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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 22 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RCL Royal Caribbean Group Ordinary Shares Consumer Cyclical 100.0 $32K 0.01% $317.53 -10.3%
422 FE Firstenergy Common Utilities 660.0 $31K 0.01% -200.0 -23.3% $47.54 -2.7%
423 PDBC Invesco Actively Managed Exchange-Traded Commodity Fund Trust Optimum Yield Diversified Strategy No K-1 Etf 1,946.0 $31K 0.01% $15.88 +16.0%
424 DFAS Dimensional Etf Trust U.S. Small Cap 375.0 $31K 0.01% $82.34 +0.6%
425 GEHC Ge Healthcare Technologies Inc Ordinary Shares Healthcare 479.0 $31K 0.01% $64.01 +13.2%
426 SCHD Schwab Strategic Trust US Dividend Equity Etf 955.0 $30K 0.01% $31.71 +9.8%
427 TCMD Tactile Systems Technology Inc Ordinary Shares Healthcare 1,000.0 $30K 0.01% $29.78 -22.4%
428 B Barrick Mining Corp. Ordinary Shares Basic Materials 800.0 $29K 0.01% $36.73 +28.8%
429 Ingersoll Rand Inc. Ordinary Shares 358.0 $29K 0.01% $81.99
430 ACGL Arch Capital Group Ltd Ordinary Shares Financial Services 300.0 $29K 0.01% $97.06 +1.8%
431 QSR Restaurant Brands International Inc Ordinary Shares Consumer Cyclical 400.0 $29K 0.01% $72.51 +7.7%
432 ZTS Zoetis Inc Ordinary Shares - Class A Healthcare 402.0 $29K 0.01% $71.86 +4.4%
433 GPRE Green Plains Inc Ordinary Shares Basic Materials 1,856.0 $29K 0.01% $15.38 -8.7%
434 XMLV Invesco Exchange-Traded Fund Trust Ii S&p Midcap Low Volatility Etf 427.0 $28K 0.01% $66.33 +2.1%
435 DOCU Docusign Inc Ordinary Shares Technology 630.0 $28K 0.01% $44.42 +43.6%
436 KMI Kinder Morgan Inc Ordinary Shares - Class P Energy 875.0 $28K 0.01% $31.97 -1.3%
437 VST Vistra Corp Ordinary Shares Utilities 172.0 $27K 0.01% $158.63 -11.9%
438 SRE Sempra Ordinary Shares Utilities 294.0 $27K 0.01% $92.71 -8.6%
439 UFPI Ufp Industries Inc Ordinary Shares Basic Materials 300.0 $27K 0.01% -50.0 -14.3% $90.74 -6.0%
440 LW Lamb Weston Holdings Inc Ordinary Shares Consumer Defensive 629.0 $27K 0.01% $43.18 +26.9%
Page 22 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%