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CIK: 0001632187
Total reported value
$926.3M
$926.3M
389 檔
24.8%
In Q4 2024, Community Bank, N.A.'s U.S. equity holdings reached a combined market value of $926.3M, distributed across 389 disclosed stock positions.
In Q4 2024, Community Bank, N.A. adopted a defensive or profit-taking posture, trimming 106 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 389 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.54% | +0.33% | -0.72% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.37% | +0.17% | -0.03% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.42% | -0.28% | -0.54% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.21% | -1.32% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 2.85% | +0.17% | -2.30% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.41% | — | +0.93% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.02% | -2.04% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.72% | +0.27% | -0.26% | |
| 9 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.62% | -0.26% | -1.22% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.15% | -3.81% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.41% | -0.08% | -1.43% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.30% | +0.27% | -0.29% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.28% | +0.39% | -1.35% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.27% | -0.25% | -3.70% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.04% | -0.72% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.22% | -0.27% | +0.86% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.18% | -0.15% | +0.24% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.05% | -0.83% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.16% | +0.05% | -0.25% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | -0.10% | -2.74% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.21% | +6.43% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.07% | +5.48% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.06% | -0.28% | -1.12% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.04% | -1.61% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | +0.02% | -0.03% | |
| 26 | CBU | Community Financial System I | Stock-Other | 0.92% | -0.04% | -1.29% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.86% | +0.03% | -0.42% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 0.86% | -0.03% | -2.64% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.06% | +5.38% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | -0.04% | -0.84% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.29% | +1.63% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | +0.41% | -1.19% | |
| 33 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.71% | -0.05% | -3.75% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | +0.03% | -1.25% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.64% | +0.21% | -7.84% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.64% | -0.04% | -1.05% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.64% | -0.09% | -1.56% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.24% | +1.08% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.62% | -0.01% | +1.47% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.62% | +0.11% | +1.81% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.59% | -0.02% | -4.17% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.08% | -3.33% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.56% | +0.49% | -0.47% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.02% | +0.40% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.10% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.03% | -0.49% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.04% | +1.97% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.52% | -0.02% | +0.76% | |
| 49 | NUE | Nucor CORP | Stock-Materials | 0.52% | +0.10% | — | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.51% | +0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -0.72% | Trim |
| 2 | AVGO | Broadcom Inc | +0.4% | -3.81% | Trim |
| 3 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | -2.04% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | -0.03% | Trim |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.2% | +5.48% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.43% | Add |
| 9 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.2% | NEW | New buy |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | -1.22% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -1.35% | Trim |
| 12 | WMT | Walmart Inc | +0.1% | -3.70% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.93% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | -1.61% | Trim |
| 15 | EMR | Emerson Electric Co | +0.1% | -2.64% | Trim |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.40% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.25% | Trim |
| 18 | CBU | Community Financial System I | +0.1% | -1.29% | Trim |
| 19 | CRM | Salesforce Inc | +0.1% | +2.50% | Add |
| 20 | DIS | Walt Disney Co/the | +0.1% | +0.28% | Add |
| 21 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 22 | AVDV | Avantis Intl S/c Value ETF | 0% | +49.95% | Add |
| 23 | KMI | Kinder Morgan, Inc. | 0% | -2.67% | Trim |
| 24 | MS | Morgan Stanley | 0% | -7.86% | Trim |
| 25 | HON | Honeywell International Inc | 0% | +1.40% | Add |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +12.15% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.72% | Trim |
| 28 | GLW | Corning Inc | 0% | -0.47% | Trim |
| 29 | ADP | Automatic Data Processing | 0% | -0.87% | Trim |
| 30 | PFF | Ishares Preferred & Income S | 0% | +10.93% | Add |
| 31 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 32 | CMG | Chipotle Mexican Grill Inc | 0% | +31.20% | Add |
| 33 | DMLP | Dorchester Minerals LP | 0% | — | Unchanged |
| 34 | VTV | Vanguard Value ETF | 0% | NEW | New buy |
| 35 | TSLA | Tesla Inc | 0% | +0.77% | Add |
| 36 | EOG | Eog Resources Inc | 0% | +9.59% | Add |
| 37 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 38 | DE | Deere & Co | 0% | +3.69% | Add |
| 39 | T | At&t Inc | 0% | -0.80% | Trim |
| 40 | SRE | Sempra | 0% | — | Unchanged |
| 41 | PNC | Pnc Financial Services Group | 0% | -0.85% | Trim |
| 42 | AXP | American Express Co | 0% | -1.42% | Trim |
| 43 | VCIT | Vanguard Int-term Corporate | 0% | NEW | New buy |
| 44 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 45 | PANW | Palo Alto Networks Inc | 0% | +103.11% | Add |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +6.99% | Add |
| 47 | SYK | Stryker CORP | 0% | +3.37% | Add |
| 48 | PSX | Phillips 66 | 0% | +18.73% | Add |
| 49 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 50 | BAC | Bank Of America CORP | 0% | -1.18% | Trim |
According to official SEC Form 13F filings, Community Bank, N.A. reported a total U.S. public equity portfolio value of $926.3M across 389 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IEFA) accounted for 24.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $2.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.7M
During Q4 2024, Community Bank, N.A.'s top holdings by market value included AAPL (12.5%)、IVV (7.4%)、IEFA (3.4%). The largest single position, AAPL, represented 12.5% of total portfolio value.
In Q4 2024, Community Bank, N.A. made 163 total portfolio adjustments, initiating 7 new buys, adding to 45 positions, trimming 106 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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