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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NVO Novo Nordisk A/S Healthcare 1,440.0 $53K 0.01% +400.0 +38.5% $36.75 +29.0%
122 BLK Blackrock Inc. Ordinary Shares Financial Services 52.0 $50K 0.01% +31.0 +147.6% $961.71 +2.2%
123 ALL Allstate Common Financial Services 219.0 $45K 0.01% +6.0 +2.8% $207.34 +12.6%
124 ETN Eaton Corporation Plc Ordinary Shares Industrials 124.0 $44K 0.01% +15.0 +13.8% $357.67 +13.1%
125 VXUS Vanguard Star Funds Total International Stock Etf 502.0 $39K 0.01% +75.0 +17.6% $77.11 +9.4%
126 CCL Carnival Corp. Ordinary Shares (Paired Stock) Consumer Cyclical 1,230.0 $32K 0.01% +100.0 +8.8% $25.88 +11.7%
127 SCHD Schwab Strategic Trust US Dividend Equity Etf 955.0 $29K 0.01% +145.0 +17.9% $30.68 +3.4%
128 SRE Sempra Ordinary Shares Utilities 294.0 $29K 0.01% +72.0 +32.4% $97.17 -4.6%
129 DFAS Dimensional Etf Trust U.S. Small Cap 375.0 $27K 0.01% +100.0 +36.4% $71.13 +13.2%
130 ACN Accenture Plc Ordinary Shares - Class A Technology 133.0 $26K 0.01% +2.0 +1.5% $198.29 -34.9%
131 VST Vistra Corp Ordinary Shares Utilities 172.0 $26K 0.01% +17.0 +11.0% $150.33 +8.0%
132 SHW Sherwin-Williams Co. Ordinary Shares Basic Materials 76.0 $24K 0.01% +34.0 +81.0% $320.55 +3.9%
133 INTU Intuit Inc Ordinary Shares Technology 51.0 $22K 0.01% +1.0 +2.0% $432.37 -39.3%
134 TMO Thermo Fisher Scientific Inc. Ordinary Shares Healthcare 41.0 $20K 0.01% +6.0 +17.1% $491.54 +0.1%
135 UBER Uber Technologies Inc Ordinary Shares Technology 280.0 $20K 0.01% +30.0 +12.0% $71.93 +2.7%
136 CME Cme Group Inc Ordinary Shares - Class A Financial Services 65.0 $19K 0.01% +5.0 +8.3% $295.35 -21.6%
137 NSC Norfolk Southern Corp. Ordinary Shares Industrials 49.0 $14K 0.00% +5.0 +11.4% $287.00 +5.9%
138 Sandisk Corp Ordinary Shares 21.0 $13K 0.00% +10.0 +90.9% $635.33
139 SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 386.0 $11K 0.00% +110.0 +39.9% $29.13 +13.2%
140 SHY Ishares Trust 1-3 Year Treasury Bond Etf 134.0 $11K 0.00% +48.0 +55.8% $82.57 -0.6%
Page 7 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%