Citizens Business Bank
Sector Allocation
- Other32.9%$218.7M
- Technology28.5%$189.0M
- Financials11.1%$73.7M
- Industrials6.2%$41.0M
- Consumer Discretionary5.4%$35.7M
- Healthcare4.8%$31.8M
- Energy3.7%$24.8M
- Communication Services2.4%$16.2M
- Consumer Staples2.2%$14.5M
- Utilities1.4%$9.1M
AUM History
13fpro.ai/research/fund/citizens-business-bank-1948632
Conviction and streaks
Stable · top 10 = 43.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$70.0M
- VANGUARD$62.6M
NVDA
$35.0MAVGO
$23.3MAAPL
$21.4MPWR
$19.9MCVBF
$15.5MDELL
$13.0M- ISHARES$12.5M
MSFT
$12.4MMRVL
$12.2MGOOGL
$12.0M- ISHARES$11.7M
AMZN
$11.7M- J$11.1M
PLTR
$10.8MSPY
$10.7M- ISHARES$10.6M
- VANGUARD$9.5M
PANW
$9.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/citizens-business-bank-1948632
Citizens Business Bank 13F holdings — Q2 2026
$664.1M portfolio (+8.8% QoQ) · 139 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
- 1
ISHARES TR - RUS MID CAP ETF
$70.0M
10.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$62.6M
9.4% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $35.0M
5.3% of stocks
-2%This quarter+4.5%Since filed7+ qtrsHeld$23.3M
3.5% of stocks
-2%This quarter-16.1%Since filed7+ qtrsHeld$21.4M
3.2% of stocks
-0.5%This quarter+13.3%Since filed7+ qtrsHeld$19.9M
3.0% of stocks
-1%This quarter-17.1%Since filed7+ qtrsHeld$15.5M
2.3% of stocks
No changeThis quarter+0.2%Since filed7+ qtrsHeld$13.0M
2.0% of stocks
-11%This quarter+8.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 9
ISHARES INC - MSCI EMRG CHN
$12.5M
1.9% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $12.4M
1.9% of stocks
-0.1%This quarter+9.2%Since filed7+ qtrsHeld
All holdings — Citizens Business Bank (Q2 2026)
139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Marvell Technology, Inc. | Technology | $12.2M | 1.8% | 41K | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $12.0M | 1.8% | 34K | -2% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $11.7M | 1.8% | 39K | -3% | — | — | 13F |
| 14 | AMAZON COM INC | Consumer Discretionary | $11.7M | 1.8% | 49K | -2% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETFnote | — | $11.1M | 1.7% | 207K | -4% | — | — | 13F |
| 16 | Palantir Technologies Inc. | Technology | $10.8M | 1.6% | 93K | -3% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SPDR S&P 500 ETF TRUSTetf/fund | — | $10.7M | 1.6% | 14K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $10.6M | 1.6% | 102K | +0.5% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $9.5M | 1.4% | 14K | -2% | — | — | 13F |
| 20 | Palo Alto Networks Inc | Technology | $9.1M | 1.4% | 27K | -1% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $8.1M | 1.2% | 25K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BANK OF AMERICA CORP /DE/ | Financials | $8.1M | 1.2% | 142K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | GOLDMAN SACHS GROUP INC | Financials | $8.0M | 1.2% | 7,882 | -2% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AbbVie Inc. | Healthcare | $7.6M | 1.1% | 30K | -4% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $7.4M | 1.1% | 50K | -3% | — | — | 13F |
| 26 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $7.4M | 1.1% | 22K | -2% | |||
| 27 | $FANG | Diamondback Energy, Inc. | Energy | $7.1M | 1.1% | 40K | +1% | |||
| 28 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $6.3M | 0.9% | 71K | New | |||
| 29 | $SCHW | SCHWAB CHARLES CORP | Financials | $6.2M | 0.9% | 67K | -4% | |||
| 30 | $MRK | Merck & Co., Inc. | Healthcare | $6.1M | 0.9% | 47K | -2% | |||
| 31 | $D | DOMINION ENERGY, INC | Utilities | $6.1M | 0.9% | 89K | -3% | |||
| 32 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $6.0M | 0.9% | 84K | -3% | |||
