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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 23 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AUR Aurora Innovation Inc Ordinary Shares - Class A Technology 5,410.0 $22K 0.01% $4.12 +51.5%
442 AGI Alamos Gold Inc. Ordinary Shares - Class A Basic Materials 500.0 $22K 0.01% $44.43 -30.0%
443 EQX Equinox Gold Corp Ordinary Shares Basic Materials 1,530.0 $22K 0.01% $14.46 -34.9%
444 BSCV Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond Etf 1,343.0 $22K 0.01% NEW $16.46 -0.3%
445 RKT Rocket Companies Inc Ordinary Shares Class A Financial Services 1,550.0 $22K 0.01% $14.25 +3.7%
446 INTU Intuit Inc Ordinary Shares Technology 51.0 $22K 0.01% +1.0 +2.0% $432.37 -41.0%
447 QUAL Ishares Trust Msci Usa Quality Factor Etf 114.0 $22K 0.01% $191.81 +11.2%
448 OR OR Royalties Inc. Ordinary Shares Basic Materials 575.0 $22K 0.01% $38.02 -17.3%
449 OMC Omnicom Group, Inc. Ordinary Shares Communication Services 288.0 $22K 0.01% -100.0 -25.8% $75.31 -2.5%
450 TM Toyota Motor Corp - Adr Consumer Cyclical 100.0 $21K 0.01% $206.09 -19.2%
451 TMO Thermo Fisher Scientific Inc. Ordinary Shares Healthcare 41.0 $20K 0.01% +6.0 +17.1% $491.54 +2.9%
452 UBER Uber Technologies Inc Ordinary Shares Technology 280.0 $20K 0.01% +30.0 +12.0% $71.93 +0.4%
453 XSLV Invesco Exchange-Traded Fund Trust Ii S&p Smallcap Low Volatility Etf 426.0 $20K 0.01% $47.19 +10.5%
454 SAFT Safety Insurance Group, Inc. Ordinary Shares Financial Services 275.0 $20K 0.01% $72.64 -0.2%
455 MC Moelis & Co Ordinary Shares - Class A Financial Services 350.0 $20K 0.01% $57.00 +14.8%
456 BSCR Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2027 Corporate Bond Etf 1,008.0 $20K 0.01% NEW $19.62 -0.1%
457 BSCS Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2028 Corporate Bond Etf 967.0 $20K 0.01% NEW $20.42 -0.4%
458 FSLR First Solar Inc Ordinary Shares Energy 100.0 $20K 0.01% $197.26 +26.0%
459 BSCT Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond Etf 1,056.0 $20K 0.01% NEW $18.66 -0.4%
460 BSCU Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2030 Corporate Bond Etf 1,177.0 $20K 0.01% NEW $16.72 -0.4%
Page 23 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%