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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 7 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MS Morgan Stanley Ordinary Shares Financial Services 2,782.0 $582K 0.13% $209.04 +2.4%
122 IBIT Ishares Bitcoin Trust Etf (The) Beneficial Interest Financial Services 17,350.0 $578K 0.13% $33.29 +33.6%
123 IWF Ishares Trust Russell 1000 Growth Etf 4,628.0 $575K 0.13% +3K +296.6% $124.17 -1.9%
124 VYMI Vanguard Scottsdale Funds International High Dividend Yield Etf 5,500.0 $540K 0.12% +1K +30.6% $98.20 +7.5%
125 ED Consolidated Edison, Inc. Utilities 4,800.0 $531K 0.12% $110.63 -2.3%
126 IEMG Ishares Inc. Core Msci Emerging Markets Etf 6,402.0 $530K 0.12% +77.0 +1.2% $82.84 -1.2%
127 TXN Texas Instruments, Inc. Technology 1,745.0 $520K 0.12% -14.0 -0.8% $298.07 -12.2%
128 DOV Dover Corp. Ordinary Shares Industrials 2,319.0 $520K 0.12% $224.28 -8.7%
129 BABA Alibaba Group Holding Ltd ADR Consumer Cyclical 5,401.0 $518K 0.12% -121.0 -2.2% $95.98 +24.8%
130 GEV Ge Vernova Inc. Ordinary Shares Utilities 440.0 $517K 0.12% $1174.86 -18.9%
131 SBUX Starbucks Corp. Consumer Cyclical 5,057.0 $517K 0.12% -500.0 -9.0% $102.19 +6.2%
132 STX Seagate Technology Holdings Plc Ordinary Shares Technology 534.0 $515K 0.12% -139.0 -20.6% $965.00 -12.3%
133 MCD McDonalds Corp. Consumer Cyclical 1,812.0 $490K 0.11% -20.0 -1.1% $270.31 -1.3%
134 CSCO Cisco Systems, Inc. Technology 4,153.0 $488K 0.11% -24.0 -0.6% $117.46 -4.3%
135 BMY Bristol-Myers Squibb Co. Healthcare 8,431.0 $486K 0.11% +345.0 +4.3% $57.62 +17.3%
136 PEP PepsiCo, Inc. Consumer Defensive 3,567.0 $483K 0.11% -20.0 -0.6% $135.40 +5.0%
137 IDEV Ishares Trust Core Msci International Developed Markets Etf 5,362.0 $477K 0.11% $89.01 +4.9%
138 IHAK Ishares Trust Cybersecurity And Tech Etf 7,849.0 $477K 0.11% $60.71 +2.4%
139 SNOW Snowflake Inc Ordinary Shares Technology 1,824.0 $464K 0.11% +203.0 +12.5% $254.50 +23.9%
140 CRM Salesforce Inc Ordinary Shares Technology 2,930.0 $459K 0.10% $156.66 +31.3%
Page 7 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%