BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 28 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TMDX Transmedics Group Inc Ordinary Shares Healthcare 100.0 $10K 0.00% $99.41 -20.8%
542 XLF Select Sector Spdr Trust (The) State Street Financial Etf 200.0 $10K 0.00% $49.37 +10.4%
543 COMP Compass Inc Ordinary Shares - Class A Technology 1,350.0 $10K 0.00% $7.31 +51.2%
544 BIL Spdr Series Trust State Street Bloomberg 1-3 Month T-Bill Etf 107.0 $10K 0.00% +94.0 +723.1% $91.64 -0.0%
545 NEM Newmont Corp Ordinary Shares Basic Materials 90.0 $10K 0.00% -10.0 -10.0% $108.26 -12.0%
546 SMH Vaneck Etf Trust Semiconductor 25.0 $10K 0.00% $383.40 +63.3%
547 VRSK Verisk Analytics Inc Ordinary Shares Industrials 50.0 $9K 0.00% $189.76 -5.5%
548 WDC Western Digital Corp. Ordinary Shares Technology 35.0 $9K 0.00% $270.49 +145.4%
549 SWK Stanley Black & Decker Inc Ordinary Shares Industrials 133.0 $9K 0.00% $71.06 +30.4%
550 SOLV Solventum Corp Ordinary Shares Healthcare 144.0 $9K 0.00% -240.0 -62.5% $65.30 +20.6%
551 OLLI Ollies Bargain Outlet Holdings Inc Ordinary Shares Consumer Defensive 100.0 $9K 0.00% $92.04 -22.2%
552 STWD Starwood Property Trust Inc Ordinary Shares Real Estate 530.0 $9K 0.00% +270.0 +103.8% $17.22 -2.8%
553 EBAY Ebay Inc. Ordinary Shares Consumer Cyclical 100.0 $9K 0.00% $91.02 +20.3%
554 BLSH Bullish Ordinary Shares Technology 250.0 $9K 0.00% $35.73 -35.7%
555 SOUN Soundhound Ai Inc Ordinary Shares - Class A Technology 1,300.0 $9K 0.00% $6.87 -8.0%
556 LIT Global X Funds Lithium & Battery Tech Etf 120.0 $9K 0.00% $74.35 +5.9%
557 XLI Select Sector Spdr Trust (The) State Street Industrial Etf 55.0 $9K 0.00% $161.73 +14.7%
558 GM General Motors Company Ordinary Shares Consumer Cyclical 119.0 $9K 0.00% $74.50 +7.3%
559 NEAR Ishares U.S. Etf Trust Short Duration Bond Active 174.0 $9K 0.00% $50.83 -0.4%
560 SYY Sysco Corp. Consumer Defensive 120.0 $9K 0.00% -1K -89.3% $71.33 +14.4%
Page 28 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%