The Analysis of Citizens Business Bank's Holdings
Currently, Citizens Business Bank holds 147 types of securities in its portfolio with a total value $599.2M. In the most recent quarter, they have increased their positions in PGR (+18.4K shares, valued at $4.5M), MSFT (+8.5K shares, valued at $4.4M), HD (+7.2K shares, valued at $2.9M); decreased their positions in PLTR (-44.3K shares, valued at $8.1M), XOM (-2.7K shares, valued at $401.0K), MET (-2.8K shares, valued at $232.7K); initiated new positions in PGR (+18.4K shares, valued at $4.5M), V (+4.0K shares, valued at $1.4M), MEDP (+1.8K shares, valued at $920.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWR ISHARES TR651.6K shares1.00%2025-09-302025-11-12
VEA VANGUARD TAX-MANAGED FDS910.6K shares1.02%2025-09-302025-11-12 NVDA NVIDIA CORPORATION179.4K shares5.08%2025-09-302025-11-12 AVGO BROADCOM INC63.7K shares9.99%2025-09-302025-11-12 AAPL APPLE INC75.0K shares5.35%2025-09-302025-11-12 MSFT MICROSOFT CORP33.7K shares33.67%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC94.5K shares-31.92%2025-09-302025-11-12 PWR QUANTA SVCS INC34.9K shares2.72%2025-09-302025-11-12 CVBF CVB FINL CORP342.9K shares-0.50%2025-09-302025-11-12 JBND J P MORGAN EXCHANGE TRADED F208.7K shares4.50%2025-09-302025-11-12 AMZN AMAZON COM INC50.6K shares16.46%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.31.9K shares2.84%2025-09-302025-11-12 VOO VANGUARD INDEX FDS16.1K shares3.83%2025-09-302025-11-12 EFA ISHARES TR104.2K shares1.79%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR14.4K shares0.05%2025-09-302025-11-12 IWM ISHARES TR39.7K shares15.93%2025-09-302025-11-12 EMXC ISHARES INC132.6K shares1.15%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC11.1K shares0.41%2025-09-302025-11-12 LNG CHENIERE ENERGY INC36.2K shares3.00%2025-09-302025-11-12 GOOGL ALPHABET INC34.8K shares8.73%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC84.0K shares10.55%2025-09-302025-11-12 ABBV ABBVIE INC32.3K shares2.71%2025-09-302025-11-12 BAC BANK AMERICA CORP138.3K shares1.67%2025-09-302025-11-12 IJR ISHARES TR56.7K shares-0.11%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP70.2K shares1.52%2025-09-302025-11-12 TRV TRAVELERS COMPANIES INC22.7K shares2.35%2025-09-302025-11-12 HD HOME DEPOT INC15.4K shares88.07%2025-09-302025-11-12 EXPE EXPEDIA GROUP INC29.1K shares2.89%2025-09-302025-11-12 FCAL FIRST TR EXCH TRADED FD III124.5K shares-0.95%2025-09-302025-11-12 WMT WALMART INC58.6K shares1.31%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC13.2K shares3.35%2025-09-302025-11-12 FANG DIAMONDBACK ENERGY INC42.0K shares1.16%2025-09-302025-11-12 CVX CHEVRON CORP NEW34.7K shares6.86%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC26.9K shares2.68%2025-09-302025-11-12 D DOMINION ENERGY INC89.2K shares1.87%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC11.3K shares79.88%2025-09-302025-11-12 MA MASTERCARD INCORPORATED9.4K shares5.44%2025-09-302025-11-12 SNOW SNOWFLAKE INC23.4K shares12.39%2025-09-302025-11-12 DELL DELL TECHNOLOGIES INC33.3K shares2.43%2025-09-302025-11-12 UNP UNION PAC CORP19.9K shares1.06%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO57.9K shares97.67%2025-09-302025-11-12 USB US BANCORP DEL95.2K shares3.94%2025-09-302025-11-12 