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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 19 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EXC Exelon Corp. Ordinary Shares Utilities 1,081.0 $50K 0.01% $46.62 -5.7%
362 DFNM Dimensional Etf Trust National Municipal Bond 1,039.0 $50K 0.01% $48.33 -1.6%
363 VXUS Vanguard Star Funds Total International Stock Etf 585.0 $50K 0.01% +83.0 +16.5% $85.49 +2.9%
364 BLK Blackrock Inc. Ordinary Shares Financial Services 52.0 $50K 0.01% $961.56 +21.4%
365 EXPE Expedia Group Inc Ordinary Shares Consumer Cyclical 193.0 $49K 0.01% $255.88 +24.6%
366 MCO Moody`s Corp. Ordinary Shares Financial Services 106.0 $48K 0.01% $452.92 +12.4%
367 EW Edwards Lifesciences Corp Ordinary Shares Healthcare 530.0 $48K 0.01% $90.46 -0.6%
368 SNDK Sandisk Corp Ordinary Shares Technology 21.0 $48K 0.01% $2273.71 -34.7%
369 JD JD.com Inc ADR Consumer Cyclical 1,840.0 $47K 0.01% $25.48 +11.8%
370 PICK Ishares Inc. Msci Global Metals & Mining Producers Etf 800.0 $47K 0.01% $58.15 +14.6%
371 G Genpact Ltd Ordinary Shares Technology 1,671.0 $46K 0.01% -200.0 -10.7% $27.50 +36.5%
372 PAAS Pan American Silver Corp Ordinary Shares Basic Materials 1,020.0 $46K 0.01% $44.79 +22.5%
373 HRL Hormel Foods Corp. Ordinary Shares Consumer Defensive 1,835.0 $46K 0.01% -100.0 -5.2% $24.82 -14.3%
374 CRDO Credo Technology Group Holding Ltd Ordinary Shares Technology 165.0 $45K 0.01% $271.95 -11.7%
375 OTIS Otis Worldwide Corp Ordinary Shares Industrials 624.0 $45K 0.01% $71.60 -0.2%
376 SIL Global X Funds Silver Miners Etf 570.0 $44K 0.01% $77.46 +33.2%
377 LHX L3harris Technologies Inc Ordinary Shares Industrials 151.0 $44K 0.01% $290.59 -9.8%
378 XLK Select Sector Spdr Trust (The) State Street Technology Etf 230.0 $44K 0.01% $190.52 -1.0%
379 DFUV Dimensional Etf Trust US Marketwide Value 794.0 $44K 0.01% +50.0 +6.7% $55.01 +3.8%
380 AMLP Alps Etf Trust Alerian Mlp 837.0 $43K 0.01% $51.85 +6.7%
Page 19 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%