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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 18 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UBER Uber Technologies Inc Ordinary Shares Technology 820.0 $59K 0.01% +540.0 +192.9% $72.16 +6.6%
342 TFC Truist Financial Corporation Ordinary Shares Financial Services 1,169.0 $58K 0.01% $49.82 +1.0%
343 WY Weyerhaeuser Co. Ordinary Shares Real Estate 2,405.0 $58K 0.01% $23.94 -1.0%
344 PAA Plains All American Pipeline Lp Unit Energy 2,550.0 $57K 0.01% $22.26 +14.6%
345 MSI Motorola Solutions Inc Ordinary Shares Technology 136.0 $56K 0.01% $415.29 +17.2%
346 SCHX Schwab Strategic Trust U.S. Large-Cap Etf 1,878.0 $55K 0.01% $29.43 +3.3%
347 BR Broadridge Financial Solutions, Inc. Ordinary Shares Technology 402.0 $55K 0.01% $136.95 +33.7%
348 DGCB Dimensional Etf Trust Global Credit 1,000.0 $55K 0.01% $54.67 -2.4%
349 SDY Spdr Series Trust State Street S&p Dividend Etf 358.0 $54K 0.01% $152.18 +3.5%
350 HSY Hershey Company Ordinary Shares Consumer Defensive 310.0 $54K 0.01% $175.45 +3.3%
351 MSEX Middlesex Water Co. Ordinary Shares Utilities 967.0 $54K 0.01% $56.16 +3.0%
352 GPN Global Payments, Inc. Ordinary Shares Industrials 740.0 $54K 0.01% $72.56 +27.8%
353 VTEB Vanguard Municipal Bond Funds Tax-Exempt Etf 1,054.0 $53K 0.01% +63.0 +6.4% $50.58 -2.2%
354 RBLX Roblox Corporation Ordinary Shares - Class A Technology 978.0 $53K 0.01% $54.38 -29.8%
355 ETN Eaton Corporation Plc Ordinary Shares Industrials 124.0 $53K 0.01% $426.12 -2.4%
356 TMUS T-Mobile US Inc Ordinary Shares Communication Services 314.0 $53K 0.01% $167.73 +6.0%
357 ALL Allstate Common Financial Services 219.0 $52K 0.01% $237.94 +8.3%
358 TGT Target Corp. Consumer Defensive 394.0 $51K 0.01% $130.61 +27.0%
359 ALB Albemarle Corp. Ordinary Shares Basic Materials 380.0 $51K 0.01% $135.03 +0.5%
360 PSTG Everpure Inc. Ordinary Shares - Class A 650.0 $51K 0.01% $78.79
Page 18 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%