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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 14 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ILCB Ishares Trust Morningstar U.S. Equity Etf 1,268.0 $131K 0.03% $103.65 +3.3%
262 DAL Delta Air Lines, Inc. Ordinary Shares Industrials 1,395.0 $131K 0.03% $93.66 -12.6%
263 BTI British American Tobacco Plc ADR Consumer Defensive 2,105.0 $130K 0.03% $61.76 -8.7%
264 GLW Corning Inc. Technology 506.0 $129K 0.03% +50.0 +11.0% $255.43 -40.9%
265 HOOD Robinhood Markets Inc Ordinary Shares - Class A Financial Services 1,280.0 $128K 0.03% -60.0 -4.5% $100.28 +10.3%
266 PKG Packaging Corp Amer Common Consumer Cyclical 524.0 $125K 0.03% $238.28 +2.6%
267 BP BP Energy 3,343.0 $124K 0.03% -100.0 -2.9% $36.95 +14.2%
268 D Dominion Energy Inc Ordinary Shares Utilities 1,806.0 $123K 0.03% $68.29 -2.6%
269 CL Colgate Polmolive Co. Consumer Defensive 1,304.0 $120K 0.03% $91.68 -0.5%
270 Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust 12,913.0 $117K 0.03% $9.03
271 IWN Ishares Trust Russell 2000 Value Etf 523.0 $116K 0.03% $221.20 +1.6%
272 CM Canadian Imperial Bank Of Commerce Ordinary Shares Financial Services 995.0 $114K 0.03% $115.00 -0.6%
273 PEG Public Service Enterprise Group Inc. Ordinary Shares Utilities 1,401.0 $114K 0.03% $81.16 -9.6%
274 QQQI Neos Etf Trust Nasdaq 100 High Income 2,000.0 $114K 0.03% $56.79 -3.7%
275 VTRS Viatris Inc Ordinary Shares Healthcare 7,067.0 $112K 0.03% +250.0 +3.7% $15.88 +7.0%
276 POR Portland General Electric Co Ordinary Shares Utilities 2,135.0 $111K 0.03% $51.83 -3.9%
277 DLN Wisdomtree Trust U.S. Largecap Dividend Fund 1,110.0 $107K 0.02% $96.32 +4.7%
278 SPYI Neos Etf Trust S&p 500 High Income 2,000.0 $106K 0.02% $53.09 +1.3%
279 RACE Ferrari N.V. Ordinary Shares Consumer Cyclical 285.0 $106K 0.02% $372.29 +11.3%
280 WMB Williams Cos Inc Ordinary Shares Energy 1,417.0 $105K 0.02% $74.34 +0.1%
Page 14 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%