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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 38 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 JYD Jayud Global Logistics Ltd Ordinary Shares - Class A Industrials 60.0 $298.0 NEW $4.97 -80.8%
742 CMP Compass Minerals International Inc Ordinary Shares Basic Materials 15.0 $295.0 NEW $19.67 +49.4%
743 DHI D.R. Horton Inc. Ordinary Shares Consumer Cyclical 2.0 $288.0 NEW $144.00 +15.1%
744 OKLO Oklo Inc. Ordinary Shares - Class A Utilities 4.0 $287.0 NEW $71.75 -28.1%
745 AROW Arrow Financial Corp. Ordinary Shares Financial Services 9.0 $283.0 NEW $31.44 +27.5%
746 Annaly Capital Management Inc Ordinary Shares 12.0 $268.0 NEW $22.33
747 CRON Cronos Group Inc Ordinary Shares Healthcare 100.0 $263.0 NEW $2.63 +3.0%
748 Brown-Forman Corp. Ordinary Shares - Class B 10.0 $261.0 NEW $26.10
749 DHC Diversified Healthcare Trust Ordinary Shares Real Estate 50.0 $243.0 NEW $4.86 +92.9%
750 WRAP Wrap Technologies Inc Ordinary Shares Technology 100.0 $238.0 NEW $2.38 -54.0%
751 LXU Lsb Industries, Inc. Ordinary Shares Basic Materials 26.0 $221.0 NEW $8.50 +27.9%
752 SNAP Snap Inc Ordinary Shares - Class A Communication Services 26.0 $210.0 NEW $8.08 -45.8%
753 HELP Helus Pharma Inc. Ordinary Shares Healthcare 25.0 $205.0 NEW $8.20 -26.2%
754 AVNS Avanos Medical Inc Ordinary Shares Healthcare 18.0 $202.0 NEW $11.22 +121.9%
755 HPE Hewlett Packard Enterprise Co Ordinary Shares Technology 8.0 $192.0 NEW $24.00 +94.6%
756 Solai Ltd. ADR 250.0 $168.0 NEW $0.67
757 IQ Iqiyi, Inc Communication Services 85.0 $163.0 NEW $1.92 -48.5%
758 WDS Woodside Energy Group Ltd ADR Energy 9.0 $140.0 NEW $15.56 +23.1%
759 RGT Royce Global Value Trust Inc Financial Services 9.0 $118.0 NEW $13.11 +8.0%
760 VFC Vf Corp. Ordinary Shares Consumer Cyclical 4.0 $72.0 NEW $18.00 -6.4%
Page 38 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%