PGR PROGRESSIVE CORP18.4K sharesnew addition2025-09-302025-11-12 DIS DISNEY WALT CO37.4K shares8.94%2025-09-302025-11-12 XOM EXXON MOBIL CORP26.7K shares-9.07%2025-09-302025-11-12 ULTA ULTA BEAUTY INC7.1K shares1.80%2025-09-302025-11-12 MCD MCDONALDS CORP12.7K shares1.28%2025-09-302025-11-12 DHR DANAHER CORPORATION19.5K shares11.35%2025-09-302025-11-12 MRK MERCK & CO INC45.1K shares1.86%2025-09-302025-11-12 MRVL MARVELL TECHNOLOGY INC43.4K shares1.22%2025-09-302025-11-12 VLTO VERALTO CORP33.9K shares3.66%2025-09-302025-11-12 REGN REGENERON PHARMACEUTICALS6.1K shares-0.10%2025-09-302025-11-12 GOOG ALPHABET INC13.0K shares64.61%2025-09-302025-11-12 EOG EOG RES INC27.5K shares3.34%2025-09-302025-11-12 IR INGERSOLL RAND INC37.1K shares0.78%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC67.6K shares1.86%2025-09-302025-11-12 QCOM QUALCOMM INC16.6K shares-0.69%2025-09-302025-11-12 EW EDWARDS LIFESCIENCES CORP30.5K shares1.73%2025-09-302025-11-12 LYB LYONDELLBASELL INDUSTRIES N46.8K shares-1.24%2025-09-302025-11-12 IJH ISHARES TR29.0K shares-0.09%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-12 NEM NEWMONT CORP17.5K shares1.34%2025-09-302025-11-12 CATY CATHAY GEN BANCORP14.5K shares0.00%2025-09-302025-11-12 V VISA INC4.0K sharesnew addition2025-09-302025-11-12 CSCO CISCO SYS INC18.8K shares94.42%2025-09-302025-11-12 IVV ISHARES TR1.8K shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON6.2K shares11.87%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW1.1K shares74.76%2025-09-302025-11-12 ETR ENTERGY CORP NEW10.6K shares18.27%2025-09-302025-11-12 GLW CORNING INC11.4K shares-3.06%2025-09-302025-11-12 MEDP MEDPACE HLDGS INC1.8K sharesnew addition2025-09-302025-11-12 SNPS SYNOPSYS INC1.9K sharesnew addition2025-09-302025-11-12 NOW SERVICENOW INC967 sharesnew addition2025-09-302025-11-12 PG PROCTER AND GAMBLE CO5.7K shares-0.07%2025-09-302025-11-12 GILD GILEAD SCIENCES INC7.7K shares16.68%2025-09-302025-11-12 CMI CUMMINS INC2.0K shares0.85%2025-09-302025-11-12 SFM SPROUTS FMRS MKT INC7.8K sharesnew addition2025-09-302025-11-12 BKR BAKER HUGHES COMPANY17.1K shares1.06%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS2.9K shares3.16%2025-09-302025-11-12 IP INTERNATIONAL PAPER CO17.7K shares-0.47%2025-09-302025-11-12 BWXT BWX TECHNOLOGIES INC4.4K shares0.02%2025-09-302025-11-12 CAT CATERPILLAR INC1.7K shares-1.19%2025-09-302025-11-12 KMB KIMBERLY-CLARK CORP3.4K shares11.98%2025-09-302025-11-12 ETN EATON CORP PLC2.1K shares0.14%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares193.08%2025-09-302025-11-12 NE NOBLE CORP PLC27.0K sharesnew addition2025-09-302025-11-12 SO SOUTHERN CO8.0K shares30.41%2025-09-302025-11-12 ADBE ADOBE INC2.1K shares300.56%2025-09-302025-11-12 MET METLIFE INC8.9K shares-24.06%2025-09-302025-11-12 LLY ELI LILLY & CO928 sharesnew addition2025-09-302025-11-12 META META PLATFORMS INC926 sharesnew addition2025-09-302025-11-12 FAST FASTENAL CO13.6K sharesnew addition2025-09-302025-11-12 SDY SPDR SERIES TRUST4.3K sharesnew addition2025-09-302025-11-12 HEI HEICO CORP NEW1.8K sharesnew addition2025-09-302025-11-12 AMGN AMGEN INC2.0K shares0.00%2025-09-302025-11-12 WFC WELLS FARGO CO NEW6.7K shares66.71%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW4.5K