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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 26 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EOG Eog Resources, Inc. Ordinary Shares Energy 115.0 $15K 0.00% $129.73 +11.4%
502 CLX Clorox Co. Ordinary Shares Consumer Defensive 156.0 $15K 0.00% $95.44 +8.6%
503 EQX Equinox Gold Corp Ordinary Shares Basic Materials 1,530.0 $15K 0.00% $9.72 +38.4%
504 JGRO J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth Etf 150.0 $15K 0.00% $98.59 -3.3%
505 TDG Transdigm Group Incorporated Ordinary Shares Industrials 11.0 $15K 0.00% $1332.00 -10.9%
506 IVOG Vanguard Admiral Funds S&p Mid-Cap 400 Growth Etf 100.0 $15K 0.00% $146.30 -1.4%
507 WTRG Essential Utilities Inc Ordinary Shares Utilities 380.0 $15K 0.00% $38.31 +5.8%
508 DKNG Draftkings Inc. Ordinary Shares - Class A Consumer Cyclical 573.0 $14K 0.00% $25.26 -4.1%
509 CME Cme Group Inc Ordinary Shares - Class A Financial Services 65.0 $14K 0.00% $220.83 +27.2%
510 GRMN Garmin Ltd Ordinary Shares Technology 60.0 $14K 0.00% -18.0 -23.1% $237.53 +22.0%
511 DFIC Dimensional Etf Trust International Core Equity 2 381.0 $14K 0.00% +45.0 +13.4% $37.26 +5.8%
512 KGC Kinross Gold Corp. Ordinary Shares Basic Materials 600.0 $14K 0.00% $23.62 +37.6%
513 ES Eversource Energy Ordinary Shares Utilities 194.0 $14K 0.00% $72.27 -1.9%
514 VFMV Vanguard Wellington Fund U.S. Minimum Volatility Etf 100.0 $14K 0.00% $139.36 +4.7%
515 DINO Hf Sinclair Corp. Ordinary Shares Energy 200.0 $14K 0.00% $69.65 +39.3%
516 TRGP Targa Resources Corp Ordinary Shares Energy 51.0 $14K 0.00% $268.14 +7.8%
517 MUB Ishares Trust National Muni Bond Etf 127.0 $14K 0.00% +109.0 +605.6% $107.62 -2.1%
518 BKNG Booking Holdings Inc Ordinary Shares Consumer Cyclical 75.0 $13K 0.00% +72.0 +2400.0% $178.24 +13.6%
519 DHR Danaher Corp. Healthcare 70.0 $13K 0.00% $190.49 +13.2%
520 INTU Intuit Inc Ordinary Shares Technology 51.0 $13K 0.00% $261.00 +33.3%
Page 26 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%