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Home > Institutional Investor > Community Financial Services Group, Llc > Profile

Instuitional Investor - Community Financial Services Group, Llc

Fund Profile
Filing Period:
Fund Name: Community Financial Services Group, Llc
Portfolio Value $544,602,960
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 418,698 $40,262,007 7.39%
2.
Microsoft Corp
 MSFT 68,249 $33,006,584 6.06%
3.
Apple Inc.
 AAPL 98,183 $26,692,039 4.9%
4.
Exxon Mobil Corp
 XOM 172,673 $20,779,466 3.82%
5.
Alphabet Inc.
 GOOGL 66,064 $20,730,883 3.81%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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