| 33 | $WMT | Walmart Inc. | Consumer Staples | $5.9M | 0.9% | 52K | -9% | |||
| 34 | $CVX | CHEVRON CORP | Energy | $5.9M | 0.9% | 35K | -2% | |||
| 35 | — | FIRST TR EXCH TRADED FD III - CALIF MUN INCM | — | $5.9M | 0.9% | 118K | -0.3% | |||
| 36 | $UBER | Uber Technologies, Inc | Technology | $5.9M | 0.9% | 81K | -4% | |||
| 37 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.8M | 0.9% | 16K | +8% | |||
| 38 | $SNOW | Snowflake Inc. | Technology | $5.8M | 0.9% | 23K | -4% | |||
| 39 | $BWXT | BWX Technologies, Inc. | Industrials | $5.5M | 0.8% | 28K | -2% | |||
| 40 | $USB | US BANCORP \DE\ | Financials | $5.5M | 0.8% | 91K | -1% | |||
| 41 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $5.5M | 0.8% | 21K | -3% | |||
| 42 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.4M | 0.8% | 11K | -3% | |||
| 43 | $UNP | UNION PACIFIC CORP | Industrials | $5.4M | 0.8% | 20K | -0.6% | |||
| 44 | $LNG | Cheniere Energy, Inc. | Energy | $5.2M | 0.8% | 22K | -42% | |||
| 45 | $SHW | SHERWIN WILLIAMS CO | Materials | $4.8M | 0.7% | 14K | +4% | |||
| 46 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.7M | 0.7% | 25K | -2% | |||
| 47 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $4.7M | 0.7% | 51K | -7% | |||
| 48 | $TOST | Toast, Inc. | Technology | $4.6M | 0.7% | 165K | New | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $4.6M | 0.7% | 13K | +0.3% | |||
| 50 | $MA | Mastercard Inc | Financials | $4.6M | 0.7% | 8,896 | -4% | |||
| 51 | $NFLX | NETFLIX INC | Communication Services | $3.8M | 0.6% | 53K | -3% | |||
| 52 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $3.7M | 0.6% | 17K | -5% | |||
| 53 | $VEEV | VEEVA SYSTEMS INC | Technology | $3.6M | 0.6% | 20K | -6% | |||
| 54 | $DHR | DANAHER CORP /DE/ | Healthcare | $3.5M | 0.5% | 18K | -4% | |||
| 55 | $DIS | Walt Disney Co | Communication Services | $3.4M | 0.5% | 35K | -7% | |||
| 56 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $3.2M | 0.5% | 7,098 | -4% | |||
| 57 | $ORCL | ORACLE CORP | Technology | $3.1M | 0.5% | 21K | +0.9% | |||
| 58 | $VLTO | Veralto Corp | Technology | $2.9M | 0.4% | 33K | -4% | |||
| 59 | $IR | Ingersoll Rand Inc. | Industrials | $2.9M | 0.4% | 36K | -5% | |||
| 60 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.8M | 0.4% | 65K | -4% | |||
| 61 | $EW | Edwards Lifesciences Corp | Healthcare | $2.7M | 0.4% | 30K | -4% | |||
| 62 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.2M | 0.3% | 19K | +0.6% | |||
| 63 | — | ISHARES TR - CORE S&P MCP ETF | — | $2.2M | 0.3% | 28K | +4% | |||
| 64 | $CATY | CATHAY GENERAL BANCORP | Financials | $1.8M | 0.3% | 15K | — | |||
| 65 | $CAT | CATERPILLAR INC | Industrials | $1.8M | 0.3% | 1,654 | +0.4% | |||
| 66 | $GLW | CORNING INC /NY | Materials | $1.6M | 0.3% | 6,372 | +0.6% | |||
| 67 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.2% | 5,643 | -9% | |||
| 68 | $AMGN | AMGEN INC | Healthcare | $1.4M | 0.2% | 3,858 | +0.3% | |||
| 69 | — | ISHARES TR - CORE S&P500 ETF | — | $1.3M | 0.2% | 1,776 | — | |||
| 70 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2M | 0.2% | 4,377 | +50% | |||
| 71 | $ETR | ENTERGY CORP /DE/ | Utilities | $1.2M | 0.2% | 11K | +0.5% | |||
| 72 | $V | VISA INC. | Financials | $1.2M | 0.2% | 3,470 | — | |||
| 73 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.2% | 1,623 | New | |||
| 74 | $NEM | NEWMONT Corp /DE/ | Materials | $1.0M | 0.1% | 11K | +0.7% | |||
| 75 | $NE | Noble Corp plc | Energy | $1.0M | 0.1% | 27K | +0.5% | |||
| 76 | $PEP | PEPSICO INC | Consumer Staples | $1.0M | 0.1% | 7,404 | New | |||
| 77 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $968K | 0.1% | 7,661 | +0.5% | |||
