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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 33 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IUSV Ishares Trust Core S&p U.S.Value Etf 48.0 $5K 0.00% $110.15 +4.6%
642 LIN Linde Plc. Ordinary Shares Basic Materials 10.0 $5K 0.00% $518.90 -6.5%
643 AESI Atlas Energy Solutions Inc. Ordinary Shares Energy 300.0 $5K 0.00% $16.61 -26.6%
644 Pamt Corp. Ordinary Shares 350.0 $5K 0.00% $14.01
645 OMF Onemain Holdings Inc Ordinary Shares Financial Services 80.0 $5K 0.00% $60.98 +3.4%
646 PAGP Plains Gp Holdings Lp Ordinary Shares - Class A Energy 200.0 $5K 0.00% $24.27 +15.4%
647 CIM Chimera Investment Corp Ordinary Shares Real Estate 360.0 $5K 0.00% $13.34 -14.2%
648 CPB Campbells Co (The) Ordinary Shares Consumer Defensive 215.0 $5K 0.00% $22.27 +3.4%
649 CTAS Cintas Corporation Ordinary Shares Industrials 28.0 $5K 0.00% $170.07 +21.0%
650 BRO Brown & Brown, Inc. Ordinary Shares Financial Services 74.0 $5K 0.00% $64.15 +13.5%
651 PENN Penn Entertainment Inc Ordinary Shares Consumer Cyclical 220.0 $5K 0.00% $21.36 -16.4%
652 PFFA Etfis Series Trust I Virtus Infracap U.S. Preferred Stock Etf 225.0 $5K 0.00% $20.57 +1.8%
653 LVS Las Vegas Sands Corp Ordinary Shares Consumer Cyclical 100.0 $5K 0.00% $46.19 +0.0%
654 ARXS Arxis Inc. Ordinary Shares - Class A Industrials 100.0 $5K 0.00% NEW $46.14 +17.0%
655 PII Polaris Inc Ordinary Shares Consumer Cyclical 66.0 $5K 0.00% $68.44 -7.0%
656 PLPC Preformed Line Products Co. Ordinary Shares Industrials 11.0 $5K 0.00% NEW $410.55 +0.5%
657 ONB Old National Bancorp Ordinary Shares Financial Services 174.0 $5K 0.00% $25.90 -1.0%
658 AFRM Affirm Holdings Inc Ordinary Shares - Class A Technology 55.0 $4K 0.00% $81.55 -5.7%
659 ATO Atmos Energy Corp. Ordinary Shares Utilities 26.0 $4K 0.00% $172.27 -2.4%
660 Kurv Etf Trust Copper & Mining Enhanced Income 200.0 $4K 0.00% NEW $22.38
Page 33 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%