Institutional Fund
City State Bank
Norwalk, IACIK 19106665 filings on record
Portfolio Value
$385.30M
Q1 2026
Holdings
784
Reported positions
New Buys
34
Opened this quarter
QoQ Change
+5.5%
from $365.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust4.0%
- Apple Inc3.9%
- Vanguard Bd Index Fds3.7%
- Dimensional ETF Trust3.3%
- Vanguard Bd Index Fds3.0%
- Vanguard Specialized Funds2.6%
- Other79.6%
Portfolio Holdings
784 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 368.1K | $15.54M | 4.0% | +50.0K | Added |
| 2 | Apple Inc | 58.6K | $14.87M | 3.9% | −876 | Reduced |
| 3 | Vanguard Bd Index Fds | 185.2K | $14.29M | 3.7% | +11.2K | Added |
| 4 | Dimensional ETF Trust | 263.1K | $12.60M | 3.3% | +67.4K | Added |
| 5 | Vanguard Bd Index Fds | 146.8K | $11.51M | 3.0% | +16.1K | Added |
| 6 | Vanguard Specialized Funds | 46.1K | $9.91M | 2.6% | +3.0K | Added |
| 7 | Vanguard Whitehall Fds | 65.6K | $9.71M | 2.5% | +3.8K | Added |
| 8 | Vanguard Whitehall Fds | 127.3K | $8.36M | 2.2% | +13.5K | Added |
| 9 | Dimensional ETF Trust | 133.8K | $8.36M | 2.2% | +12.2K | Added |
| 10 | Vanguard Bd Index Fds | 110.3K | $8.12M | 2.1% | +8.9K | Added |
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