BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 29 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VRSK Verisk Analytics Inc Ordinary Shares Industrials 50.0 $9K 0.00% $179.54 +6.4%
562 NEAR Ishares U.S. Etf Trust Short Duration Bond Active 174.0 $9K 0.00% $50.66 -0.1%
563 FIS Fidelity National Information Services, Inc. Ordinary Shares Technology 225.0 $9K 0.00% NEW $38.88 +4.3%
564 RVT Royce Value Trust Inc Financial Services 472.0 $9K 0.00% $18.47 +1.9%
565 LYB Lyondellbasell Industries NV Ordinary Shares - Class A Basic Materials 165.0 $9K 0.00% $52.65 +19.8%
566 JBHT J.B. Hunt Transport Services, Inc. Ordinary Shares Industrials 30.0 $9K 0.00% $289.43 -9.0%
567 STWD Starwood Property Trust Inc Ordinary Shares Real Estate 530.0 $9K 0.00% $16.38 -2.7%
568 HALO Halozyme Therapeutics Inc. Ordinary Shares Healthcare 110.0 $9K 0.00% $78.27 +36.6%
569 VTI Vanguard Index Funds Total Stock Market Etf 23.0 $9K 0.00% +10.0 +76.9% $370.04 +2.9%
570 FLEX Flex Ltd Ordinary Shares Technology 52.0 $8K 0.00% NEW $162.08 -28.9%
571 NEM Newmont Corp Ordinary Shares Basic Materials 90.0 $8K 0.00% $93.40 +41.6%
572 ESE Esco Technologies, Inc. Ordinary Shares Technology 24.0 $8K 0.00% NEW $350.04 -19.6%
573 FCX Freeport-McMoRan Inc Ordinary Shares Basic Materials 130.0 $8K 0.00% $62.89 +24.7%
574 GWW W.W. Grainger Inc. Ordinary Shares Industrials 6.0 $8K 0.00% $1360.33 -2.9%
575 WAB Westinghouse Air Brake Technologies Corp Ordinary Shares Industrials 30.0 $8K 0.00% $269.60 +10.3%
576 TTC Toro Co. Ordinary Shares Industrials 83.0 $8K 0.00% $97.42 +2.1%
577 XLV Select Sector Spdr Trust (The) State Street Health Care Etf 50.0 $8K 0.00% $158.66 +8.2%
578 SLVO Credit Suisse Ag Fr Sp Etn Redeem 21/04/2033 USD 20 Financial Services 120.0 $8K 0.00% $65.07 +10.0%
579 AMP Ameriprise Fincl-wi Common Financial Services 17.0 $8K 0.00% $458.76 +21.1%
580 LEN Lennar Corp. Ordinary Shares - Class A Consumer Cyclical 86.0 $8K 0.00% $90.49 -5.9%
Page 29 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%