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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $385M AUM 784 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 149 Added 103 Reduced 17 Exited
Page 3 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWO Vanguard International Equity Index Funds Ftse Emerging Markets Etf 38,584.0 $2.1M 0.54% +1K +3.8% $54.05 +9.1%
42 ABBV Abbvie Inc Ordinary Shares Healthcare 9,199.0 $2.0M 0.52% +279.0 +3.1% $217.49 +8.0%
43 HD Home Depot, Inc. Consumer Cyclical 4,918.0 $1.6M 0.42% +254.0 +5.5% $328.89 +4.2%
44 VEA Vanguard Tax Managed Funds Ftse Developed Markets Etf 23,712.0 $1.5M 0.39% +882.0 +3.9% $64.08 +9.7%
45 META Meta Platforms Inc Ordinary Shares - Class A Communication Services 2,612.0 $1.5M 0.39% +89.0 +3.5% $572.13 -2.5%
46 VEU Vanguard International Equity Index Funds Ftse All-World ex-US Etf 19,892.0 $1.5M 0.39% +350.0 +1.8% $75.10 +9.9%
47 IBB Ishares Trust Biotechnology Etf 8,747.0 $1.5M 0.38% +165.0 +1.9% $168.85 +7.5%
48 XOM Exxonmobil Corp. Energy 8,222.0 $1.4M 0.36% +2K +34.6% $169.66 -17.6%
49 VPU Vanguard World Fund Utilities Etf 6,771.0 $1.3M 0.35% +235.0 +3.6% $198.14 -0.6%
50 FITB Fifth Third Bancorp Ordinary Shares Financial Services 26,900.0 $1.2M 0.32% +378.0 +1.4% $46.46 +18.3%
51 QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 5,158.0 $1.2M 0.32% +375.0 +7.8% $237.62 +23.2%
52 AMD Advanced Micro Devices Inc. Ordinary Shares Technology 5,677.0 $1.2M 0.30% +45.0 +0.8% $203.43 +155.5%
53 VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 13,980.0 $1.1M 0.29% +3K +23.5% $79.27 -0.4%
54 GS Goldman Sachs Group, Inc. Ordinary Shares Financial Services 1,202.0 $1.0M 0.26% +57.0 +5.0% $845.99 +27.3%
55 NEE Nextera Energy Inc Ordinary Shares Utilities 10,506.0 $976K 0.25% +135.0 +1.3% $92.88 -5.7%
56 IBM IBM Common Technology 3,948.0 $957K 0.25% +49.0 +1.3% $242.39 +8.5%
57 MGK Vanguard World Fund Mega Cap Growth Etf 2,597.0 $954K 0.25% +300.0 +13.1% $367.44 -76.8%
58 HON Honeywell International Inc Ordinary Shares Industrials 4,074.0 $921K 0.24% +790.0 +24.1% $226.03 +0.6%
59 PG Procter & Gamble Co. Ordinary Shares Consumer Defensive 6,087.0 $879K 0.23% +523.0 +9.4% $144.44 +5.3%
60 PFE Pfizer Inc Healthcare 30,727.0 $863K 0.22% +844.0 +2.8% $28.08 -14.4%
Page 3 of 8  ·  149 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 31.0%
Financial Services 12.8%
Industrials 11.5%
Healthcare 9.9%
Consumer Cyclical 9.3%
Utilities 7.2%
Communication Services 6.8%
Consumer Defensive 6.0%
Energy 3.8%
Basic Materials 1.2%