Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 2, 2016

Total Value ($000): $202,668 (100.0% shares, 0.0% debt)

Holdings (66)

IUSG ISHARES 3.9%
Value ($000) $7,951 Shares 97,341 Est. Cost $63.23 Unrealized
VTR VENTAS INC. 3.7%
Value ($000) $7,438 Shares 102,137 Est. Cost $44.89 Unrealized -3.2%
VOT VANGUARD 3.6%
Value ($000) $7,381 Shares 72,436 Est. Cost $82.16 Unrealized
GENERAL ELECTRIC CO 3.6%
Value ($000) $7,323 Shares 232,645 Est. Cost $23.39 Unrealized
PFE PFIZER INC 3.4%
Value ($000) $6,981 Shares 198,254 Est. Cost $16.68 Unrealized +26.2%
CSCO CISCO SYSTEMS INC 3.3%
Value ($000) $6,721 Shares 234,237 Est. Cost $15.47 Unrealized +34.8%
MSFT MICROSOFT CORP 3.3%
Value ($000) $6,711 Shares 131,151 Est. Cost $27.18 Unrealized +69.2%
BA BOEING CO 3.3%
Value ($000) $6,665 Shares 51,326 Est. Cost $84.37 Unrealized +40.5%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $6,140 Shares 72,517 Est. Cost $57.45 Unrealized +10.2%
IBB ISHARES 2.8%
Value ($000) $5,769 Shares 22,416 Est. Cost $190.62 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.8%
Value ($000) $5,676 Shares 138,137 Est. Cost $20.62 Unrealized +45.0%
IBM INTERNATIONAL BUSINESS MACHINES 2.7%
Value ($000) $5,500 Shares 36,234 Est. Cost $93.91 Unrealized +1.3%
SCHW SCHWAB CHARLES CORP 2.7%
Value ($000) $5,441 Shares 214,963 Est. Cost $17.11 Unrealized +47.1%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value ($000) $5,370 Shares 96,166 Est. Cost $27.05 Unrealized +16.3%
ASTE ASTEC INDS INC 2.6%
Value ($000) $5,254 Shares 93,566 Est. Cost $30.59 Unrealized +49.7%
COST COSTCO WHOLESALE CORP 2.5%
Value ($000) $5,131 Shares 32,670 Est. Cost $90.86 Unrealized +40.9%
WY WEYERHAEUSER COMPANY 2.5%
Value ($000) $5,057 Shares 169,872 Est. Cost $18.91 Unrealized +11.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.5%
Value ($000) $5,018 Shares 191,296 Est. Cost $18.84 Unrealized
ITC HOLDINGS CORP 2.5%
Value ($000) $4,978 Shares 106,325 Est. Cost $35.28 Unrealized
DUK DUKE ENERGY CORP 2.4%
Value ($000) $4,947 Shares 57,653 Est. Cost $43.55 Unrealized +23.6%
GLW CORNING INC 2.4%
Value ($000) $4,920 Shares 240,250 Est. Cost $10.83 Unrealized +43.2%
RDY DR REDDYS LABS LTD 2.4%
Value ($000) $4,813 Shares 93,958 Est. Cost $39.83 Unrealized
XEROX CORP 2.3%
Value ($000) $4,621 Shares 487,017 Est. Cost $9.24 Unrealized
ROYAL DUTCH SHELL PLC 2.2%
Value ($000) $4,436 Shares 80,344 Est. Cost $64.86 Unrealized
GLAXOSMITHKLINE PLC 2.2%
Value ($000) $4,402 Shares 101,574 Est. Cost $48.93 Unrealized
EWBC EAST WEST BANCORP INC 1.7%
Value ($000) $3,485 Shares 101,957 Est. Cost $20.87 Unrealized +38.4%
VLO VALERO ENERGY CORP 1.7%
Value ($000) $3,346 Shares 65,611 Est. Cost $24.43 Unrealized +57.5%
HMC HONDA MOTOR LTD AMERN 1.6%
Value ($000) $3,335 Shares 131,650 Est. Cost $31.80 Unrealized
TUPPERWARE CORP 1.6%
Value ($000) $3,314 Shares 58,885 Est. Cost $57.96 Unrealized
TEX TEREX CORP 1.5%
Value ($000) $3,037 Shares 149,577 Est. Cost $30.44 Unrealized -24.9%
SLB SCHLUMBERGER 1.5%
Value ($000) $3,010 Shares 38,064 Est. Cost $54.77 Unrealized +6.3%
HRL HORMEL FOODS CORP 1.5%
