Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 8, 2016

Total Value ($000): $204,162 (100.0% shares, 0.0% debt)

Holdings (65)

IBB ISHARES 3.8%
Value ($000) $7,829 Shares 23,141 Est. Cost $190.62 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $7,665 Shares 138,155 Est. Cost $27.18 Unrealized +69.0%
IUSG ISHARES 3.7%
Value ($000) $7,631 Shares 93,997 Est. Cost $62.39 Unrealized
GENERAL ELECTRIC CO 3.7%
Value ($000) $7,543 Shares 242,150 Est. Cost $23.39 Unrealized
BA BOEING CO 3.6%
Value ($000) $7,368 Shares 50,955 Est. Cost $83.80 Unrealized +53.8%
SCHW SCHWAB CHARLES CORP 3.6%
Value ($000) $7,258 Shares 220,422 Est. Cost $17.11 Unrealized +63.0%
VOT VANGUARD 3.4%
Value ($000) $6,891 Shares 69,110 Est. Cost $81.13 Unrealized
CSCO CISCO SYSTEMS INC 3.2%
Value ($000) $6,537 Shares 240,733 Est. Cost $15.47 Unrealized +30.3%
PFE PFIZER INC 3.2%
Value ($000) $6,452 Shares 199,860 Est. Cost $16.68 Unrealized +22.1%
VTR VENTAS INC. 2.8%
Value ($000) $5,697 Shares 100,960 Est. Cost $45.10 Unrealized -22.6%
PG PROCTER & GAMBLE CO 2.7%
Value ($000) $5,519 Shares 69,494 Est. Cost $57.26 Unrealized +1.2%
CBU COMMUNITY BANK SYSTEM INC 2.7%
Value ($000) $5,461 Shares 136,731 Est. Cost $20.35 Unrealized +47.9%
XEROX CORP 2.6%
Value ($000) $5,401 Shares 508,144 Est. Cost $9.24 Unrealized
COST COSTCO WHOLESALE CORP 2.6%
Value ($000) $5,250 Shares 32,507 Est. Cost $89.68 Unrealized +48.1%
WY WEYERHAEUSER COMPANY 2.5%
Value ($000) $5,202 Shares 173,525 Est. Cost $18.91 Unrealized +7.7%
ITC HOLDINGS CORP 2.5%
Value ($000) $5,127 Shares 130,629 Est. Cost $35.28 Unrealized
VLO VALERO ENERGY CORP 2.4%
Value ($000) $4,928 Shares 69,694 Est. Cost $24.43 Unrealized +86.3%
IBM INTERNATIONAL BUSINESS MACHINES 2.4%
Value ($000) $4,872 Shares 35,405 Est. Cost $94.18 Unrealized -7.1%
SEAGATE TECHNOLOGY PLC 2.3%
Value ($000) $4,763 Shares 129,939 Est. Cost $44.80 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $4,736 Shares 102,462 Est. Cost $27.05 Unrealized -0.5%
GLW CORNING INC 2.3%
Value ($000) $4,728 Shares 258,632 Est. Cost $10.83 Unrealized +27.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.2%
Value ($000) $4,477 Shares 196,786 Est. Cost $18.84 Unrealized
RDY DR REDDYS LABS LTD 2.1%
Value ($000) $4,256 Shares 91,944 Est. Cost $39.60 Unrealized
GLAXOSMITHKLINE PLC 2.1%
Value ($000) $4,239 Shares 105,048 Est. Cost $48.93 Unrealized
EWBC EAST WEST BANCORP INC 2.1%
Value ($000) $4,235 Shares 101,906 Est. Cost $20.77 Unrealized +56.8%
ASTE ASTEC INDS INC 1.9%
Value ($000) $3,914 Shares 96,150 Est. Cost $30.59 Unrealized +9.2%
HMC HONDA MOTOR LTD AMERN 1.9%
Value ($000) $3,878 Shares 121,448 Est. Cost $32.18 Unrealized
ROYAL DUTCH SHELL PLC 1.8%
Value ($000) $3,690 Shares 80,566 Est. Cost $64.86 Unrealized
DUK DUKE ENERGY CORP 1.7%
Value ($000) $3,426 Shares 47,994 Est. Cost $41.97 Unrealized +10.5%
VERIFONE SYSTEM INC 1.6%
Value ($000) $3,234 Shares 115,402 Est. Cost $20.05 Unrealized
MONSANTO CO 1.6%
Value ($000) $3,230 Shares 32,784 Est. Cost $99.96 Unrealized
HRL HORMEL FOODS CORP 1.6%
