Institutional Fund
Community Bank, N.A.
Dewitt, NYCIK 16321875 filings on record
Portfolio Value
$840.11M
Q1 2026
Holdings
501
Reported positions
New Buys
41
Opened this quarter
QoQ Change
-0.7%
from $846.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc11.3%
- Ishares Tr3.6%
- Ishares Tr3.6%
- Microsoft Corp2.6%
- International Business Machs2.5%
- Jpmorgan Chase & Co.2.4%
- Other73.9%
Portfolio Holdings
501 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 372.9K | $94.64M | 11.3% | −3.4K | Reduced |
| 2 | Ishares Tr | 46.9K | $30.63M | 3.6% | +63 | Added |
| 3 | Ishares Tr | 336.1K | $30.43M | 3.6% | +1.1K | Added |
| 4 | Microsoft Corp | 59.6K | $22.05M | 2.6% | +1.0K | Added |
| 5 | International Business Machs | 88.1K | $21.35M | 2.5% | −2.0K | Reduced |
| 6 | Jpmorgan Chase & Co. | 68.9K | $20.27M | 2.4% | −364 | Reduced |
| 7 | Vanguard Index Fds | 33.7K | $20.16M | 2.4% | +7.0K | Added |
| 8 | Alphabet Inc | 50.7K | $14.57M | 1.7% | +195 | Added |
| 9 | Ishares Tr | 113.7K | $14.14M | 1.7% | −592 | Reduced |
| 10 | Merck & Co Inc | 114.9K | $13.82M | 1.6% | −845 | Reduced |
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