Community Bank, N.A.

CIK 0001632187 · Q1 2026

13F Equity AUM

$840.1M

-0.7% QoQ

Positions

495

+13 QoQ

AUM Rank

#3,147

Top 25%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #3,501 · Top 43%

vs S&P -5.6%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 23.7%Top 10: 33.6%Top 20: 47.5%

AAPL11.3%

IVV3.6%

IEFA3.6%

MSFT2.6%

IBM2.5%

JPM2.4%

VOO2.4%

GOOGL1.7%

IJR1.7%

MRK1.6%

Others (485)66.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services37.6%

Technology24.2%

Healthcare9.2%

Industrials7.3%

Consumer Defensive5.2%

Communication Services4.7%

Energy3.8%

Consumer Cyclical3.1%

Other4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 495Median: 0.01%Avg: 0.20%

0–0.5%

443(27.4%)

0.5–1%

26(18.2%)

1–3%

23(35.9%)

3–5%

2(7.3%)

5%+

1(11.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 488Unique: 7vs 20 funds

6.7%Low

495

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

9.2%

BANK OF AMERICA CORP /DE/

10.1%

9.5%

14.6%

10.6%

10%

VANGUARD CAPITAL MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

8.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

10%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New41Increased74Decreased126Exited28

New Positions

IBB0.0%

+1K

CIBR0.0%

+728

SCMB0.0%

+2K

AZN0.0%

+476

COST0.0%

+100

DON0.0%

+194

VSNT0.0%

FNDC0.0%

+32

HPE0.0%

+1K

SPHQ0.0%

+155

Increased

JEPI1.5%

+48K(+27%)

IJH1.6%

+37K(+23%)

VOO2.4%

+7K(+26%)

CAG0.2%

+6K(+6%)

OMC0.5%

+6K(+13%)

PANW0.4%

+6K(+41%)

FISV0.2%

+5K(+22%)

CRM0.3%

+4K(+40%)

LDOS0.1%

+4K(+232%)

VGLT0.1%

+3K(+59%)

Decreased

AVDV0.7%

-24,913(-29%)

WTRG0.1%

-15,385(-60%)

GLW0.9%

-6,740(-11%)

FLCA0.5%

-6,055(-6%)

LEN0.0%

-5,445(-72%)

PFF0.4%

-5,363(-5%)

BMY1.5%

-5,348(-3%)

LRCX0.7%

-3,950(-13%)

PFE0.2%

-3,927(-6%)

AAPL11.3%

-3,443(-1%)

Exited

KCE

-19,845

AEE

-2,498

TLT

-2,060

-158

-400

-952

-400

-1,060

-200

-626

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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