account_balance
Investment manager · 13F filer · SEC CIK 1948632
Citizens Business Bank
Reported value$682Mas of Sep 30, 2026
Positions132 3 new, 10 sold out
Top 10 weight44%IWR alone is 10%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWR
Ishares Tr
10.1%
VEA
Vanguard Tax-managed FDS
9.3%Added
NVDA
Nvidia Corporation
5.9%
AAPL
Apple Inc
3.6%
AVGO
Broadcom Inc
3.2%
PWR
Quanta SVCS Inc
2.6%
PLTR
Palantir Technologies Inc
2.6%
MSFT
Microsoft Corp
2.5%
DELL
Dell Technologies Inc
2.4%
CVBF
CVB Finl Corp
2.2%
122 others
55.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed