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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 1 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWR ISHARES TR 634,403.0 $70.0M 10.54% -16K -2.5% $110.32 +2.8%
2 VEA VANGUARD TAX-MANAGED FDS 877,904.0 $62.6M 9.42% -32K -3.6% $71.25 +3.0%
3 NVDA NVIDIA CORPORATION Technology 174,957.0 $35.0M 5.27% -4K -2.0% $200.09 +7.3%
4 AVGO BROADCOM INC Technology 61,760.0 $23.3M 3.51% -1K -2.0% $377.75 -2.5%
5 AAPL APPLE INC Technology 74,065.0 $21.4M 3.23% $289.36 +6.9%
6 PWR QUANTA SVCS INC Industrials 27,642.0 $19.9M 3.00% -384.0 -1.4% $720.04 -11.2%
7 CVBF CVB FINL CORP Financial Services 342,861.0 $15.5M 2.33% $45.10 -50.0%
8 DELL DELL TECHNOLOGIES INC Technology 30,122.0 $13.0M 1.96% -4K -11.0% $431.46 +2.4%
9 EMXC ISHARES INC 121,930.0 $12.5M 1.88% -8K -6.1% $102.30 -4.4%
10 MSFT MICROSOFT CORP Technology 33,371.0 $12.4M 1.87% $373.02 +29.5%
11 MRVL MARVELL TECHNOLOGY INC Technology 40,884.0 $12.2M 1.83% $297.89 -20.4%
12 GOOGL ALPHABET INC Communication Services 33,685.0 $12.0M 1.81% -727.0 -2.1% $357.37 -3.5%
13 IWM ISHARES TR 39,093.0 $11.7M 1.77% -1K -3.1% $300.45 -0.2%
14 AMZN AMAZON COM INC Consumer Cyclical 49,260.0 $11.7M 1.77% -1K -2.5% $238.34 +8.5%
15 JBND J P MORGAN EXCHANGE TRADED F 206,667.0 $11.1M 1.67% -8K -3.5% $53.50 -1.6%
16 PLTR PALANTIR TECHNOLOGIES INC Technology 92,899.0 $10.8M 1.63% -3K -2.7% $116.67 +54.2%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 14,300.0 $10.7M 1.61% +212.0 +1.5% $746.77 +2.5%
18 EFA ISHARES TR 101,959.0 $10.6M 1.59% +519.0 +0.5% $103.88 +4.2%
19 VOO VANGUARD INDEX FDS 13,802.0 $9.5M 1.43% -340.0 -2.4% $686.81 +2.5%
20 PANW PALO ALTO NETWORKS INC Technology 26,753.0 $9.1M 1.37% -344.0 -1.3% $341.02 +4.9%
Page 1 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%