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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
Q2 2026 Q1 2026 · All 34 New 149 Added 103 Reduced
Page 30 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GUNR Flexshares Trust Global Upstream Natural Resources Index Fund 122.0 $7K 0.00% NEW $55.16 +2.1%
582 PB Prosperity Bancshares Inc. Ordinary Shares Financial Services 100.0 $7K 0.00% $67.18 +8.2%
583 CPRT Copart, Inc. Ordinary Shares Industrials 200.0 $7K 0.00% $33.20 -1.3%
584 GWW W.W. Grainger Inc. Ordinary Shares Industrials 6.0 $7K 0.00% $1090.83 +21.1%
585 GTLB Gitlab Inc Ordinary Shares - Class A Technology 300.0 $6K 0.00% $21.64 +107.1%
586 TRN Trinity Industries, Inc. Ordinary Shares Industrials 200.0 $6K 0.00% -300.0 -60.0% $32.18 -8.4%
587 DVYE Ishares Inc. Emerging Markets Dividend Etf 185.0 $6K 0.00% $34.38 +2.6%
588 JBHT J.B. Hunt Transport Services, Inc. Ordinary Shares Industrials 30.0 $6K 0.00% $211.90 +24.3%
589 SYK Stryker Corp. Ordinary Shares Healthcare 19.0 $6K 0.00% +3.0 +18.8% $328.58 -2.0%
590 CMS CMS Energy Corporation Ordinary Shares Utilities 76.0 $6K 0.00% $77.58 -11.9%
591 TROW T. Rowe Price Group Inc. Ordinary Shares Financial Services 65.0 $6K 0.00% +4.0 +6.6% $90.14 +24.7%
592 EAT Brinker International, Inc. Ordinary Shares Consumer Cyclical 41.0 $6K 0.00% $142.78 +63.3%
593 DG Dollar General Corp. Ordinary Shares Consumer Defensive 49.0 $6K 0.00% $118.73 +6.0%
594 YORW York Water Co. Ordinary Shares Utilities 190.0 $6K 0.00% $30.45 +10.7%
595 VIOO Vanguard Admiral Funds S&p Small-Cap 600 Etf 50.0 $6K 0.00% $114.84 +18.4%
596 IVOO Vanguard Admiral Funds S&p Mid-Cap 400 Etf 50.0 $6K 0.00% $114.32 +13.5%
597 IYR Ishares Trust U.S. Real Estate Etf 60.0 $6K 0.00% $94.57 +9.8%
598 RGTI Rigetti Computing Inc Ordinary Shares Technology 400.0 $6K 0.00% $14.04 +17.1%
599 KHC Kraft Heinz Co Ordinary Shares Consumer Defensive 243.0 $5K 0.00% -100.0 -29.1% $22.49 +11.7%
600 LVS Las Vegas Sands Corp Ordinary Shares Consumer Cyclical 100.0 $5K 0.00% $53.88 -17.9%
Page 30 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 32.2%
Financial Services 13.3%
Industrials 11.9%
Healthcare 10.3%
Consumer Cyclical 9.6%
Utilities 7.5%
Consumer Defensive 6.3%
Energy 4.0%
Communication Services 3.0%
Basic Materials 1.2%