- Community Financial Services Group 2021 Q4 filed March 10, 2022
- Community Financial Services Group 2021 Q3 filed Nov. 9, 2021
- Community Financial Services Group 2021 Q2 filed July 23, 2021
- Community Financial Services Group 2021 Q1 filed May 14, 2021
- Community Financial Services Group 2020 Q4 filed Feb. 4, 2021