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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 11 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VSS Vanguard International Equity Index Funds Ftse All-World Ex-US Small Capital Fund Etf 1,381.0 $201K 0.05% $145.79 +5.6%
202 SLV Ishares Silver Trust Fractional Undivided Beneficial Interests Financial Services 2,946.0 $201K 0.05% +150.0 +5.4% $68.14 -23.1%
203 Cencora Inc. Ordinary Shares 636.0 $200K 0.05% +10.0 +1.6% $314.14
204 ROK Rockwell Automation Inc Ordinary Shares Industrials 530.0 $190K 0.05% $358.88 +34.8%
205 KMB Kimberly-Clark Corp. Ordinary Shares Consumer Defensive 1,961.0 $189K 0.05% -96.0 -4.7% $96.47 +11.9%
206 IWB Ishares Trust Russell 1000 Etf 525.0 $187K 0.05% $356.56 +13.0%
207 O Realty Income Corp. Ordinary Shares Real Estate 3,054.0 $187K 0.05% -200.0 -6.2% $61.18 +0.7%
208 MLI Mueller Industries, Inc. Ordinary Shares Industrials 1,682.0 $186K 0.05% $110.80 +23.1%
209 BX Blackstone Inc Ordinary Shares Financial Services 1,600.0 $184K 0.05% +353.0 +28.3% $114.99 +1.0%
210 CTVA Corteva Inc Ordinary Shares Basic Materials 2,187.0 $183K 0.05% -71.0 -3.1% $83.71 -3.1%
211 WTBA West Bancorporation Financial Services 7,554.0 $180K 0.05% -1K -15.6% $23.79 +8.9%
212 Amcor Plc Ordinary Shares 4,520.0 $180K 0.05% NEW $39.75
213 ITA Ishares Trust U.S. Aerospace & Defense Etf 815.0 $178K 0.05% $218.75 +10.2%
214 IDV Ishares Trust International Select Dividend Etf 4,114.0 $175K 0.04% $42.56 -2.2%
215 NFLX Netflix Inc. Ordinary Shares Communication Services 1,786.0 $172K 0.04% +456.0 +34.3% $96.15 -24.9%
216 PAYX Paychex Inc. Ordinary Shares Industrials 1,849.0 $170K 0.04% $92.12 +7.6%
217 IMCG Ishares Trust Morningstar Mid-Cap Growth Etf 2,148.0 $169K 0.04% $78.77 +23.9%
218 VDC Vanguard World Fund Consumer Staples Etf 753.0 $169K 0.04% $224.59 +1.6%
219 ALSN Allison Transmission Holdings Inc Ordinary Shares Consumer Cyclical 1,444.0 $169K 0.04% $117.06 +7.1%
220 EDIV Spdr Index Shares Funds State Street S&p Emerging Markets Dividend Etf 4,143.0 $164K 0.04% $39.48 +3.0%
Page 11 of 40  ·  784 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%