Value ($000) $3,214 Shares 40,640 Est. Cost $15.25 Unrealized +82.7%
TEX TEREX CORP 1.4%
Value ($000) $2,855 Shares 154,512 Est. Cost $30.44 Unrealized -35.1%
SLB SCHLUMBERGER 1.4%
Value ($000) $2,769 Shares 39,696 Est. Cost $54.77 Unrealized +2.4%
INTC INTEL CORP 1.1%
Value ($000) $2,210 Shares 64,152 Est. Cost $17.44 Unrealized +52.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,187 Shares 21,287 Est. Cost $59.90 Unrealized +26.8%
KO COCA COLA CO 1.0%
Value ($000) $2,126 Shares 49,498 Est. Cost $28.18 Unrealized +9.5%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $1,914 Shares 32,346 Est. Cost $33.14 Unrealized +35.2%
POTASH CORP SASK INC 0.9%
Value ($000) $1,901 Shares 111,071 Est. Cost $34.93 Unrealized
LNT ALLIANT ENERGY CORP 0.9%
Value ($000) $1,855 Shares 29,700 Est. Cost $20.09 Unrealized +8.7%
DVN DEVON ENERGY CORP 0.9%
Value ($000) $1,752 Shares 54,738 Est. Cost $37.31 Unrealized -24.0%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $1,752 Shares 36,630 Est. Cost $40.70 Unrealized -10.3%
THOMSON REUTERS CORP 0.8%
Value ($000) $1,536 Shares 40,596 Est. Cost $33.18 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,518 Shares 2,001 Est. Cost $35.61 Unrealized 0.0%
KHC KRAFT HEINZ 0.7%
Value ($000) $1,481 Shares 20,355 Est. Cost $47.79 Unrealized -1.6%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,430 Shares 18,347 Est. Cost $53.83 Unrealized -4.5%
TOTAL S A 0.7%
Value ($000) $1,420 Shares 31,579 Est. Cost $49.19 Unrealized
DGS WISDOMTREE 0.6%
Value ($000) $1,138 Shares 32,453 Est. Cost $46.65 Unrealized
HYS PIMCO 0.3%
Value ($000) $634 Shares 6,923 Est. Cost $104.27 Unrealized
T AT&T INC 0.3%
Value ($000) $627 Shares 18,228 Est. Cost $11.43 Unrealized +8.8%
SPY SPDR S&P 500 0.3%
Value ($000) $536 Shares 2,628 Est. Cost $199.48 Unrealized
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $429 Shares 8,000 Est. Cost $61.49 Unrealized -8.8%
CVX CHEVRON CORP 0.2%
Value ($000) $362 Shares 4,029 Est. Cost $71.75 Unrealized -18.6%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $307 Shares 2,718 Est. Cost $65.55 Unrealized +35.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $300 Shares 4,355 Est. Cost $36.74 Unrealized +27.1%
EFA ISHARES 0.1%
Value ($000) $297 Shares 5,052 Est. Cost $57.22 Unrealized
KEURIG GREEN MTN INC 0.1%
Value ($000) $286 Shares 3,175 Est. Cost $103.66 Unrealized
POWERSHARES 0.1%
Value ($000) $277 Shares 2,475 Est. Cost $94.37 Unrealized
PRAXAIR INC 0.1%
Value ($000) $262 Shares 2,561 Est. Cost $115.01 Unrealized
VBR VANGUARD 0.1%
Value ($000) $251 Shares 2,540 Est. Cost $83.46 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $229 Shares 2,800 Est. Cost $49.82 Unrealized +18.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $226 Shares 4,841 Est. Cost $41.53 Unrealized -7.6%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $222 Shares 3,333 Est. Cost $67.35 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $221 Shares 2,303 Est. Cost $116.65 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $201 Shares 4,473 Est. Cost $26.57 Unrealized +33.5%