Arkolith/Funds/City State Bank

City State Bank

CIK 1910666
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

City State Bank holds a diversified book of 809 stocks worth $436.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Honeywell International Inc Ordinary Shares and trimmed Apple Inc Ordinary Shares. Their largest long position is Apple Inc Ordinary Shares at 4% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
40
new positions
Added to
111
existing
Trimmed
102
reduced
Sold out
13
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
30%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • Vanguard Index Funds Growth Etf
    +537%$5.8M
  • Vanguard Index Funds Mid-Cap Etf
    +318%$3.1M
  • Vanguard World Fund Information Technology Etf
    +754%$3.0M
  • Vanguard World Fund Mega Cap Growth Etf
    +466%$1.1M
  • Dimensional Etf Trust Core Fixed Income
    +6.8%$1.0M
  • Dimensional Etf Trust Short-Duration Fixed Income
    +8.0%$1.0M
Trimmed / exited
  • Alliant Energy Corp. Ordinary Shares
    −76%$4.2M
  • Advanced Micro Devices Inc. Ordinary Shares
    −30%$977K
  • Micron Technology Inc. Ordinary Shares
    −5.9%$942K
  • Crowdstrike Holdings Inc Ordinary Shares - Class A
    −27%$424K
  • Lam Research Corp. Ordinary Shares
    −49%$286K
  • Apple Inc Ordinary Shares
    −1.5%$262K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

