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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 12 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UNH Unitedhealth Group Common Healthcare 446.0 $185K 0.04% $415.63 -4.6%
222 CTVA Corteva Inc Ordinary Shares Basic Materials 2,156.0 $183K 0.04% -31.0 -1.4% $84.69 -2.8%
223 RKT Rocket Companies Inc Ordinary Shares Class A Financial Services 11,550.0 $182K 0.04% +10K +645.2% $15.75 -10.5%
224 Cencora Inc. Ordinary Shares 636.0 $180K 0.04% $282.98
225 PANW Palo Alto Networks Inc Ordinary Shares Technology 519.0 $177K 0.04% +105.0 +25.4% $341.02 +9.8%
226 IXG Ishares Trust Global Financials Etf 1,400.0 $174K 0.04% $124.50 +7.5%
227 ISCV Ishares Trust Morningstar Small-Cap Value Etf 2,196.0 $172K 0.04% $78.32 +2.9%
228 IDV Ishares Trust International Select Dividend Etf 4,114.0 $170K 0.04% $41.43 +7.8%
229 CVS CVS Health Corp Ordinary Shares Healthcare 1,643.0 $170K 0.04% $103.45 -9.8%
230 VDC Vanguard World Fund Consumer Staples Etf 753.0 $170K 0.04% $225.49 +2.1%
231 EDIV Spdr Index Shares Funds State Street S&p Emerging Markets Dividend Etf 4,143.0 $170K 0.04% $40.96 +2.3%
232 EFA Ishares Trust Msci Eafe Etf 1,610.0 $167K 0.04% $103.88 +3.8%
233 NFLX Netflix Inc. Ordinary Shares Communication Services 2,336.0 $167K 0.04% +550.0 +30.8% $71.40 +11.4%
234 SLV Ishares Silver Trust Fractional Undivided Beneficial Interests Financial Services 3,091.0 $165K 0.04% +145.0 +4.9% $53.47 +16.1%
235 ADM Archer Daniels Midland Co. Ordinary Shares Consumer Defensive 2,109.0 $161K 0.04% -70.0 -3.2% $76.40 +4.4%
236 ALSN Allison Transmission Holdings Inc Ordinary Shares Consumer Cyclical 1,424.0 $161K 0.04% -20.0 -1.4% $112.74 +12.4%
237 NOC Northrop Grumman Corp. Ordinary Shares Industrials 313.0 $159K 0.04% $509.31 +7.3%
238 EEM Ishares Inc. Msci Emerging Markets Etf 2,290.0 $157K 0.04% $68.41 -1.4%
239 TT Trane Technologies Plc Ordinary Shares - Class A Industrials 315.0 $155K 0.04% $491.16 -6.9%
240 IVE Ishares Trust S&p 500 Value Etf 676.0 $153K 0.04% $227.06 +4.5%
Page 12 of 41  ·  809 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%