Portfolio Update

6-4-2026

COMMUNITY BANK INVESTOR

Portfolio Review | June 2026

Deep Value. Community Banks. Long-Term Thinking.

How the Portfolio Is Set Up

Nineteen positions. Nine on the buy list, ten on hold. The portfolio is running well ahead of where it was a year ago, with the best performers up more than 20% year to date while we collect dividends at yields the rest of the ma…