Citizens Business Bank
•CIK: 1948632•Filing: Q4 2025
**Citizens Business Bank** manages $605M across a diversified portfolio of 134 positions. The fund exhibits significant concentration in technology and growth names, notably holding IWR at $63.0M and VEA at $57.5M. Key allocations include substantial positions in NVDA ($33.9M), AVGO ($22.4M), and AAPL ($20.6M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$605.3M
QoQ Performance
+1.0%
Positions
123
Top 10 Concentration
44.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IWR
VEA
NVDA
IWR10.4%
VEA9.5%
NVDA5.6%
AVGO3.7%
AAPL3.4%
PLTR2.8%
MSFT2.7%
CVBF2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.3%
Technology19.1%
Financial7.9%
Consumer6.0%
Healthcare4.6%
ETF3.4%
Utilities1.1%
Industrial1.0%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW6 new positions
↑50 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023