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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $436M AUM 809 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 99 Added 89 Reduced 15 Exited
Page 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN Amazon.com Inc. Ordinary Shares Consumer Cyclical 20,591.0 $4.9M 1.12% +247.0 +1.2% $238.34 +8.6%
22 DUHP Dimensional Etf Trust US High Profitability 117,273.0 $4.9M 1.12% +14K +13.5% $41.73 +1.9%
23 EBND Spdr Series Trust State Street Bloomberg Emerging Markets Local Bond Etf 221,052.0 $4.6M 1.06% +6K +2.5% $20.92 +1.6%
24 DFAE Dimensional Etf Trust Emerging Core Equity Market 111,172.0 $4.5M 1.02% +8K +7.4% $40.21 -1.2%
25 DFAC Dimensional Etf Trust U.S. Core Equity 2 93,086.0 $4.1M 0.95% +4K +4.2% $44.36 +2.8%
26 VO Vanguard Index Funds Mid-Cap Etf 50,349.0 $4.1M 0.93% +38K +317.6% $80.57 +3.2%
27 TSM Taiwan Semiconductor Manufacturing LTD Technology 8,109.0 $3.9M 0.89% +132.0 +1.6% $477.57 -12.4%
28 DFLV Dimensional Etf Trust US Large Cap Value 89,881.0 $3.6M 0.81% +6K +6.8% $39.54 +6.3%
29 VGT Vanguard World Fund Information Technology Etf 28,215.0 $3.4M 0.77% +25K +754.5% $119.52 -1.4%
30 VB Vanguard Index Funds Small Cap Etf 10,916.0 $3.3M 0.76% +510.0 +4.9% $303.12 +0.3%
31 DFIP Dimensional Etf Trust Inflation-Protected Securities 77,711.0 $3.2M 0.73% +17K +28.3% $41.26 -2.0%
32 DIHP Dimensional Etf Trust International High Profitability 91,191.0 $3.1M 0.71% +21K +29.7% $34.12 +4.5%
33 VOO Vanguard Index Funds S&p 500 Etf 2,739.0 $1.9M 0.43% +84.0 +3.2% $686.81 +2.4%
34 VEA Vanguard Tax Managed Funds Ftse Developed Markets Etf 25,910.0 $1.8M 0.42% +2K +9.3% $71.25 +3.1%
35 QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 5,980.0 $1.8M 0.41% +822.0 +15.9% $302.97 -3.4%
36 META Meta Platforms Inc Ordinary Shares - Class A Communication Services 2,874.0 $1.6M 0.37% +262.0 +10.0% $563.29 +2.4%
37 VPU Vanguard World Fund Utilities Etf 6,942.0 $1.4M 0.31% +171.0 +2.5% $195.73 -3.8%
38 VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 16,430.0 $1.3M 0.30% +2K +17.5% $79.03 -0.4%
39 MGK Vanguard World Fund Mega Cap Growth Etf 14,700.0 $1.3M 0.30% +12K +466.0% $87.91 +0.9%
40 IBM IBM Common Technology 4,488.0 $1.3M 0.29% +540.0 +13.7% $281.21 -18.3%
Page 2 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.0%
Financial Services 12.8%
Industrials 11.3%
Healthcare 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 5.3%
Utilities 4.2%
Energy 3.0%
Communication Services 2.5%
Basic Materials 0.9%