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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 18 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AEM Agnico Eagle Mines Ltd Ordinary Shares Basic Materials 269.0 $55K 0.01% $202.98 -23.1%
342 TDY Teledyne Technologies Inc Ordinary Shares Technology 90.0 $54K 0.01% $605.01 +3.7%
343 JD JD.com Inc ADR Consumer Cyclical 1,840.0 $54K 0.01% $29.57 -14.8%
344 DGCB Dimensional Etf Trust Global Credit 1,000.0 $54K 0.01% $54.13 +1.1%
345 DOW Dow Inc Ordinary Shares Basic Materials 1,295.0 $54K 0.01% -109.0 -7.8% $41.65 -29.6%
346 TFC Truist Financial Corporation Ordinary Shares Financial Services 1,169.0 $54K 0.01% $45.97 +10.2%
347 EXC Exelon Corp. Ordinary Shares Utilities 1,081.0 $53K 0.01% $49.02 -4.6%
348 NVO Novo Nordisk A/S Healthcare 1,440.0 $53K 0.01% +400.0 +38.5% $36.75 +29.6%
349 SDY Spdr Series Trust State Street S&p Dividend Etf 358.0 $52K 0.01% $145.94 +4.3%
350 LHX L3harris Technologies Inc Ordinary Shares Industrials 151.0 $52K 0.01% $345.15 -16.4%
351 SIL Global X Funds Silver Miners Etf 570.0 $51K 0.01% $90.08 -14.4%
352 XMMO Invesco Exchange-Traded Fund Trust S&p Midcap Momentum Etf 350.0 $51K 0.01% $145.02 +18.0%
353 MSEX Middlesex Water Co. Ordinary Shares Utilities 967.0 $50K 0.01% $52.05 +4.9%
354 Federated Hermes Inc Ordinary Shares - Class B 885.0 $50K 0.01% -145.0 -14.1% $56.71
355 BLK Blackrock Inc. Ordinary Shares Financial Services 52.0 $50K 0.01% +31.0 +147.6% $961.71 +1.1%
356 GPN Global Payments, Inc. Ordinary Shares Industrials 740.0 $50K 0.01% NEW $67.30 +1.3%
357 DFNM Dimensional Etf Trust National Municipal Bond 1,038.0 $50K 0.01% $47.93 +0.8%
358 VTEB Vanguard Municipal Bond Funds Tax-Exempt Etf 991.0 $49K 0.01% $49.89 +1.3%
359 Block Inc Ordinary Shares - Class A 805.0 $48K 0.01% $60.18
360 SCHX Schwab Strategic Trust U.S. Large-Cap Etf 1,878.0 $48K 0.01% $25.64 +12.6%
Page 18 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%