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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $436M AUM 809 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 99 Added 89 Reduced 15 Exited
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LNT Alliant Energy Corp. Ordinary Shares Utilities 17,644.0 $1.3M 0.31% -55K -75.8% $76.29 -9.6%
22 INTC Intel Corp. Technology 8,878.0 $1.2M 0.28% -80.0 -0.9% $139.63 -37.4%
23 CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A Technology 1,496.0 $1.1M 0.26% -556.0 -27.1% $190.78 -0.5%
24 XOM Exxonmobil Corp. Energy 8,170.0 $1.1M 0.26% -52.0 -0.6% $136.72 +16.2%
25 CVX Chevron Common Energy 6,340.0 $1.1M 0.24% -63.0 -1.0% $165.76 +21.0%
26 VZ Verizon Communications Communication Services 23,918.0 $1.0M 0.23% -209.0 -0.9% $42.34 +18.6%
27 VV Vanguard Index Funds Large Cap Etf 2,728.0 $938K 0.21% -25.0 -0.9% $343.91 +2.5%
28 MO Altria Group Inc. Consumer Defensive 11,000.0 $791K 0.18% -343.0 -3.0% $71.95 -4.2%
29 IESC Ies Holdings Inc Ordinary Shares Industrials 1,057.0 $777K 0.18% -20.0 -1.9% $734.66 -55.1%
30 UNP Union Pacific Corp. Ordinary Shares Industrials 2,847.0 $774K 0.18% -63.0 -2.2% $272.00 +15.0%
31 PFE Pfizer Inc Healthcare 29,095.0 $701K 0.16% -2K -5.3% $24.08 +17.7%
32 V Visa Inc Ordinary Shares - Class A Financial Services 2,004.0 $688K 0.16% -89.0 -4.2% $343.09 +11.9%
33 GOOGL Alphabet Inc Ordinary Shares - Class A Communication Services 1,811.0 $647K 0.15% -10.0 -0.6% $357.37 -4.4%
34 WEC Wec Energy Group Inc Ordinary Shares Utilities 5,492.0 $641K 0.15% -88.0 -1.6% $116.77 -8.0%
35 LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 5,836.0 $637K 0.15% -74.0 -1.2% $109.07 -2.2%
36 TXN Texas Instruments, Inc. Technology 1,745.0 $520K 0.12% -14.0 -0.8% $298.07 -12.0%
37 BABA Alibaba Group Holding Ltd ADR Consumer Cyclical 5,401.0 $518K 0.12% -121.0 -2.2% $95.98 +25.1%
38 SBUX Starbucks Corp. Consumer Cyclical 5,057.0 $517K 0.12% -500.0 -9.0% $102.19 +5.1%
39 STX Seagate Technology Holdings Plc Ordinary Shares Technology 534.0 $515K 0.12% -139.0 -20.6% $965.00 -13.0%
40 MCD McDonalds Corp. Consumer Cyclical 1,812.0 $490K 0.11% -20.0 -1.1% $270.31 -1.4%
Page 2 of 5  ·  89 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 41.0%
Financial Services 12.8%
Industrials 11.3%
Healthcare 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 5.3%
Utilities 4.2%
Energy 3.0%
Communication Services 2.5%
Basic Materials 0.9%