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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 20 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AWK American Water Works Co. Inc. Ordinary Shares Utilities 305.0 $42K 0.01% $136.09 -4.5%
382 DNP DNP Select Income Fund Inc. Financial Services 4,000.0 $41K 0.01% $10.30 +5.6%
383 TJX Tjx Companies, Inc. Ordinary Shares Consumer Cyclical 254.0 $41K 0.01% $159.70 -2.7%
384 CDE Coeur Mining Inc Ordinary Shares Basic Materials 2,160.0 $41K 0.01% $18.77 -14.8%
385 DLR Digital Realty Trust Inc Ordinary Shares Real Estate 223.0 $40K 0.01% $180.21 +6.8%
386 CHD Church & Dwight Co., Inc. Ordinary Shares Consumer Defensive 430.0 $40K 0.01% $93.32 +5.2%
387 SLVP Ishares Inc. Msci Global Silver And Metals Miners Etf 1,125.0 $40K 0.01% $35.46 -13.9%
388 VXUS Vanguard Star Funds Total International Stock Etf 502.0 $39K 0.01% +75.0 +17.6% $77.11 +10.3%
389 PSTG Everpure Inc. Ordinary Shares - Class A Technology 650.0 $38K 0.01% $59.04 +46.0%
390 CAH Cardinal Health, Inc. Ordinary Shares Healthcare 180.0 $38K 0.01% $211.31 +11.1%
391 SPIB Spdr Series Trust State Street Portfolio Intermediate Term Corporate Bond Etf 1,131.0 $38K 0.01% $33.54 -0.1%
392 DTE Dte Energy Co. Ordinary Shares Utilities 250.0 $37K 0.01% $146.22 +4.5%
393 DFUV Dimensional Etf Trust US Marketwide Value 744.0 $36K 0.01% $48.46 +14.2%
394 IWP Ishares Trust Russell Mid-Cap Growth Etf 277.0 $35K 0.01% $128.12 +10.2%
395 CTRA Coterra Energy Inc Ordinary Shares Energy 1,003.0 $35K 0.01% $35.14 -7.3%
396 WPC W. P. Carey Inc Ordinary Shares Real Estate 518.0 $35K 0.01% $67.96 +7.9%
397 GEHC Ge Healthcare Technologies Inc Ordinary Shares Healthcare 479.0 $34K 0.01% -41.0 -7.9% $71.18 -8.8%
398 RDNW Ridenow Group Inc. Ordinary Shares - Class B Consumer Cyclical 4,800.0 $34K 0.01% $7.06 +12.2%
399 UMBF Umb Financial Corp. Ordinary Shares Financial Services 300.0 $34K 0.01% $112.79 +27.1%
400 PDBC Invesco Actively Managed Exchange-Traded Commodity Fund Trust Optimum Yield Diversified Strategy No K-1 Etf 1,946.0 $34K 0.01% $17.32 -7.0%
Page 20 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%