Community Financial Services Group, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $545 Billion distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $40.3B, Microsoft Corp with a value of $33B, Apple Inc. with a value of $26.7B, Exxon Mobil Corp with a value of $20.8B, and Alphabet Inc. with a value of $20.7B.
Examining the 13F form we can see an decrease of $1.12B in the current position value, from $546B to 545B.
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
$545 Billion
Technology: $150 Billion
ETFs: $86 Billion
Financial Services: $61.8 Billion
Communication Services: $36.3 Billion
Industrials: $36.1 Billion
Consumer Cyclical: $34.8 Billion
Healthcare: $34.3 Billion
Consumer Defensive: $32.4 Billion
Other: $50.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
