Community Financial Services Group, LLC Diversified Active

Location: Newport, VT

CIK: 0001537319 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 27, 2016

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

Holdings (59)

IUSG ISHARES 3.9%
Value $7.98M Shares 98,382 Est. Cost $63.23 Unrealized
GENERAL ELECTRIC CO 3.7%
Value $7.533M Shares 236,941 Est. Cost $23.39 Unrealized
MSFT MICROSOFT CORP 3.6%
Value $7.416M Shares 134,283 Est. Cost $27.18 Unrealized +69.5%
VOT VANGUARD 3.6%
Value $7.323M Shares 73,042 Est. Cost $82.16 Unrealized
CSCO CISCO SYSTEMS INC 3.3%
Value $6.836M Shares 240,092 Est. Cost $15.47 Unrealized +22.5%
BA BOEING CO 3.2%
Value $6.603M Shares 52,018 Est. Cost $84.37 Unrealized +32.6%
VTR VENTAS INC. 3.2%
Value $6.518M Shares 103,536 Est. Cost $44.89 Unrealized -18.3%
SCHW SCHWAB CHARLES CORP 3.0%
Value $6.131M Shares 218,802 Est. Cost $17.11 Unrealized +36.2%
PG PROCTER & GAMBLE CO 2.9%
Value $5.988M Shares 72,756 Est. Cost $57.45 Unrealized +7.3%
PFE PFIZER INC 2.9%
Value $5.949M Shares 200,726 Est. Cost $16.68 Unrealized +12.0%
IBB ISHARES 2.9%
Value $5.876M Shares 22,530 Est. Cost $190.62 Unrealized
XEROX CORP 2.7%
Value $5.537M Shares 496,111 Est. Cost $9.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 2.7%
Value $5.506M Shares 36,358 Est. Cost $93.91 Unrealized -10.5%
CBU COMMUNITY BANK SYSTEM INC 2.7%
Value $5.418M Shares 141,806 Est. Cost $20.62 Unrealized +35.2%
WY WEYERHAEUSER COMPANY 2.6%
Value $5.355M Shares 172,867 Est. Cost $18.91 Unrealized -4.0%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value $5.297M Shares 97,942 Est. Cost $27.05 Unrealized +11.0%
COST COSTCO WHOLESALE CORP 2.6%
Value $5.286M Shares 33,546 Est. Cost $90.86 Unrealized +40.6%
GLW CORNING INC 2.5%
Value $5.135M Shares 245,808 Est. Cost $10.83 Unrealized +31.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.5%
Value $5.111M Shares 195,072 Est. Cost $18.84 Unrealized
DUK DUKE ENERGY CORP 2.3%
Value $4.76M Shares 58,994 Est. Cost $43.55 Unrealized +15.9%
ITC HOLDINGS CORP 2.3%
Value $4.757M Shares 109,193 Est. Cost $35.28 Unrealized
SEAGATE TECHNOLOGY PLC 2.3%
Value $4.672M Shares 135,600 Est. Cost $44.37 Unrealized
ASTE ASTEC INDS INC 2.2%
Value $4.441M Shares 95,162 Est. Cost $30.59 Unrealized +17.8%
RDY DR REDDYS LABS LTD 2.1%
Value $4.331M Shares 95,850 Est. Cost $39.83 Unrealized
VLO VALERO ENERGY CORP 2.1%
Value $4.272M Shares 66,600 Est. Cost $24.43 Unrealized +75.5%
GLAXOSMITHKLINE PLC 2.1%
Value $4.189M Shares 103,312 Est. Cost $48.93 Unrealized
ROYAL DUTCH SHELL PLC 1.9%
Value $3.936M Shares 81,253 Est. Cost $64.86 Unrealized
TEX TEREX CORP 1.9%
Value $3.847M Shares 154,606 Est. Cost $30.44 Unrealized -31.2%
