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Home > Institutional Investor > Citizens Business Bank > 13F Holdings

Instuitional Investor - Citizens Business Bank

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 634,403 $69,987,335 10.54%
2.
Vanguard Tax-Managed Fds
 877,904 $62,550,703 9.42%
3.
Nvidia Corp
 NVDA 174,957 $35,007,140 5.27%
4.
Broadcom Inc.
 AVGO 61,760 $23,329,883 3.51%
5.
Apple Inc.
 AAPL 74,065 $21,431,441 3.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.