| 78 | $ALLE | Allegion plc | Industrials | $964K | 0.1% | 6,864 | — | |||
| 79 | $MEDP | Medpace Holdings, Inc. | Healthcare | $948K | 0.1% | 1,790 | — | |||
| 80 | $BKR | Baker Hughes Co | Energy | $941K | 0.1% | 17K | +0.6% | |||
| 81 | $WSO | WATSCO INC | Consumer Discretionary | $925K | 0.1% | 2,219 | +79% | |||
| 82 | $ETN | Eaton Corp plc | Industrials | $897K | 0.1% | 2,104 | +0.4% | |||
| 83 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $895K | 0.1% | 957 | -11% | |||
| 84 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $883K | 0.1% | 1,255 | +21% | |||
| 85 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $825K | 0.1% | 5,626 | +0.6% | |||
| 86 | $KEYS | Keysight Technologies, Inc. | Technology | $823K | 0.1% | 2,351 | — | |||
| 87 | $POOL | POOL CORP | Consumer Discretionary | $770K | 0.1% | 3,584 | New | |||
| 88 | $SO | SOUTHERN CO | Utilities | $766K | 0.1% | 8,002 | +0.4% | |||
| 89 | $CVS | CVS HEALTH Corp | Healthcare | $763K | 0.1% | 7,379 | +0.7% | |||
| 90 | $MET | METLIFE INC | Financials | $751K | 0.1% | 8,881 | +0.8% | |||
| 91 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 92 | $CMI | CUMMINS INC | Industrials | $722K | 0.1% | 1,013 | -50% | |||
| 93 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $705K | 0.1% | 1,408 | -3% | |||
| 94 | $MCD | MCDONALDS CORP | Consumer Discretionary | $699K | 0.1% | 2,587 | -80% | |||
| 95 | $KMB | KIMBERLY CLARK CORP | Materials | $660K | 0.1% | 3,006 | — | |||
| 96 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $655K | 0.1% | 7,750 | — | |||
| 97 | $FAST | FASTENAL CO | Industrials | $654K | 0.1% | 14K | — | |||
| 98 | $ADI | ANALOG DEVICES INC | Technology | $643K | 0.1% | 1,619 | — | |||
| 99 | $HEI | HEICO CORP | Industrials | $632K | 0.1% | 1,773 | — | |||
| 100 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $536K | 0.1% | 6,482 | -2% | |||
| 101 | $DUK | Duke Energy CORP | Utilities | $518K | 0.1% | 4,090 | -3% | |||
| 102 | $META | Meta Platforms, Inc. | Technology | $480K | 0.1% | 853 | +8% | |||
| 103 | $ASML | ASML HOLDING NV | Technology | $479K | 0.1% | 241 | — | |||
| 104 | $GE | GENERAL ELECTRIC CO | Industrials | $473K | 0.1% | 1,266 | -0.6% | |||
| 105 | $PM | Philip Morris International Inc. | Consumer Staples | $453K | 0.1% | 2,506 | -6% | |||
| 106 | — | ISHARES TR - EAFE VALUE ETF | — | $441K | 0.1% | 5,756 | — | |||
| 107 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $439K | 0.1% | 1,395 | — | |||
| 108 | $VICI | VICI PROPERTIES INC. | Real Estate | $414K | 0.1% | 16K | +0.6% | |||
| 109 | $SNPS | SYNOPSYS INC | Technology | $396K | 0.1% | 887 | — | |||
| 110 | $TXN | TEXAS INSTRUMENTS INC | Technology | $390K | 0.1% | 1,308 | — | |||
| 111 | $FTNT | Fortinet, Inc. | Technology | $379K | 0.1% | 2,468 | — | |||
| 112 | — | ISHARES TR - RUS 1000 VAL ETF | — | $375K | 0.1% | 1,545 | -5% | |||
| 113 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $370K | 0.1% | 3,965 | — | |||
| 114 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $368K | 0.1% | 925 | — | |||
| 115 | $LRCX | LAM RESEARCH CORP | Technology | $364K | 0.1% | 840 | New | |||
| 116 | $IBKR | Interactive Brokers Group, Inc. | Financials | $347K | 0.1% | 3,984 | — | |||
| 117 | $EQIX | EQUINIX INC | Real Estate | $346K | 0.1% | 332 | — | |||
| 118 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $328K | 0.1% | 2,157 | — | |||
| 119 | $RBA | RB GLOBAL INC. | Industrials | $327K | 0.1% | 2,809 | — | |||
| 120 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $324K | 0.1% | 903 | — | |||
| 121 | — | ISHARES INC - CORE MSCI EMKT | — | $315K | 0.1% | 3,801 | — | |||
