StockDriftsStockDriftsTop 50 Community Financial Services Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | 5.33% | 389.0K | $36.6M | -12.01%(-53.09K) | $94.57(-1.63%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.38% | 102.2K | $30.1M | +0.98%(+989) | $171.25(+79.08%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.99% | 128.4K | $27.4M | +5876.02%(+126.22K) | $200.27(+10.26%) | 2026-06-30 | |
| CMTV | COMMUNITY BANCORP INC VT | 3.97% | 696.5K | $27.3M | new | $35.91(+10.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.52% | 62.9K | $24.2M | -13.97%(-10.21K) | $350.32(+43.51%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 3.47% | 174.9K | $23.8M | -0.42%(-737) | $113.52(+40.72%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.41% | 65.5K | $23.4M | -2.99%(-2.02K) | $130.74(+168.09%) | 2026-06-30 | |
| KLAC | KLA CORP | 3.21% | 82.7K | $22.0M | +2.86%(+2.30K) | $82.05(+148.30%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.15% | 58.6K | $21.7M | +4.74%(+2.65K) | $144.72(+190.46%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.05% | 105.9K | $20.9M | +8.08%(+7.92K) | $94.94(+132.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.67% | +50.78% | +16.02% | +110.23% |
| Top 20 Holdings Unweighted | +17.58% | +62.57% | +17.82% | +127.08% |
Community Financial Services Group, LLC reports $686.35M in US-listed equity holdings across 532 positions in its most recent 13F filing. Its largest disclosed positions are IEF (5.3%), AAPL (4.4%) and RSP (4.0%). The top 20 holdings account for 58.25% of reported assets. Its disclosed equity book has returned +50.78% on a three-year cumulative basis. Figures reflect the Q2 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