EdgeMarket › What Citizens Business Bank reported owning
What Citizens Business Bank reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
610.3MPositions
135Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IWR iShares Russell Mid-Cap ETF | 63.2M | 10.4% | 650.5K | 113.44 | +20.4% |
| VEA Vanguard FTSE Developed Markets ETF | 58.3M | 9.6% | 910.3K | 73.42 | +24.7% |
| NVDA NVIDIA CORP | 31.2M | 5.1% | 178.6K | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 19.5M | 3.2% | 63.0K | 368.45 | +26.5% |
| AAPL Apple Inc. | 18.9M | 3.1% | 74.4K | 309.35 | +36.9% |
| PWR QUANTA SERVICES, INC. | 15.4M | 2.5% | 28.0K | 639.34 | +70.1% |
| PLTR Palantir Technologies Inc. | 14.0M | 2.3% | 95.5K | 179.94 | +15.3% |
| CVBF CVB FINANCIAL CORP | 13.3M | 2.2% | 342.9K | 22.57 | +17.0% |
| MSFT MICROSOFT CORP | 12.4M | 2.0% | 33.4K | 483.24 | -4.4% |
| XPOF Xponential Fitness, Inc. | 12.0M | 2.0% | 2.0M | 5.19 | -42.8% |
| JBND JPMorgan Active Bond ETF | 11.5M | 1.9% | 214.3K | 52.65 | -1.7% |
| LNG Cheniere Energy, Inc. | 10.6M | 1.7% | 37.3K | 277.51 | +17.6% |
| AMZN AMAZON COM INC | 10.5M | 1.7% | 50.5K | 258.63 | +15.6% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 10.2M | 1.7% | 129.8K | 97.80 | +53.2% |
| IWM iShares Russell 2000 ETF | 10.0M | 1.6% | 40.3K | 299.96 | +33.1% |
| GOOGL Alphabet Inc. | 9.9M | 1.6% | 34.4K | 344.82 | +73.0% |
| EFA iShares MSCI EAFE ETF | 9.9M | 1.6% | 101.4K | 108.24 | +17.1% |
| SPY SPDR S&P 500 ETF TRUST | 9.2M | 1.5% | 14.1K | 765.72 | +20.0% |
| VOO Vanguard S&P 500 ETF | 8.5M | 1.4% | 14.1K | 703.71 | +20.0% |
| FANG Diamondback Energy, Inc. | 7.9M | 1.3% | 39.8K | 210.72 | +52.8% |
| CVX CHEVRON CORP | 7.6M | 1.2% | 35.4K | 205.27 | +34.0% |
| JPM JPMORGAN CHASE & CO | 7.3M | 1.2% | 24.9K | 351.58 | +20.3% |
| WMT Walmart Inc. | 7.2M | 1.2% | 57.8K | 103.70 | +1.1% |
| BAC BANK OF AMERICA CORP /DE/ | 7.0M | 1.2% | 144.1K | 61.69 | +27.6% |
| ABBV AbbVie Inc. | 6.9M | 1.1% | 31.8K | 264.96 | +26.7% |
| GS GOLDMAN SACHS GROUP INC | 6.8M | 1.1% | 8.1K | 1,039.28 | +44.2% |
| TRV TRAVELERS COMPANIES, INC. | 6.6M | 1.1% | 22.7K | 363.58 | +32.5% |
| SCHW SCHWAB CHARLES CORP | 6.6M | 1.1% | 69.9K | 112.30 | +17.6% |
| IJR iShares Core S&P Small-Cap ETF | 6.4M | 1.1% | 51.8K | 147.31 | +29.0% |
| UBER Uber Technologies, Inc | 6.1M | 1.0% | 84.4K | 78.80 | -15.9% |
| BWXT BWX Technologies, Inc. | 5.9M | 1.0% | 29.0K | 156.78 | -4.1% |
| XOM ExxonMobil Holdings Corp | 5.9M | 1.0% | 26.0K | 165.11 | +52.1% |
| FCAL First Trust California Municipal High income E | 5.8M | 1.0% | 118.8K | 48.54 | +1.6% |
| MRK Merck & Co., Inc. | 5.8M | 1.0% | 48.2K | 152.55 | +80.2% |
| D DOMINION ENERGY, INC | 5.6M | 0.9% | 91.3K | 66.60 | +8.3% |
| DELL Dell Technologies Inc. | 5.6M | 0.9% | 33.8K | 442.08 | +244.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 5.5M | 0.9% | 11.2K | 629.27 | +27.2% |
| NFLX NETFLIX INC | 5.3M | 0.9% | 55.2K | 79.59 | -34.4% |
| EXPE Expedia Group, Inc. | 5.1M | 0.8% | 22.0K | 321.63 | +56.4% |
| HD HOME DEPOT, INC. | 5.0M | 0.8% | 15.2K | 335.61 | -16.5% |
| UNP UNION PACIFIC CORP | 4.8M | 0.8% | 19.9K | 308.05 | +36.5% |
| USB US BANCORP \DE\ | 4.8M | 0.8% | 92.2K | 62.05 | +33.7% |
| REGN REGENERON PHARMACEUTICALS, INC. | 4.7M | 0.8% | 6.1K | 834.04 | +41.1% |
| CL COLGATE PALMOLIVE CO | 4.7M | 0.8% | 55.1K | 91.08 | +5.8% |
| MA Mastercard Inc | 4.7M | 0.8% | 9.3K | 580.63 | -2.0% |
| BROS Dutch Bros Inc. | 4.4M | 0.7% | 86.3K | 49.87 | -20.8% |
| PANW Palo Alto Networks Inc | 4.3M | 0.7% | 27.1K | 357.87 | +94.0% |
| SHW SHERWIN WILLIAMS CO | 4.3M | 0.7% | 13.3K | 346.59 | -5.6% |
| MRVL Marvell Technology, Inc. | 4.0M | 0.7% | 40.7K | 237.04 | +232.8% |
| MCD MCDONALDS CORP | 4.0M | 0.7% | 12.9K | 270.95 | -13.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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