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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 22 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ACGL Arch Capital Group Ltd Ordinary Shares Financial Services 300.0 $29K 0.01% NEW $95.92 +1.1%
422 CNP Centerpoint Energy Inc. Ordinary Shares Utilities 750.0 $29K 0.01% NEW $38.34 +16.2%
423 RCL Royal Caribbean Group Ordinary Shares Consumer Cyclical 100.0 $28K 0.01% NEW $278.92 +16.3%
424 HLN Haleon Plc ADR Healthcare 2,758.0 $28K 0.01% NEW $10.11 -8.3%
425 IONQ Ionq Inc Ordinary Shares Technology 600.0 $27K 0.01% NEW $44.87 +16.5%
426 XMLV Invesco Capital Management LLC S&p Midcap Low Volatility Etf 427.0 $27K 0.01% NEW $62.37 +7.1%
427 IP International Paper Co. Ordinary Shares Consumer Cyclical 675.0 $27K 0.01% NEW $39.39 -1.2%
428 RDNW Ridenow Group Inc. Ordinary Shares - Class B Consumer Cyclical 4,800.0 $26K 0.01% NEW $5.52 +43.5%
429 CTRA Coterra Energy Inc Ordinary Shares Energy 1,003.0 $26K 0.01% NEW $26.32 +23.7%
430 LW Lamb Weston Holdings Inc Ordinary Shares Consumer Defensive 629.0 $26K 0.01% NEW $41.89 +5.9%
431 UROY Uranium Royalty Corp Ordinary Shares Energy 7,400.0 $26K 0.01% NEW $3.54 -21.9%
432 FSLR First Solar Inc Ordinary Shares Energy 100.0 $26K 0.01% NEW $261.23 -7.7%
433 PDBC Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 Etf 1,946.0 $26K 0.01% NEW $13.25 +19.8%
434 VST Vistra Corp Ordinary Shares Utilities 155.0 $25K 0.01% NEW $161.33 +3.3%
435 MC Moelis & Co Ordinary Shares - Class A Financial Services 350.0 $24K 0.01% NEW $68.74 -5.0%
436 Strata Critical Medical Inc. Ordinary Shares - Class A 5,000.0 $24K 0.01% NEW $4.81
437 HAL Halliburton Co. Ordinary Shares Energy 828.0 $23K 0.01% NEW $28.26 +20.5%
438 HUM Humana Inc. Ordinary Shares Healthcare 90.0 $23K 0.01% NEW $256.13 +48.9%
439 BR Broadridge Financial Solutions, Inc. Ordinary Shares Technology 102.0 $23K 0.01% NEW $223.17 -37.1%
440 AFL Aflac Inc. Ordinary Shares Financial Services 206.0 $23K 0.01% NEW $110.27 +8.4%
Page 22 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%