Value ($000) $2,975 Shares 81,280 Est. Cost $24.01 Unrealized +22.9%
AAPL APPLE INC 1.3%
Value ($000) $2,584 Shares 27,033 Est. Cost $22.62 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $2,388 Shares 19,688 Est. Cost $60.38 Unrealized +44.2%
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $2,166 Shares 54,570 Est. Cost $23.60 Unrealized +16.3%
CINF CINCINNATI FINANCIAL CORP 1.1%
Value ($000) $2,164 Shares 28,900 Est. Cost $33.14 Unrealized +57.9%
VERIFONE SYSTEM INC 1.0%
Value ($000) $2,118 Shares 114,230 Est. Cost $20.05 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,043 Shares 21,794 Est. Cost $54.63 Unrealized +5.9%
INTC INTEL CORP 1.0%
Value ($000) $1,946 Shares 59,311 Est. Cost $17.44 Unrealized +44.0%
POTASH CORP SASK INC 0.9%
Value ($000) $1,884 Shares 116,070 Est. Cost $33.50 Unrealized
DVN DEVON ENERGY CORP 0.9%
Value ($000) $1,870 Shares 51,575 Est. Cost $37.31 Unrealized -36.1%
KO COCA COLA CO 0.9%
Value ($000) $1,771 Shares 39,068 Est. Cost $28.18 Unrealized +18.2%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $1,742 Shares 33,392 Est. Cost $40.70 Unrealized +2.1%
KHC KRAFT HEINZ 0.8%
Value ($000) $1,718 Shares 19,415 Est. Cost $47.79 Unrealized +12.1%
THOMSON REUTERS CORP 0.8%
Value ($000) $1,660 Shares 41,050 Est. Cost $33.33 Unrealized
TOTAL S A 0.7%
Value ($000) $1,506 Shares 31,309 Est. Cost $49.19 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,362 Shares 1,968 Est. Cost $35.61 Unrealized +0.1%
DGS WISDOMTREE 0.6%
Value ($000) $1,311 Shares 33,838 Est. Cost $46.34 Unrealized
T AT&T INC 0.3%
Value ($000) $697 Shares 16,137 Est. Cost $11.43 Unrealized +32.2%
CVX CHEVRON CORP 0.2%
Value ($000) $494 Shares 4,710 Est. Cost $69.68 Unrealized -4.2%
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $473 Shares 8,000 Est. Cost $61.49 Unrealized -2.3%
AZO AUTOZONE INC 0.2%
Value ($000) $397 Shares 500 Est. Cost $770.40 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $324 Shares 2,718 Est. Cost $65.55 Unrealized +39.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $281 Shares 3,816 Est. Cost $36.74 Unrealized +37.5%
SPY SPDR S&P 500 0.1%
Value ($000) $272 Shares 1,297 Est. Cost $199.48 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $272 Shares 2,657 Est. Cost $114.15 Unrealized
POWERSHARES 0.1%
Value ($000) $266 Shares 2,475 Est. Cost $94.37 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $255 Shares 3,932 Est. Cost $66.97 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $224 Shares 4,955 Est. Cost $37.48 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $224 Shares 2,959 Est. Cost $56.73 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $217 Shares 1 Est. Cost $214456.19 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $216 Shares 2,035 Est. Cost $77.08 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $208 Shares 4,773 Est. Cost $32.79 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $207 Shares 2,085 Est. Cost $56.09 Unrealized 0.0%
MONSANTO CO 0.1%
Value ($000) $206 Shares 1,996 Est. Cost $99.96 Unrealized
GABELLI EQUITY 0.0%
Value ($000) $56 Shares 10,247 Est. Cost $5.47 Unrealized