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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 $610,320,088
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 650,511 $63,249,185 10.36%
2.
Vanguard Tax-Managed Fds
 910,316 $58,333,053 9.56%
3.
Nvidia Corp
 NVDA 178,617 $31,150,800 5.1%
4.
Broadcom Inc.
 AVGO 62,996 $19,497,892 3.19%
5.
Apple Inc.
 AAPL 74,431 $18,889,843 3.1%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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