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Home > Institutional Investor > City State Bank > Profile

Instuitional Investor - City State Bank

Fund Profile
Filing Period:
Fund Name: City State Bank
Portfolio Value $303,352,258
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 58,870 $13,076,793 4.31%
2.
Vanguard Bond Index Funds
 BND 159,060 $12,179,224 4.01%
3.
Dimensional Etf Trust
 268,490 $11,292,689 3.72%
4.
Vanguard Bond Index Funds
 BND 117,577 $9,203,928 3.03%
5.
Vanguard Bond Index Funds
 BND 108,060 $7,937,007 2.62%
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)