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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 18 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TDC TERADATA CORP DEL Technology 28.0 $707.0 NEW $25.25 +15.5%
342 ATLANTA BRAVES HLDGS INC 15.0 $705.0 NEW $47.00
343 CHTR CHARTER COMMUNICATIONS INC Communication Services 3.0 $649.0 NEW $216.33 -37.6%
344 SXC SUNCOKE ENERGY INC Energy 88.0 $561.0 NEW $6.38 +50.7%
345 NWL NEWELL BRANDS INC Consumer Defensive 156.0 $551.0 NEW $3.53 +61.1%
346 TWO HARBORS INVENTMENT CORPO 47.0 $532.0 NEW $11.32
347 LILAK LIBERTY LATIN AMERICA LTD Communication Services 58.0 $501.0 NEW $8.64 +1.0%
348 FCPT FOUR CORNERS PPTY TR INC Real Estate 19.0 $447.0 NEW $23.53 -2.0%
349 SUB ISHARES TR 4.0 $426.0 NEW $106.50 -1.0%
350 SPMD SPDR SERIES TRUST 7.0 $418.0 NEW $59.71 +7.2%
351 HII HUNTINGTON INGALLS INDS INC Industrials 1.0 $393.0 NEW $393.00 -29.2%
352 KD KYNDRYL HLDGS INC Technology 30.0 $386.0 NEW $12.87 -0.2%
353 IJR ISHARES TR 3.0 $375.0 NEW $125.00 +11.6%
354 GCI LIBERTY INC 7.0 $254.0 NEW $36.29
355 LUMN LUMEN TECHNOLOGIES INC Communication Services 28.0 $198.0 NEW $7.07 -5.7%
356 LILA LIBERTY LATIN AMERICA LTD 19.0 $160.0 NEW $8.42
357 CRGY CRESCENT ENERGY COMPANY Energy 8.0 $102.0 NEW $12.75 +12.9%
358 STARZ ENTERTAINMENT CORP. 6.0 $71.0 NEW $11.83
359 QVCGA QVC GROUP INC Consumer Cyclical 11.0 $23.0 NEW $2.09 -83.7%
360 KRG KITE REALTY GROUP TRUST Real Estate $10.0 NEW
Page 18 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%