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Community Financial Services Group, LLC 13F holdings

Filed 2026-07-09 · Community Financial Services Group, LLC · 671 positions · $686.3M

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TickerCompanySharesValue% of portfolio
IEFISHARES TR381.0K$35.8M5.2%
AAPLAPPLE INC97.5K$28.7M4.2%
RSPINVESCO EXCHANGE TRADED FD T126.3K$26.9M3.9%
EXMOCEXXON MOBIL CORP164.9K$22.5M3.3%
MSFTMICROSOFT CORP58.2K$22.4M3.3%
KLACKLA CORP82.4K$21.9M3.2%
GOOGALPHABET INC60.3K$21.6M3.1%
—COMMUNITY BANCORP INC VT545.1K$21.3M3.1%
AVGOBROADCOM INC57.5K$21.3M3.1%
NVDANVIDIA CORPORATION103.5K$20.4M3.0%
PANWPALO ALTO NETWORKS INC44.7K$15.7M2.3%
AMZNAMAZON COM INC62.9K$15.2M2.2%
VVISA INC42.1K$14.8M2.2%
LLYELI LILLY & CO12.4K$14.8M2.2%
JPMJPMORGAN CHASE & CO42.6K$14.2M2.1%
WMTWALMART INC116.8K$12.7M1.9%
COSTCOSTCO WHOLESALE CORPORATION13.5K$12.5M1.8%
GVIISHARES TR113.7K$12.0M1.8%
ETNEATON CORP PLC28.7K$11.8M1.7%
VEAVANGUARD TAX-MANAGED FDS155.4K$10.9M1.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC23.3K$10.3M1.5%
METAMETA PLATFORMS INC16.4K$10.1M1.5%
PNCPNC FINL SVCS GROUP INC39.0K$9.8M1.4%
BACBANK OF AMER CORP163.4K$9.5M1.4%
LINLINDE PLC16.5K$8.8M1.3%
PHPARKER-HANNIFIN CORP9.0K$8.7M1.3%
EMREMERSON ELEC CO59.1K$8.2M1.2%
ABBVABBVIE INC32.8K$8.2M1.2%
ADIANALOG DEVICES INC21.1K$8.2M1.2%
PLDPROLOGIS INC.58.2K$8.0M1.2%
NEENEXTERA ENERGY INC89.3K$7.7M1.1%
PGPROCTER & GAMBLE CO49.5K$7.3M1.1%
JEPIJ P MORGAN EXCHANGE TRADED F116.3K$6.5M1.0%
GLWCORNING INC29.3K$6.5M0.9%
APHAMPHENOL CORP36.1K$6.2M0.9%
ANETARISTA NETWORKS INC37.0K$6.2M0.9%
AXPAMERICAN EXPRESS CO17.4K$6.0M0.9%
—COMMUNITY BANCORP INC VT151.4K$5.9M0.9%
AEPAMERICAN ELEC PWR CO INC43.8K$5.9M0.9%
WMWASTE MGMT INC DEL24.0K$5.4M0.8%
BLKBLACKROCK INC5.4K$5.3M0.8%
MCDMCDONALDS CORP18.2K$4.9M0.7%
LOWLOWES COS INC21.4K$4.8M0.7%
ECLECOLAB INC16.4K$4.6M0.7%
ABTABBOTT LABORATORIES49.2K$4.5M0.7%
ORLYOREILLY AUTOMOTIVE INC47.2K$4.4M0.6%
ORCLORACLE CORP29.9K$4.3M0.6%
DHRDANAHER CORP DEL21.7K$4.2M0.6%
SCHWSCHWAB CHARLES CORP37.5K$3.6M0.5%
MRKMERCK & CO INC28.3K$3.6M0.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC7.7K$3.4M0.5%
CSCOCISCO SYS INC29.1K$3.4M0.5%
VLTOVERALTO CORP37.3K$3.4M0.5%
TJXTJX COS INC NEW21.3K$3.2M0.5%
NFLXNETFLIX INC.43.3K$3.2M0.5%
VRSKVERISK ANALYTICS INC16.5K$3.0M0.4%
HDHOME DEPOT INC8.6K$3.0M0.4%
TDGTRANSDIGM GROUP INC2.2K$2.8M0.4%
VLOVALERO ENERGY CORP9.3K$2.5M0.4%
GOOGLALPHABET INC6.3K$2.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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