shares-0.27%2025-09-302025-11-12 CCI CROWN CASTLE INC5.4K shares5.12%2025-09-302025-11-12 VICI VICI PPTYS INC15.8K sharesnew addition2025-09-302025-11-12 NFLX NETFLIX INC406 sharesnew addition2025-09-302025-11-12 PM PHILIP MORRIS INTL INC2.8K sharesnew addition2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC948 sharesnew addition2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP1.4K sharesnew addition2025-09-302025-11-12 TGT TARGET CORP4.6K shares-3.55%2025-09-302025-11-12 KEYS KEYSIGHT TECHNOLOGIES INC2.4K sharesnew addition2025-09-302025-11-12 IRM IRON MTN INC DEL3.9K shares3.66%2025-09-302025-11-12 ADI ANALOG DEVICES INC1.6K sharesnew addition2025-09-302025-11-12 EFV ISHARES TR5.8K shares0.00%2025-09-302025-11-12 TEL TE CONNECTIVITY PLC1.8K sharesnew addition2025-09-302025-11-12 APD AIR PRODS & CHEMS INC1.4K sharesnew addition2025-09-302025-11-12 GE GE AEROSPACE1.3K sharesnew addition2025-09-302025-11-12 PAYC PAYCOM SOFTWARE INC1.8K sharesnew addition2025-09-302025-11-12 BLK BLACKROCK INC312 sharesnew addition2025-09-302025-11-12 TSLA TESLA INC800 sharesnew addition2025-09-302025-11-12 VIGI VANGUARD WHITEHALL FDS4.0K shares0.00%2025-09-302025-11-12 TYL TYLER TECHNOLOGIES INC662 sharesnew addition2025-09-302025-11-12 CSGP COSTAR GROUP INC4.1K sharesnew addition2025-09-302025-11-12 SPGI S&P GLOBAL INC700 sharesnew addition2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC890 shares0.00%2025-09-302025-11-12 LOPE GRAND CANYON ED INC1.5K sharesnew addition2025-09-302025-11-12 MLM MARTIN MARIETTA MATLS INC493 sharesnew addition2025-09-302025-11-12 SYK STRYKER CORPORATION836 sharesnew addition2025-09-302025-11-12 RBA RB GLOBAL INC2.8K sharesnew addition2025-09-302025-11-12 VEEV VEEVA SYS INC1.0K sharesnew addition2025-09-302025-11-12 ROL ROLLINS INC5.0K sharesnew addition2025-09-302025-11-12 BSX BOSTON SCIENTIFIC CORP2.9K sharesnew addition2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR475 shares0.00%2025-09-302025-11-12 FI FISERV INC2.2K sharesnew addition2025-09-302025-11-12 CB CHUBB LIMITED974 sharesnew addition2025-09-302025-11-12 IBKR INTERACTIVE BROKERS GROUP IN4.0K sharesnew addition2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC647 sharesnew addition2025-09-302025-11-12 IQV IQVIA HLDGS INC1.4K sharesnew addition2025-09-302025-11-12 ENSG ENSIGN GROUP INC1.5K sharesnew addition2025-09-302025-11-12 EQIX EQUINIX INC332 sharesnew addition2025-09-302025-11-12 IEMG ISHARES INC3.8K shares0.00%2025-09-302025-11-12 NEE NEXTERA ENERGY INC3.3K shares0.00%2025-09-302025-11-12 ASML ASML HOLDING N V255 sharesnew addition2025-09-302025-11-12 TXN TEXAS INSTRS INC1.3K sharesnew addition2025-09-302025-11-12 EEM ISHARES TR4.5K shares0.00%2025-09-302025-11-12 SBUX STARBUCKS CORP2.8K sharesnew addition2025-09-302025-11-12 IXN ISHARES TR2.3K shares0.00%2025-09-302025-11-12 WST WEST PHARMACEUTICAL SVSC INC903 sharesnew addition2025-09-302025-11-12 NEU NEWMARKET CORP284 sharesnew addition2025-09-302025-11-12 LOW LOWES COS INC894 sharesnew addition2025-09-302025-11-12 TJX TJX COS INC NEW1.5K sharesnew addition2025-09-302025-11-12 FTNT FORTINET INC2.5K sharesnew addition2025-09-302025-11-12 CTAS CINTAS CORP1.0K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available