Community Financial Services Group, LLC Portfolio Holdings

Community Financial Services Group, LLC

  • $546 Billion
  • Q3 2025

Community Financial Services Group, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $546 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $37.2B, Microsoft Corp with a value of $36.2B, Apple Inc. with a value of $26.6B, Broadcom Inc. with a value of $20.6B, and Exxon Mobil Corp with a value of $19.6B.

Examining the 13F form we can see an increase of $43B in the current position value, from $503B to 546B.

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 $546 Billion
Technology: $156 Billion
ETFs: $83.1 Billion
Financial Services: $60.9 Billion
Industrials: $37.5 Billion
Consumer Cyclical: $35.9 Billion
Communication Services: $35 Billion
Consumer Defensive: $33.7 Billion
Healthcare: $30.5 Billion
Other: $48.2 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $546 Billion
  • Prior Value $503 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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