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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 14 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 D Dominion Energy Inc Ordinary Shares Utilities 1,806.0 $112K 0.03% $61.82 +12.4%
262 PKG Packaging Corp Amer Common Consumer Cyclical 524.0 $111K 0.03% $212.22 +13.6%
263 CL Colgate Polmolive Co. Consumer Defensive 1,304.0 $111K 0.03% +99.0 +8.2% $85.23 +6.8%
264 FDX Fedex Corp Ordinary Shares Industrials 303.0 $108K 0.03% $356.18 -7.5%
265 SPYG Spdr Series Trust State Street Portfolio S&p 500 Growth Etf 1,098.0 $108K 0.03% $97.91 +18.0%
266 WMB Williams Cos Inc Ordinary Shares Energy 1,417.0 $103K 0.03% +17.0 +1.2% $72.78 +6.5%
267 PSX Phillips 66 Ordinary Shares Energy 561.0 $102K 0.03% -368.0 -39.6% $182.18 -5.7%
268 QQQI Neos Etf Trust Nasdaq 100 High Income 2,000.0 $99K 0.03% $49.69 +11.4%
269 IWN Ishares Trust Russell 2000 Value Etf 523.0 $99K 0.03% -416.0 -44.3% $189.59 +16.1%
270 DLN Wisdomtree Trust U.S. Largecap Dividend Fund 1,110.0 $99K 0.03% $89.33 +7.6%
271 DD Dupont DE Nemours Inc Ordinary Shares Basic Materials 2,160.0 $99K 0.03% -57.0 -2.6% $45.80 +200.9%
272 SPYI Neos Etf Trust S&p 500 High Income 2,000.0 $99K 0.03% $49.37 +5.7%
273 CEG Constellation Energy Corporation Ordinary Shares Utilities 348.0 $97K 0.03% +2.0 +0.6% $279.25 -3.8%
274 RACE Ferrari N.V. Ordinary Shares Consumer Cyclical 285.0 $96K 0.03% $338.45 +4.1%
275 PGR Progressive Corp. Ordinary Shares Financial Services 482.0 $96K 0.03% +6.0 +1.3% $198.24 +8.7%
276 CM Canadian Imperial Bank Of Commerce Ordinary Shares Financial Services 995.0 $94K 0.02% $94.75 +20.7%
277 ZBH Zimmer Biomet Holdings INC CORP Healthcare 1,032.0 $93K 0.02% -50.0 -4.6% $90.42 +0.6%
278 PLTR Palantir Technologies Inc Ordinary Shares - Class A Technology 635.0 $93K 0.02% +110.0 +20.9% $146.28 -26.7%
279 HOOD Robinhood Markets Inc Ordinary Shares - Class A Financial Services 1,340.0 $93K 0.02% +320.0 +31.4% $69.30 +34.9%
280 DAL Delta Air Lines, Inc. Ordinary Shares Industrials 1,395.0 $93K 0.02% $66.48 +38.6%
Page 14 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%