Community Financial Services Group, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $503 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34.7B, Ishares Barclays with a value of $33.2B, Apple Inc. with a value of $23.6B, Broadcom Inc. with a value of $18.6B, and Exxon Mobil Corp with a value of $18.5B.

Examining the 13F form we can see an increase of $41.5B in the current position value, from $461B to 503B.

Community Financial Services Group, LLC is based out at Newport, VT

Below you can find more details about Community Financial Services Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $503 Billion
Technology: $136 Billion
ETFs: $77.2 Billion
Financial Services: $59.2 Billion
Industrials: $36.8 Billion
Consumer Defensive: $33.9 Billion
Consumer Cyclical: $33.3 Billion
Healthcare: $31.5 Billion
Communication Services: $31 Billion
Other: $41.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $503 Billion
  • Prior Value $461 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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