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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 2 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 89,234.0 $8.3M 1.46% +4K +4.6% $92.85 +3.0%
22 PNC PNC FINL SVCS GROUP INC Financial Services 39,226.0 $8.2M 1.45% +682.0 +1.8% $209.24 +2.0%
23 BAC BANK AMERICA CORP Financial Services 164,267.0 $8.1M 1.42% +2K +1.1% $49.27 +1.0%
24 LIN LINDE PLC Basic Materials 16,193.0 $8.0M 1.41% +476.0 +3.0% $493.83 +3.6%
25 PLD PROLOGIS INC. Real Estate 59,604.0 $7.9M 1.40% +842.0 +1.4% $133.33 +7.0%
26 PH PARKER-HANNIFIN CORP Industrials 8,626.0 $7.9M 1.40% -52.0 -0.6% $920.77 -4.4%
27 PANW PALO ALTO NETWORKS INC Technology 46,055.0 $7.4M 1.30% +1K +3.2% $160.67 +48.3%
28 PG PROCTER & GAMBLE CO Consumer Defensive 50,176.0 $7.2M 1.27% +3K +6.0% $144.09 -0.9%
29 ABBV ABBVIE INC Healthcare 32,454.0 $7.0M 1.23% +928.0 +2.9% $214.98 -2.1%
30 JEPI J P MORGAN EXCHANGE TRADED F 117,605.0 $6.6M 1.17% +3K +2.8% $56.41 -0.9%
31 AXP AMERICAN EXPRESS CO Financial Services 20,534.0 $6.2M 1.09% -249.0 -1.2% $301.45 +4.0%
32 AEP AMERICAN ELEC PWR CO INC Utilities 44,793.0 $5.9M 1.04% +917.0 +2.1% $131.67 -5.0%
33 MCD MCDONALDS CORP Consumer Cyclical 18,128.0 $5.6M 0.98% +205.0 +1.1% $307.29 -10.5%
34 WM WASTE MGMT INC DEL Industrials 23,665.0 $5.5M 0.96% +276.0 +1.2% $231.00 -5.3%
35 BLK BLACKROCK INC Financial Services 5,497.0 $5.3M 0.93% $957.40 +13.0%
36 LOW LOWES COS INC Consumer Cyclical 22,156.0 $5.2M 0.92% +2K +7.7% $235.98 -5.2%
37 GLW CORNING INC Technology 36,417.0 $5.2M 0.91% +4K +12.2% $142.38 +46.3%
38 ABT ABBOTT LABORATORIES Healthcare 49,242.0 $5.0M 0.89% +1K +3.1% $102.38 -17.5%
39 VLTO VERALTO CORP Industrials 55,920.0 $4.9M 0.87% +718.0 +1.3% $88.06 -3.2%
40 NOW SERVICENOW INC Technology 46,174.0 $4.8M 0.84% -355.0 -0.8% $104.04 -13.0%
Page 2 of 23  ·  460 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%