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CITIZENS BUSINESS BANK 13F portfolio summary

CITIZENS BUSINESS BANK of CITIZENS BUSINESS BANK has 139 current stock holdings with a reported portfolio value of $664.1M. The portfolio 1 year return is +23.02%. Top holdings include IWR (10.54%), VEA (9.42%), NVDA (5.27%), AVGO (3.51%), AAPL (3.23%).

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CITIZENS BUSINESS BANK

CITIZENS BUSINESS BANK
Latest filing: 2026-06-30

CITIZENS BUSINESS BANK runs CITIZENS BUSINESS BANK and currently holds 139 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $664.08M. Their top holdings are IWR, VEA, NVDA, AVGO, AAPL. The top five represent 32.0% of reported portfolio weight. CITIZENS BUSINESS BANK ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CITIZENS BUSINESS BANK initiated 4 new positions. They added to 27 existing positions. They trimmed 56 positions. Their current best-performing preview position is MRVL with returns of +200.75%.

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Top 5 Holdings
IWR10.5%
VEA9.4%
NVDA5.3%
AVGO3.5%
AAPL3.2%
Top 5: 32.0%
Portfolio Returns
1 Year
+23.02%
#0/1000
3 Year
+68.21%
#0/1000
5 Year
+68.90%
#0/1000

Portfolio Value

$664.08M

Alpha Score

53.9

#0 of 1000

Holdings

139

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139 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IWR
ISHARES TR
10.54%$56.69$113.43+100.09%
Trimmed
-2.48%
VEA
VANGUARD TAX-MANAGED FDS
9.42%$45.16$73.43+62.60%
Trimmed
-3.56%
NVDA
NVIDIA CORPORATION
5.27%$13.88$214.76+1,447.26%
Trimmed
-2.05%
AVGO
BROADCOM INC
3.51%$78.09$368.45+371.83%
Trimmed
-1.96%
AAPL
APPLE INC
3.23%$52.60$309.35+488.12%
Trimmed
-0.49%
PWR
QUANTA SVCS INC
3.00%$190.27$639.59+236.15%
Trimmed
-1.37%
CVBF
CVB FINL CORP
2.33%$17.33$22.57+30.24%
Held
DELL
DELL TECHNOLOGIES INC
1.96%$111.62$441.74+295.75%
Trimmed
-10.96%
EMXC
ISHARES INC
1.88%$59.39$97.80+64.67%
Trimmed
-6.08%
MSFT
MICROSOFT CORP
1.87%$174.79$483.24+176.47%
Trimmed
-0.12%

Showing 1-10 of 139