Citizens Business Bank
CIK: 0001948632SEC EDGAR →
Portfolio Value
$605K
Holdings
134
As of
Q4 2025
New Positions
51
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 654,638 | $63K | 10.41% |
| 2 | VANGUARD TAX-MANAGED FDS | 920,192 | $57K | 9.50% |
| 3 | NVIDIA CORPORATION | 181,656 | $34K | 5.60% |
| 4 | BROADCOM INC | 64,665 | $22K | 3.70% |
| 5 | APPLE INC | 75,907 | $21K | 3.41% |
| 6 | PALANTIR TECHNOLOGIES INC | 96,960 | $17K | 2.85% |
| 7 | MICROSOFT CORP | 34,184 | $17K | 2.73% |
| 8 | CVB FINL CORP | 342,861 | $13K | 2.11% |
| 9 | QUANTA SVCS INC | 28,307 | $12K | 1.97% |
| 10 | AMAZON COM INC | 51,506 | $12K | 1.96% |
Quarterly Changes
New Positions (6)
Closed Positions (19)
$6K · 125K shares
$6K · 13K shares
$3K · 27K shares
$3K · 17K shares
$2K · 47K shares
$821 · 18K shares
$753 · 2K shares
$708 · 928 shares
$411 · 5K shares
$389 · 1K shares
$284 · 3K shares
$277 · 2K shares
$274 · 974 shares
$273 · 647 shares
$240 · 3K shares
$239 · 2K shares
$235 · 284 shares
$207 · 2K shares
$205 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $271K | 44.8% |
| Technology | 23 | $147K | 24.3% |
| Healthcare | 18 | $43K | 7.1% |
| Consumer Cyclical | 10 | $38K | 6.4% |
| Industrials | 13 | $33K | 5.5% |
| Energy | 6 | $25K | 4.1% |
| Communication Services | 5 | $20K | 3.3% |
| Consumer Defensive | 7 | $14K | 2.4% |
| Utilities | 5 | $8K | 1.3% |
| Unknown | 5 | $3K | 0.4% |
| Basic Materials | 2 | $1K | 0.2% |
| Real Estate | 4 | $1K | 0.2% |