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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 27 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TEL Te Connectivity Plc Registered Shares Technology 51.0 $12K 0.00% NEW $227.51 -12.1%
522 GTLB Gitlab Inc Ordinary Shares - Class A Technology 300.0 $11K 0.00% NEW $37.53 -26.8%
523 VRSK Verisk Analytics Inc Ordinary Shares Industrials 50.0 $11K 0.00% NEW $223.70 -20.9%
524 OXY Occidental Petroleum Corp. Ordinary Shares Energy 270.0 $11K 0.00% NEW $41.12 +24.5%
525 EA Electronic Arts, Inc. Ordinary Shares Communication Services 54.0 $11K 0.00% NEW $204.33 +0.2%
526 INGR Ingredion Inc Ordinary Shares Consumer Defensive 100.0 $11K 0.00% NEW $110.26 -12.2%
527 OLLI Ollies Bargain Outlet Holdings Inc Ordinary Shares Consumer Defensive 100.0 $11K 0.00% NEW $109.61 -34.9%
528 XLF Ssga Active Trust State Street Financial Select Sector Spdr Etf 200.0 $11K 0.00% NEW $54.77 -2.4%
529 SCHF Schwab Strategic Trust International Equity Etf 450.0 $11K 0.00% NEW $24.04 +15.0%
530 BAI Blackrock Etf Trust Ishares A.I. Innovation And Tech Active 310.0 $10K 0.00% NEW $33.30 +54.5%
531 TOWN Townebank Portsmouth VA Ordinary Shares Financial Services 300.0 $10K 0.00% NEW $33.37 +8.3%
532 NEM Newmont Corp Ordinary Shares Basic Materials 100.0 $10K 0.00% NEW $99.85 -4.5%
533 SWK Stanley Black & Decker Inc Ordinary Shares Industrials 133.0 $10K 0.00% NEW $74.28 +24.3%
534 GM General Motors Company Ordinary Shares Consumer Cyclical 119.0 $10K 0.00% NEW $81.32 -3.4%
535 NGVT Ingevity Corp Ordinary Shares Basic Materials 160.0 $9K 0.00% NEW $59.18 +25.3%
536 BLSH Bullish Ordinary Shares Technology 250.0 $9K 0.00% NEW $37.87 -42.2%
537 TRGP Targa Resources Corp Ordinary Shares Energy 51.0 $9K 0.00% NEW $184.51 +48.2%
538 DINO Hf Sinclair Corp. Ordinary Shares Energy 200.0 $9K 0.00% NEW $46.08 +47.1%
539 EBF Ennis Inc. Ordinary Shares Industrials 500.0 $9K 0.00% NEW $18.01 +17.5%
540 SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 276.0 $9K 0.00% NEW $32.62 +0.0%
Page 27 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%