1y return+23.4%S&P 500 +20.9%
3y return+50.3%S&P 500 +68.5%
5y return+51.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2018: $210 against $284 in the S&P 500.2
Community Bank, N.A.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $107.4M | 11.6% | |
| IVVIshares Core S&p 500 Etf | $35.4M | 3.8% | |
| IEFAIshares Core Msci Eafe Etf | $30.9M | 3.3% | −4.8% |
| IBMIntl Business Machines Corp | $25.1M | 2.7% | +1.5% |
| VOOVanguard S&p 500 Etf | $23.2M | 2.5% | |
| MSFTMicrosoft Corp | $22.4M | 2.4% | |
| JPMJpmorgan Chase & Co | $22.1M | 2.4% | −2.0% |
| IJRIshares Core S&p Smallcap Etf | $18.1M | 2.0% | +7.1% |
| GOOGLAlphabet Inc Class A | $17.9M | 1.9% | |
| IJHIshares Core S&p Midcap Etf | $17.4M | 1.9% | +12.2% |
| CSCOCisco Systems Inc | $16.4M | 1.8% | −6.5% |
| CATCaterpillar Inc | $15.6M | 1.7% | −3.2% |
| MRKMerck & Company Inc | $14.5M | 1.6% | −1.7% |
| AVGOBroadcom Inc | $14.5M | 1.6% | |
| GLWCorning Inc | $13.2M | 1.4% | −10.1% |
| JEPIJpmorgan Equity Premium Inc | $12.7M | 1.4% | |
| JNJJohnson & Johnson | $12.0M | 1.3% | +1.5% |
| ABBVAbbvie Inc | $11.8M | 1.3% | −1.2% |
| AMZNAmazon.com Inc | $11.5M | 1.2% | +1.9% |
| BMYBristol Myers Squibb Company | $11.4M | 1.2% | −4.2% |
| SPYSpdr S&p 500 Etf | $11.2M | 1.2% | |
| LRCXLam Research Corp | $11.0M | 1.2% | −6.9% |
| IEMGIshares Core Msci Emerging Markets Etf | $10.8M | 1.2% | −5.5% |
| WMTWal Mart Stores Inc | $10.4M | 1.1% | −1.1% |
| IWFIshares Russell 1000 Growth Etf | $10.3M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $9.4M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $13.2M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $15.6M |
| AVGOBroadcom Inc | September 30, 2021 | +678.9% | $14.5M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $11.0M |
| NUENucor Corp | June 30, 2020 | +437.9% | $6.9M |
| GOOGLAlphabet Inc Class A | June 30, 2020 | +404.0% | $17.9M |
| CMICummins Inc | June 30, 2020 | +311.7% | $7.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $22.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $107.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.7M
- Dupont De Nemours IncCUSIP 26614N102 was $1.4M
- KHCKraft Heinz Company was $52K
- ARIApollo Comm Real Estate was $21K
- Carnival CorpCUSIP 143658300 was $21K
- ZBRAZebra Technologies Corp Cl A was $14K
- VCLTVanguard Long Term Corp Bondindex Fund Etf was $5,305
- SCHPSchwab Us Tips Etf was $2,554
- SOLSSolstice Advanced Matls Inc was $2,056
- GUTGabelli Utility Trust was $1,996
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +3.6% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +4.6% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +9.6% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −12.0% | −16.5% |
| March 31, 2022 | −2.7% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Community Bank, N.A. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1632187&type=13F-HR&dateb=&owner=include&count=40CIK 1632187
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1632187/000137647426000556/Filed August 13, 2026 · accession 0001376474-26-000556