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CIK: 0001632187
Total reported value
$926.3M
$926.3M
385 檔
20.8%
According to the latest 13F quarterly dataset, Community Bank, N.A. managed an equity portfolio of $926.3M at the end of Q2 2025, spanning 385 distinct U.S. exchange-listed positions.
In Q2 2025, Community Bank, N.A. adopted a defensive or profit-taking posture, trimming 91 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 385 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.32% | +0.33% | -0.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.85% | +0.17% | -0.03% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | -0.21% | -3.43% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.72% | +0.17% | -1.69% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.68% | -0.28% | -11.87% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.75% | -0.02% | -3.50% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +0.10% | +20.62% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.67% | +0.27% | -0.01% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.51% | +0.39% | -1.49% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.15% | -10.95% | |
| 11 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.36% | -0.26% | +2.28% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.33% | +0.27% | -0.05% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.31% | -0.15% | +10.87% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | +0.04% | -0.98% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.25% | -7.47% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.25% | +0.05% | -0.37% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.05% | -2.89% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | -0.08% | +2.04% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.07% | +3.83% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.16% | -0.28% | -1.38% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.21% | +2.38% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.27% | +3.42% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | +0.02% | +1.75% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.10% | -2.85% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.04% | -2.98% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 0.95% | -0.03% | -0.63% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.06% | -1.17% | |
| 28 | CBU | Community Financial System I | Stock-Other | 0.88% | -0.04% | +3.69% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | +0.03% | -0.14% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.87% | -0.05% | +0.20% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.87% | -0.04% | -4.19% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.29% | +1.81% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.41% | -3.17% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | +0.03% | -1.10% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | +0.21% | -2.82% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | -0.08% | -3.23% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.10% | -0.78% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | +0.02% | +0.02% | |
| 39 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.69% | -0.05% | -2.80% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.11% | -1.61% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.65% | -0.01% | +13.00% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.64% | +0.49% | +0.57% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.24% | +0.22% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.02% | -2.99% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.62% | -0.04% | -2.28% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.60% | -0.02% | -5.31% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | -0.04% | +1.61% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.09% | +1.11% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.58% | -0.02% | +0.73% | |
| 50 | NUE | Nucor CORP | Stock-Materials | 0.57% | +0.10% | -3.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -3.43% | Trim |
| 2 | IBM | Intl Business Machines CORP | +0.5% | -1.69% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +20.62% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | -10.95% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | -0.03% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -3.50% | Trim |
| 7 | NVDA | Nvidia CORP | +0.3% | -2.98% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.2% | +3.83% | Add |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | -0.37% | Trim |
| 10 | EMR | Emerson Electric Co | +0.2% | -0.63% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.38% | Add |
| 12 | FISV | Fiserv Inc | +0.1% | NEW | New buy |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -1.49% | Trim |
| 14 | LRCX | Lam Research CORP | +0.1% | +4.59% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.75% | Add |
| 16 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +10.87% | Add |
| 17 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +0.20% | Add |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +41.36% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.98% | Trim |
| 20 | CAT | Caterpillar Inc | +0.1% | -3.17% | Trim |
| 21 | BKGI | Bny Mellon Glbl Infra Inc | +0.1% | +12.10% | Add |
| 22 | GLW | Corning Inc | +0.1% | +0.57% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | +0.39% | Add |
| 24 | TXN | Texas Instruments Inc | +0.1% | -2.82% | Trim |
| 25 | FCX | Freeport-mcmoran Inc | +0.1% | +20.66% | Add |
| 26 | SRE | Sempra | +0.1% | +31.81% | Add |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +19.64% | Add |
| 28 | MBB | Ishares Mbs ETF | +0.1% | +33.40% | Add |
| 29 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.1% | +5.62% | Add |
| 30 | TFC | Truist Financial CORP | +0.1% | +9.81% | Add |
| 31 | GS | Goldman Sachs Group Inc | +0.1% | +90.88% | Add |
| 32 | MET | Metlife Inc | +0.1% | +35.00% | Add |
| 33 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.05% | Trim |
| 34 | RTX | Rtx CORP | +0.1% | -0.78% | Trim |
| 35 | FLCA | Franklin Ftse Canada ETF | +0.1% | -0.02% | Trim |
| 36 | HON | Honeywell International Inc | +0.1% | +3.55% | Add |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +38.75% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | -0.01% | Trim |
| 39 | ADM | Archer-daniels-midland Co | 0% | +11.29% | Add |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -0.00% | Trim |
| 41 | CMG | Chipotle Mexican Grill Inc | 0% | +18.12% | Add |
| 42 | VRTX | Vertex Pharmaceuticals Inc | 0% | +58.77% | Add |
| 43 | MDY | State Street Spdr S&p Midcap | 0% | -0.14% | Trim |
| 44 | VGT | Vanguard Info Tech ETF | 0% | -1.47% | Trim |
| 45 | AXP | American Express Co | 0% | -1.73% | Trim |
| 46 | LEN | Lennar Corp-a | 0% | +35.06% | Add |
| 47 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 48 | WMT | Walmart Inc | 0% | -7.47% | Trim |
| 49 | AVUV | Avantis US Small Cap Value | 0% | +0.02% | Add |
| 50 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Community Bank, N.A. reported a total U.S. public equity portfolio value of $926.3M across 385 disclosed positions in Q2 2025.
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, MSFT) accounted for 20.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
FISV
市值: $997.9K
Top Position Liquidated / Trimmed
BWA
前期市值: $259.5K
During Q2 2025, Community Bank, N.A.'s top holdings by market value included AAPL (10.3%)、IVV (3.9%)、MSFT (3.8%). The largest single position, AAPL, represented 10.3% of total portfolio value.
In Q2 2025, Community Bank, N.A. made 165 total portfolio adjustments, initiating 4 new buys, adding to 63 positions, trimming 91 holdings, and fully liquidating 7 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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