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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 8 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DFAU Dimensional Etf Trust US Core Equity Market 8,897.0 $416K 0.11% NEW $46.80 +8.5%
142 BMY Bristol-Myers Squibb Co. Healthcare 7,382.0 $398K 0.11% NEW $53.94 +2.4%
143 SPGI S&p Global INC CORP Financial Services 753.0 $394K 0.11% NEW $522.59 -23.9%
144 WM Waste Management, Inc. Ordinary Shares Industrials 1,774.0 $390K 0.11% NEW $219.71 +1.3%
145 IHAK Ishares Trust Cybersecurity And Tech Etf 7,849.0 $378K 0.10% NEW $48.12 +14.5%
146 GLD Spdr Gold Trust Shares Financial Services 948.0 $376K 0.10% NEW $396.31 -6.6%
147 MA Mastercard Incorporated Ordinary Shares - Class A Financial Services 657.0 $375K 0.10% NEW $570.88 -13.9%
148 BA Boeing Co Common Industrials 1,718.0 $373K 0.10% NEW $217.12 +0.3%
149 GILD Gilead Sciences, Inc. Healthcare 3,027.0 $372K 0.10% NEW $122.74 +1.4%
150 PM Philip Morris International Inc Ordinary Shares Consumer Defensive 2,251.0 $361K 0.10% NEW $160.40 +11.7%
151 ETHA Ishares Ethereum Trust (The) Undivided Beneficial Interest Financial Services 16,070.0 $360K 0.10% NEW $22.43 -47.7%
152 SNOW Snowflake Inc Ordinary Shares Technology 1,621.0 $356K 0.10% NEW $219.36 +4.4%
153 GOVT Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf 15,391.0 $354K 0.10% NEW $23.03 -0.9%
154 UPS United Parcel Service, Inc. Industrials 3,531.0 $350K 0.10% NEW $99.19 +9.4%
155 IUSB Blackrock Institutional Trust Company N.A. Ishares Core Universal USD Bond Etf 7,477.0 $348K 0.10% NEW $46.54 -0.6%
156 CSCO Cisco Systems, Inc. Technology 4,364.0 $336K 0.09% NEW $77.03 +53.9%
157 MBB Blackrock Institutional Trust Company N.A. Ishares Mbs Etf 3,507.0 $334K 0.09% NEW $95.22 -0.3%
158 INTC Intel Corp. Technology 8,958.0 $331K 0.09% NEW $36.90 +254.9%
159 AXON Axon Enterprise Inc Ordinary Shares Industrials 580.0 $329K 0.09% NEW $567.93 -20.9%
160 MLM Martin Marietta Materials, Inc. Ordinary Shares Basic Materials 497.0 $309K 0.09% NEW $622.66 +1.0%
Page 8 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%