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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 33 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ONB Old National Bancorp Ordinary Shares Financial Services 174.0 $4K 0.00% $22.10 +16.1%
642 EPR Epr Properties Ordinary Shares Real Estate 75.0 $4K 0.00% $49.96 +18.0%
643 EMN Eastman Chem Co Basic Materials 49.0 $4K 0.00% $76.33 -7.8%
644 EXK Endeavour Silver Corp. Ordinary Shares Basic Materials 400.0 $4K 0.00% $9.31 -17.2%
645 XYL Xylem Inc Ordinary Shares Industrials 31.0 $4K 0.00% -1.0 -3.1% $119.52 -7.6%
646 VTS Vitesse Energy Inc Ordinary Shares Energy 200.0 $4K 0.00% $18.16 -11.1%
647 PII Polaris Inc Ordinary Shares Consumer Cyclical 66.0 $4K 0.00% $54.50 +30.1%
648 VCLT Vanguard Scottsdale Funds Long-Term Corporate Bond Etf 48.0 $4K 0.00% $74.73 +1.4%
649 Six Flags Entertainment Corp. Ordinary Shares 200.0 $4K 0.00% $17.75
650 AEE Ameren Corp Utilities 32.0 $4K 0.00% $109.91 +3.1%
651 TZA Direxion Shares Etf Trust Small Cap Bear 3x 500.0 $4K 0.00% $7.02 -43.9%
652 MXL Maxlinear Inc Ordinary Shares Technology 200.0 $3K 0.00% $17.39 +388.7%
653 JKHY Jack Henry & Associates, Inc. Ordinary Shares Technology 22.0 $3K 0.00% $158.05 -19.0%
654 VGIT Vanguard Scottsdale Funds Intermediate-Term Treasury Etf 58.0 $3K 0.00% $59.55 -0.9%
655 CSQ Calamos Strategic Total Return Fund Financial Services 200.0 $3K 0.00% $17.12 +17.8%
656 DOC Healthpeak Properties Inc. Ordinary Shares Real Estate 205.0 $3K 0.00% $16.43 +26.7%
657 PENN Penn Entertainment Inc Ordinary Shares Consumer Cyclical 220.0 $3K 0.00% $15.03 +35.6%
658 LAZ Lazard Inc. Ordinary Shares Financial Services 75.0 $3K 0.00% $42.48 -4.7%
659 BSX Boston Scientific Corp. Healthcare 50.0 $3K 0.00% $62.76 -29.2%
660 MNDY Monday.Com Ltd Ordinary Shares Technology 45.0 $3K 0.00% $69.11 +2.6%
Page 33 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%