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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 9 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPGI S&p Global INC CORP Financial Services 751.0 $319K 0.08% $425.34 -5.4%
162 CIEN Ciena Corp. Ordinary Shares Technology 800.0 $311K 0.08% $388.23 +19.4%
163 GD General Dynamics Corp. Industrials 898.0 $308K 0.08% +7.0 +0.8% $343.22 +0.3%
164 FISV Fiserv, Inc. Technology 5,460.0 $305K 0.08% +1K +23.1% $55.80 -13.6%
165 IEFA Ishares Trust Core Msci Eafe Etf 3,330.0 $301K 0.08% +70.0 +2.1% $90.53 +5.3%
166 DUK Duke Energy Hldg Common Utilities 2,292.0 $300K 0.08% $130.94 -3.4%
167 MLM Martin Marietta Materials, Inc. Ordinary Shares Basic Materials 497.0 $293K 0.08% $588.68 +4.7%
168 IWM Ishares Trust Russell 2000 Etf 1,170.0 $290K 0.07% -20.0 -1.7% $248.00 +19.6%
169 QQQ Invesco Qqq Trust Series 1 Financial Services 500.0 $289K 0.07% $577.18 +23.1%
170 LRCX Lam Research Corp. Ordinary Shares Technology 1,340.0 $286K 0.07% $213.66 +75.4%
171 HEFA Ishares Trust Currency Hedged Msci Eafe Etf 6,550.0 $278K 0.07% $42.49 +9.1%
172 VOE Vanguard Index Funds Mid-Cap Value Etf 1,467.0 $270K 0.07% $184.28 +7.6%
173 MPC Marathon Petroleum Corp Ordinary Shares Energy 1,091.0 $266K 0.07% $244.18 +1.0%
174 IJR Ishares Trust Core S&p Small-Cap Etf 2,133.0 $265K 0.07% $124.31 +16.2%
175 STX Seagate Technology Holdings Plc Ordinary Shares Technology 673.0 $264K 0.07% -17.0 -2.5% $391.76 +153.5%
176 ADBE Adobe Inc Ordinary Shares Technology 1,081.0 $263K 0.07% +460.0 +74.1% $243.08 -19.1%
177 VOT Vanguard Index Funds Mid-Cap Growth Etf 1,002.0 $258K 0.07% $257.35 +17.2%
178 ETHA Ishares Ethereum Trust (The) Undivided Beneficial Interest Financial Services 16,070.0 $254K 0.07% $15.83 -24.7%
179 WFC Wells Fargo & Co. Common Stock Financial Services 3,189.0 $254K 0.07% -25.0 -0.8% $79.61 +5.9%
180 ITW Illinois Tool Works, Inc. Ordinary Shares Industrials 967.0 $252K 0.07% +893.0 +1206.8% $260.29 +1.3%
Page 9 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%