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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $365M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 767 New
Page 26 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf 215.0 $14K 0.00% NEW $63.18
502 STM St Microelectronics New York Shares Technology 510.0 $13K 0.00% NEW $25.94 +188.7%
503 TRN Trinity Industries, Inc. Ordinary Shares Industrials 500.0 $13K 0.00% NEW $26.44 +37.6%
504 ES Eversource Energy Ordinary Shares Utilities 194.0 $13K 0.00% NEW $67.33 +7.1%
505 VFMV Vanguard Group, Inc. U.S. Minimum Volatility Etf 100.0 $13K 0.00% NEW $130.37 +6.3%
506 SOUN Soundhound Ai Inc Ordinary Shares - Class A Technology 1,300.0 $13K 0.00% NEW $9.97 -37.7%
507 HACK Amplify Etf Trust Cybersecurity 160.0 $13K 0.00% NEW $80.37 +19.8%
508 DEO Diageo Plc ADR Consumer Defensive 149.0 $13K 0.00% NEW $86.27 -4.2%
509 NSC Norfolk Southern Corp. Ordinary Shares Industrials 44.0 $13K 0.00% NEW $288.73 +8.1%
510 INV Innventure Inc. Ordinary Shares Financial Services 3,000.0 $13K 0.00% NEW $4.18 +19.3%
511 RGLD Royal Gold, Inc. Ordinary Shares Basic Materials 56.0 $12K 0.00% NEW $222.29 -7.9%
512 DLTR Dollar Tree Inc Ordinary Shares Consumer Defensive 100.0 $12K 0.00% NEW $123.01 -3.9%
513 TMDX Transmedics Group Inc Ordinary Shares Healthcare 100.0 $12K 0.00% NEW $121.65 -36.1%
514 EOG Eog Resources, Inc. Ordinary Shares Energy 115.0 $12K 0.00% NEW $105.01 +27.2%
515 IVOG Vanguard Group, Inc. S&p Mid-Cap 400 Growth Etf 100.0 $12K 0.00% NEW $120.20 +20.2%
516 SLVO Ubs Ag London Branch Fr Sp Etn Redeem 21/04/2033 USD 20 Financial Services 120.0 $12K 0.00% NEW $99.87 -36.4%
517 FLOT Blackrock Institutional Trust Company N.A. Ishares Floating Rate Bond Etf 235.0 $12K 0.00% NEW $50.86 +0.3%
518 BMRN Biomarin Pharmaceutical Inc. Registered Shares Healthcare 200.0 $12K 0.00% NEW $59.43 -3.5%
519 TSN Tyson Foods, Inc. Ordinary Shares - Class A Consumer Defensive 200.0 $12K 0.00% NEW $58.62 -1.4%
520 CLPT Clearpoint Neuro Inc Ordinary Shares Healthcare 850.0 $12K 0.00% NEW $13.68 +31.3%
Page 26 of 39  ·  767 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 32.4%
Financial Services 13.5%
Industrials 10.7%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 7.1%
Utilities 6.5%
Consumer Defensive 5.5%
Energy 2.8%
Basic Materials 1.1%