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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 29 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 QCRH Qcr Holding, Inc. Ordinary Shares Financial Services 100.0 $9K 0.00% $85.45 +12.6%
562 SPHQ Invesco Exchange-Traded Fund Trust S&p 500 Quality Etf 111.0 $8K 0.00% $75.19 +15.7%
563 ARLP Alliance Resource Partners, Lp Unit Energy 300.0 $8K 0.00% $27.65 -12.3%
564 DELL Dell Technologies Inc Ordinary Shares - Class C Technology 50.0 $8K 0.00% $164.14 +164.4%
565 KDP Keurig Dr Pepper Inc Ordinary Shares Consumer Defensive 303.0 $8K 0.00% NEW $26.33 +19.3%
566 RVT Royce Value Trust Inc Financial Services 472.0 $8K 0.00% +8.0 +1.7% $16.60 +8.8%
567 TTC Toro Co. Ordinary Shares Industrials 83.0 $8K 0.00% $93.45 +1.4%
568 CLPT Clearpoint Neuro Inc Ordinary Shares Healthcare 850.0 $8K 0.00% $9.10 +97.6%
569 FCX Freeport-McMoRan Inc Ordinary Shares Basic Materials 130.0 $8K 0.00% -1K -90.7% $58.78 +5.2%
570 LYV Live Nation Entertainment Inc Ordinary Shares Communication Services 50.0 $8K 0.00% $152.52 +12.4%
571 AMP Ameriprise Fincl-wi Common Financial Services 17.0 $8K 0.00% $444.41 +3.7%
572 WAB Westinghouse Air Brake Technologies Corp Ordinary Shares Industrials 30.0 $7K 0.00% $249.90 +9.0%
573 LEN Lennar Corp. Ordinary Shares - Class A Consumer Cyclical 86.0 $7K 0.00% $86.84 +7.0%
574 XLV Select Sector Spdr Trust (The) State Street Health Care Etf 50.0 $7K 0.00% $146.62 +4.6%
575 ICE Intercontinental Exchange Inc Ordinary Shares Financial Services 46.0 $7K 0.00% +17.0 +58.6% $157.28 -17.3%
576 SYM Symbotic Inc Ordinary Shares - Class A Industrials 135.0 $7K 0.00% NEW $53.20 -25.9%
577 HALO Halozyme Therapeutics Inc. Ordinary Shares Healthcare 110.0 $7K 0.00% $64.63 +10.1%
578 IHI Ishares Trust U.S. Medical Devices Etf 130.0 $7K 0.00% +25.0 +23.8% $53.35 -7.0%
579 RLI Rli Corp. Ordinary Shares Financial Services 120.0 $7K 0.00% $57.04 -4.0%
580 ATLO Ames National Cdt-com Financial Services 240.0 $7K 0.00% -60.0 -20.0% $28.22 +8.7%
Page 29 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%