Community Financial Services Group, LLC - Portfolio overview

Community Financial Services Group, LLC has 459 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 9.57%
2. GOOG - ALPHABET INC, 6.99%
3. NVDA - NVIDIA CORPORATION, 6.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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