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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 37 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 Gamestop Corporation Ordinary Shares - Class A 80.0 $2K $22.07
722 SMG Scotts Miracle-Gro Company Ordinary Shares - Class A Basic Materials 25.0 $2K $68.12 -9.9%
723 SON Sonoco Products Co. Ordinary Shares Consumer Cyclical 30.0 $2K $56.37 +2.1%
724 MICC Magnum Ice Cream Company N.V. Ordinary Shares Consumer Defensive 96.0 $2K $17.40 +16.5%
725 DJT Trump Media & Technology Group Corp. Ordinary Shares Communication Services 210.0 $2K $7.74 +22.8%
726 NIO Nio Inc ADR Consumer Cyclical 300.0 $2K $5.06 -13.6%
727 AA Alcoa Corp Ordinary Shares Basic Materials 29.0 $2K $52.14 -4.6%
728 ARKW Ark Etf Trust Next Generation Internet 10.0 $1K $144.90 +7.0%
729 ENPH Enphase Energy Inc Ordinary Shares Energy 29.0 $1K $49.24 -22.0%
730 CMB.Tech NV Ordinary Shares 100.0 $1K $14.16
731 TFX Teleflex Incorporated Ordinary Shares Healthcare 11.0 $1K $126.73 +9.5%
732 UA Under Armour Inc Ordinary Shares - Class C 216.0 $1K $6.22
733 FLOT Ishares Trust Floating Rate Bond Etf 26.0 $1K -5.0 -16.1% $51.04 -0.0%
734 Encore Energy Corp Ordinary Shares 1,000.0 $1K $1.31
735 Millrose Properties Inc. Ordinary Shares- Class A 43.0 $1K $30.05
736 Two Harbors Investment Corp Ordinary Shares 100.0 $1K $12.41
737 FMC Fmc Corp. Ordinary Shares Basic Materials 107.0 $1K $11.50 -3.7%
738 RGR Sturm, Ruger & Co., Inc. Ordinary Shares Industrials 32.0 $1K $37.84 +1.1%
739 SPDW Spdr Index Shares Funds State Street Portfolio Developed World ex-US Etf 24.0 $1K NEW $50.38 +3.4%
740 MTB M & T Bank Corp Ordinary Shares Financial Services 5.0 $1K $238.00 +1.5%
Page 37 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%