Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Citizens Business Bank (CIK 1948632) reported $610.3M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWR ($63.2M, 10.36%), VEA ($58.3M, 9.56%), NVDA ($31.2M, 5.10%), AVGO ($19.5M, 3.19%), AAPL ($18.9M, 3.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWR | ISHARES TR | $63.2M | 10.36% | 650,511 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $58.3M | 9.56% | 910,316 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $31.2M | 5.10% | 178,617 | Trimmed |
| 4 | AVGO | BROADCOM INC | $19.5M | 3.19% | 62,996 | Trimmed |
| 5 | AAPL | APPLE INC | $18.9M | 3.10% | 74,431 | Trimmed |
| 6 | PWR | QUANTA SVCS INC | $15.4M | 2.52% | 28,026 | Trimmed |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $14.0M | 2.29% | 95,492 | Trimmed |
| 8 | CVBF | CVB FINL CORP | $13.3M | 2.18% | 342,861 | Hold |
| 9 | MSFT | MICROSOFT CORP | $12.4M | 2.03% | 33,410 | Trimmed |
| 10 | XPOF | XPONENTIAL FITNESS INC | $12.0M | 1.97% | 2.0M | New |
| 11 | JBND | J P MORGAN EXCHANGE TRADED F | $11.5M | 1.89% | 214,255 | Added |
| 12 | LNG | CHENIERE ENERGY INC | $10.6M | 1.73% | 37,311 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $10.5M | 1.72% | 50,520 | Trimmed |
| 14 | EMXC | ISHARES INC | $10.2M | 1.67% | 129,828 | Trimmed |
| 15 | IWM | ISHARES TR | $10.0M | 1.64% | 40,328 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $9.9M | 1.62% | 34,412 | Trimmed |
| 17 | EFA | ISHARES TR | $9.9M | 1.61% | 101,440 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $9.2M | 1.50% | 14,088 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $8.5M | 1.38% | 14,142 | Trimmed |
| 20 | FANG | DIAMONDBACK ENERGY INC | $7.9M | 1.29% | 39,790 | Trimmed |
| 21 | CVX | CHEVRON CORPORATION | $7.6M | 1.24% | 35,423 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $7.3M | 1.20% | 24,919 | Trimmed |
| 23 | WMT | WALMART INC | $7.2M | 1.18% | 57,828 | Trimmed |
| 24 | BAC | BANK AMERICA CORP | $7.0M | 1.15% | 144,146 | Trimmed |
| 25 | ABBV | ABBVIE INC | $6.9M | 1.13% | 31,769 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31