§ 13F · FUND PROFILE
Community Financial Services Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $502.7T (13F)Positions · 168Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$588.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES | 411K | $39.6T | 7.3% | +9% |
| 2 | MSFT | MICROSOFT CORP | 67K | $32.4T | 5.9% | −2% |
| 3 | AAPL | APPLE INC | 97K | $26.3T | 4.8% | — |
| 4 | XOM | EXXON MOBIL CORP | 170K | $20.5T | 3.8% | −1% |
| 5 | GOOG | ALPHABET INC | 64K | $20.1T | 3.7% | −7% |
| 6 | AVGO | BROADCOM INC | 56K | $19.5T | 3.6% | −8% |
| 7 | NVDA | NVIDIA CORPORATION | 94K | $17.6T | 3.2% | −5% |
| 8 | QUAL | ISHARES | 82K | $16.3T | 3.0% | — |
| 9 | V | VISA INC | 41K | $14.3T | 2.6% | −1% |
| 10 | JPM | JPMORGAN | 43K | $13.9T | 2.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMMUNITY SIGNAL
AC read
Community Financial Services Group, LLC is a Other fund managing $502746.8 trillion in assets. The fund runs a portfolio of 168 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed