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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 37 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 EPD Enterprise Products Partners L P Unit Energy 30.0 $1K NEW $37.83 -4.6%
722 GIL Gildan Activewear Inc Ordinary Shares Consumer Cyclical 20.0 $1K $55.65 -2.8%
723 NJR New Jersey Resources Corporation Ordinary Shares Utilities 20.0 $1K -1.0 -4.8% $54.90 +3.0%
724 ENPH Enphase Energy Inc Ordinary Shares Energy 29.0 $1K $37.79 +26.5%
725 RSPF Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Financials Etf 15.0 $1K NEW $71.40 +8.0%
726 Americas Gold And Silver Corp Ordinary Shares 200.0 $1K NEW $5.22
727 AMT American Tower Corp. Ordinary Shares Real Estate 6.0 $1K $172.50 +1.1%
728 MTB M & T Bank Corp Ordinary Shares Financial Services 5.0 $1K NEW $206.80 +12.8%
729 IDRV Ishares Trust Self-Driving Ev And Tech Etf 25.0 $963.0 $38.52 -1.5%
730 TME Tencent Music Entertainment Group ADR Communication Services 100.0 $928.0 $9.28 -11.9%
731 SENS Senseonics Holdings Inc Ordinary Shares Healthcare 138.0 $919.0 $6.66 -14.4%
732 NG Novagold Resources Inc. Ordinary Shares Basic Materials 100.0 $898.0 NEW $8.98 -31.0%
733 CLOU Global X Funds Cloud Computing Etf 45.0 $878.0 $19.51 +10.4%
734 APD Air Products & Chemicals Inc. Ordinary Shares Basic Materials 3.0 $871.0 $290.33 -4.0%
735 RSPN Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Industrials Etf 15.0 $864.0 NEW $57.60 +8.7%
736 CLF Cleveland-Cliffs Inc Ordinary Shares Basic Materials 100.0 $845.0 $8.45 +25.1%
737 SERV Serve Robotics Inc Ordinary Shares Industrials 100.0 $844.0 $8.44 -27.5%
738 HOG Harley-davidson Common Consumer Cyclical 40.0 $809.0 $20.23 +26.3%
739 IVR Invesco Mortgage Capital Inc Ordinary Shares Real Estate 100.0 $808.0 $8.08 -3.2%
740 NOK Nokia Corp. Technology 100.0 $804.0 $8.04 +71.8%
Page 37 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%