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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 26 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ES Eversource Energy Ordinary Shares Utilities 194.0 $13K 0.00% $69.28 +4.0%
502 Sandisk Corp Ordinary Shares 21.0 $13K 0.00% +10.0 +90.9% $635.33
503 VFMV Vanguard Wellington Fund U.S. Minimum Volatility Etf 100.0 $13K 0.00% $133.23 +4.0%
504 LYB Lyondellbasell Industries NV Ordinary Shares - Class A Basic Materials 165.0 $13K 0.00% $80.56 -30.7%
505 DHR Danaher Corp. Healthcare 70.0 $13K 0.00% $189.60 +1.9%
506 J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf 215.0 $13K 0.00% $61.32
507 CE Celanese Corp Ordinary Shares - Series A Basic Materials 200.0 $13K 0.00% $65.77 -25.6%
508 TSN Tyson Foods, Inc. Ordinary Shares - Class A Consumer Defensive 200.0 $13K 0.00% $64.07 -9.8%
509 TRGP Targa Resources Corp Ordinary Shares Energy 51.0 $13K 0.00% $250.73 +9.1%
510 TDG Transdigm Group Incorporated Ordinary Shares Industrials 11.0 $13K 0.00% NEW $1159.00 +15.0%
511 Defi Technologies Inc Ordinary Shares 23,000.0 $13K 0.00% $0.55
512 JGRO J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth Etf 150.0 $13K 0.00% $84.52 +12.4%
513 BKNG Booking Holdings Inc Ordinary Shares Consumer Cyclical 3.0 $13K 0.00% $4210.33 -95.8%
514 CC Chemours Company Ordinary Shares Basic Materials 571.0 $13K 0.00% $22.03 -3.0%
515 IVOG Vanguard Admiral Funds S&p Mid-Cap 400 Growth Etf 100.0 $13K 0.00% $125.03 +15.6%
516 DINO Hf Sinclair Corp. Ordinary Shares Energy 200.0 $12K 0.00% $62.39 +8.6%
517 TOST Toast Inc Ordinary Shares - Class A Technology 470.0 $12K 0.00% $26.51 -2.8%
518 DKNG Draftkings Inc. Ordinary Shares - Class A Consumer Cyclical 573.0 $12K 0.00% $21.62 +6.8%
519 NXT Nextpower Inc. Ordinary Shares - Class A Technology 100.0 $12K 0.00% $120.55 -6.1%
520 HACK Amplify Etf Trust Cybersecurity 160.0 $12K 0.00% $75.09 +28.2%
Page 26 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%