City State Bank has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $297 Million distributed in 752 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.1M, Vanguard Bd Index Fd Inc Inter with a value of $12.2M, Dimensional ETF Tr Core Fxd In with a value of $11.3M, Vanguard Bd Index Fd Inc Short with a value of $9.2M, and Vanguard Bd Index Fd Inc Total with a value of $7.92M.

Examining the 13F form we can see an increase of $16.5M in the current position value, from $280M to 297M.

City State Bank is based out at Norwalk, IA

Below you can find more details about City State Bank portfolio as well as his latest detailed transactions.

Portfolio value $297 Million
ETFs: $172 Million
Technology: $33.2 Million
Financial Services: $20 Million
Healthcare: $14.3 Million
Industrials: $13.9 Million
Consumer Cyclical: $12.4 Million
Utilities: $9.14 Million
Consumer Defensive: $8.76 Million
Other: $13.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 752
  • Current Value $297 Million
  • Prior Value $280 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 44 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
Track This Portfolio

Track City State Bank Portfolio

Follow City State Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of City State Bank, based on Form 13F filings with the SEC.

News

Stay updated on City State Bank with notifications on news.