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CIK: 0001632187
Total reported value
$926.3M
$926.3M
382 檔
20.2%
The Q1 2025 SEC filing reveals that Community Bank, N.A. held a total portfolio value of $926.3M, covering 382 public equity positions.
In Q1 2025, Community Bank, N.A. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IEFA, IVV) accounted for 20.2% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 382 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.44% | +0.33% | -1.57% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.86% | -0.28% | +0.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | +0.17% | -51.71% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.25% | +0.17% | -3.47% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.21% | -2.81% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.46% | -0.02% | -1.31% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.00% | — | -16.41% | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.78% | -0.26% | -2.25% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.63% | +0.27% | -0.03% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.10% | +918.27% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.44% | +0.05% | +0.86% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.39% | +0.39% | -0.89% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | -0.08% | +2.18% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.28% | +0.27% | -0.01% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.26% | -0.28% | +0.17% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | -0.25% | -1.92% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.26% | -0.27% | -0.44% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.21% | -0.15% | -0.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | +0.04% | -3.20% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.10% | -2.20% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.09% | +0.05% | -0.05% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.06% | +4.00% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.15% | -6.80% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.07% | +4.20% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.21% | +4.29% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | +0.02% | -0.62% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.93% | -0.04% | -3.00% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.29% | -0.84% | |
| 29 | CBU | Community Financial System I | Stock-Other | 0.87% | -0.04% | -1.61% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.84% | +0.03% | -0.63% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 0.80% | -0.03% | +0.69% | |
| 32 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.78% | -0.05% | +360.00% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.24% | -1.42% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | +0.03% | -0.59% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | +0.41% | -3.71% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.71% | -0.08% | — | |
| 37 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.70% | -0.05% | -2.07% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.04% | -16.74% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.67% | +0.02% | +96.67% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.11% | +4.01% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.04% | +0.31% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.65% | +0.21% | +0.51% | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | -0.04% | -1.09% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.02% | +0.57% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.10% | -2.27% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.64% | -0.01% | +13.52% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.62% | -0.02% | +2.41% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | -0.09% | -2.67% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.61% | -0.02% | +2.99% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.03% | -4.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 4 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 8 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 9 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 10 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 11 | ABBV | Abbvie Inc | — | NEW | New buy |
| 12 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 13 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 14 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 15 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 16 | WMT | Walmart Inc | — | NEW | New buy |
| 17 | PEP | Pepsico Inc | — | NEW | New buy |
| 18 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 20 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 21 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | AVGO | Broadcom Inc | — | NEW | New buy |
| 24 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 25 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 26 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 27 | KO | Coca-cola Co/the | — | NEW | New buy |
| 28 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 29 | CBU | Community Financial System I | — | NEW | New buy |
| 30 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 31 | EMR | Emerson Electric Co | — | NEW | New buy |
| 32 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 33 | CVX | Chevron CORP | — | NEW | New buy |
| 34 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 35 | CAT | Caterpillar Inc | — | NEW | New buy |
| 36 | ABT | Abbott Laboratories | — | NEW | New buy |
| 37 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 38 | NVDA | Nvidia CORP | — | NEW | New buy |
| 39 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 40 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 41 | AMGN | Amgen Inc | — | NEW | New buy |
| 42 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 43 | ITW | Illinois Tool Works | — | NEW | New buy |
| 44 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 45 | RTX | Rtx CORP | — | NEW | New buy |
| 46 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 47 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 48 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 49 | CB | Chubb Limited | — | NEW | New buy |
| 50 | MCD | Mcdonald's CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Community Bank, N.A. reported a total U.S. public equity portfolio value of $926.3M across 382 disclosed positions in Q1 2025.
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Top New Position Initiated
AAPL
市值: $85.4M
During Q1 2025, Community Bank, N.A.'s top holdings by market value included AAPL (11.4%)、IEFA (3.9%)、IVV (3.5%). The largest single position, AAPL, represented 11.4% of total portfolio value.
In Q1 2025, Community Bank, N.A. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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