Sponsored
The Analysis of Citizens Business Bank's Holdings & P&L
Currently, Citizens Business Bank holds 135 types of securities in its portfolio with a total value $610.3M. In the most recent quarter, they have increased their positions in XPOF (+2.0M shares, valued at $12.0M), FCAL (+118.8K shares, valued at $5.8M), NFLX (+51.1K shares, valued at $4.9M); decreased their positions in GS (-3.5K shares, valued at $2.9M), JPM (-7.8K shares, valued at $2.3M), GLW (-5.1K shares, valued at $691.4K); initiated new positions in XPOF (+2.0M shares, valued at $12.0M), FCAL (+118.8K shares, valued at $5.8M), SHW (+13.3K shares, valued at $4.3M).
1M P&L
+14.6M+2.51%
3M P&L
+22.6M+3.95%
HY P&L
+42.5M+7.68%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A190.9M
34.4%
2Software - Infrastructure34.3M
6.2%
3Semiconductors31.9M
5.7%
Top Industries by Stock Count
1N/A19 stocks
15.7%
2Software - Infrastructure6 stocks
5.0%
3Drug Manufacturers - General4 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
IWR
-0.63%ISHARES TR
Shares650.5K
Event2026-03-31
Filed2026-05-01
VEA
-1.07%VANGUARD TAX-MANAGED FDS
Shares910.3K
Event2026-03-31
Filed2026-05-01
NVDA
-1.67%NVIDIA CORPORATION
Shares178.6K
Event2026-03-31
Filed2026-05-01
BROADCOM INC
-2.58%BROADCOM INC
Shares63.0K
Event2026-03-31
Filed2026-05-01
AAPL
-1.94%APPLE INC
Shares74.4K
Event2026-03-31
Filed2026-05-01
PWR
-0.99%QUANTA SVCS INC
Shares28.0K
Event2026-03-31
Filed2026-05-01
PLTR
-1.51%PALANTIR TECHNOLOGIES INC
Shares95.5K
Event2026-03-31
Filed2026-05-01
CVBF
0.00%CVB FINL CORP
Shares342.9K
Event2026-03-31
Filed2026-05-01
MSFT
-2.26%MICROSOFT CORP
Shares33.4K
Event2026-03-31
Filed2026-05-01
XPOF
NewXPONENTIAL FITNESS INC
Shares2.0M
Event2026-03-31
Filed2026-05-01
JBND
2.49%J P MORGAN EXCHANGE TRADED F
Shares214.3K
Event2026-03-31
Filed2026-05-01
LNG
-2.24%CHENIERE ENERGY INC
Shares37.3K
Event2026-03-31
Filed2026-05-01
AMZN
-1.91%AMAZON COM INC
Shares50.5K
Event2026-03-31
Filed2026-05-01
EMXC
-1.62%ISHARES INC
Shares129.8K
Event2026-03-31
Filed2026-05-01
IWM
-0.28%ISHARES TR
Shares40.3K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
-1.76%ALPHABET INC
Shares34.4K
Event2026-03-31
Filed2026-05-01
EFA
-2.88%ISHARES TR
Shares101.4K
Event2026-03-31
Filed2026-05-01
SPY
-4.70%STATE STR SPDR S&P 500 ETF T
Shares14.1K
Event2026-03-31
Filed2026-05-01
VANGUARD INDEX FDS
-5.39%VANGUARD INDEX FDS
Shares14.1K
Event2026-03-31
Filed2026-05-01
FANG
-3.96%DIAMONDBACK ENERGY INC
Shares39.8K
Event2026-03-31
Filed2026-05-01
CVX
0.49%CHEVRON CORPORATION
Shares35.4K
Event2026-03-31
Filed2026-05-01
JPM
-23.80%JPMORGAN CHASE & CO
Shares24.9K
Event2026-03-31
Filed2026-05-01
WMT
-2.53%WALMART INC
Shares57.8K
Event2026-03-31
Filed2026-05-01
BAC
