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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 19 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OTIS Otis Worldwide Corp Ordinary Shares Industrials 624.0 $48K 0.01% $77.08 -4.5%
362 TGT Target Corp. Consumer Defensive 394.0 $48K 0.01% $121.20 +15.2%
363 ZTS Zoetis Inc Ordinary Shares - Class A Healthcare 402.0 $48K 0.01% -32.0 -7.4% $118.21 -34.2%
364 ELV Anthem, Inc Healthcare 160.0 $47K 0.01% $292.75 +32.3%
365 MCO Moody`s Corp. Ordinary Shares Financial Services 106.0 $46K 0.01% $436.25 +0.6%
366 ALL Allstate Common Financial Services 219.0 $45K 0.01% +6.0 +2.8% $207.34 +11.7%
367 PICK Ishares Inc. Msci Global Metals & Mining Producers Etf 800.0 $45K 0.01% $56.59 +3.6%
368 EFX Equifax, Inc. Ordinary Shares Industrials 250.0 $45K 0.01% $180.07 -15.6%
369 EXPE Expedia Group Inc Ordinary Shares Consumer Cyclical 193.0 $45K 0.01% $230.89 +8.7%
370 ETN Eaton Corporation Plc Ordinary Shares Industrials 124.0 $44K 0.01% +15.0 +13.8% $357.67 +17.4%
371 STT State Street Corp. Ordinary Shares Financial Services 350.0 $44K 0.01% $126.56 +33.9%
372 BJ Bj`s Wholesale Club Holdings Inc Ordinary Shares Consumer Defensive 450.0 $44K 0.01% $98.42 -12.3%
373 AMLP Alps Etf Trust Alerian Mlp 837.0 $44K 0.01% -169.0 -16.8% $52.64 -2.9%
374 PYPL Paypal Holdings Inc Ordinary Shares Financial Services 969.0 $44K 0.01% -100.0 -9.3% $45.23 -6.3%
375 HRL Hormel Foods Corp. Ordinary Shares Consumer Defensive 1,935.0 $44K 0.01% $22.65 +14.9%
376 IDXX Idexx Laboratories, Inc. Ordinary Shares Healthcare 78.0 $44K 0.01% $561.88 -1.2%
377 FNV Franco-Nevada Corporation Ordinary Shares Basic Materials 177.0 $44K 0.01% $247.05 -15.0%
378 FE Firstenergy Common Utilities 860.0 $44K 0.01% $50.66 -5.2%
379 EW Edwards Lifesciences Corp Ordinary Shares Healthcare 530.0 $42K 0.01% -37.0 -6.5% $80.08 +12.0%
380 EWU Ishares Trust Msci United Kingdom Etf 913.0 $42K 0.01% $45.56 +0.7%
Page 19 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%