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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $365M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 767 New
Page 16 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CBOE Cboe Global Markets Inc. Ordinary Shares Financial Services 300.0 $75K 0.02% NEW $251.00 -3.8%
302 DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 530.0 $75K 0.02% NEW $141.14 +12.1%
303 IVW Blackrock Institutional Trust Company N.A. Ishares S&p 500 Growth Etf 606.0 $75K 0.02% NEW $123.26 +7.6%
304 Fortinet Inc Ordinary Shares 931.0 $74K 0.02% NEW $79.41
305 KIM Kimco Realty Corporation Ordinary Shares Real Estate 3,618.0 $73K 0.02% NEW $20.27 +27.7%
306 VRTX Vertex Pharmaceuticals, Inc. Ordinary Shares Healthcare 160.0 $73K 0.02% NEW $453.36 +8.4%
307 FCX Freeport-McMoRan Inc Ordinary Shares Basic Materials 1,401.0 $71K 0.02% NEW $50.79 +22.7%
308 AM Antero Midstream Corp Ordinary Shares Energy 3,985.0 $71K 0.02% NEW $17.79 +30.4%
309 VCR Vanguard Group, Inc. Consumer Discretionary Etf 179.0 $71K 0.02% NEW $393.92 -1.4%
310 KR Kroger Co. Ordinary Shares Consumer Defensive 1,116.0 $70K 0.02% NEW $62.48 -7.6%
311 SILJ Amplify Etf Trust Junior Silver Miners 2,515.0 $70K 0.02% NEW $27.67 -5.6%
312 BKH Black Hills Corporation Ordinary Shares Utilities 1,000.0 $69K 0.02% NEW $69.42 +9.5%
313 CARR Carrier Global Corp Ordinary Shares Industrials 1,304.0 $69K 0.02% NEW $52.84 +39.3%
314 RDVY First Trust Exchange-Traded Fund Iii Rising Dividend Achievers Etf 950.0 $66K 0.02% NEW $69.47 +14.1%
315 PH Parker-Hannifin Corp. Ordinary Shares Industrials 75.0 $66K 0.02% NEW $878.96 +10.2%
316 WPM Wheaton Precious Metals Corp Ordinary Shares Basic Materials 560.0 $66K 0.02% NEW $117.52 -3.6%
317 VBK Vanguard Group, Inc. Small Cap Growth Etf 210.0 $63K 0.02% NEW $302.11 +18.4%
318 ILCV Blackrock Institutional Trust Company N.A. Ishares Morningstar Value Etf 668.0 $63K 0.02% NEW $94.36 +6.9%
319 PYPL Paypal Holdings Inc Ordinary Shares Financial Services 1,069.0 $62K 0.02% NEW $58.38 -24.1%
320 IWS Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Value Etf 434.0 $61K 0.02% NEW $141.05 +17.1%
Page 16 of 39  ·  767 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 32.4%
Financial Services 13.5%
Industrials 10.7%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 7.1%
Utilities 6.5%
Consumer Defensive 5.5%
Energy 2.8%
Basic Materials 1.1%