-0.83%BANK AMERICA CORP
Shares144.1K
Event2026-03-31
Filed2026-05-01
ABBV
-1.98%ABBVIE INC
Shares31.8K
Event2026-03-31
Filed2026-05-01
GS
-29.94%GOLDMAN SACHS GROUP INC
Shares8.1K
Event2026-03-31
Filed2026-05-01
TRV
-1.13%TRAVELERS COMPANIES INC
Shares22.7K
Event2026-03-31
Filed2026-05-01
SCHW
-1.65%SCHWAB CHARLES CORP
Shares69.9K
Event2026-03-31
Filed2026-05-01
IJR
-6.60%ISHARES TR
Shares51.8K
Event2026-03-31
Filed2026-05-01
UBER
-1.30%UBER TECHNOLOGIES INC
Shares84.4K
Event2026-03-31
Filed2026-05-01
BWXT
-0.85%BWX TECHNOLOGIES INC
Shares29.0K
Event2026-03-31
Filed2026-05-01
XOM
-0.13%EXXON MOBIL CORP
Shares26.0K
Event2026-03-31
Filed2026-05-01
FCAL
NewFIRST TR EXCH TRADED FD III
Shares118.8K
Event2026-03-31
Filed2026-05-01
MERCK & CO INC
-1.70%MERCK & CO INC
Shares48.2K
Event2026-03-31
Filed2026-05-01
D
-1.76%DOMINION ENERGY INC
Shares91.3K
Event2026-03-31
Filed2026-05-01
DELL
-3.14%DELL TECHNOLOGIES INC
Shares33.8K
Event2026-03-31
Filed2026-05-01
TMO
-2.31%THERMO FISHER SCIENTIFIC INC
Shares11.2K
Event2026-03-31
Filed2026-05-01
NFLX
1258.94%NETFLIX INC.
Shares55.2K
Event2026-03-31
Filed2026-05-01
EXPE
-0.57%EXPEDIA GROUP INC
Shares22.0K
Event2026-03-31
Filed2026-05-01
HD
-3.79%HOME DEPOT INC
Shares15.2K
Event2026-03-31
Filed2026-05-01
UNP
-1.66%UNION PAC CORP
Shares19.9K
Event2026-03-31
Filed2026-05-01
USB
-5.31%US BANCORP
Shares92.2K
Event2026-03-31
Filed2026-05-01
REGN
-1.49%REGENERON PHARMACEUTICALS
Shares6.1K
Event2026-03-31
Filed2026-05-01
CL
-2.80%COLGATE PALMOLIVE CO
Shares55.1K
Event2026-03-31
Filed2026-05-01
MA
-2.24%MASTERCARD INCORPORATED
Shares9.3K
Event2026-03-31
Filed2026-05-01
BROS
0.02%DUTCH BROS INC
Shares86.3K
Event2026-03-31
Filed2026-05-01
PANW
-1.33%PALO ALTO NETWORKS INC
Shares27.1K
Event2026-03-31
Filed2026-05-01
SHW
NewSHERWIN WILLIAMS CO
Shares13.3K
Event2026-03-31
Filed2026-05-01
MARVELL TECHNOLOGY INC
-5.97%MARVELL TECHNOLOGY INC
Shares40.7K
Event2026-03-31
Filed2026-05-01
MCD
-1.90%MCDONALDS CORP
Shares12.9K
Event2026-03-31
Filed2026-05-01
ULTA
-1.11%ULTA BEAUTY INC
Shares7.4K
Event2026-03-31
Filed2026-05-01
VEEV
0.43%VEEVA SYS INC
Shares21.7K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
0.00%ALPHABET INC
Shares13.0K
Event2026-03-31
Filed2026-05-01
DHR
-1.74%DANAHER CORP DEL
Shares19.3K
Event2026-03-31
Filed2026-05-01
DIS
-0.28%DISNEY WALT CO
Shares37.7K
Event2026-03-31
Filed2026-05-01
PGR
-2.70%PROGRESSIVE CORP
Shares18.0K
Event2026-03-31
Filed2026-05-01
SNOW
-1.44%SNOWFLAKE INC
Shares23.6K
Event2026-03-31
Filed2026-05-01
VZ
-0.39%VERIZON COMMUNICATIONS INC
Shares67.5K
Event2026-03-31
Filed2026-05-01
ORCL
-4.71%ORACLE CORP
Shares21.1K
Event2026-03-31
Filed2026-05-01
VLTO
-1.27%VERALTO CORP
Shares34.6K
Event2026-03-31
Filed2026-05-01
IR
