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Portfolio (Quarterly) Guide ↗

City State Bank

· CIK 0001910666
13F Portfolio $365M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 767 New
Page 5 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVV Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf 1,322.0 $905K 0.25% NEW $684.94 +7.6%
82 VCSH Vanguard Short-term Corporate Bond Idx Fund Etf 11,320.0 $903K 0.25% NEW $79.73 -0.9%
83 EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 9,270.0 $893K 0.24% NEW $96.28 +0.3%
84 MMM 3M Co. Ordinary Shares Industrials 5,442.0 $871K 0.24% NEW $160.10 +3.6%
85 VV Vanguard Group, Inc. Large Cap Etf 2,743.0 $863K 0.24% NEW $314.80 +7.5%
86 NEE Nextera Energy Inc Ordinary Shares Utilities 10,371.0 $833K 0.23% NEW $80.28 +9.1%
87 CB Chubb Limited Ordinary Shares Financial Services 2,633.0 $822K 0.23% NEW $312.12 +7.4%
88 BABA Alibaba Group Holding Ltd ADR Consumer Cyclical 5,572.0 $817K 0.22% NEW $146.58 -31.9%
89 LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 7,410.0 $817K 0.22% NEW $110.19 -0.7%
90 VAW Vanguard Materials Viper 3,904.0 $810K 0.22% NEW $207.55 +10.7%
91 CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A Technology 1,702.0 $798K 0.22% NEW $468.76 +43.6%
92 PG Procter & Gamble Co. Ordinary Shares Consumer Defensive 5,564.0 $797K 0.22% NEW $143.31 +6.1%
93 BAC Bank of America Corp. Financial Services 14,106.0 $776K 0.21% NEW $55.00 +5.0%
94 PFE Pfizer Inc Healthcare 29,883.0 $744K 0.20% NEW $24.90 -3.4%
95 BLV Vanguard Group, Inc. Long-Term Bond Etf 10,609.0 $738K 0.20% NEW $69.52 -0.0%
96 XOM Exxonmobil Corp. Energy 6,106.0 $735K 0.20% NEW $120.34 +13.8%
97 AMGN Amgen, Inc. Healthcare 2,205.0 $722K 0.20% NEW $327.31 +7.4%
98 V Visa Inc Ordinary Shares - Class A Financial Services 2,042.0 $716K 0.20% NEW $350.71 -5.3%
99 LOW Lowes Cos, Inc. Consumer Cyclical 2,949.0 $711K 0.20% NEW $241.16 -8.2%
100 PFG Principal Financial Group Financial Services 7,938.0 $700K 0.19% NEW $88.21 +21.0%
Page 5 of 39  ·  767 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 32.4%
Financial Services 13.5%
Industrials 10.7%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 7.1%
Utilities 6.5%
Consumer Defensive 5.5%
Energy 2.8%
Basic Materials 1.1%