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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $365M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 767 New
Page 10 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIS Disney Walt Co. Communication Services 2,120.0 $241K 0.07% NEW $113.77 -13.8%
182 MET Metlife Inc Ordinary Shares Financial Services 3,037.0 $240K 0.07% NEW $78.94 +7.2%
183 VLO Valero Energy Corp. Ordinary Shares Energy 1,455.0 $237K 0.07% NEW $162.79 +56.7%
184 LRCX Lam Research Corp. Ordinary Shares Technology 1,340.0 $229K 0.06% NEW $171.18 +134.7%
185 TPL Texas Pacific Land Corporation Ordinary Shares Energy 783.0 $225K 0.06% NEW $287.22 +36.1%
186 C Citigroup Inc Ordinary Shares Financial Services 1,915.0 $223K 0.06% NEW $116.69 +24.2%
187 PCY Invesco Capital Management LLC Emerging Markets Sovereign Debt Etf 10,250.0 $222K 0.06% NEW $21.66 +0.0%
188 SMCI Super Micro Computer Inc Ordinary Shares Technology 7,500.0 $220K 0.06% NEW $29.27 +8.2%
189 ADBE Adobe Inc Ordinary Shares Technology 621.0 $217K 0.06% NEW $349.99 -44.7%
190 NTR Nutrien Ltd Ordinary Shares Basic Materials 3,485.0 $215K 0.06% NEW $61.72 -1.2%
191 PNC PNC Financial Services Group, Inc. Financial Services 1,029.0 $215K 0.06% NEW $208.73 +17.5%
192 DFUS Dimensional Etf Trust U.S. Equity Market 2,880.0 $214K 0.06% NEW $74.17 +8.5%
193 Cencora Inc. Ordinary Shares 626.0 $211K 0.06% NEW $337.75
194 PAYX Paychex Inc. Ordinary Shares Industrials 1,850.0 $208K 0.06% NEW $112.18 -13.8%
195 KMB Kimberly-Clark Corp. Ordinary Shares Consumer Defensive 2,057.0 $208K 0.06% NEW $100.89 +7.1%
196 ROK Rockwell Automation Inc Ordinary Shares Industrials 530.0 $206K 0.06% NEW $389.07 +23.2%
197 IWD Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Value Etf 962.0 $202K 0.06% NEW $210.34 +16.3%
198 WTBA West Bancorporation Financial Services 8,954.0 $199K 0.05% NEW $22.19 +16.7%
199 VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf 1,381.0 $198K 0.05% NEW $143.33 +7.2%
200 DFAX Dimensional Etf Trust World Ex U.S. Core Equity 2 6,000.0 $196K 0.05% NEW $32.73 +12.0%
Page 10 of 39  ·  767 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 32.4%
Financial Services 13.5%
Industrials 10.7%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 7.1%
Utilities 6.5%
Consumer Defensive 5.5%
Energy 2.8%
Basic Materials 1.1%