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Home > Institutional Investor > Citizens Business Bank > Profile

Instuitional Investor - Citizens Business Bank

Fund Profile
Filing Period:
Fund Name: Citizens Business Bank
Portfolio Value $599,163,679
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 651,577 $62,909,771 10.5%
2.
Vanguard Tax-Managed Fds
 910,632 $54,565,056 9.11%
3.
Nvidia Corp
 NVDA 179,393 $33,471,150 5.59%
4.
Broadcom Inc.
 AVGO 63,655 $21,000,429 3.5%
5.
Apple Inc.
 AAPL 74,964 $19,088,092 3.19%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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