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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 $534,896,556
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 526,958 $46,583,087 8.7%
2.
Vanguard Tax-Managed Fds
 733,064 $35,055,117 6.55%
3.
Nvidia Corp
 NVDA 134,381 $18,046,033 3.37%
4.
Quanta Services Inc.
 PWR 53,386 $16,872,656 3.15%
5.
Spdr S & P 500 Etf Trust
 SPY 26,192 $15,350,610 2.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)