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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 5 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XOM Exxonmobil Corp. Energy 8,170.0 $1.1M 0.26% -52.0 -0.6% $136.72 +15.7%
82 SPIP Spdr Series Trust State Street Portfolio Tips Etf 41,965.0 $1.1M 0.25% $25.68 -1.9%
83 CVX Chevron Common Energy 6,340.0 $1.1M 0.24% -63.0 -1.0% $165.76 +20.8%
84 VZ Verizon Communications Communication Services 23,918.0 $1.0M 0.23% -209.0 -0.9% $42.34 +18.5%
85 IVV Ishares Trust Core S&p 500 Etf 1,322.0 $990K 0.23% $748.89 +2.8%
86 VV Vanguard Index Funds Large Cap Etf 2,728.0 $938K 0.21% -25.0 -0.9% $343.91 +2.6%
87 EMB Ishares Trust J.P. Morgan USD Emerging Markets Bond Etf 9,620.0 $928K 0.21% +400.0 +4.3% $96.44 -1.2%
88 NEE Nextera Energy Inc Ordinary Shares Utilities 10,466.0 $919K 0.21% $87.77 -4.0%
89 ADP Automatic Data Processing Industrials 4,081.0 $914K 0.21% $223.95 +25.6%
90 PG Procter & Gamble Co. Ordinary Shares Consumer Defensive 6,104.0 $895K 0.20% $146.64 -1.1%
91 CB Chubb Limited Ordinary Shares Financial Services 2,623.0 $894K 0.20% $340.74 +0.9%
92 AMGN Amgen, Inc. Healthcare 2,441.0 $884K 0.20% +65.0 +2.7% $362.12 +21.6%
93 VAW Vanguard Materials Viper 3,834.0 $877K 0.20% $228.79 +5.1%
94 DFAU Dimensional Etf Trust US Core Equity Market 16,660.0 $861K 0.20% +2K +12.3% $51.69 +2.6%
95 PFG Principal Financial Group Financial Services 7,938.0 $856K 0.20% $107.78 +4.1%
96 SO Southern Co. Utilities 8,788.0 $841K 0.19% +545.0 +6.6% $95.71 -6.2%
97 USB US Bancorp DEL Financial Services 13,693.0 $827K 0.19% $60.40 +4.0%
98 VIGI Vanguard Whitehall Funds International Dividend Appreciation Etf 8,845.0 $826K 0.19% +770.0 +9.5% $93.38 +5.5%
99 AVGO Broadcom Inc Ordinary Shares Technology 2,158.0 $815K 0.19% +240.0 +12.5% $377.75 -5.9%
100 NTAP Netapp Inc Ordinary Shares Technology 5,215.0 $807K 0.18% +150.0 +3.0% $154.76 +25.3%
Page 5 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%