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Home > Institutional Investor > Citizens Business Bank > Profile

Instuitional Investor - Citizens Business Bank

Fund Profile
Filing Period:
Fund Name: Citizens Business Bank
Portfolio Value $605,312,939
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 654,638 $63,022,001 10.41%
2.
Vanguard Tax-Managed Fds
 920,192 $57,484,391 9.5%
3.
Nvidia Corp
 NVDA 181,656 $33,878,916 5.6%
4.
Broadcom Inc.
 AVGO 64,665 $22,380,576 3.7%
5.
Apple Inc.
 AAPL 75,907 $20,636,077 3.41%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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