StockDriftsStockDriftsTop 50 Community Financial Services Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.07% | 100.5K | $33.2M | -1.74%(-1.78K) | $171.25(+100.26%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.94% | 63.1K | $32.4M | +0.37%(+232) | $350.66(+52.15%) | 2026-09-30 | |
| IEF | ISHARES TR | 4.09% | 300.2K | $26.8M | -22.83%(-88.83K) | $94.57(-4.75%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.09% | 128.1K | $26.8M | -0.23%(-290) | $200.27(+6.56%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.64% | 103.2K | $23.8M | -2.55%(-2.71K) | $94.94(+128.66%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.28% | 64.1K | $21.5M | -2.10%(-1.37K) | $130.74(+160.19%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.95% | 56.2K | $19.3M | -4.06%(-2.38K) | $144.72(+131.19%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.59% | 42.9K | $17.0M | -7.27%(-3.36K) | $146.07(+137.52%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.5% | 65.9K | $16.3M | +0.08%(+50) | $136.33(+92.50%) | 2026-09-30 | |
| V | VISA INC | 2.38% | 43.3K | $15.6M | -1.46%(-641) | $240.76(+67.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.37% | +15.74% | +107.67% |
| Top 20 Holdings Unweighted | +15.92% | +55.78% | +17.25% | +121.62% |
Community Financial Services Group LLC reports $654.90M in US-listed equity holdings across 539 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.1%), MSFT (4.9%) and IEF (4.1%). The top 20 holdings account for 55.55% of reported assets. Its disclosed equity book has returned +45.37% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Community Financial Services Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1537319). View Community Financial Services Group LLC’s 13F filings on SEC