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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 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 -11.1%
582 PB Prosperity Bancshares Inc. Ordinary Shares Financial Services 100.0 $7K 0.00% $67.18 +8.1%
583 CPRT Copart, Inc. Ordinary Shares Industrials 200.0 $7K 0.00% $33.20 -8.4%
584 GWW W.W. Grainger Inc. Ordinary Shares Industrials 6.0 $7K 0.00% $1090.83 +23.1%
585 GTLB Gitlab Inc Ordinary Shares - Class A Technology 300.0 $6K 0.00% $21.64 +30.6%
586 TRN Trinity Industries, Inc. Ordinary Shares Industrials 200.0 $6K 0.00% -300.0 -60.0% $32.18 +9.8%
587 DVYE Ishares Inc. Emerging Markets Dividend Etf 185.0 $6K 0.00% $34.38 -6.2%
588 JBHT J.B. Hunt Transport Services, Inc. Ordinary Shares Industrials 30.0 $6K 0.00% $211.90 +27.0%
589 SYK Stryker Corp. Ordinary Shares Healthcare 19.0 $6K 0.00% +3.0 +18.8% $328.58 -4.5%
590 CMS CMS Energy Corporation Ordinary Shares Utilities 76.0 $6K 0.00% $77.58 -1.4%
591 TROW T. Rowe Price Group Inc. Ordinary Shares Financial Services 65.0 $6K 0.00% +4.0 +6.6% $90.14 +16.7%
592 EAT Brinker International, Inc. Ordinary Shares Consumer Cyclical 41.0 $6K 0.00% $142.78 +19.0%
593 DG Dollar General Corp. Ordinary Shares Consumer Defensive 49.0 $6K 0.00% $118.73 +0.4%
594 YORW York Water Co. Ordinary Shares Utilities 190.0 $6K 0.00% $30.45 -0.1%
595 VIOO Vanguard Admiral Funds S&p Small-Cap 600 Etf 50.0 $6K 0.00% $114.84 +16.6%
596 IVOO Vanguard Admiral Funds S&p Mid-Cap 400 Etf 50.0 $6K 0.00% $114.32 +12.2%
597 IYR Ishares Trust U.S. Real Estate Etf 60.0 $6K 0.00% $94.57 +8.8%
598 RGTI Rigetti Computing Inc Ordinary Shares Technology 400.0 $6K 0.00% $14.04 +39.1%
599 KHC Kraft Heinz Co Ordinary Shares Consumer Defensive 243.0 $5K 0.00% -100.0 -29.1% $22.49 +2.0%
600 LVS Las Vegas Sands Corp Ordinary Shares Consumer Cyclical 100.0 $5K 0.00% $53.88 -11.4%
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 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%