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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 20 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DNP DNP Select Income Fund Inc. Financial Services 4,000.0 $43K 0.01% $10.79 +1.2%
382 UMBF Umb Financial Corp. Ordinary Shares Financial Services 300.0 $43K 0.01% $142.76 +1.2%
383 CAH Cardinal Health, Inc. Ordinary Shares Healthcare 180.0 $43K 0.01% $237.56 -1.0%
384 PYPL Paypal Holdings Inc Ordinary Shares Financial Services 969.0 $42K 0.01% $43.18 +42.4%
385 AEM Agnico Eagle Mines Ltd Ordinary Shares Basic Materials 269.0 $42K 0.01% $155.13 +38.9%
386 MSTR Strategy Inc. Ordinary Shares - Class A Technology 480.0 $42K 0.01% $86.93 +58.1%
387 CHD Church & Dwight Co., Inc. Ordinary Shares Consumer Defensive 430.0 $42K 0.01% $96.88 +5.7%
388 IDXX Idexx Laboratories, Inc. Ordinary Shares Healthcare 78.0 $41K 0.01% $526.44 +3.5%
389 MDY Spdr S&p Midcap 400 Etf Trust State Street Financial Services 58.0 $41K 0.01% NEW $703.34 -0.7%
390 IWP Ishares Trust Russell Mid-Cap Growth Etf 277.0 $41K 0.01% $146.41 -2.1%
391 TJX Tjx Companies, Inc. Ordinary Shares Consumer Cyclical 265.0 $40K 0.01% +11.0 +4.3% $151.50 -11.4%
392 AWK American Water Works Co. Inc. Ordinary Shares Utilities 305.0 $40K 0.01% $131.58 +3.9%
393 STM St Microelectronics New York Shares Technology 535.0 $40K 0.01% +25.0 +4.9% $74.89 -31.4%
394 DLR Digital Realty Trust Inc Ordinary Shares Real Estate 223.0 $40K 0.01% $179.58 +7.0%
395 AGM Federal Agricultural Mortgage Corp. Ordinary Shares - Class C Financial Services 200.0 $40K 0.01% $199.27 +11.7%
396 WST West Pharmaceutical Services, Inc. Ordinary Shares Healthcare 111.0 $40K 0.01% $359.00 -3.6%
397 LUV Southwest Airlines Co Ordinary Shares Industrials 765.0 $39K 0.01% $51.42 -22.7%
398 BJ Bj`s Wholesale Club Holdings Inc Ordinary Shares Consumer Defensive 450.0 $39K 0.01% $87.22 +3.7%
399 DTE Dte Energy Co. Ordinary Shares Utilities 250.0 $38K 0.01% $152.37 -10.6%
400 HWM Howmet Aerospace Inc Ordinary Shares Industrials 141.0 $38K 0.01% $268.86 -0.4%
Page 20 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%