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Joseph P. Preddy

Community Financial Services Group, Llc

Assets Managed
$686.346M
Holdings
532
Last Quarter
2026 - Q2
Filed Date
10d ago
Growth Rate
20.8%(2Q avg: 12.57%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Community Financial Services Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 532 positions.

Assets under management

The assets under management (AUM) of Community Financial Services Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 686.346M in assets, with a quarterly growth rate of 20.8% and a 2-quarter average growth rate of 12.57%. The portfolio is managed by Joseph P. Preddy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -12%
5.33%
$36.582M
389,041 shares@ $94.03 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.98%
4.39%
$30.096M
102,236 shares@ $294.38 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 5876.03%
4%
$27.394M
128,365 shares@ $213.42 avg price
CMTV
Community Bancorp Inc Vt
Recent Activity
New Position
3.98%
$27.254M
696,493 shares@ $39.13 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -13.96%
3.53%
$24.177M
62,916 shares@ $384.29 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.41%
3.48%
$23.842M
174,947 shares@ $136.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.99%
3.42%
$23.426M
65,457 shares@ $357.9 avg price
KLAC
Kla Corp
Recent Activity
Increased 928.65%
3.21%
$22.006M
82,672 shares@ $266.2 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 4.75%
3.16%
$21.652M
58,623 shares@ $369.35 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.08%
3.05%
$20.931M
105,935 shares@ $197.59 avg price

1-10 of 532