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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 18 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 Federated Hermes Inc Ordinary Shares - Class B 1,030.0 $54K 0.01% NEW $52.07
342 NVO Novo Nordisk A/S Healthcare 1,040.0 $53K 0.01% NEW $50.88 -6.2%
343 PAAS Pan American Silver Corp Ordinary Shares Basic Materials 1,020.0 $53K 0.01% NEW $51.81 -11.8%
344 JD JD.com Inc ADR Consumer Cyclical 1,840.0 $53K 0.01% NEW $28.70 -12.7%
345 IDXX Idexx Laboratories, Inc. Ordinary Shares Healthcare 78.0 $53K 0.01% NEW $676.53 -18.9%
346 Block Inc Ordinary Shares - Class A 805.0 $52K 0.01% NEW $65.09
347 MSI Motorola Solutions Inc Ordinary Shares Technology 136.0 $52K 0.01% NEW $383.32 +4.9%
348 SCHX Schwab Strategic Trust U.S. Large-Cap Etf 1,878.0 $51K 0.01% NEW $26.91 +7.5%
349 DFNM Dimensional Etf Trust National Municipal Bond 1,038.0 $50K 0.01% NEW $48.17 +0.3%
350 VTEB Vanguard Group, Inc. Tax-Exempt Bond Etf 991.0 $50K 0.01% NEW $50.29 +0.5%
351 SDY Spdr Series Trust State Street S&p Dividend Etf 358.0 $50K 0.01% NEW $139.16 +9.9%
352 MSEX Middlesex Water Co. Ordinary Shares Utilities 967.0 $49K 0.01% NEW $50.42 +8.7%
353 XMMO Invesco Capital Management LLC S&p Midcap Momentum Etf 350.0 $48K 0.01% NEW $138.46 +21.5%
354 EW Edwards Lifesciences Corp Ordinary Shares Healthcare 567.0 $48K 0.01% NEW $85.25 +7.0%
355 SIL Global X Funds Silver Miners Etf 570.0 $48K 0.01% NEW $83.52 -5.5%
356 AMLP Alps Etf Trust Alerian Mlp 1,006.0 $47K 0.01% NEW $47.02 +9.1%
357 EXC Exelon Corp. Ordinary Shares Utilities 1,081.0 $47K 0.01% NEW $43.59 +8.6%
358 PANW Palo Alto Networks Inc Ordinary Shares Technology 254.0 $47K 0.01% NEW $184.20 +62.0%
359 TDY Teledyne Technologies Inc Ordinary Shares Technology 90.0 $46K 0.01% NEW $510.73 +22.7%
360 HRL Hormel Foods Corp. Ordinary Shares Consumer Defensive 1,935.0 $46K 0.01% NEW $23.70 +11.4%
Page 18 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%