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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 22 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KMT KENNAMETAL INC Industrials 44.0 $2K NEW $36.50 -3.6%
422 CMS CMS ENERGY CORP Utilities 20.0 $2K NEW $77.90 -6.0%
423 NMFC NEW MTN FIN CORP Financial Services 200.0 $2K NEW $7.70 +4.5%
424 ADAMM ADAMAS TRUST INC. Financial Services 193.0 $1K NEW $7.35 +246.8%
425 ATLANTA BRAVES HLDGS INC 33.0 $1K NEW $42.39
426 LIBERTY GLOBAL LTD 113.0 $1K NEW $12.14
427 VFC V F CORP Consumer Cyclical 79.0 $1K NEW $16.92 +2.1%
428 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 74.0 $1K NEW $16.15 -2.8%
429 TSCO TRACTOR SUPPLY CO Consumer Cyclical 25.0 $1K NEW $44.52 -31.5%
430 GORO GOLD RESOURCE CORP Basic Materials 875.0 $1K NEW $1.27 +3.2%
431 TGT TARGET CORP Consumer Defensive 9.0 $1K NEW $120.44 +2.2%
432 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 292.0 $1K NEW $3.54 +20.9%
433 EFA ISHARES TR 10.0 $986.0 NEW $98.60 +3.2%
434 LIONSGATE STUDIOS CORP 103.0 $981.0 NEW $9.52
435 ANNALY CAPITAL MANAGEMENT IN 46.0 $972.0 NEW $21.13
436 BCP INVESTMENT CORPORATION 127.0 $959.0 NEW $7.55
437 OXSQ OXFORD SQUARE CAP CORP Financial Services 515.0 $912.0 NEW $1.77 -1.7%
438 GCI LIBERTY INC 24.0 $878.0 NEW $36.58
439 TDC TERADATA CORP DEL Technology 28.0 $707.0 NEW $25.25 +32.5%
440 ATLANTA BRAVES HLDGS INC 15.0 $705.0 NEW $47.00
Page 22 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%