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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 40 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FNKO Funko Inc Ordinary Shares - Class A Consumer Cyclical 10.0 $32.0 $3.20 +76.6%
782 SOFI Sofi Technologies Inc Ordinary Shares Financial Services 2.0 $32.0 $16.00 +8.2%
783 Gamestop Corporation Warrants (30/10/2026) 8.0 $31.0 $3.88
784 MAT Mattel, Inc. Ordinary Shares Consumer Cyclical 2.0 $29.0 $14.50 -4.3%
Page 40 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%