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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 15 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLU Select Sector Spdr Trust (The) State Street Utilities Etf 2,010.0 $92K 0.02% +20.0 +1.0% $45.89 -0.0%
282 XLP Select Sector Spdr Trust (The) State Street Consumer Staples Etf 1,125.0 $92K 0.02% -300.0 -21.1% $81.98 +2.4%
283 VTRS Viatris Inc Ordinary Shares Healthcare 6,817.0 $92K 0.02% -1K -12.9% $13.51 +18.9%
284 GIS General Mills Inc. Consumer Defensive 2,470.0 $92K 0.02% -72.0 -2.8% $37.22 -4.9%
285 AM Antero Midstream Corp Ordinary Shares Energy 3,985.0 $91K 0.02% $22.80 -0.5%
286 STZ Constellation Brands Inc Ordinary Shares - Class A Consumer Defensive 574.0 $86K 0.02% $150.00 -3.7%
287 PRU Prudential Financial Inc. Ordinary Shares Financial Services 879.0 $86K 0.02% $97.69 +9.6%
288 VNQ Vanguard Specialized Funds Real Estate Index Fund Etf 966.0 $86K 0.02% $88.70 +9.6%
289 Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust 12,913.0 $85K 0.02% $6.60
290 CBOE Cboe Global Markets Inc. Ordinary Shares Financial Services 300.0 $84K 0.02% $281.07 -12.8%
291 IVW Ishares Trust S&p 500 Growth Etf 726.0 $82K 0.02% +120.0 +19.8% $113.11 +18.0%
292 ISRG Intuitive Surgical Inc Ordinary Shares Healthcare 177.0 $82K 0.02% $460.99 -13.3%
293 KIM Kimco Realty Corporation Ordinary Shares Real Estate 3,618.0 $81K 0.02% $22.47 +13.6%
294 KR Kroger Co. Ordinary Shares Consumer Defensive 1,116.0 $81K 0.02% $72.36 -20.2%
295 EFV Ishares Trust Msci Eafe Value Etf 1,060.0 $79K 0.02% $74.35 +2.5%
296 CMG Chipotle Mexican Grill Ordinary Shares Consumer Cyclical 2,394.0 $77K 0.02% +64.0 +2.8% $32.01 +0.8%
297 Fortinet Inc Ordinary Shares 931.0 $76K 0.02% $81.72
298 PSA Public Storage Ordinary Shares Real Estate 276.0 $75K 0.02% -20.0 -6.8% $270.88 +18.4%
299 SILJ Amplify Etf Trust Junior Silver Miners 2,515.0 $75K 0.02% $29.72 -14.0%
300 SOLS Solstice Advanced Materials Inc. Ordinary Shares Basic Materials 978.0 $74K 0.02% +158.0 +19.3% $76.16 +14.1%
Page 15 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%