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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 24 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MEAR Blackrock Institutional Trust Company N.A. Ishares Short Maturity Municipal Bond Active Etf 381.0 $19K 0.01% NEW $50.32 +0.0%
462 DFAS Dimensional Etf Trust U.S. Small Cap 275.0 $19K 0.01% NEW $69.67 +17.1%
463 USLM United States Lime & Minerals Inc. Ordinary Shares Basic Materials 160.0 $19K 0.01% NEW $119.74 -9.9%
464 ITW Illinois Tool Works, Inc. Ordinary Shares Industrials 74.0 $18K 0.01% NEW $246.30 +9.1%
465 GPRE Green Plains Inc Ordinary Shares Basic Materials 1,856.0 $18K 0.01% NEW $9.80 +52.9%
466 ECG Everus Construction Group Ordinary Shares Industrials 212.0 $18K 0.01% NEW $85.56 +86.1%
467 VPL Vanguard Group, Inc. Ftse Pacific Etf 200.0 $18K 0.01% NEW $90.40 +27.8%
468 Defi Technologies Inc Ordinary Shares 23,000.0 $17K 0.01% NEW $0.75
469 KGC Kinross Gold Corp. Ordinary Shares Basic Materials 600.0 $17K 0.01% NEW $28.16 -12.2%
470 GRMN Garmin Ltd Ordinary Shares Technology 83.0 $17K 0.01% NEW $202.86 +15.0%
471 DWLD Davis Selected Advisers L.P Select Worldwide Etf 358.0 $17K 0.01% NEW $46.64 -2.1%
472 TOST Toast Inc Ordinary Shares - Class A Technology 470.0 $17K 0.01% NEW $35.51 -25.8%
473 ITOT Blackrock Institutional Trust Company N.A. Ishares Core S&p Total U.S. Stock Market Etf 112.0 $17K 0.01% NEW $148.69 +8.5%
474 MDU Mdu Resources Group Inc Ordinary Shares Industrials 850.0 $17K 0.01% NEW $19.52 +10.7%
475 DDOG Datadog Inc Ordinary Shares - Class A Technology 122.0 $17K 0.01% NEW $135.99 +69.2%
476 ET Energy Transfer Lp Unit Energy 1,000.0 $16K 0.01% NEW $16.49 +16.3%
477 CME Cme Group Inc Ordinary Shares - Class A Financial Services 60.0 $16K 0.00% NEW $273.08 -18.0%
478 PPL PPL Corp Ordinary Shares Utilities 462.0 $16K 0.00% NEW $35.02 +6.1%
479 FDN First Trust Exchange-Traded Fund Iii Dow Jones Internet Index 60.0 $16K 0.00% NEW $269.18 -4.7%
480 SLGN Silgan Holdings Inc. Ordinary Shares Consumer Cyclical 400.0 $16K 0.00% NEW $40.37 +13.5%
Page 24 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%