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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 4 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEU Vanguard International Equity Index Funds Ftse All-World ex-US Etf 19,892.0 $1.5M 0.39% +350.0 +1.8% $75.10 +9.9%
62 IBB Ishares Trust Biotechnology Etf 8,747.0 $1.5M 0.38% +165.0 +1.9% $168.85 +7.5%
63 XOM Exxonmobil Corp. Energy 8,222.0 $1.4M 0.36% +2K +34.6% $169.66 -17.6%
64 VPU Vanguard World Fund Utilities Etf 6,771.0 $1.3M 0.35% +235.0 +3.6% $198.14 -0.6%
65 CVX Chevron Common Energy 6,403.0 $1.3M 0.34% $206.90 -17.1%
66 AMAT Applied Materials Inc. Ordinary Shares Technology 3,767.0 $1.3M 0.33% -190.0 -4.8% $341.79 +72.3%
67 LMT Lockheed Martin Corp. Industrials 2,088.0 $1.3M 0.33% -280.0 -11.8% $604.39 -18.7%
68 CASY Caseys General Stores Inc Consumer Cyclical 1,730.0 $1.3M 0.33% -136.0 -7.3% $727.86 +10.1%
69 FITB Fifth Third Bancorp Ordinary Shares Financial Services 26,900.0 $1.2M 0.32% +378.0 +1.4% $46.46 +18.3%
70 QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 5,158.0 $1.2M 0.32% +375.0 +7.8% $237.62 +23.2%
71 VZ Verizon Communications Communication Services 24,127.0 $1.2M 0.31% $50.20 -6.9%
72 AMD Advanced Micro Devices Inc. Ordinary Shares Technology 5,677.0 $1.2M 0.30% +45.0 +0.8% $203.43 +155.5%
73 KO Coca Cola Co Consumer Defensive 14,946.0 $1.1M 0.29% $76.05 +6.0%
74 VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 13,980.0 $1.1M 0.29% +3K +23.5% $79.27 -0.4%
75 SPIP Spdr Series Trust State Street Portfolio Tips Etf 41,765.0 $1.1M 0.28% $26.01 -1.4%
76 VIS Vanguard World Fund Industrials Etf 3,423.0 $1.1M 0.28% -24.0 -0.7% $312.22 +12.5%
77 SPEM Spdr Index Shares Funds State Street Portfolio Emerging Markets Etf 22,469.0 $1.1M 0.27% $46.91 +9.1%
78 GS Goldman Sachs Group, Inc. Ordinary Shares Financial Services 1,202.0 $1.0M 0.26% +57.0 +5.0% $845.99 +27.3%
79 NEE Nextera Energy Inc Ordinary Shares Utilities 10,506.0 $976K 0.25% +135.0 +1.3% $92.88 -5.7%
80 IBM IBM Common Technology 3,948.0 $957K 0.25% +49.0 +1.3% $242.39 +8.5%
Page 4 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%