account_balance
Investment manager · 13F filer · SEC CIK 1948632
Citizens Business Bank
Reported value$682Mas of Sep 30, 2026
Positions132 2 new, 9 sold out
Top 10 weight44.4%IWR alone is 10%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWRiShares Tr
10.1%
VEAVanguard Tax-managed FDS
9.3%Added +2%
NVDANvidia Corporation
5.9%
AAPLApple Inc
3.6%
AVGOBroadcom Inc
3.2%
PWRQuanta SVCS Inc
2.6%
PLTRPalantir Technologies Inc
2.6%
MSFTMicrosoft Corp
2.5%
DELLDell Technologies Inc
2.4%
CVBFCVB Finl Corp
2.2%
AMZNAmazon Com Inc
1.8%
EMXCiShares Inc
1.8%
IWRiShares Tr
10.1%
VEAVanguard Tax-managed FDS
9.3%Added +2%
EMXC1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWR iShares Tr 10.1% Held
VEA Vanguard Tax-managed FDS 9.3% Added +2%
NVDA Nvidia Corporation 5.9% HeldAAPL Apple Inc 3.6% HeldAVGO Broadcom Inc 3.2% HeldPWR Quanta SVCS Inc 2.6% HeldPLTR Palantir Technologies Inc 2.6% HeldMSFT Microsoft Corp 2.5% HeldDELL Dell Technologies Inc 2.4% HeldCVBF CVB Finl Corp 2.2% HeldAMZN Amazon Com Inc 1.8% HeldEMXC iShares Inc 1.8% Held
What changed