-0.82%INGERSOLL RAND INC
Shares37.6K
Event2026-03-31
Filed2026-05-01
EW
-0.18%EDWARDS LIFESCIENCES CORP
Shares31.0K
Event2026-03-31
Filed2026-05-01
IJH
-1.63%ISHARES TR
Shares27.4K
Event2026-03-31
Filed2026-05-01
JNJ
-0.06%JOHNSON & JOHNSON
Shares6.2K
Event2026-03-31
Filed2026-05-01
CSCO
-0.57%CISCO SYS INC
Shares18.7K
Event2026-03-31
Filed2026-05-01
CATY
0.00%CATHAY GEN BANCORP
Shares14.5K
Event2026-03-31
Filed2026-05-01
AMGN
-0.47%AMGEN INC
Shares3.8K
Event2026-03-31
Filed2026-05-01
NE
-0.30%NOBLE CORP PLC
Shares26.9K
Event2026-03-31
Filed2026-05-01
ETR
-0.08%ENTERGY CORP NEW
Shares10.5K
Event2026-03-31
Filed2026-05-01
NEM
-0.19%NEWMONT CORP
Shares10.8K
Event2026-03-31
Filed2026-05-01
CAT
-0.90%CATERPILLAR INC
Shares1.6K
Event2026-03-31
Filed2026-05-01
IVV
0.00%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-01
CMI
-0.05%CUMMINS INC
Shares2.0K
Event2026-03-31
Filed2026-05-01
COST
-10.83%COSTCO WHOLESALE CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-01
GILD
-0.24%GILEAD SCIENCES INC
Shares7.6K
Event2026-03-31
Filed2026-05-01
V
-3.58%VISA INC
Shares3.5K
Event2026-03-31
Filed2026-05-01
BKR
-1.52%BAKER HUGHES COMPANY
Shares16.9K
Event2026-03-31
Filed2026-05-01
ALLE
NewALLEGION PLC
Shares6.9K
Event2026-03-31
Filed2026-05-01
GLW
-44.53%CORNING INC
Shares6.3K
Event2026-03-31
Filed2026-05-01
MEDP
0.00%MEDPACE HLDGS INC
Shares1.8K
Event2026-03-31
Filed2026-05-01
PG
-1.17%PROCTER & GAMBLE CO
Shares5.6K
Event2026-03-31
Filed2026-05-01
SO
-0.16%SOUTHERN CO
Shares8.0K
Event2026-03-31
Filed2026-05-01
EATON CORP PLC
-0.80%EATON CORP PLC
Shares2.1K
Event2026-03-31
Filed2026-05-01
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-05-01
IBM
-0.72%INTERNATIONAL BUSINESS MACHS
Shares2.9K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY INC DEL
-3.34%BERKSHIRE HATHAWAY INC DEL
Shares1.4K
Event2026-03-31
Filed2026-05-01
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC
Shares2.4K
Event2026-03-31
Filed2026-05-01
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares1.0K
Event2026-03-31
Filed2026-05-01
FAST
0.00%FASTENAL CO
Shares13.6K
Event2026-03-31
Filed2026-05-01
MET
-1.19%METLIFE INC
Shares8.8K
Event2026-03-31
Filed2026-05-01
SFM
0.00%SPROUTS FMRS MKT INC
Shares7.8K
Event2026-03-31
Filed2026-05-01
KMB
0.00%KIMBERLY-CLARK CORP
Shares3.0K
Event2026-03-31
Filed2026-05-01
DUKE ENERGY CORP NEW
-5.60%DUKE ENERGY CORP NEW
Shares4.2K
Event2026-03-31
Filed2026-05-01
WFC
0.00%WELLS FARGO & CO
Shares6.6K
Event2026-03-31
Filed2026-05-01
CVS
-0.69%CVS HEALTH CORP
Shares7.3K
Event2026-03-31
Filed2026-05-01
ADI
0.00%ANALOG DEVICES INC
Shares1.6K
Event2026-03-31
Filed2026-05-01
HEI
0.00%HEICO CORP NEW
Shares1.8K
Event2026-03-31
Filed2026-05-01
META
-1.62%META PLATFORMS INC
