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CIK: 0001537319
Total reported value
$686.3M
$686.3M
96 檔
17.8%
During the Q1 2025 filing period, Community Financial Services Group, LLC (CIK: 0001537319) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $686.3M across 96 reported positions.
In Q1 2025, Community Financial Services Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.95% | -2.07% | +2.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.78% | -1.23% | -1.01% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.61% | -0.18% | -4.09% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 4.99% | -1.50% | -0.67% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.18% | +0.01% | -1.42% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.05% | -2.74% | +8.40% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | -0.03% | -6.84% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.53% | -0.58% | -6.49% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.48% | -0.09% | -5.54% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.48% | +0.06% | -5.02% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.48% | -0.15% | -1.60% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.02% | -28.13% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.30% | -0.74% | +3.81% | |
| 14 | GVI | Ishares Intermediate Governm | ETF-Other | 2.30% | -0.32% | +4.92% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.02% | -0.14% | +11.91% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | +0.37% | -2.37% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.66% | -0.11% | +8.93% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.66% | -0.16% | +3.44% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.64% | +1.07% | +2.71% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.59% | -0.84% | -0.78% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.58% | — | +7.56% | |
| 22 | LIN | Linde plc | Stock-Materials | 1.50% | -0.09% | +7.80% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.48% | +0.02% | +31.05% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 1.42% | +0.02% | +8.08% | |
| 25 | PLD | Prologis Inc | Stock-Real Estate | 1.38% | -0.21% | +3.96% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.38% | -0.21% | +38.00% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | -0.09% | +12.33% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.35% | -0.19% | -1.17% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 1.27% | -0.29% | +7.27% | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 1.23% | — | +2.59% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 1.23% | +1.06% | +11.71% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.23% | +3.52% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 1.17% | -0.14% | +17.18% | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 1.13% | -0.17% | +7.50% | |
| 35 | VLTO | Veralto CORP | Stock-Industrials | 1.13% | -0.37% | +3.12% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.11% | -12.90% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 1.00% | — | +0.81% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | -0.18% | +3.52% | |
| 39 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.96% | -0.08% | +6.83% | |
| 40 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.94% | -0.11% | +5.08% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.88% | -0.11% | +0.16% | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.87% | -0.13% | +1338.18% | |
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.86% | -0.15% | -15.65% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | -0.08% | +4.03% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.74% | -0.18% | +32.76% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.70% | -0.09% | +7.44% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.06% | +3.08% | |
| 48 | ANET | Arista Networks Inc | Stock-Tech | 0.63% | +0.19% | +1.72% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.01% | +5.91% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.12% | +3.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 9 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | NVDA | Nvidia CORP | — | NEW | New buy |
| 13 | WMT | Walmart Inc | — | NEW | New buy |
| 14 | GVI | Ishares Intermediate Governm | — | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 17 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 19 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 20 | NOW | Servicenow Inc | — | NEW | New buy |
| 21 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 22 | LIN | Linde plc | — | NEW | New buy |
| 23 | BAC | Bank Of America CORP | — | NEW | New buy |
| 24 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 25 | PLD | Prologis Inc | — | NEW | New buy |
| 26 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 27 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 28 | AXP | American Express Co | — | NEW | New buy |
| 29 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 30 | ZTS | Zoetis Inc | — | NEW | New buy |
| 31 | KLAC | Kla CORP | — | NEW | New buy |
| 32 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 33 | BLK | Blackrock Inc | — | NEW | New buy |
| 34 | WM | Waste Management Inc | — | NEW | New buy |
| 35 | VLTO | Veralto CORP | — | NEW | New buy |
| 36 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 37 | ADBE | Adobe Inc | — | NEW | New buy |
| 38 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 39 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 40 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 41 | ECL | Ecolab Inc | — | NEW | New buy |
| 42 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 43 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 44 | DHR | Danaher CORP | — | NEW | New buy |
| 45 | EMR | Emerson Electric Co | — | NEW | New buy |
| 46 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 47 | HD | Home Depot Inc | — | NEW | New buy |
| 48 | ANET | Arista Networks Inc | — | NEW | New buy |
| 49 | CVX | Chevron CORP | — | NEW | New buy |
| 50 | TJX | Tjx Companies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Community Financial Services Group, LLC reported a total U.S. public equity portfolio value of $686.3M across 96 disclosed positions in Q1 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 IEF, MSFT, AAPL) accounted for 17.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEF
市值: $32.0M
During Q1 2025, Community Financial Services Group, LLC's top holdings by market value included IEF (7.0%)、MSFT (5.8%)、AAPL (5.6%). The largest single position, IEF, represented 7.0% of total portfolio value.
In Q1 2025, Community Financial Services Group, LLC made 50 total portfolio adjustments, initiating 50 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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