§ 13F · FUND PROFILE
Citizens Business Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $514.6T (13F)Positions · 189Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWR | ISHARES TR | 647K | $62.3T | 10.3% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 912K | $57.0T | 9.4% | — |
| 3 | NVDA | NVIDIA CORPORATION | 176K | $32.9T | 5.4% | — |
| 4 | AVGO | BROADCOM INC | 59K | $20.6T | 3.4% | +2% |
| 5 | AAPL | APPLE INC | 75K | $20.3T | 3.4% | — |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 96K | $17.0T | 2.8% | +3% |
| 7 | MSFT | MICROSOFT CORP | 33K | $16.2T | 2.7% | +2% |
| 8 | CVBF | CVB FINL CORP | 340K | $12.6T | 2.1% | ±0% |
| 9 | PWR | QUANTA SVCS INC | 28K | $11.8T | 1.9% | −19% |
| 10 | AMZN | AMAZON COM INC | 50K | $11.6T | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CITIZENS SIGNAL
AC read
Citizens Business Bank is a Dealer / Bank fund managing $514552.8 trillion in assets. The fund runs a portfolio of 189 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed