Citizens Business Bank
CIK: 0001948632SEC EDGAR →
Portfolio Value
$552.5B
Holdings
134
As of
Q4 2025
New Positions
51
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 654,638 | $63.0B | 11.41% |
| 2 | VANGUARD TAX-MANAGED FDS | 920,192 | $57.5B | 10.40% |
| 3 | NVIDIA CORPORATION | 181,656 | $33.9B | 6.13% |
| 4 | BROADCOM INC | 64,665 | $22.4B | 4.05% |
| 5 | APPLE INC | 75,907 | $20.6B | 3.74% |
| 6 | PALANTIR TECHNOLOGIES INC | 96,960 | $17.2B | 3.12% |
| 7 | MICROSOFT CORP | 34,184 | $16.5B | 2.99% |
| 8 | CVB FINL CORP | 342,861 | $12.8B | 2.31% |
| 9 | QUANTA SVCS INC | 28,307 | $11.9B | 2.16% |
| 10 | AMAZON COM INC | 51,506 | $11.9B | 2.15% |
Quarterly Changes
New Positions (6)
Closed Positions (19)
$6.1B · 125K shares
$6.0B · 13K shares
$3.1B · 27K shares
$2.8B · 17K shares
$2.3B · 47K shares
$821.0M · 18K shares
$753.0M · 2K shares
$708.0M · 928 shares
$411.0M · 5K shares
$389.0M · 1K shares
$284.0M · 3K shares
$277.0M · 2K shares
$274.0M · 974 shares
$273.0M · 647 shares
$240.0M · 3K shares
$239.0M · 2K shares
$235.0M · 284 shares
$207.0M · 2K shares
$205.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $236.2B | 42.8% |
| Technology | 23 | $147.0B | 26.6% |
| Consumer Cyclical | 10 | $34.0B | 6.2% |
| Industrials | 13 | $33.0B | 6.0% |
| Healthcare | 18 | $30.5B | 5.5% |
| Energy | 6 | $25.0B | 4.5% |
| Communication Services | 5 | $20.2B | 3.7% |
| Consumer Defensive | 7 | $13.3B | 2.4% |
| Utilities | 5 | $7.9B | 1.4% |
| Unknown | 5 | $2.7B | 0.5% |
| Basic Materials | 2 | $1.4B | 0.3% |
| Real Estate | 4 | $1.2B | 0.2% |