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Portfolio (Quarterly) Guide ↗

Citizens Business Bank

· CIK 0001948632
13F Portfolio $610.3B AUM 229 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 2 Added 74 Reduced 6 Exited
Page 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CCI CROWN CASTLE INC Real Estate 5,330.0 $433K 0.07% -89.0 -1.6% $81.31 +6.6%
102 EFV ISHARES TR 5,756.0 $428K 0.07% $74.35 +3.9%
103 ISRG INTUITIVE SURGICAL INC Healthcare 925.0 $426K 0.07% -23.0 -2.4% $460.99 -7.1%
104 VICI VICI PPTYS INC Real Estate 15,489.0 $423K 0.07% -348.0 -2.2% $27.32 +2.0%
105 NSC NORFOLK SOUTHN CORP Industrials 1,395.0 $400K 0.07% $287.00 +10.7%
106 NOW SERVICENOW INC Technology 3,695.0 $386K 0.06% -30.0 -0.8% $104.55 -13.4%
107 TEL TE CONNECTIVITY PLC Technology 1,740.0 $364K 0.06% -20.0 -1.1% $209.02 -1.1%
108 GE GE AEROSPACE Industrials 1,274.0 $362K 0.06% $283.77 +2.7%
109 SNPS SYNOPSYS INC Technology 887.0 $352K 0.06% $396.48 +28.6%
110 VIGI VANGUARD WHITEHALL FDS 3,965.0 $351K 0.06% $88.46 +4.1%
111 IWD ISHARES TR 1,625.0 $347K 0.06% -200.0 -11.0% $213.67 +8.7%
112 EQIX EQUINIX INC Real Estate 332.0 $325K 0.05% $980.24 +10.1%
113 ASML ASML HLDG NV Technology 241.0 $318K 0.05% -14.0 -5.5% $1320.83 +13.7%
114 SDY SPDR SERIES TRUST 2,157.0 $315K 0.05% $145.94 +0.1%
115 ENSG ENSIGN GROUP INC Healthcare 1,531.0 $308K 0.05% $201.50 -11.0%
116 SPGI S&P GLOBAL INC Financial Services 700.0 $298K 0.05% $425.34 -5.0%
117 BLK BLACKROCK INC Financial Services 307.0 $295K 0.05% $961.71 +12.5%
118 MLM MARTIN MARIETTA MATLS INC Basic Materials 493.0 $290K 0.05% $588.68 -2.3%
119 NEE NEXTERA ENERGY INC Utilities 2,975.0 $276K 0.04% $92.88 +3.0%
120 SYK STRYKER CORPORATION Healthcare 825.0 $271K 0.04% -11.0 -1.3% $328.59 -7.0%
Page 6 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 18.1%
Consumer Cyclical 11.0%
Healthcare 9.5%
Industrials 8.6%
Energy 8.3%
Communication Services 6.4%
Consumer Defensive 3.8%
Utilities 1.7%
Basic Materials 1.4%