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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $385M AUM 784 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 149 Added 103 Reduced 17 Exited
Page 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WTBA West Bancorporation Financial Services 7,554.0 $180K 0.05% -1K -15.6% $23.79 +7.7%
42 ADM Archer Daniels Midland Co. Ordinary Shares Consumer Defensive 2,179.0 $158K 0.04% -11.0 -0.5% $72.69 +3.3%
43 EFA Ishares Trust Msci Eafe Etf 1,610.0 $156K 0.04% -60.0 -3.6% $97.13 +5.3%
44 BLV Vanguard Bond Index Funds Long-Term Etf 2,194.0 $151K 0.04% -8K -79.3% $68.78 +1.0%
45 MDLZ Mondelez International Inc. Ordinary Shares - Class A Consumer Defensive 2,546.0 $147K 0.04% -101.0 -3.8% $57.64 +7.1%
46 Q Qnity Electronics Inc Ordinary Shares Technology 1,202.0 $139K 0.04% -351.0 -22.6% $115.38 +37.6%
47 TT Trane Technologies Plc Ordinary Shares - Class A Industrials 315.0 $131K 0.03% -31.0 -9.0% $416.74 +15.9%
48 Pathward Financial Inc Ordinary Shares 1,468.0 $131K 0.03% -202.0 -12.1% $89.23
49 RSP Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf 622.0 $119K 0.03% -7.0 -1.1% $191.92 +9.6%
50 VTWG Vanguard Scottsdale Funds Russell 2000 Growth Index Etf 519.0 $119K 0.03% -17.0 -3.2% $229.04 +24.0%
51 CVS CVS Health Corp Ordinary Shares Healthcare 1,643.0 $118K 0.03% -337.0 -17.0% $71.82 +41.8%
52 SHEL Shell Plc ADR (Representing - Ordinary Shares) Energy 1,245.0 $116K 0.03% -37.0 -2.9% $93.00 -16.5%
53 PSX Phillips 66 Ordinary Shares Energy 561.0 $102K 0.03% -368.0 -39.6% $182.18 -7.4%
54 IWN Ishares Trust Russell 2000 Value Etf 523.0 $99K 0.03% -416.0 -44.3% $189.59 +15.3%
55 DD Dupont DE Nemours Inc Ordinary Shares Basic Materials 2,160.0 $99K 0.03% -57.0 -2.6% $45.80 +200.9%
56 ZBH Zimmer Biomet Holdings INC CORP Healthcare 1,032.0 $93K 0.02% -50.0 -4.6% $90.42 -3.2%
57 XLP Select Sector Spdr Trust (The) State Street Consumer Staples Etf 1,125.0 $92K 0.02% -300.0 -21.1% $81.98 +3.0%
58 VTRS Viatris Inc Ordinary Shares Healthcare 6,817.0 $92K 0.02% -1K -12.9% $13.51 +16.6%
59 GIS General Mills Inc. Consumer Defensive 2,470.0 $92K 0.02% -72.0 -2.8% $37.22 -6.5%
60 PSA Public Storage Ordinary Shares Real Estate 276.0 $75K 0.02% -20.0 -6.8% $270.88 +17.4%
Page 3 of 6  ·  103 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 31.0%
Financial Services 12.8%
Industrials 11.5%
Healthcare 9.9%
Consumer Cyclical 9.3%
Utilities 7.2%
Communication Services 6.8%
Consumer Defensive 6.0%
Energy 3.8%
Basic Materials 1.2%