Holdings

Community Financial Services Group, LLC

As of Sep 30, 2026, Community Financial Services Group, LLC reported 512 positions worth US$629M. Largest: Apple Inc, Microsoft Corp. and iShares 7-10 Year Treasury Bond ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc100KUS$33.2M−1,780Sep 30, 2026
Microsoft Corp.63,148US$32.4M+232Sep 30, 2026
iShares 7-10 Year Treasury Bond ETF300KUS$26.8MnewSep 30, 2026
Invesco S&P 500 Equal Weight ETF128KUS$26.8MnewSep 30, 2026
Nvidia Corporation103KUS$23.8M−2,705Sep 30, 2026
Alphabet Inc (google) Class C70,582US$23.7M−525Sep 30, 2026
Broadcom Inc.56,242US$19.3M−2,381Sep 30, 2026
Palo Alto Networks, Inc.42,860US$17M−3,360Sep 30, 2026
Amazon.com, Inc.65,859US$16.3M+50Sep 30, 2026
Visa Inc.43,258US$15.6M−641Sep 30, 2026