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Portfolio (Quarterly) Guide ↗

Community Financial Services Group, LLC

· CIK 0001537319
13F Portfolio $568.2B AUM 598 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 362 New 61 Added 25 Reduced
Page 6 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBUX STARBUCKS CORP Consumer Cyclical 480.0 $43K 0.01% NEW $90.43 +18.2%
102 NYT NEW YORK TIMES CO MTN BE Communication Services 500.0 $43K 0.01% NEW $85.39 -11.1%
103 OTIS OTIS WORLDWIDE CORP Industrials 536.0 $42K 0.01% NEW $77.45 -7.9%
104 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,698.0 $40K 0.01% NEW $14.94 -11.0%
105 SCHG SCHWAB STRATEGIC TR 1,368.0 $40K 0.01% NEW $29.41 +15.9%
106 LMT LOCKHEED MARTIN CORP Industrials 64.0 $40K 0.01% NEW $617.64 -15.5%
107 TEX TEREX CORP NEW Industrials 650.0 $39K 0.01% NEW $60.28 -1.7%
108 QCOM QUALCOMM INC Technology 300.0 $38K 0.01% NEW $127.28 +56.7%
109 TEL TE CONNECTIVITY PLC Technology 176.0 $37K 0.01% NEW $211.67 -5.4%
110 RQI COHEN & STEERS QUALITY INCOM Financial Services 2,977.0 $36K 0.01% NEW $12.19 +6.4%
111 EWT ISHARES INC 497.0 $36K 0.01% NEW $71.72 +27.6%
112 HEDJ WISDOMTREE TR 668.0 $35K 0.01% NEW $52.82 +4.3%
113 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 2,975.0 $35K 0.01% NEW $11.75 -2.1%
114 WHR WHIRLPOOL CORP Consumer Cyclical 640.0 $35K 0.01% NEW $54.28 -26.5%
115 PRU PRUDENTIAL FINL INC Financial Services 340.0 $33K 0.01% NEW $97.98 +4.8%
116 WBD WARNER BROS DISCOVERY INC Communication Services 1,197.0 $33K 0.01% NEW $27.49 -1.6%
117 AIG AMERICAN INTL GROUP INC Financial Services 429.0 $32K 0.01% NEW $75.56 +2.5%
118 MAR MARRIOTT INTL INC NEW Consumer Cyclical 95.0 $32K 0.01% NEW $333.46 +8.1%
119 STE STERIS PLC Healthcare 144.0 $32K 0.01% NEW $219.94 -2.2%
120 R RYDER SYS INC Industrials 146.0 $30K 0.01% NEW $206.86 +12.4%
Page 6 of 19  ·  362 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 13.9%
Industrials 9.6%
Consumer Defensive 8.1%
Communication Services 7.4%
Consumer Cyclical 7.4%
Energy 7.3%
Healthcare 6.9%
Utilities 3.5%
Basic Materials 2.7%