809 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Ordinary Shares
COM
$16.7M57.7K
3.8%
−1.5%
Reduced · −907 sh
2Dimensional Etf Trust Core Fixed Income
CORE FIXE IN ETF
$16.6M392.9K
3.8%
+6.8%
Added · +25K sh
3Micron Technology Inc. Ordinary Shares
COM
$15.0M13.0K
3.4%
−5.9%
Reduced · −816 sh
4Vanguard Bond Index Funds Intermediate-Term Etf
INTERMED TERM
$14.4M188.1K
3.3%
+1.6%
Added · +3K sh
5Dimensional Etf Trust Short-Duration Fixed Income
SHOR DUR FIX ETF
$13.6M284.1K
3.1%
+8.0%
Added · +21K sh
6Vanguard Bond Index Funds Short-Term Etf
SHORT TRM BOND
$11.6M149.1K
2.7%
+1.6%
Added · +2K sh
7Vanguard Specialized Funds Dividend Appreciation Ftf
DIV APP ETF
$11.2M47.3K
2.6%
+2.6%
Added · +1K sh
8Vanguard High Dividend Yield Etf
HIGH DIV YLD
$10.4M65.9K
2.4%
+0.4%
Added · +285 sh
9Dimensional Etf Trust U.S. Targeted Value
US TARGETED VLU
$9.9M141.6K
2.3%
+5.8%
Added · +8K sh
10Vanguard Whitehall Funds Emerging Markets Government Bond Etf
EM MK GOV BD ETF
$9.4M139.9K
2.2%
+9.9%
Added · +13K sh
11Vanguard Total Bond Market Etf
TOTAL BND MRKT
$8.3M113.6K
1.9%
+3.0%
Added · +3K sh
12Ishares Trust Core U.S. Aggregate Bond Etf
CORE US AGGBD ET
$7.4M75.2K
1.7%
+1.2%
Added · +921 sh
13Alphabet Inc Ordinary Shares - Class C
CAP STK CL C
$7.2M20.4K
1.7%
+1.2%
Added · +247 sh
14Nvidia Corp Ordinary Shares
COM
$7.1M35.2K
1.6%
+0.5%
Added · +185 sh
15Vanguard Index Funds Growth Etf
GROWTH ETF
$6.9M80.3K
1.6%
+537%
Added · +68K sh
16Berkshire Hathaway Inc. Ordinary Shares - Class B
CL B NEW
$6.8M13.6K
1.6%
Held
17Vanguard Charlotte Funds Total International Bond Etf
TOTAL INT BD ETF
$6.5M135.2K
1.5%
+2.5%
Added · +3K sh
18Ishares Trust 0-5 Year Tips Bond Etf
0-5 YR TIPS ETF
$6.5M63.6K
1.5%
+4.0%
Added · +2K sh
19Microsoft
COM
$6.5M17.4K
1.5%
+5.0%
Added · +830 sh
20Ishares Trust 5-10 Year Investment Grade Corporate Bond Etf
ISHS 5-10YR INVT
$6.1M114.8K
1.4%
+1.4%
Added · +2K sh
21Dimensional Etf Trust International Core Equity Market
INTL CORE EQT MK
$6.0M144.9K
1.4%
+9.7%
Added · +13K sh
22Dimensional Etf Trust Global Core Plus Fixed Income
GLOB CO PLUS ETF
$5.3M97.8K
1.2%
+11%
Added · +10K sh
23Vanguard Index Funds Value Etf
VALUE ETF
$5.0M23.2K
1.2%
+1.5%
Added · +336 sh
24Dimensional Etf Trust International Value
INTERNATNAL VAL
$5.0M92.7K
1.1%
+11%
Added · +9K sh
25Amazon.com Inc. Ordinary Shares
COM
$4.9M20.6K
1.1%
+1.2%
Added · +247 sh
26Dimensional Etf Trust US High Profitability
US HIGH PROF ETF
$4.9M117.3K
1.1%
+14%
Added · +14K sh
27Spdr Series Trust State Street Bloomberg Emerging Markets Local Bond Etf
SST SPDR BLOOMBE
$4.6M221.1K
1.1%
+2.5%
Added · +6K sh
28Dimensional Etf Trust Emerging Core Equity Market
EMGR CRE EQT MNG
$4.5M111.2K
1.0%
+7.4%
Added · +8K sh
29Dimensional Etf Trust U.S. Core Equity 2
US COR EQU 2 ETF
$4.1M93.1K
0.9%
+4.2%
Added · +4K sh
30Caterpiller, Inc DEL
COM
$4.1M3.8K
0.9%
−0.9%
Reduced · −37 sh
31Vanguard Index Funds Mid-Cap Etf
MID CAP ETF
$4.1M50.3K
0.9%
+318%
Added · +38K sh
32Taiwan Semiconductor Manufacturing LTD
SPONSORED ADS
$3.9M8.1K
0.9%
+1.6%
Added · +132 sh
33Vanguard World Fund Financials Etf
FINANCIALS ETF
$3.6M27.6K
0.8%
−0.3%
Reduced · −95 sh
34Dimensional Etf Trust US Large Cap Value
US LARG VALU ETF
$3.6M89.9K
0.8%
+6.8%
Added · +6K sh
35Vanguard World Fund Information Technology Etf
INF TECH ETF
$3.4M28.2K
0.8%
+754%
Added · +25K sh
36Vanguard Index Funds Small Cap Etf
SMALL CP ETF
$3.3M10.9K
0.8%
+4.9%
Added · +510 sh
37Spdr S&p 500 Etf Trust
TR UNIT
$3.3M4.4K
0.7%
−0.7%
Reduced · −31 sh
38Lilly(eli) & Co Ordinary Shares
COM
$3.2M2.7K
0.7%
−6.5%
Reduced · −188 sh
39Dimensional Etf Trust Inflation-Protected Securities
INFLATION PROTE
$3.2M77.7K
0.7%
+28%
Added · +17K sh
40Dimensional Etf Trust International High Profitability
INTL HIGH PROFIT
$3.1M91.2K
0.7%
+30%
Added · +21K sh
41Johnson & Johnson
COM
$2.9M11.2K
0.7%
−1.2%
Reduced · −140 sh
42JPMorgan Chase & Co.
COM
$2.8M8.7K
0.6%
−0.6%
Reduced · −49 sh
43Applied Materials Inc. Ordinary Shares
COM
$2.7M3.7K
0.6%
−1.2%
Reduced · −47 sh
44Rtx Corp Ordinary Shares
COM
$2.3M12.4K
0.5%
−0.1%
Reduced · −15 sh
45Advanced Micro Devices Inc. Ordinary Shares
COM
$2.3M4.0K
0.5%
−30%
Reduced · −2K sh
46Abbvie Inc Ordinary Shares
COM
$2.3M9.2K
0.5%
−0.2%
Reduced · −18 sh
47Vanguard International Equity Index Funds Ftse Emerging Markets Etf
FTSE EMR MKT ETF
$2.3M37.9K
0.5%
−1.8%
Reduced · −705 sh
48Ishares Trust International Aggregate Bond Fund
CORE INTL AGGR
$2.1M41.6K
0.5%
−1.0%
Reduced · −420 sh
49Costco Wholesale Corp Ordinary Shares
COM
$2.1M2.2K
0.5%
−0.9%
Reduced · −20 sh
50Vanguard World Fund Health Care Etf
HEALTH CAR ETF
$2.0M6.8K
0.5%
−0.2%
Reduced · −15 sh
Showing 50 of 809 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026809$436.4M13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026784$385.3M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026767$365.1M13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025742$346.2M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025748$319.0M13F-HR
Q1 2025Mar 31, 2025Apr 11, 2025752$303.4M13F-HR
Q4 2024Dec 31, 2024Jan 13, 2025727$283.5M13F-HR
Q3 2024Sep 30, 2024Oct 10, 2024740$274.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.