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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 6 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LOW Lowes Cos, Inc. Consumer Cyclical 2,949.0 $697K 0.18% $236.28 -6.3%
102 BABA Alibaba Group Holding Ltd ADR Consumer Cyclical 5,522.0 $693K 0.18% -50.0 -0.9% $125.46 -20.5%
103 BAC Bank of America Corp. Financial Services 14,106.0 $688K 0.18% $48.75 +18.4%
104 MMM 3M Co. Ordinary Shares Industrials 4,726.0 $686K 0.18% -716.0 -13.2% $145.23 +14.2%
105 DFAU Dimensional Etf Trust US Core Equity Market 14,830.0 $669K 0.17% +6K +66.7% $45.12 +12.6%
106 IBIT Ishares Bitcoin Trust Etf (The) Beneficial Interest Financial Services 17,350.0 $667K 0.17% +12K +230.5% $38.42 -11.8%
107 WEC Wec Energy Group Inc Ordinary Shares Utilities 5,580.0 $646K 0.17% $115.77 -1.4%
108 LQD IShares Trust Goldman Sacsh $ Investop Corp Bond Fund 5,910.0 $644K 0.17% -2K -20.2% $108.99 +0.4%
109 TRV Travelers Companies Inc. Ordinary Shares Financial Services 2,186.0 $638K 0.17% $291.68 +10.0%
110 V Visa Inc Ordinary Shares - Class A Financial Services 2,093.0 $633K 0.16% +51.0 +2.5% $302.24 +9.9%
111 DGRO Ishares Trust Core Dividend Growth Etf 9,012.0 $632K 0.16% +2K +21.0% $70.18 +7.2%
112 CMI Cummins Inc. Ordinary Shares Industrials 1,129.0 $607K 0.16% $538.02 +29.2%
113 PEY Invesco Exchange-Traded Fund Trust High Yield Equity Dividend Achievers Etf 28,354.0 $607K 0.16% +7K +35.6% $21.42 +7.1%
114 IJH Ishares Trust Core S&p Mid-Cap Etf 8,915.0 $602K 0.16% -55.0 -0.6% $67.53 +12.2%
115 MRVL Marvell Technology Inc Ordinary Shares Technology 6,008.0 $595K 0.15% +100.0 +1.7% $99.05 +179.4%
116 GE Ge Aerospace Ordinary Shares Industrials 2,092.0 $594K 0.15% $283.77 +28.9%
117 AVGO Broadcom Inc Ordinary Shares Technology 1,918.0 $594K 0.15% +506.0 +35.8% $309.51 +23.4%
118 ENB Enbridge Inc Ordinary Shares Energy 10,857.0 $588K 0.15% $54.14 +2.1%
119 MCD McDonalds Corp. Consumer Cyclical 1,832.0 $569K 0.15% $310.79 -11.9%
120 PFF Ishares Trust Preferred And Income Securities Etf 18,465.0 $560K 0.14% -4K -16.7% $30.32 +1.1%
Page 6 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%