Long-term investor
Community Financial Services Group, LLC @communityfinancialservic
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001537319).
Record
- Tracked since 2025-06-30 (441 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +13.8% · all +13.8%
- Max drawdown n/a · win rate 5% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEF · 5.3% · long · since 2025-06-30
- AAPL · 4.4% · long · since 2025-06-30
- RSP · 4.0% · long · since 2026-03-31
- CMTV · 4.0% · long · since 2026-06-30
- MSFT · 3.5% · long · since 2025-06-30
- XOM · 3.5% · long · since 2025-06-30
- GOOG · 3.4% · long · since 2025-06-30
- KLAC · 3.2% · long · since 2025-06-30
- AVGO · 3.2% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- PANW · 2.4% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30