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Portfolio (Quarterly) Guide ↗

Citizens Business Bank

· CIK 0001948632
13F Portfolio $664M AUM 234 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 22 Added 58 Reduced 8 Exited
Page 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEMG ISHARES INC 3,801.0 $315K 0.05% $82.84 -1.5%
122 TSLA TESLA INC Consumer Cyclical 746.0 $314K 0.05% +31.0 +4.3% $420.60 -13.7%
123 AVDE AMERICAN CENTY ETF TR 3,491.0 $311K 0.05% NEW $89.20 +5.7%
124 EEM ISHARES TR 4,518.0 $309K 0.05% $68.41 -1.9%
125 BLK BLACKROCK INC Financial Services 307.0 $295K 0.04% $961.56 +20.3%
126 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 299.0 $289K 0.04% NEW $965.00 -11.9%
127 SPGI S&P GLOBAL INC Financial Services 700.0 $285K 0.04% $407.26 +5.9%
128 MLM MARTIN MARIETTA MATLS INC Basic Materials 493.0 $284K 0.04% $576.70 -7.2%
129 WM WASTE MGMT INC DEL Industrials 1,240.0 $276K 0.04% NEW $222.88 +0.5%
130 SBUX STARBUCKS CORP Consumer Cyclical 2,548.0 $260K 0.04% NEW $102.19 +4.8%
131 ENSG ENSIGN GROUP INC Healthcare 1,531.0 $245K 0.04% $160.30 +12.0%
132 TJX TJX COS INC NEW Consumer Cyclical 1,501.0 $227K 0.03% +20.0 +1.4% $151.50 -7.3%
133 NEU NEWMARKET CORP Basic Materials 284.0 $225K 0.03% NEW $791.24 +18.5%
134 LOPE GRAND CANYON ED INC Consumer Defensive 1,513.0 $217K 0.03% $143.11 +3.0%
135 IRM IRON MTN INC DEL Real Estate 1,699.0 $215K 0.03% -500.0 -22.7% $126.31 -3.4%
136 NEE NEXTERA ENERGY INC Utilities 2,445.0 $215K 0.03% -530.0 -17.8% $87.77 -4.7%
137 ROL ROLLINS INC Consumer Cyclical 4,984.0 $208K 0.03% $41.74 -11.6%
138 FDX FEDEX CORP Industrials 661.0 $207K 0.03% $313.13 +3.8%
139 ANET ARISTA NETWORKS INC Technology 1,200.0 $204K 0.03% NEW $169.88 +11.0%
Page 7 of 7  ·  139 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 38.8%
Financial Services 18.8%
Industrials 9.5%
Healthcare 8.0%
Consumer Cyclical 7.6%
Energy 5.6%
Communication Services 5.0%
Consumer Defensive 3.4%
Utilities 1.7%
Basic Materials 1.4%