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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 9 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IUSB Ishares Trust Core Universal USD Bond Etf 7,377.0 $340K 0.08% $46.15 -1.1%
162 MA Mastercard Incorporated Ordinary Shares - Class A Financial Services 659.0 $338K 0.08% $513.60 +16.5%
163 MBB Ishares Trust Mbs Etf 3,580.0 $338K 0.08% +73.0 +2.1% $94.52 -1.0%
164 GLD Spdr Gold Trust Shares Financial Services 907.0 $334K 0.08% -41.0 -4.3% $368.38 +14.4%
165 ORCL Oracle Corp. Technology 2,221.0 $325K 0.07% $146.55 +1.6%
166 AXON Axon Enterprise Inc Ordinary Shares Industrials 580.0 $325K 0.07% $560.61 +8.4%
167 IEFA Ishares Trust Core Msci Eafe Etf 3,330.0 $322K 0.07% $96.58 +4.5%
168 GD General Dynamics Corp. Industrials 898.0 $318K 0.07% $354.24 +7.8%
169 IJR Ishares Trust Core S&p Small-Cap Etf 2,134.0 $316K 0.07% $148.31 -1.0%
170 HEFA Ishares Trust Currency Hedged Msci Eafe Etf 6,550.0 $307K 0.07% $46.92 +1.0%
171 VOT Vanguard Index Funds Mid-Cap Growth Etf 1,002.0 $307K 0.07% $306.30 -0.4%
172 SPGI S&p Global INC CORP Financial Services 751.0 $306K 0.07% $407.26 +7.2%
173 BK Bank of New York Mellon Corp Financial Services 2,099.0 $304K 0.07% $144.61 -1.9%
174 LRCX Lam Research Corp. Ordinary Shares Technology 680.0 $295K 0.07% -660.0 -49.2% $433.33 -27.8%
175 SMCI Super Micro Computer Inc Ordinary Shares Technology 10,030.0 $294K 0.07% $29.33 +27.5%
176 DUK Duke Energy Hldg Common Utilities 2,292.0 $290K 0.07% $126.58 -3.7%
177 VOE Vanguard Index Funds Mid-Cap Value Etf 1,467.0 $290K 0.07% $197.60 +6.0%
178 MLM Martin Marietta Materials, Inc. Ordinary Shares Basic Materials 497.0 $287K 0.07% $576.70 -7.7%
179 FISV Fiserv, Inc. Technology 5,730.0 $281K 0.06% +270.0 +5.0% $49.05 +6.9%
180 MPC Marathon Petroleum Corp Ordinary Shares Energy 1,091.0 $279K 0.06% $255.67 +41.7%
Page 9 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%