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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 23 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CHTR CHARTER COMMUNICATIONS INC Communication Services 3.0 $649.0 NEW $216.33 -35.1%
442 SXC SUNCOKE ENERGY INC Energy 88.0 $561.0 NEW $6.38 +24.1%
443 NWL NEWELL BRANDS INC Consumer Defensive 156.0 $551.0 NEW $3.53 +11.8%
444 TWO HARBORS INVENTMENT CORPO 47.0 $532.0 NEW $11.32
445 LILAK LIBERTY LATIN AMERICA LTD Communication Services 58.0 $501.0 NEW $8.64 -10.5%
446 FCPT FOUR CORNERS PPTY TR INC Real Estate 19.0 $447.0 NEW $23.53 +4.3%
447 SUB ISHARES TR 4.0 $426.0 NEW $106.50 -0.3%
448 SPMD SPDR SERIES TRUST 7.0 $418.0 NEW $59.71 +6.0%
449 HII HUNTINGTON INGALLS INDS INC Industrials 1.0 $393.0 NEW $393.00 -14.3%
450 KD KYNDRYL HLDGS INC Technology 30.0 $386.0 NEW $12.87 -13.5%
451 IJR ISHARES TR 3.0 $375.0 NEW $125.00 +7.1%
452 GCI LIBERTY INC 7.0 $254.0 NEW $36.29
453 LUMN LUMEN TECHNOLOGIES INC Communication Services 28.0 $198.0 NEW $7.07 +46.2%
454 LILA LIBERTY LATIN AMERICA LTD Communication Services 19.0 $160.0 NEW $8.42 -10.2%
455 CRGY CRESCENT ENERGY COMPANY Energy 8.0 $102.0 NEW $12.75 -1.1%
456 STARZ ENTERTAINMENT CORP. 6.0 $71.0 NEW $11.83
457 QVCGA QVC GROUP INC Consumer Cyclical 11.0 $23.0 NEW $2.09 -83.7%
458 KRG KITE REALTY GROUP TRUST Real Estate $10.0 NEW
459 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 1.0 $2.0 NEW $2.00 +44.0%
460 BNB PLUS CORP 1.0 $1.0 NEW $1.00
Page 23 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%