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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 24 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 OMC Omnicom Group, Inc. Ordinary Shares Communication Services 288.0 $21K 0.01% $72.83 +20.7%
462 RPM Rpm International, Inc. Ordinary Shares Basic Materials 186.0 $21K 0.01% $111.15 -4.9%
463 SAFT Safety Insurance Group, Inc. Ordinary Shares Financial Services 275.0 $21K 0.01% $74.86 +38.6%
464 HBAN Huntington Bancshares, Inc. Ordinary Shares Financial Services 1,150.0 $20K 0.01% $17.73 -4.9%
465 BSCR Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2027 Corporate Bond Etf 1,008.0 $20K 0.01% $19.62 -0.0%
466 BSCS Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2028 Corporate Bond Etf 967.0 $20K 0.01% $20.36 -0.1%
467 BSCT Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond Etf 1,056.0 $20K 0.00% $18.57 -0.3%
468 BSCU Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2030 Corporate Bond Etf 1,177.0 $20K 0.00% $16.64 -0.7%
469 PEBO Peoples Bancorp, Inc. (Marietta, Oh) Ordinary Shares Financial Services 508.0 $20K 0.00% $38.41 +3.2%
470 SOUN Soundhound Ai Inc Ordinary Shares - Class A Technology 3,000.0 $19K 0.00% +2K +130.8% $6.47 +11.6%
471 FAST Fastenal CO CORP Industrials 400.0 $19K 0.00% $48.03 +6.5%
472 MEAR Ishares U.S. Etf Trust Short Maturity Municipal Bond Active 381.0 $19K 0.00% $50.38 -0.3%
473 ET Energy Transfer Lp Unit Energy 1,000.0 $19K 0.00% $19.12 +11.8%
474 IVES Wedbush Series Trust Dan Ives Ai Revolution Etf 500.0 $19K 0.00% $38.10 +4.3%
475 BOKF Bok Financial Corp. Ordinary Shares Financial Services 136.0 $19K 0.00% $138.88 -0.4%
476 TD Toronto Dominion Bank Ordinary Shares Financial Services 153.0 $19K 0.00% $121.43 -0.3%
477 DASH Doordash Inc Ordinary Shares - Class A Communication Services 100.0 $18K 0.00% $184.53 +25.7%
478 ITOT Ishares Trust Core S&p Total U.S. Stock Market Etf 112.0 $18K 0.00% $164.27 +2.9%
479 OR OR Royalties Inc. Ordinary Shares Basic Materials 575.0 $18K 0.00% $31.63 +22.2%
480 MDU Mdu Resources Group Inc Ordinary Shares Industrials 850.0 $18K 0.00% $21.21 -4.9%
Page 24 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%