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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 27 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DFIC Dimensional Etf Trust International Core Equity 2 336.0 $12K 0.00% NEW $35.53 +4.9%
522 INV Innventure Inc. Ordinary Shares Financial Services 3,000.0 $12K 0.00% $3.91 +28.1%
523 PPL PPL Corp Ordinary Shares Utilities 305.0 $12K 0.00% -157.0 -34.0% $38.20 -3.0%
524 SLGN Silgan Holdings Inc. Ordinary Shares Consumer Cyclical 300.0 $12K 0.00% -100.0 -25.0% $38.80 +17.3%
525 NGVT Ingevity Corp Ordinary Shares Basic Materials 160.0 $11K 0.00% $71.23 +3.0%
526 BMRN Biomarin Pharmaceutical Inc. Registered Shares Healthcare 200.0 $11K 0.00% $56.49 +1.1%
527 INGR Ingredion Inc Ordinary Shares Consumer Defensive 100.0 $11K 0.00% $112.66 -13.0%
528 SCHG Schwab Strategic Trust U.S. Large-Cap Growth Etf 386.0 $11K 0.00% +110.0 +39.9% $29.13 +12.7%
529 SCHF Schwab Strategic Trust International Equity Etf 450.0 $11K 0.00% $24.75 +11.8%
530 DEO Diageo Plc ADR Consumer Defensive 149.0 $11K 0.00% $74.45 +11.4%
531 SHY Ishares Trust 1-3 Year Treasury Bond Etf 134.0 $11K 0.00% +48.0 +55.8% $82.57 -0.5%
532 XLE Select Sector Spdr Trust (The) State Street Energy Etf 180.0 $11K 0.00% $61.26 -12.0%
533 EA Electronic Arts, Inc. Ordinary Shares Communication Services 54.0 $11K 0.00% $203.87 +0.5%
534 DLTR Dollar Tree Inc Ordinary Shares Consumer Defensive 100.0 $11K 0.00% $109.51 +8.5%
535 EBF Ennis Inc. Ordinary Shares Industrials 500.0 $11K 0.00% $21.42 -1.2%
536 SLVO Credit Suisse Ag Fr Sp Etn Redeem 21/04/2033 USD 20 Financial Services 120.0 $11K 0.00% $88.86 -28.3%
537 TEL Te Connectivity Plc Registered Shares Technology 51.0 $11K 0.00% $209.02 -2.9%
538 BAI Blackrock Etf Trust Ishares A.I. Innovation And Tech Active 310.0 $10K 0.00% $32.95 +53.9%
539 TOWN Townebank Portsmouth VA Ordinary Shares Financial Services 300.0 $10K 0.00% $33.67 +7.0%
540 DVN Devon Energy Corp. Ordinary Shares Energy 200.0 $10K 0.00% -4K -95.2% $50.32 -13.9%
Page 27 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%