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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 38 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RSPF Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Financials Etf 15.0 $1K $77.53 +10.3%
742 NJR New Jersey Resources Corporation Ordinary Shares Utilities 20.0 $1K $56.05 -3.4%
743 EPD Enterprise Products Partners L P Unit 30.0 $1K $36.77
744 SLVM Sylvamo Corp Ordinary Shares Basic Materials 29.0 $1K $37.79 -2.5%
745 CCI Crown Castle Inc Ordinary Shares Real Estate 14.0 $1K $75.71 +0.1%
746 GIL Gildan Activewear Inc Ordinary Shares Consumer Cyclical 20.0 $1K $51.60 +4.0%
747 CLOU Global X Funds Cloud Computing Etf 45.0 $1K $22.73 +20.6%
748 AMT American Tower Corp. Ordinary Shares Real Estate 6.0 $981.0 $163.50 +8.0%
749 HOG Harley-davidson Common Consumer Cyclical 40.0 $978.0 $24.45 +12.1%
750 RSPN Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Industrials Etf 15.0 $960.0 $64.00 -1.3%
751 IMTM Ishares Trust Msci Intl Momentum Factor Et 18.0 $960.0 NEW $53.33 +1.0%
752 LNG Cheniere Energy Inc. Ordinary Shares Energy 4.0 $956.0 $239.00 +18.5%
753 IDRV Ishares Trust Self-Driving Ev And Tech Etf 25.0 $953.0 $38.12 -4.0%
754 Americas Gold And Silver Corp Ordinary Shares 200.0 $944.0 $4.72
755 CLF Cleveland-Cliffs Inc Ordinary Shares Basic Materials 100.0 $939.0 $9.39 +24.3%
756 APD Air Products & Chemicals Inc. Ordinary Shares Basic Materials 3.0 $880.0 $293.33 +4.6%
757 TME Tencent Music Entertainment Group ADR Communication Services 100.0 $835.0 $8.35 +5.0%
758 IVR Invesco Mortgage Capital Inc Ordinary Shares Real Estate 100.0 $790.0 $7.90 -6.6%
759 SENS Senseonics Holdings Inc Ordinary Shares Healthcare 138.0 $784.0 $5.68 +63.5%
760 RHI Robert Half Inc Ordinary Shares Industrials 25.0 $768.0 $30.72 +43.7%
Page 38 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%