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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 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPEM Spdr Index Shares Funds State Street Portfolio Emerging Markets Etf 23,658.0 $1.2M 0.28% +1K +5.3% $51.78 +1.7%
42 MELI Mercadolibre Inc Ordinary Shares Consumer Cyclical 679.0 $1.2M 0.26% +140.0 +26.0% $1697.39 +14.9%
43 LMT Lockheed Martin Corp. Industrials 2,198.0 $1.1M 0.26% +110.0 +5.3% $509.46 +11.0%
44 EMB Ishares Trust J.P. Morgan USD Emerging Markets Bond Etf 9,620.0 $928K 0.21% +400.0 +4.3% $96.44 -1.2%
45 AMGN Amgen, Inc. Healthcare 2,441.0 $884K 0.20% +65.0 +2.7% $362.12 +21.6%
46 DFAU Dimensional Etf Trust US Core Equity Market 16,660.0 $861K 0.20% +2K +12.3% $51.69 +2.6%
47 SO Southern Co. Utilities 8,788.0 $841K 0.19% +545.0 +6.6% $95.71 -6.2%
48 VIGI Vanguard Whitehall Funds International Dividend Appreciation Etf 8,845.0 $826K 0.19% +770.0 +9.5% $93.38 +5.5%
49 AVGO Broadcom Inc Ordinary Shares Technology 2,158.0 $815K 0.19% +240.0 +12.5% $377.75 -5.9%
50 NTAP Netapp Inc Ordinary Shares Technology 5,215.0 $807K 0.18% +150.0 +3.0% $154.76 +25.3%
51 MMM 3M Co. Ordinary Shares Industrials 4,801.0 $777K 0.18% +75.0 +1.6% $161.91 +11.2%
52 DGRO Ishares Trust Core Dividend Growth Etf 9,307.0 $705K 0.16% +295.0 +3.3% $75.79 +5.2%
53 PEY Invesco Exchange-Traded Fund Trust High Yield Equity Dividend Achievers Etf 30,352.0 $704K 0.16% +2K +7.0% $23.18 +9.0%
54 PFF Ishares Trust Preferred And Income Securities Etf 20,665.0 $630K 0.14% +2K +11.9% $30.49 +0.7%
55 IWF Ishares Trust Russell 1000 Growth Etf 4,628.0 $575K 0.13% +3K +296.6% $124.17 -1.9%
56 VYMI Vanguard Scottsdale Funds International High Dividend Yield Etf 5,500.0 $540K 0.12% +1K +30.6% $98.20 +7.5%
57 IEMG Ishares Inc. Core Msci Emerging Markets Etf 6,402.0 $530K 0.12% +77.0 +1.2% $82.84 -1.2%
58 BMY Bristol-Myers Squibb Co. Healthcare 8,431.0 $486K 0.11% +345.0 +4.3% $57.62 +17.3%
59 SNOW Snowflake Inc Ordinary Shares Technology 1,824.0 $464K 0.11% +203.0 +12.5% $254.50 +23.9%
60 BA Boeing Co Common Industrials 2,093.0 $453K 0.10% +395.0 +23.3% $216.47 -2.0%
Page 3 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%