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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 17 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NVO Novo Nordisk A/S Healthcare 1,440.0 $69K 0.02% $47.94 -3.5%
322 PH Parker-Hannifin Corp. Ordinary Shares Industrials 70.0 $68K 0.02% -5.0 -6.7% $978.11 +3.4%
323 ILCV Ishares Trust Morningstar Value Etf 668.0 $68K 0.01% $101.24 +6.9%
324 MGV Vanguard World Fund Mega Cap Value Etf 400.0 $65K 0.01% $163.45 +2.3%
325 IAT Ishares Trust U.S. Regional Banks Etf 1,050.0 $65K 0.01% $62.21 +0.1%
326 SILJ Amplify Etf Trust Junior Silver Miners 2,515.0 $65K 0.01% $25.92 +27.9%
327 VONG Vanguard Scottsdale Funds Russell 1000 Growth Index Etf 500.0 $64K 0.01% $127.81 -0.1%
328 MGC Vanguard World Fund Mega Cap 300 Index Etf 232.0 $63K 0.01% $273.63 +3.3%
329 VCR Vanguard World Fund Consumer Discretionary Etf 160.0 $63K 0.01% -19.0 -10.6% $396.61 -1.7%
330 WPM Wheaton Precious Metals Corp Ordinary Shares Basic Materials 560.0 $63K 0.01% $112.32 +40.7%
331 FXG First Trust Exchange-Traded Alphadex Fund Consumer Staples 1,000.0 $63K 0.01% $62.62 +3.8%
332 VONV Vanguard Scottsdale Funds Russell 1000 Value Index Etf 586.0 $62K 0.01% $106.31 +6.3%
333 KR Kroger Co. Ordinary Shares Consumer Defensive 1,116.0 $62K 0.01% $55.53 +2.5%
334 ELV Anthem, Inc Healthcare 160.0 $62K 0.01% $386.73 +3.2%
335 Block Inc Ordinary Shares - Class A 805.0 $61K 0.01% $76.00
336 CAG Conagra Foods Consumer Defensive 4,506.0 $61K 0.01% $13.46 +19.0%
337 TDY Teledyne Technologies Inc Ordinary Shares Technology 90.0 $60K 0.01% $666.90 -6.1%
338 XMMO Invesco Exchange-Traded Fund Trust S&p Midcap Momentum Etf 350.0 $60K 0.01% $170.14 -7.8%
339 SCZ Ishares Trust Msci Eafe Small-Cap Etf 722.0 $59K 0.01% $82.27 +6.3%
340 STT State Street Corp. Ordinary Shares Financial Services 350.0 $59K 0.01% $169.60 +14.0%
Page 17 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%