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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 5 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MGK Vanguard World Fund Mega Cap Growth Etf 2,597.0 $954K 0.25% +300.0 +13.1% $367.44 -76.8%
82 MELI Mercadolibre Inc Ordinary Shares Consumer Cyclical 539.0 $932K 0.24% $1729.02 -4.0%
83 HON Honeywell International Inc Ordinary Shares Industrials 4,074.0 $921K 0.24% +790.0 +24.1% $226.03 +0.6%
84 PG Procter & Gamble Co. Ordinary Shares Consumer Defensive 6,087.0 $879K 0.23% +523.0 +9.4% $144.44 +5.3%
85 EMB Ishares Trust J.P. Morgan USD Emerging Markets Bond Etf 9,220.0 $866K 0.23% -50.0 -0.5% $93.93 +2.8%
86 VAW Vanguard Materials Viper 3,834.0 $864K 0.22% -70.0 -1.8% $225.34 +1.9%
87 IVV Ishares Trust Core S&p 500 Etf 1,322.0 $864K 0.22% $653.21 +12.8%
88 PFE Pfizer Inc Healthcare 30,727.0 $863K 0.22% +844.0 +2.8% $28.08 -14.4%
89 CB Chubb Limited Ordinary Shares Financial Services 2,635.0 $859K 0.22% $325.93 +2.8%
90 AMGN Amgen, Inc. Healthcare 2,376.0 $836K 0.22% +171.0 +7.8% $351.85 -0.1%
91 ADP Automatic Data Processing Industrials 4,081.0 $829K 0.21% -48.0 -1.2% $203.18 +8.2%
92 VV Vanguard Index Funds Large Cap Etf 2,753.0 $823K 0.21% $298.85 +13.2%
93 CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A Technology 2,052.0 $801K 0.21% +350.0 +20.6% $390.41 +72.4%
94 SO Southern Co. Utilities 8,243.0 $796K 0.21% +1K +17.8% $96.52 -0.8%
95 MO Altria Group Inc. Consumer Defensive 11,343.0 $749K 0.19% +300.0 +2.7% $65.99 +9.2%
96 AEP Am Electric Common Utilities 5,655.0 $741K 0.19% $131.08 +3.0%
97 PFG Principal Financial Group Financial Services 7,938.0 $715K 0.19% $90.11 +18.4%
98 VIGI Vanguard Whitehall Funds International Dividend Appreciation Etf 8,075.0 $714K 0.18% +2K +34.5% $88.46 +4.9%
99 USB US Bancorp DEL Financial Services 13,693.0 $712K 0.18% +3K +28.1% $52.01 +15.6%
100 UNP Union Pacific Corp. Ordinary Shares Industrials 2,910.0 $706K 0.18% $242.62 +7.1%
Page 5 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%