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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UROY Uranium Royalty Corp Ordinary Shares Energy 3,834.0 $11K 0.00% -4K -48.2% $2.78 +52.5%
82 SLGN Silgan Holdings Inc. Ordinary Shares Consumer Cyclical 200.0 $9K 0.00% -100.0 -33.3% $46.39 -7.4%
83 SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 221.0 $7K 0.00% -165.0 -42.8% $33.84 +4.3%
84 SHY Ishares Trust 1-3 Year Treasury Bond Etf 87.0 $7K 0.00% -47.0 -35.1% $82.11 -0.1%
85 WHR Whirlpool Common Consumer Cyclical 158.0 $6K 0.00% -200.0 -55.9% $39.42 +1.8%
86 HUM Humana Inc. Ordinary Shares Healthcare 15.0 $6K 0.00% -75.0 -83.3% $397.20 -1.5%
87 EBAY Ebay Inc. Ordinary Shares Consumer Cyclical 50.0 $6K 0.00% -50.0 -50.0% $111.76 -6.8%
88 FLOT Ishares Trust Floating Rate Bond Etf 26.0 $1K -5.0 -16.1% $51.04 -0.0%
89 USAR Usa Rare Earth Inc. Ordinary Shares - Class A Basic Materials 35.0 $755.0 -65.0 -65.0% $21.57 -12.3%
Page 5 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%