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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 34 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VEEV Veeva Systems Inc Ordinary Shares - Class A Healthcare 25.0 $4K 0.00% $177.48 +38.0%
662 WEEI Ultimus Managers Trust Westwood Salient Enhanced Energy Income Etf 200.0 $4K 0.00% NEW $22.11 +12.3%
663 DOC Healthpeak Properties Inc. Ordinary Shares Real Estate 205.0 $4K 0.00% $21.40 +0.8%
664 ORA Ormat Technologies Inc Ordinary Shares Utilities 40.0 $4K 0.00% NEW $108.90 -5.0%
665 EPR Epr Properties Ordinary Shares Real Estate 75.0 $4K 0.00% $58.01 +3.4%
666 KEN Kenon Holdings Ltd Ordinary Shares Utilities 64.0 $4K 0.00% NEW $66.86 -1.0%
667 Six Flags Entertainment Corp. Ordinary Shares 200.0 $4K 0.00% $21.30
668 JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 75.0 $4K 0.00% $56.48 +3.0%
669 WH Wyndham Hotels & Resorts Inc Ordinary Shares Consumer Cyclical 50.0 $4K 0.00% $84.22 -8.8%
670 CSQ Calamos Strategic Total Return Fund Financial Services 200.0 $4K 0.00% $20.56 +1.4%
671 HIG Hartford Insurance Group Inc.(The) Ordinary Shares Financial Services 31.0 $4K 0.00% $132.52 +5.5%
672 KGLD Kurv Etf Trust Gold Enhanced Income 150.0 $4K 0.00% $26.30 +12.1%
673 TAP Molson Coors Beverage Company Ordinary Shares - Class B Consumer Defensive 100.0 $4K 0.00% $38.96 +8.0%
674 RSPT Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Technology Etf 60.0 $4K 0.00% $64.50 -0.8%
675 HYTI First Trust Exchange-Traded Fund Iv Ft Vest High Yield & Target Income Etf 200.0 $4K 0.00% $19.11 -0.3%
676 WU Western Union Company Ordinary Shares Financial Services 495.0 $4K 0.00% $7.70 -5.7%
677 XYL Xylem Inc Ordinary Shares Industrials 31.0 $4K 0.00% $118.23 -4.1%
678 CBSH Commerce Bancshares, Inc. Ordinary Shares Financial Services 63.0 $4K 0.00% $57.75 +1.3%
679 AEE Ameren Corp Utilities 32.0 $4K 0.00% $113.03 -4.7%
680 ABR Arbor Realty Trust Inc. Ordinary Shares Real Estate 660.0 $4K 0.00% $5.42 -6.6%
Page 34 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%