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Portfolio (Quarterly) Guide ↗

Community Financial Services Group, LLC

· CIK 0001537319
13F Portfolio $568M AUM 598 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 362 New 61 Added 25 Reduced
Page 13 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 673.0 $8K 0.00% NEW $12.51 -7.9%
242 DRIV GLOBAL X FDS 265.0 $8K 0.00% NEW $30.91 +9.7%
243 DOC HEALTHPEAK PROPERTIES INC Real Estate 500.0 $8K 0.00% NEW $16.38 +26.2%
244 NXST NEXSTAR MEDIA GROUP INC Communication Services 45.0 $8K 0.00% NEW $179.31 -9.1%
245 UGI UGI CORP NEW Utilities 216.0 $8K 0.00% NEW $36.07 +6.7%
246 DCI DONALDSON INC Industrials 90.0 $8K 0.00% NEW $86.07 -0.0%
247 LAMR LAMAR ADVERTISING CO Real Estate 60.0 $8K 0.00% NEW $126.02 +16.9%
248 LEN LENNAR CORP Consumer Cyclical 88.0 $8K 0.00% NEW $85.44 -8.2%
249 LIBERTY LIVE HOLDINGS INC 79.0 $7K 0.00% NEW $94.84
250 D DOMINION ENERGY INC Utilities 120.0 $7K 0.00% NEW $62.05 +3.3%
251 PNW PINNACLE WEST CAP CORP Utilities 73.0 $7K 0.00% NEW $101.53 -5.9%
252 WAB WABTEC Industrials 28.0 $7K 0.00% NEW $256.04 +9.1%
253 CHD CHURCH & DWIGHT CO INC Consumer Defensive 75.0 $7K 0.00% NEW $92.85 +3.0%
254 ARKK ARK ETF TR 100.0 $7K 0.00% NEW $68.40 +27.2%
255 VWO VANGUARD INTL EQUITY INDEX F 126.0 $7K 0.00% NEW $54.21 +10.5%
256 VTRS VIATRIS INC Healthcare 495.0 $7K 0.00% NEW $13.63 +26.6%
257 PSA PUBLIC STORAGE OPER CO Real Estate 24.0 $7K 0.00% NEW $276.25 +7.9%
258 SON SONOCO PRODS CO Consumer Cyclical 118.0 $7K 0.00% NEW $55.17 -11.8%
259 DEO DIAGEO PLC Consumer Defensive 87.0 $6K 0.00% NEW $74.63 +16.0%
260 LIBERTY MEDIA CORP DEL 76.0 $6K 0.00% NEW $85.36
Page 13 of 19  ·  362 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 14.6%
Industrials 10.0%
Consumer Defensive 8.5%
Consumer Cyclical 7.7%
Energy 7.6%
Healthcare 7.2%
Utilities 3.7%
Communication Services 3.4%
Basic Materials 2.8%