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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 32 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HIG Hartford Insurance Group Inc.(The) Ordinary Shares Financial Services 31.0 $4K 0.00% NEW $137.81 -5.0%
622 SCHA Schwab Strategic Trust U.S. Small-Cap Etf 150.0 $4K 0.00% NEW $28.48 +25.1%
623 LIN Linde Plc. Ordinary Shares Basic Materials 10.0 $4K 0.00% NEW $426.40 +23.0%
624 Pamt Corp. Ordinary Shares 350.0 $4K 0.00% NEW $12.08
625 PII Polaris Inc Ordinary Shares Consumer Cyclical 66.0 $4K 0.00% NEW $63.26 +13.3%
626 DNLI Denali Therapeutics Inc Ordinary Shares Healthcare 250.0 $4K 0.00% NEW $16.51 +51.4%
627 AFRM Affirm Holdings Inc Ordinary Shares - Class A Technology 55.0 $4K 0.00% NEW $74.44 +3.3%
628 TMUS T-Mobile US Inc Ordinary Shares Communication Services 20.0 $4K 0.00% NEW $203.05 -10.0%
629 AMPH Amphastar Pharmaceuticals Inc Ordinary Shares Healthcare 150.0 $4K 0.00% NEW $26.78 -21.7%
630 JKHY Jack Henry & Associates, Inc. Ordinary Shares Technology 22.0 $4K 0.00% NEW $182.50 -29.0%
631 MRTN Marten Transport, Ltd. Ordinary Shares Industrials 350.0 $4K 0.00% NEW $11.38 +51.9%
632 AOSL Alpha & Omega Semiconductor Ltd Ordinary Shares Technology 200.0 $4K 0.00% NEW $19.81 +133.0%
633 HYTI First Trust Exchange-Traded Fund Iv Ft Vest High Yield & Target Income Etf 200.0 $4K 0.00% NEW $19.79 -3.2%
634 ONB Old National Bancorp Ordinary Shares Financial Services 174.0 $4K 0.00% NEW $22.31 +15.7%
635 VTS Vitesse Energy Inc Ordinary Shares Energy 200.0 $4K 0.00% NEW $19.26 -18.8%
636 CSQ Calamos Strategic Total Return Fund Financial Services 200.0 $4K 0.00% NEW $19.20 +5.5%
637 WH Wyndham Hotels & Resorts Inc Ordinary Shares Consumer Cyclical 50.0 $4K 0.00% NEW $75.56 +13.6%
638 EXK Endeavour Silver Corp. Ordinary Shares Basic Materials 400.0 $4K 0.00% NEW $9.40 -13.8%
639 TZA Direxion Shares Etf Trust Daily Small Cap Bear 3x 500.0 $4K 0.00% NEW $7.51 -48.6%
640 EPR Epr Properties Ordinary Shares Real Estate 75.0 $4K 0.00% NEW $49.91 +17.4%
Page 32 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%