Community Financial Services Group, LLC Diversified Active

Location: Newport, VT

CIK: 0001537319 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 2, 2016

Total Value: $203M (100.0% shares, 0.0% debt)

Holdings (66)

IUSG ISHARES 3.9%
Value $7.951M Shares 97,341 Est. Cost $63.23 Unrealized
VTR VENTAS INC. 3.7%
Value $7.438M Shares 102,137 Est. Cost $44.89 Unrealized -3.2%
VOT VANGUARD 3.6%
Value $7.381M Shares 72,436 Est. Cost $82.16 Unrealized
GENERAL ELECTRIC CO 3.6%
Value $7.323M Shares 232,645 Est. Cost $23.39 Unrealized
PFE PFIZER INC 3.4%
Value $6.981M Shares 198,254 Est. Cost $16.68 Unrealized +26.2%
CSCO CISCO SYSTEMS INC 3.3%
Value $6.721M Shares 234,237 Est. Cost $15.47 Unrealized +34.8%
MSFT MICROSOFT CORP 3.3%
Value $6.711M Shares 131,151 Est. Cost $27.18 Unrealized +69.2%
BA BOEING CO 3.3%
Value $6.665M Shares 51,326 Est. Cost $84.37 Unrealized +40.5%
PG PROCTER & GAMBLE CO 3.0%
Value $6.14M Shares 72,517 Est. Cost $57.45 Unrealized +10.2%
IBB ISHARES 2.8%
Value $5.769M Shares 22,416 Est. Cost $190.62 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.8%
Value $5.676M Shares 138,137 Est. Cost $20.62 Unrealized +45.0%
IBM INTERNATIONAL BUSINESS MACHINES 2.7%
Value $5.5M Shares 36,234 Est. Cost $93.91 Unrealized +1.3%
SCHW SCHWAB CHARLES CORP 2.7%
Value $5.441M Shares 214,963 Est. Cost $17.11 Unrealized +47.1%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value $5.37M Shares 96,166 Est. Cost $27.05 Unrealized +16.3%
ASTE ASTEC INDS INC 2.6%
Value $5.254M Shares 93,566 Est. Cost $30.59 Unrealized +49.7%
COST COSTCO WHOLESALE CORP 2.5%
Value $5.131M Shares 32,670 Est. Cost $90.86 Unrealized +40.9%
WY WEYERHAEUSER COMPANY 2.5%
Value $5.057M Shares 169,872 Est. Cost $18.91 Unrealized +11.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.5%
Value $5.018M Shares 191,296 Est. Cost $18.84 Unrealized
ITC HOLDINGS CORP 2.5%
Value $4.978M Shares 106,325 Est. Cost $35.28 Unrealized
DUK DUKE ENERGY CORP 2.4%
Value $4.947M Shares 57,653 Est. Cost $43.55 Unrealized +23.6%
GLW CORNING INC 2.4%
Value $4.92M Shares 240,250 Est. Cost $10.83 Unrealized +43.2%
RDY DR REDDYS LABS LTD 2.4%
Value $4.813M Shares 93,958 Est. Cost $39.83 Unrealized
XEROX CORP 2.3%
Value $4.621M Shares 487,017 Est. Cost $9.24 Unrealized
ROYAL DUTCH SHELL PLC 2.2%
Value $4.436M Shares 80,344 Est. Cost $64.86 Unrealized
GLAXOSMITHKLINE PLC 2.2%
Value $4.402M Shares 101,574 Est. Cost $48.93 Unrealized
EWBC EAST WEST BANCORP INC 1.7%
Value $3.485M Shares 101,957 Est. Cost $20.87 Unrealized +38.4%
VLO VALERO ENERGY CORP 1.7%
Value $3.346M Shares 65,611 Est. Cost $24.43 Unrealized +57.5%
HMC HONDA MOTOR LTD AMERN 1.6%
Value $3.335M Shares 131,650 Est. Cost $31.80 Unrealized
TUPPERWARE CORP 1.6%
Value $3.314M Shares 58,885 Est. Cost $57.96 Unrealized
TEX TEREX CORP 1.5%
Value $3.037M Shares 149,577 Est. Cost $30.44 Unrealized -24.9%
SLB SCHLUMBERGER 1.5%
Value $3.01M Shares 38,064 Est. Cost $54.77 Unrealized +6.3%
HRL HORMEL FOODS CORP 1.5%
