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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 15 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PGR Progressive Corp. Ordinary Shares Financial Services 482.0 $105K 0.02% $218.45 -0.2%
282 Pathward Financial Inc Ordinary Shares 1,168.0 $102K 0.02% -300.0 -20.4% $87.06
283 BTCI Neos Etf Trust Bitcoin High Income 3,750.0 $101K 0.02% $26.86 +22.3%
284 IVW Ishares Trust S&p 500 Growth Etf 726.0 $100K 0.02% $137.53 +2.0%
285 COIN Coinbase Global Inc Ordinary Shares - Class A Financial Services 673.0 $98K 0.02% -68.0 -9.2% $146.19 +29.7%
286 SHEL Shell Plc ADR (Representing - Ordinary Shares) Energy 1,230.0 $95K 0.02% -15.0 -1.2% $77.54 +17.3%
287 FDX Fedex Corp Ordinary Shares Industrials 303.0 $95K 0.02% $313.13 +6.6%
288 PRU Prudential Financial Inc. Ordinary Shares Financial Services 879.0 $95K 0.02% $107.93 +11.7%
289 PSX Phillips 66 Ordinary Shares Energy 561.0 $95K 0.02% $169.05 +42.6%
290 CARR Carrier Global Corp Ordinary Shares Industrials 1,287.0 $94K 0.02% -16.0 -1.2% $73.35 -19.7%
291 PSLV Sprott Asset Management Lp Physical Silver Trust Financial Services 5,000.0 $94K 0.02% $18.87 +20.9%
292 XLP Select Sector Spdr Trust (The) State Street Consumer Staples Etf 1,125.0 $93K 0.02% $83.07 +2.7%
293 XLU Select Sector Spdr Trust (The) State Street Utilities Etf 2,060.0 $93K 0.02% +50.0 +2.5% $45.34 -4.8%
294 VNQ Vanguard Specialized Funds Real Estate Index Fund Etf 966.0 $93K 0.02% $96.43 +1.3%
295 Dupont DE Nemours Inc Ordinary Shares 686.0 $93K 0.02% NEW $135.64
296 KIM Kimco Realty Corporation Ordinary Shares Real Estate 3,618.0 $92K 0.02% $25.35 -5.8%
297 AM Antero Midstream Corp Ordinary Shares Energy 3,985.0 $91K 0.02% $22.75 -0.5%
298 QCOM Qualcomm, Inc. Technology 487.0 $90K 0.02% $184.79 -11.0%
299 ZBH Zimmer Biomet Holdings INC CORP Healthcare 1,032.0 $89K 0.02% $86.09 +16.5%
300 PSA Public Storage Ordinary Shares Real Estate 276.0 $88K 0.02% $318.31 -2.0%
Page 15 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%