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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $365M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 767 New
Page 31 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IUSV Blackrock Institutional Trust Company N.A. Ishares Core S&p U.S.Value Etf 48.0 $5K 0.00% NEW $102.54 +6.9%
602 PFFA Etfis Series Trust I Virtus Infracap U.S. Preferred Stock Etf 225.0 $5K 0.00% NEW $21.55 -4.9%
603 BEN Franklin Resources, Inc. Ordinary Shares Financial Services 200.0 $5K 0.00% NEW $23.89 +36.6%
604 SNDR Schneider National Inc Ordinary Shares - Class B Industrials 180.0 $5K 0.00% NEW $26.53 +35.7%
605 BSX Boston Scientific Corp. Healthcare 50.0 $5K 0.00% NEW $95.36 -53.7%
606 KNX Knight-Swift Transportation Holdings Inc Ordinary Shares - Class A Industrials 90.0 $5K 0.00% NEW $52.28 +47.2%
607 ICE Intercontinental Exchange Inc Ordinary Shares Financial Services 29.0 $5K 0.00% NEW $161.97 -22.9%
608 STWD Starwood Property Trust Inc Ordinary Shares Real Estate 260.0 $5K 0.00% NEW $18.01 -7.9%
609 TAP Molson Coors Beverage Company Ordinary Shares - Class B Consumer Defensive 100.0 $5K 0.00% NEW $46.68 -13.6%
610 WU Western Union Company Ordinary Shares Financial Services 495.0 $5K 0.00% NEW $9.31 -22.1%
611 KGLD Kurv Etf Trust Gold Enhanced Income 150.0 $5K 0.00% NEW $30.52 -13.4%
612 JBL Jabil,Inc. Technology 20.0 $5K 0.00% NEW $228.00 +64.1%
613 HTLD Heartland Express, Inc. Ordinary Shares Industrials 500.0 $5K 0.00% NEW $9.03 +67.3%
614 WERN Werner Enterprises, Inc. Ordinary Shares Industrials 150.0 $5K 0.00% NEW $30.01 +40.3%
615 CIM Chimera Investment Corp Ordinary Shares Real Estate 360.0 $4K 0.00% NEW $12.43 +8.5%
616 VTI Vanguard Group, Inc. Total Stock Market Etf 13.0 $4K 0.00% NEW $335.31 +8.4%
617 ATO Atmos Energy Corp. Ordinary Shares Utilities 26.0 $4K 0.00% NEW $167.62 +3.8%
618 XYL Xylem Inc Ordinary Shares Industrials 32.0 $4K 0.00% NEW $136.19 -14.3%
619 LSTR Landstar System, Inc. Ordinary Shares Industrials 30.0 $4K 0.00% NEW $143.70 +45.4%
620 JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 75.0 $4K 0.00% NEW $57.24 -2.0%
Page 31 of 39  ·  767 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 32.4%
Financial Services 13.5%
Industrials 10.7%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 7.1%
Utilities 6.5%
Consumer Defensive 5.5%
Energy 2.8%
Basic Materials 1.1%