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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO Cisco Systems, Inc. Technology 4,153.0 $488K 0.11% -24.0 -0.6% $117.46 -4.3%
42 PEP PepsiCo, Inc. Consumer Defensive 3,567.0 $483K 0.11% -20.0 -0.6% $135.40 +5.0%
43 ABT Abbott Labs Healthcare 4,943.0 $449K 0.10% -168.0 -3.3% $90.74 +25.7%
44 MDT Medtronic Plc Ordinary Shares Healthcare 5,161.0 $404K 0.09% -50.0 -1.0% $78.23 +17.6%
45 GLD Spdr Gold Trust Shares Financial Services 907.0 $334K 0.08% -41.0 -4.3% $368.38 +14.4%
46 LRCX Lam Research Corp. Ordinary Shares Technology 680.0 $295K 0.07% -660.0 -49.2% $433.33 -27.8%
47 COP Conoco Phillips Ordinary Shares Energy 2,630.0 $273K 0.06% -68.0 -2.5% $103.96 +25.6%
48 BDX Becton Dickinson & Co. Ordinary Shares Healthcare 1,451.0 $220K 0.05% -25.0 -1.7% $151.33 +25.7%
49 ADBE Adobe Inc Ordinary Shares Technology 1,031.0 $211K 0.05% -50.0 -4.6% $205.02 +33.4%
50 VDE Vanguard World Fund Energy Etf 1,407.0 $211K 0.05% -30.0 -2.1% $150.13 +17.2%
51 Zevra Therapeutics Inc Ordinary Shares 13,798.0 $198K 0.04% -2K -10.8% $14.34
52 DIS Disney Walt Co. Communication Services 2,025.0 $195K 0.04% -100.0 -4.7% $96.25 +13.9%
53 Q Qnity Electronics Inc Ordinary Shares Technology 1,152.0 $188K 0.04% -50.0 -4.2% $163.31 -22.7%
54 Amcor Plc Ordinary Shares 4,320.0 $187K 0.04% -200.0 -4.4% $43.35
55 NTR Nutrien Ltd Ordinary Shares Basic Materials 2,956.0 $186K 0.04% -59.0 -2.0% $62.95 +16.9%
56 CTVA Corteva Inc Ordinary Shares Basic Materials 2,156.0 $183K 0.04% -31.0 -1.4% $84.69 -2.1%
57 ADM Archer Daniels Midland Co. Ordinary Shares Consumer Defensive 2,109.0 $161K 0.04% -70.0 -3.2% $76.40 +4.8%
58 ALSN Allison Transmission Holdings Inc Ordinary Shares Consumer Cyclical 1,424.0 $161K 0.04% -20.0 -1.4% $112.74 +14.2%
59 MDLZ Mondelez International Inc. Ordinary Shares - Class A Consumer Defensive 2,513.0 $145K 0.03% -33.0 -1.3% $57.84 +8.9%
60 BLV Vanguard Bond Index Funds Long-Term Etf 2,100.0 $145K 0.03% -94.0 -4.3% $68.93 -3.2%
Page 3 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%