Shares788
Event2026-03-31
Filed2026-05-01
WSO
NewWATSCO INC
Shares1.2K
Event2026-03-31
Filed2026-05-01
PM
-5.70%PHILIP MORRIS INTL INC
Shares2.7K
Event2026-03-31
Filed2026-05-01
CROWN CASTLE INC
-1.64%CROWN CASTLE INC
Shares5.3K
Event2026-03-31
Filed2026-05-01
EFV
0.00%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-01
ISRG
-2.43%INTUITIVE SURGICAL INC
Shares925
Event2026-03-31
Filed2026-05-01
VICI
-2.20%VICI PPTYS INC
Shares15.5K
Event2026-03-31
Filed2026-05-01
NSC
0.00%NORFOLK SOUTHN CORP
Shares1.4K
Event2026-03-31
Filed2026-05-01
NOW
-0.81%SERVICENOW INC
Shares3.7K
Event2026-03-31
Filed2026-05-01
TE CONNECTIVITY PLC
-1.14%TE CONNECTIVITY PLC
Shares1.7K
Event2026-03-31
Filed2026-05-01
GE AEROSPACE
0.00%GE AEROSPACE
Shares1.3K
Event2026-03-31
Filed2026-05-01
SNPS
0.00%SYNOPSYS INC
Shares887
Event2026-03-31
Filed2026-05-01
VIGI
0.00%VANGUARD WHITEHALL FDS
Shares4.0K
Event2026-03-31
Filed2026-05-01
IWD
-10.96%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-01
EQIX
0.00%EQUINIX INC
Shares332
Event2026-03-31
Filed2026-05-01
ASML
-5.49%ASML HLDG NV
Shares241
Event2026-03-31
Filed2026-05-01
SDY
0.00%SPDR SERIES TRUST
Shares2.2K
Event2026-03-31
Filed2026-05-01
ENSG
0.00%ENSIGN GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-01
SPGI
0.00%S&P GLOBAL INC
Shares700
Event2026-03-31
Filed2026-05-01
BLACKROCK INC
0.00%BLACKROCK INC
Shares307
Event2026-03-31
Filed2026-05-01
MLM
0.00%MARTIN MARIETTA MATLS INC
Shares493
Event2026-03-31
Filed2026-05-01
NEE
0.00%NEXTERA ENERGY INC
Shares3.0K
Event2026-03-31
Filed2026-05-01
SYK
-1.32%STRYKER CORPORATION
Shares825
Event2026-03-31
Filed2026-05-01
RB GLOBAL INC
0.00%RB GLOBAL INC
Shares2.8K
Event2026-03-31
Filed2026-05-01
IBKR
0.00%INTERACTIVE BROKERS GROUP IN
Shares4.0K
Event2026-03-31
Filed2026-05-01
ROL
0.00%ROLLINS INC
Shares5.0K
Event2026-03-31
Filed2026-05-01
TSLA
-3.38%TESLA INC
Shares715
Event2026-03-31
Filed2026-05-01
IEMG
0.00%ISHARES INC
Shares3.8K
Event2026-03-31
Filed2026-05-01
LOPE
0.00%GRAND CANYON ED INC
Shares1.5K
Event2026-03-31
Filed2026-05-01
EEM
0.00%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-01
TXN
0.00%TEXAS INSTRS INC
Shares1.3K
Event2026-03-31
Filed2026-05-01
TJX
-1.66%TJX COS INC NEW
Shares1.5K
Event2026-03-31
Filed2026-05-01
FDX
NewFEDEX CORP
Shares661
Event2026-03-31
Filed2026-05-01
TYL
0.00%TYLER TECHNOLOGIES INC
Shares662
Event2026-03-31
Filed2026-05-01
WST
0.00%WEST PHARMACEUTICAL SVSC INC
Shares903
Event2026-03-31
Filed2026-05-01
IRM
-22.82%IRON MTN INC DEL
Shares2.2K
Event2026-03-31
Filed2026-05-01
LOW
0.00%LOWES COS INC
Shares894
Event2026-03-31
Filed2026-05-01
FTNT
NewFORTINET INC
Shares2.5K
Event2026-03-31
Filed2026-05-01
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available