HMC HONDA MOTOR LTD AMERN 1.8%
Value $3.603M Shares 131,785 Est. Cost $31.80 Unrealized
HRL HORMEL FOODS CORP 1.7%
Value $3.515M Shares 81,280 Est. Cost $24.01 Unrealized +36.5%
EWBC EAST WEST BANCORP INC 1.7%
Value $3.378M Shares 104,015 Est. Cost $20.87 Unrealized +24.5%
TUPPERWARE CORP 1.6%
Value $3.351M Shares 57,785 Est. Cost $57.99 Unrealized
VERIFONE SYSTEM INC 1.6%
Value $3.25M Shares 115,057 Est. Cost $20.05 Unrealized
SLB SCHLUMBERGER 1.4%
Value $2.895M Shares 39,247 Est. Cost $54.77 Unrealized -3.0%
LNT ALLIANT ENERGY CORP 1.0%
Value $2.123M Shares 28,577 Est. Cost $20.09 Unrealized +23.1%
JNJ JOHNSON & JOHNSON 1.0%
Value $2.093M Shares 19,339 Est. Cost $59.90 Unrealized +31.5%
POTASH CORP SASK INC 1.0%
Value $2.055M Shares 120,729 Est. Cost $33.50 Unrealized
CINF CINCINNATI FINANCIAL CORP 1.0%
Value $1.99M Shares 30,441 Est. Cost $33.14 Unrealized +40.7%
INTC INTEL CORP 1.0%
Value $1.985M Shares 61,343 Est. Cost $17.44 Unrealized +39.8%
KO COCA COLA CO 0.9%
Value $1.929M Shares 41,591 Est. Cost $28.18 Unrealized +13.0%
EMR EMERSON ELECTRIC CO 0.9%
Value $1.833M Shares 33,704 Est. Cost $40.70 Unrealized -8.2%
THOMSON REUTERS CORP 0.8%
Value $1.678M Shares 41,450 Est. Cost $33.33 Unrealized
KHC KRAFT HEINZ 0.8%
Value $1.558M Shares 19,835 Est. Cost $47.79 Unrealized +1.1%
GOOG ALPHABET INC 0.7%
Value $1.513M Shares 2,030 Est. Cost $35.61 Unrealized -0.2%
XOM EXXON MOBIL CORP 0.7%
Value $1.458M Shares 17,443 Est. Cost $53.83 Unrealized -3.5%
DVN DEVON ENERGY CORP 0.7%
Value $1.454M Shares 52,988 Est. Cost $37.31 Unrealized -54.5%
TOTAL S A 0.7%
Value $1.428M Shares 31,425 Est. Cost $49.19 Unrealized
DGS WISDOMTREE 0.6%
Value $1.27M Shares 33,620 Est. Cost $46.34 Unrealized
T AT&T INC 0.3%
Value $654K Shares 16,701 Est. Cost $11.43 Unrealized +21.0%
HYS PIMCO 0.3%
Value $520K Shares 5,592 Est. Cost $104.27 Unrealized
RY ROYAL BANK OF CANADA 0.2%
Value $460K Shares 8,000 Est. Cost $61.49 Unrealized -15.7%
SPY SPDR S&P 500 0.2%
Value $360K Shares 1,753 Est. Cost $199.48 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value $317K Shares 2,718 Est. Cost $65.55 Unrealized +34.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $278K Shares 4,355 Est. Cost $36.74 Unrealized +22.0%
POWERSHARES 0.1%
Value $270K Shares 2,475 Est. Cost $94.37 Unrealized
CVX CHEVRON CORP 0.1%
Value $263K Shares 2,757 Est. Cost $71.75 Unrealized -20.0%
MONSANTO CO 0.1%
Value $224K Shares 2,549 Est. Cost $99.96 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value $219K Shares 2,192 Est. Cost $116.65 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value $211K Shares 3,333 Est. Cost $67.35 Unrealized