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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PAYX Paychex Inc. Ordinary Shares Industrials 1,449.0 $142K 0.03% -400.0 -21.6% $98.33 +27.0%
62 PPG PPG Industries, Inc. Ordinary Shares Basic Materials 1,091.0 $132K 0.03% -100.0 -8.4% $121.29 -5.7%
63 HOOD Robinhood Markets Inc Ordinary Shares - Class A Financial Services 1,280.0 $128K 0.03% -60.0 -4.5% $100.28 +8.2%
64 BP BP Energy 3,343.0 $124K 0.03% -100.0 -2.9% $36.95 +15.0%
65 Pathward Financial Inc Ordinary Shares 1,168.0 $102K 0.02% -300.0 -20.4% $87.06
66 COIN Coinbase Global Inc Ordinary Shares - Class A Financial Services 673.0 $98K 0.02% -68.0 -9.2% $146.19 +24.3%
67 SHEL Shell Plc ADR (Representing - Ordinary Shares) Energy 1,230.0 $95K 0.02% -15.0 -1.2% $77.54 +17.5%
68 CARR Carrier Global Corp Ordinary Shares Industrials 1,287.0 $94K 0.02% -16.0 -1.2% $73.35 -19.9%
69 WBD Warner Bros. Discovery Inc Ordinary Shares - Class A Communication Services 2,626.0 $70K 0.02% -34.0 -1.3% $26.66 +7.8%
70 PH Parker-Hannifin Corp. Ordinary Shares Industrials 70.0 $68K 0.02% -5.0 -6.7% $978.11 +6.3%
71 VCR Vanguard World Fund Consumer Discretionary Etf 160.0 $63K 0.01% -19.0 -10.6% $396.61 -0.6%
72 G Genpact Ltd Ordinary Shares Technology 1,671.0 $46K 0.01% -200.0 -10.7% $27.50 +34.1%
73 HRL Hormel Foods Corp. Ordinary Shares Consumer Defensive 1,835.0 $46K 0.01% -100.0 -5.2% $24.82 -4.5%
74 Federated Hermes Inc Ordinary Shares - Class B 635.0 $35K 0.01% -250.0 -28.2% $55.22
75 FE Firstenergy Common Utilities 660.0 $31K 0.01% -200.0 -23.3% $47.54 -1.7%
76 UFPI Ufp Industries Inc Ordinary Shares Basic Materials 300.0 $27K 0.01% -50.0 -14.3% $90.74 -4.8%
77 HAL Halliburton Co. Ordinary Shares Energy 783.0 $27K 0.01% -45.0 -5.4% $33.95 +1.4%
78 EWU Ishares Trust Msci United Kingdom Etf 350.0 $16K 0.00% -563.0 -61.7% $46.14 +5.9%
79 GRMN Garmin Ltd Ordinary Shares Technology 60.0 $14K 0.00% -18.0 -23.1% $237.53 +21.7%
80 AJG Gallagher, Arthur J. & Co. Financial Services 50.0 $11K 0.00% -100.0 -66.7% $229.58 +15.4%
Page 4 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%