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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $436M AUM 809 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 99 Added 89 Reduced 15 Exited
Page 32 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HUM Humana Inc. Ordinary Shares Healthcare 15.0 $6K 0.00% -75.0 -83.3% $397.20 -2.7%
622 BLSH Bullish Ordinary Shares Technology 250.0 $6K 0.00% $23.43 +41.3%
623 JEPQ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income Etf 95.0 $6K 0.00% $61.46 -2.2%
624 YORW York Water Co. Ordinary Shares Utilities 190.0 $6K 0.00% $30.65 +10.5%
625 CMS CMS Energy Corporation Ordinary Shares Utilities 76.0 $6K 0.00% $76.50 -9.5%
626 KHC Kraft Heinz Co Ordinary Shares Consumer Defensive 243.0 $6K 0.00% $23.62 +4.3%
627 HSBC Hsbc Holdings Plc ADR Financial Services 60.0 $6K 0.00% NEW $95.08 +8.7%
628 DKS Dicks Sporting Goods, Inc. Ordinary Shares Consumer Cyclical 25.0 $6K 0.00% $226.80 -43.4%
629 ICE Intercontinental Exchange Inc Ordinary Shares Financial Services 46.0 $6K 0.00% $123.11 +31.5%
630 IUSG Ishares Trust Core S&p U.S.Growth Etf 30.0 $6K 0.00% $188.10 +1.6%
631 DG Dollar General Corp. Ordinary Shares Consumer Defensive 49.0 $6K 0.00% $115.10 +11.1%
632 CPRT Copart, Inc. Ordinary Shares Industrials 200.0 $6K 0.00% $28.19 +15.0%
633 ENOR Ishares Trust Msci Norway Etf 178.0 $6K 0.00% NEW $31.42 +16.5%
634 EBAY Ebay Inc. Ordinary Shares Consumer Cyclical 50.0 $6K 0.00% -50.0 -50.0% $111.76 -8.7%
635 IBKR Interactive Brokers Group Inc Ordinary Shares - Class A Financial Services 64.0 $6K 0.00% NEW $87.05 +11.5%
636 Entergy Corp. Ordinary Shares 48.0 $6K 0.00% NEW $114.85
637 ABNB Airbnb Inc Ordinary Shares - Class A Consumer Cyclical 38.0 $5K 0.00% $143.11 +31.4%
638 SCHA Schwab Strategic Trust U.S. Small-Cap Etf 150.0 $5K 0.00% $36.13 -3.6%
639 GSIT Gsi Technology Inc Ordinary Shares Technology 700.0 $5K 0.00% NEW $7.73 -21.3%
640 JAZZ Jazz Pharmaceuticals Plc Ordinary Shares Healthcare 22.0 $5K 0.00% NEW $240.95 +3.6%
Page 32 of 41  ·  809 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 41.0%
Financial Services 12.8%
Industrials 11.3%
Healthcare 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 5.3%
Utilities 4.2%
Energy 3.0%
Communication Services 2.5%
Basic Materials 0.9%