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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 12 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BP BP Energy 3,443.0 $162K 0.04% $47.00 -19.4%
222 IXG Ishares Trust Global Financials Etf 1,400.0 $160K 0.04% $114.00 +10.1%
223 NKE Nike, Inc. Ordinary Shares - Class B Consumer Cyclical 3,019.0 $159K 0.04% $52.82 -21.3%
224 ADM Archer Daniels Midland Co. Ordinary Shares Consumer Defensive 2,179.0 $158K 0.04% -11.0 -0.5% $72.69 +3.5%
225 EFA Ishares Trust Msci Eafe Etf 1,610.0 $156K 0.04% -60.0 -3.6% $97.13 +6.5%
226 OKE Oneok Inc. Ordinary Shares Energy 1,710.0 $155K 0.04% +10.0 +0.6% $90.39 -1.7%
227 ISCV Ishares Trust Morningstar Small-Cap Value Etf 2,196.0 $153K 0.04% $69.51 +11.9%
228 BLV Vanguard Bond Index Funds Long-Term Etf 2,194.0 $151K 0.04% -8K -79.3% $68.78 +1.3%
229 CORZ Core Scientific Inc Ordinary Shares - New Technology 9,821.0 $147K 0.04% NEW $14.96 +83.7%
230 MDLZ Mondelez International Inc. Ordinary Shares - Class A Consumer Defensive 2,546.0 $147K 0.04% -101.0 -3.8% $57.64 +8.1%
231 Zevra Therapeutics Inc Ordinary Shares 15,478.0 $144K 0.04% $9.32
232 IVE Ishares Trust S&p 500 Value Etf 676.0 $143K 0.04% $211.15 +7.8%
233 VOOV Vanguard Admiral Funds S&p 500 Value Etf 700.0 $143K 0.04% $203.79 +7.8%
234 SCHW Charles Schwab Corp. Ordinary Shares Financial Services 1,515.0 $142K 0.04% $93.98 -2.4%
235 TPYP Tortoise Capital Series Trust North American Pipeline Etf 3,298.0 $140K 0.04% $42.36 +0.3%
236 WYNN Wynn Resorts Ltd. Ordinary Shares Consumer Cyclical 1,375.0 $140K 0.04% $101.55 +1.0%
237 Q Qnity Electronics Inc Ordinary Shares Technology 1,202.0 $139K 0.04% -351.0 -22.6% $115.38 +42.2%
238 TT Trane Technologies Plc Ordinary Shares - Class A Industrials 315.0 $131K 0.03% -31.0 -9.0% $416.74 +20.7%
239 Pathward Financial Inc Ordinary Shares 1,468.0 $131K 0.03% -202.0 -12.1% $89.23
240 NVS Novartis Ag ADR Healthcare 856.0 $131K 0.03% $152.75 +1.6%
Page 12 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%