Community Bank, N.A.
•CIK: 1632187•Filing: Q4 2025
**Community Bank, N.A.** manages $846M across a diversified portfolio of 488 positions. The fund maintains significant exposure to mega-cap technology and financial sectors, highlighted by a $102.3M holding in AAPL and a $22.3M position in JPM. Key allocations also include substantial investments in broad market ETFs like IVV ($32.1M) and VOO ($16.8M), alongside tech leaders such as MSFT ($28.3M) and GOOGL ($15.8M). This structure suggests a core focus on established, large-cap growth and market index tracking.
Total AUM
$846.1M
QoQ Performance
+2.3%
Positions
487
Top 10 Concentration
36.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL12.1%
IVV3.8%
IEFA3.5%
MSFT3.3%
IBM3.2%
JPM2.6%
VOO2.0%
GOOGL1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.7%
Technology27.5%
Healthcare8.0%
ETF7.1%
Financial5.8%
Consumer4.6%
Industrial3.5%
Consumer Staples2.0%
🚪 Exited Positionssold since Q3 2025
+294 more exited positions
Changes from Q3 2025
NEW1 new position
↑67 increased
↓91 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023