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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 16 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SOLS Solstice Advanced Materials Inc. Ordinary Shares Basic Materials 978.0 $87K 0.02% $88.60 -36.4%
302 CEG Constellation Energy Corporation Ordinary Shares Utilities 348.0 $86K 0.02% $248.37 +13.7%
303 GIS General Mills Inc. Consumer Defensive 2,470.0 $86K 0.02% $34.80 +16.2%
304 PRI Primerica Inc Ordinary Shares Financial Services 294.0 $84K 0.02% $284.20 +2.5%
305 IWO Ishares Trust Russell 2000 Growth Etf 207.0 $82K 0.02% $393.96 -1.8%
306 CMG Chipotle Mexican Grill Ordinary Shares Consumer Cyclical 2,394.0 $81K 0.02% $34.00 +9.5%
307 EFV Ishares Trust Msci Eafe Value Etf 1,060.0 $81K 0.02% $76.55 +6.8%
308 STZ Constellation Brands Inc Ordinary Shares - Class A Consumer Defensive 574.0 $80K 0.02% $139.09 -5.5%
309 VRTX Vertex Pharmaceuticals, Inc. Ordinary Shares Healthcare 160.0 $79K 0.02% $496.73 +10.2%
310 RDVY First Trust Exchange-Traded Fund Vi Rising Dividend Achievers Etf 950.0 $77K 0.02% $81.06 +1.7%
311 VBK Vanguard Index Funds Small Cap Growth Etf 210.0 $77K 0.02% $365.70 -1.8%
312 DVY Ishares Trust Select Dividend Etf 490.0 $77K 0.02% $156.30 +4.8%
313 BKH Black Hills Corporation Ordinary Shares Utilities 1,000.0 $74K 0.02% $74.40 -1.3%
314 IWS Ishares Trust Russell Mid-Cap Value Etf 444.0 $73K 0.02% $164.60 +4.4%
315 CBOE Cboe Global Markets Inc. Ordinary Shares Financial Services 300.0 $73K 0.02% $242.67 +29.4%
316 WAT Waters Corp. Ordinary Shares Healthcare 189.0 $71K 0.02% $375.04 +12.3%
317 ISRG Intuitive Surgical Inc Ordinary Shares Healthcare 177.0 $70K 0.02% $397.68 -7.7%
318 WBD Warner Bros. Discovery Inc Ordinary Shares - Class A Communication Services 2,626.0 $70K 0.02% -34.0 -1.3% $26.66 +8.3%
319 EVRG Evergy Inc Ordinary Shares Utilities 808.0 $70K 0.02% $86.43 -5.8%
320 BIIB Biogen Inc Ordinary Shares Healthcare 322.0 $70K 0.02% $216.06 +2.5%
Page 16 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%