Value $2.975M Shares 81,280 Est. Cost $24.01 Unrealized +22.9%
AAPL APPLE INC 1.3%
Value $2.584M Shares 27,033 Est. Cost $22.62 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.2%
Value $2.388M Shares 19,688 Est. Cost $60.38 Unrealized +44.2%
LNT ALLIANT ENERGY CORP 1.1%
Value $2.166M Shares 54,570 Est. Cost $23.60 Unrealized +16.3%
CINF CINCINNATI FINANCIAL CORP 1.1%
Value $2.164M Shares 28,900 Est. Cost $33.14 Unrealized +57.9%
VERIFONE SYSTEM INC 1.0%
Value $2.118M Shares 114,230 Est. Cost $20.05 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value $2.043M Shares 21,794 Est. Cost $54.63 Unrealized +5.9%
INTC INTEL CORP 1.0%
Value $1.946M Shares 59,311 Est. Cost $17.44 Unrealized +44.0%
POTASH CORP SASK INC 0.9%
Value $1.884M Shares 116,070 Est. Cost $33.50 Unrealized
DVN DEVON ENERGY CORP 0.9%
Value $1.87M Shares 51,575 Est. Cost $37.31 Unrealized -36.1%
KO COCA COLA CO 0.9%
Value $1.771M Shares 39,068 Est. Cost $28.18 Unrealized +18.2%
EMR EMERSON ELECTRIC CO 0.9%
Value $1.742M Shares 33,392 Est. Cost $40.70 Unrealized +2.1%
KHC KRAFT HEINZ 0.8%
Value $1.718M Shares 19,415 Est. Cost $47.79 Unrealized +12.1%
THOMSON REUTERS CORP 0.8%
Value $1.66M Shares 41,050 Est. Cost $33.33 Unrealized
TOTAL S A 0.7%
Value $1.506M Shares 31,309 Est. Cost $49.19 Unrealized
GOOG ALPHABET INC 0.7%
Value $1.362M Shares 1,968 Est. Cost $35.61 Unrealized +0.1%
DGS WISDOMTREE 0.6%
Value $1.311M Shares 33,838 Est. Cost $46.34 Unrealized
T AT&T INC 0.3%
Value $697K Shares 16,137 Est. Cost $11.43 Unrealized +32.2%
CVX CHEVRON CORP 0.2%
Value $494K Shares 4,710 Est. Cost $69.68 Unrealized -4.2%
RY ROYAL BANK OF CANADA 0.2%
Value $473K Shares 8,000 Est. Cost $61.49 Unrealized -2.3%
AZO AUTOZONE INC 0.2%
Value $397K Shares 500 Est. Cost $770.40 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value $324K Shares 2,718 Est. Cost $65.55 Unrealized +39.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $281K Shares 3,816 Est. Cost $36.74 Unrealized +37.5%
SPY SPDR S&P 500 0.1%
Value $272K Shares 1,297 Est. Cost $199.48 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value $272K Shares 2,657 Est. Cost $114.15 Unrealized
POWERSHARES 0.1%
Value $266K Shares 2,475 Est. Cost $94.37 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value $255K Shares 3,932 Est. Cost $66.97 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value $224K Shares 4,955 Est. Cost $37.48 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value $224K Shares 2,959 Est. Cost $56.73 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value $217K Shares 1 Est. Cost $214456.19 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value $216K Shares 2,035 Est. Cost $77.08 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value $208K Shares 4,773 Est. Cost $32.79 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value $207K Shares 2,085 Est. Cost $56.09 Unrealized 0.0%
MONSANTO CO 0.1%
Value $206K Shares 1,996 Est. Cost $99.96 Unrealized
GABELLI EQUITY 0.0%
Value $56,000 Shares 10,247 Est. Cost $5.47 Unrealized