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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 13 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EEM Ishares Inc. Msci Emerging Markets Etf 2,290.0 $130K 0.03% +60.0 +2.7% $56.79 +19.5%
242 COIN Coinbase Global Inc Ordinary Shares - Class A Financial Services 741.0 $129K 0.03% +25.0 +3.5% $174.61 -18.8%
243 PPG PPG Industries, Inc. Ordinary Shares Basic Materials 1,191.0 $127K 0.03% $106.88 +14.3%
244 FMBH First Mid Bancshares Inc. Ordinary Shares Financial Services 3,062.0 $126K 0.03% NEW $41.19 +14.8%
245 BTI British American Tobacco Plc ADR Consumer Defensive 2,105.0 $123K 0.03% $58.47 +6.6%
246 BTCI Neos Etf Trust Bitcoin High Income 3,750.0 $123K 0.03% +250.0 +7.1% $32.78 -17.6%
247 PSLV Sprott Asset Management Lp Physical Silver Trust Financial Services 5,000.0 $122K 0.03% $24.39 -24.4%
248 HNI Hni Corp. Ordinary Shares Industrials 3,600.0 $120K 0.03% NEW $33.39 +17.1%
249 UNH Unitedhealth Group Common Healthcare 444.0 $120K 0.03% +26.0 +6.2% $270.59 +53.6%
250 RSP Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf 622.0 $119K 0.03% -7.0 -1.1% $191.92 +10.2%
251 HSIC Henry Schein Inc. Ordinary Shares Healthcare 1,619.0 $119K 0.03% $73.70 +13.8%
252 VTWG Vanguard Scottsdale Funds Russell 2000 Growth Index Etf 519.0 $119K 0.03% -17.0 -3.2% $229.04 +24.2%
253 VFMO Vanguard Wellington Fund U.S. Momentum Factor Etf 600.0 $118K 0.03% +80.0 +15.4% $197.10 +23.2%
254 CVS CVS Health Corp Ordinary Shares Healthcare 1,643.0 $118K 0.03% -337.0 -17.0% $71.82 +45.3%
255 KRE Spdr Series Trust State Street S&p Regional Banking Etf 1,800.0 $117K 0.03% $65.15 +14.3%
256 SHEL Shell Plc ADR (Representing - Ordinary Shares) Energy 1,245.0 $116K 0.03% -37.0 -2.9% $93.00 -16.9%
257 BNS Bank Of Nova Scotia Ordinary Shares Financial Services 1,655.0 $115K 0.03% $69.31 +24.6%
258 ILCB Ishares Trust Morningstar U.S. Equity Etf 1,268.0 $114K 0.03% $89.86 +13.0%
259 PEG Public Service Enterprise Group Inc. Ordinary Shares Utilities 1,401.0 $113K 0.03% $80.95 +1.9%
260 POR Portland General Electric Co Ordinary Shares Utilities 2,135.0 $113K 0.03% $52.77 -2.3%
Page 13 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%