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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 17 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FXG First Trust Exchange-Traded Alphadex Fund Consumer Staples 1,000.0 $64K 0.02% $63.72 -2.3%
322 VBK Vanguard Index Funds Small Cap Growth Etf 210.0 $63K 0.02% $302.25 +18.4%
323 QCOM Qualcomm, Inc. Technology 487.0 $63K 0.02% $128.78 +59.1%
324 Strata Critical Medical Inc. Ordinary Shares - Class A 15,000.0 $63K 0.02% +10K +200.0% $4.18
325 ILCV Ishares Trust Morningstar Value Etf 668.0 $62K 0.02% $93.14 +7.8%
326 GLW Corning Inc. Technology 456.0 $62K 0.02% $135.97 +67.8%
327 MSTR Strategy Inc. Ordinary Shares - Class A Technology 480.0 $60K 0.02% +230.0 +92.0% $124.80 -31.6%
328 BIIB Biogen Inc Ordinary Shares Healthcare 322.0 $59K 0.01% $183.33 +10.2%
329 MSI Motorola Solutions Inc Ordinary Shares Technology 136.0 $59K 0.01% $433.97 -8.5%
330 WY Weyerhaeuser Co. Ordinary Shares Real Estate 2,405.0 $59K 0.01% $24.43 +5.4%
331 MGV Vanguard World Fund Mega Cap Value Etf 400.0 $58K 0.01% +300.0 +300.0% $144.95 +13.8%
332 PAA Plains All American Pipeline Lp Unit Energy 2,550.0 $57K 0.01% $22.33 -3.2%
333 SCZ Ishares Trust Msci Eafe Small-Cap Etf 722.0 $57K 0.01% $78.41 +5.1%
334 IAT Ishares Trust U.S. Regional Banks Etf 1,050.0 $57K 0.01% $53.84 +15.8%
335 WAT Waters Corp. Ordinary Shares Healthcare 189.0 $56K 0.01% NEW $297.80 +26.6%
336 PAAS Pan American Silver Corp Ordinary Shares Basic Materials 1,020.0 $56K 0.01% $54.63 -17.6%
337 RBLX Roblox Corporation Ordinary Shares - Class A Technology 978.0 $55K 0.01% $56.56 -18.0%
338 VONV Vanguard Scottsdale Funds Russell 1000 Value Index Etf 586.0 $55K 0.01% $93.74 +14.4%
339 VONG Vanguard Scottsdale Funds Russell 1000 Growth Index Etf 500.0 $55K 0.01% $109.69 +10.9%
340 MGC Vanguard World Fund Mega Cap 300 Index Etf 232.0 $55K 0.01% $236.35 +13.4%
Page 17 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%