Community Financial Services Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026.
The filing was submitted by President Joseph P. Preddy, who resides in Newport, Vermont. The firm reported 680 total holdings in the information table.
The portfolio is led by significant positions in Alphabet Inc. Class C and Class A shares, with shares valued at approximately $57.8 million and $21.6 million, respectively. Other notable holdings include Costco Wholesale Corporation, valued at approximately $13.5 million, and Amazon.com Inc., valued at approximately $6.3 million.
The filing lists a diverse range of equities across various sectors, including financial services, healthcare, and technology. Specific holdings include Bank of America Corporation, Apple Inc., Broadcom Inc., and Chevron Corporation.
