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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 23 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HAL Halliburton Co. Ordinary Shares Energy 783.0 $27K 0.01% -45.0 -5.4% $33.95 +4.5%
442 Carnival Corporation Ltd. Ordinary Shares 930.0 $27K 0.01% NEW $28.57
443 SHW Sherwin-Williams Co. Ordinary Shares Basic Materials 76.0 $26K 0.01% $344.32 +0.3%
444 IP International Paper Co. Ordinary Shares Consumer Cyclical 675.0 $26K 0.01% $38.10 +4.7%
445 Unilever Plc ADR 426.0 $26K 0.01% $60.12
446 MXL Maxlinear Inc Ordinary Shares Technology 200.0 $26K 0.01% $128.03 -50.5%
447 QUAL Ishares Trust Msci Usa Quality Factor Etf 114.0 $25K 0.01% $219.43 +2.4%
448 TKR Timken Co. Ordinary Shares Industrials 170.0 $25K 0.01% $145.32 -14.3%
449 AFL Aflac Inc. Ordinary Shares Financial Services 206.0 $24K 0.01% $117.25 -0.6%
450 FSLR First Solar Inc Ordinary Shares Energy 100.0 $24K 0.01% $235.96 -11.0%
451 HLN Haleon Plc ADR Healthcare 2,483.0 $23K 0.01% $9.33 +7.6%
452 VPL Vanguard International Equity Index Funds Ftse Pacific Etf 200.0 $23K 0.01% $115.69 +0.1%
453 MC Moelis & Co Ordinary Shares - Class A Financial Services 350.0 $23K 0.01% $65.42 +4.9%
454 Fedex Freight Holding Company Inc. Ordinary Shares 151.0 $23K 0.01% NEW $151.00
455 BSCQ Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2026 Corporate Bond Etf 1,146.0 $22K 0.01% $19.53 -0.0%
456 WDC Western Digital Corp. Ordinary Shares Technology 35.0 $22K 0.01% $638.71 -27.7%
457 XSLV Invesco Exchange-Traded Fund Trust Ii S&p Smallcap Low Volatility Etf 426.0 $22K 0.01% $52.41 +0.7%
458 BSCV Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond Etf 1,343.0 $22K 0.01% $16.39 -0.9%
459 CCK Crown Holdings, Inc. Ordinary Shares Consumer Cyclical 196.0 $22K 0.01% $111.82 +4.9%
460 DELL Dell Technologies Inc Ordinary Shares - Class C Technology 50.0 $22K 0.01% $431.46 +9.3%
Page 23 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%