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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 4 of 41  ·  809 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 $1.7M 0.38% $83.75 +2.4%
62 IBB Ishares Trust Biotechnology Etf 8,602.0 $1.6M 0.38% -145.0 -1.7% $190.19 +13.2%
63 META Meta Platforms Inc Ordinary Shares - Class A Communication Services 2,874.0 $1.6M 0.37% +262.0 +10.0% $563.29 +2.3%
64 TIP Ishares Trust Tips Bond Etf 14,050.0 $1.5M 0.35% -80.0 -0.6% $109.43 -1.8%
65 FITB Fifth Third Bancorp Ordinary Shares Financial Services 26,728.0 $1.5M 0.34% -172.0 -0.6% $56.37 -2.3%
66 WMT Walmart Inc Consumer Defensive 12,946.0 $1.5M 0.34% -108.0 -0.8% $113.26 -7.9%
67 CASY Caseys General Stores Inc Consumer Cyclical 1,725.0 $1.4M 0.31% $794.79 +1.6%
68 VPU Vanguard World Fund Utilities Etf 6,942.0 $1.4M 0.31% +171.0 +2.5% $195.73 -3.9%
69 LNT Alliant Energy Corp. Ordinary Shares Utilities 17,644.0 $1.3M 0.31% -55K -75.8% $76.29 -9.7%
70 VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 16,430.0 $1.3M 0.30% +2K +17.5% $79.03 -0.4%
71 MGK Vanguard World Fund Mega Cap Growth Etf 14,700.0 $1.3M 0.30% +12K +466.0% $87.91 +1.1%
72 IBM IBM Common Technology 4,488.0 $1.3M 0.29% +540.0 +13.7% $281.21 -18.3%
73 INTC Intel Corp. Technology 8,878.0 $1.2M 0.28% -80.0 -0.9% $139.63 -36.8%
74 VIS Vanguard World Fund Industrials Etf 3,414.0 $1.2M 0.28% $360.38 -4.1%
75 SPEM Spdr Index Shares Funds State Street Portfolio Emerging Markets Etf 23,658.0 $1.2M 0.28% +1K +5.3% $51.78 +1.7%
76 KO Coca Cola Co Consumer Defensive 14,936.0 $1.2M 0.28% $81.27 +10.8%
77 GS Goldman Sachs Group, Inc. Ordinary Shares Financial Services 1,197.0 $1.2M 0.28% $1011.37 +2.9%
78 MELI Mercadolibre Inc Ordinary Shares Consumer Cyclical 679.0 $1.2M 0.26% +140.0 +26.0% $1697.39 +14.9%
79 CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A Technology 1,496.0 $1.1M 0.26% -556.0 -27.1% $190.78 -0.8%
80 LMT Lockheed Martin Corp. Industrials 2,198.0 $1.1M 0.26% +110.0 +5.3% $509.46 +11.0%
Page 4 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%