| 122 | $TSLA | Tesla, Inc. | Consumer Discretionary | $314K | 0.1% | 746 | +4% | |||
| 123 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $311K | 0.1% | 3,491 | New | |||
| 124 | — | ISHARES TR - MSCI EMG MKT ETF | — | $309K | 0.1% | 4,518 | — | |||
| 125 | $BLK | BlackRock, Inc. | Financials | $295K | 0.0% | 307 | — | |||
| 126 | $STX | Seagate Technology Holdings plc | Technology | $289K | 0.0% | 299 | New | |||
| 127 | $SPGI | S&P Global Inc. | Financials | $285K | 0.0% | 700 | — | |||
| 128 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $284K | 0.0% | 493 | — | |||
| 129 | $WM | WASTE MANAGEMENT INC | Utilities | $276K | 0.0% | 1,240 | New | |||
| 130 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $260K | 0.0% | 2,548 | New | |||
| 131 | $ENSG | ENSIGN GROUP, INC | Healthcare | $245K | 0.0% | 1,531 | — | |||
| 132 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $227K | 0.0% | 1,501 | +1% | |||
| 133 | $NEU | NEWMARKET CORP | Materials | $225K | 0.0% | 284 | New | |||
| 134 | $LOPE | Grand Canyon Education, Inc. | Consumer Discretionary | $217K | 0.0% | 1,513 | — | |||
| 135 | $IRM | IRON MOUNTAIN INC | Real Estate | $215K | 0.0% | 1,699 | -23% | |||
| 136 | $NEE | NEXTERA ENERGY INC | Utilities | $215K | 0.0% | 2,445 | -18% | |||
| 137 | $ROL | ROLLINS INC | Industrials | $208K | 0.0% | 4,984 | — | |||
| 138 | $FDX | FEDEX CORP | Industrials | $207K | 0.0% | 661 | — | |||
| 139 | $ANET | Arista Networks, Inc. | Technology | $204K | 0.0% | 1,200 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 30 added to, 62 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
$ASTSAST SpaceMobile, Inc.$6.3M
first bought this quarter
$TOSTToast, Inc.$4.6M
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$1.2M
first bought this quarter
$PEPPEPSICO INC$1.0M
first bought this quarter
$POOLPOOL CORP$770K
first bought this quarter
$LRCXLAM RESEARCH CORP$364K
first bought this quarter
+6 more in the Excel export
Added to (30)
$HDHOME DEPOT, INC.+8%
now $5.8M · held 7+ qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORP+50%
now $1.2M · held 7+ qtrs
$WSOWATSCO INC+79%
now $925K · held 2 qtrs, 2 adds in a row
$SHWSHERWIN WILLIAMS CO+4%
now $4.8M · held 2 qtrs, 2 adds in a row
now $10.7M · held 7+ qtrs
$MDYSPDR S&P MIDCAP 400 ETF TRUST+21%
now $883K · held 7+ qtrs
+24 more in the Excel export
Trimmed (62)
$LNGCheniere Energy, Inc.-42%
now $5.2M · held 7+ qtrs, 2 trims in a row
$MCDMCDONALDS CORP-80%
now $699K · held 7+ qtrs, 2 trims in a row
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-4%
now $62.6M
- ISHARES TR - RUS MID CAP ETF-2%
now $70.0M
now $13.0M · held 7+ qtrs, 2 trims in a row
- ISHARES INC - MSCI EMRG CHN-6%
now $12.5M
+56 more in the Excel export
Holdings by quarter
Every 13F Citizens Business Bank has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow Citizens Business Bank?
Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Citizens Business Bank's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 14% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Citizens Business Bank disclosed 139 positions worth $664.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 8 — including a new stake in $ASTS and a full exit from $XPOF. The portfolio is most concentrated in Other (32.9% of disclosed assets). All figures are sourced directly from Citizens Business Bank’s Form 13F-HR filing with the SEC under CIK 1948632.
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AI-Powered Hedge Fund Analysis: Citizens Business Bank
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Every holding in Citizens Business Bank's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.