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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 3 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFIP Dimensional Etf Trust Inflation-Protected Securities 60,567.0 $2.5M 0.66% +22K +57.7% $41.72 -1.3%
42 RTX Rtx Corp Ordinary Shares Industrials 12,370.0 $2.4M 0.62% $192.90 -4.1%
43 VGT Vanguard World Fund Information Technology Etf 3,302.0 $2.3M 0.60% +215.0 +7.0% $697.72 -83.5%
44 DIHP Dimensional Etf Trust International High Profitability 70,301.0 $2.3M 0.59% +22K +45.7% $32.22 +4.2%
45 COST Costco Wholesale Corp Ordinary Shares Consumer Defensive 2,232.0 $2.2M 0.58% -12.0 -0.5% $996.43 -3.5%
46 IAGG Ishares Trust International Aggregate Bond Fund 42,040.0 $2.1M 0.55% +285.0 +0.7% $50.04 +1.1%
47 VWO Vanguard International Equity Index Funds Ftse Emerging Markets Etf 38,584.0 $2.1M 0.54% +1K +3.8% $54.05 +9.1%
48 ABBV Abbvie Inc Ordinary Shares Healthcare 9,199.0 $2.0M 0.52% +279.0 +3.1% $217.49 +8.0%
49 VHT Vanguard World Fund Health Care Etf 6,835.0 $1.9M 0.48% -90.0 -1.3% $272.33 +6.0%
50 VBR Vanguard Index Funds Small Cap Value Etf 8,183.0 $1.8M 0.46% $217.25 +10.7%
51 VMBS Vanguard Scottsdale Funds Mortgage-Backed Securities Etf 36,822.0 $1.7M 0.45% $46.95 -0.1%
52 MRK Merck & Co Inc Ordinary Shares Healthcare 14,052.0 $1.7M 0.44% $120.29 +0.3%
53 TSLA Tesla Inc Ordinary Shares Consumer Cyclical 4,485.0 $1.7M 0.43% $371.75 +1.0%
54 WMT Walmart Inc Consumer Defensive 13,054.0 $1.6M 0.42% $124.28 -3.9%
55 HD Home Depot, Inc. Consumer Cyclical 4,918.0 $1.6M 0.42% +254.0 +5.5% $328.89 +4.2%
56 VOO Vanguard Index Funds S&p 500 Etf 2,655.0 $1.6M 0.41% $597.55 +13.1%
57 TIP IShares US Treasury Inflation Protected 14,130.0 $1.6M 0.41% -250.0 -1.7% $110.36 -0.9%
58 DE Deere & Co. Industrials 2,726.0 $1.5M 0.40% -23.0 -0.8% $563.30 +6.6%
59 VEA Vanguard Tax Managed Funds Ftse Developed Markets Etf 23,712.0 $1.5M 0.39% +882.0 +3.9% $64.08 +9.7%
60 META Meta Platforms Inc Ordinary Shares - Class A Communication Services 2,612.0 $1.5M 0.39% +89.0 +3.5% $572.13 -2.5%
Page 3 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%