The Analysis of Citizens Business Bank's Holdings
Currently, Citizens Business Bank holds 134 types of securities in its portfolio with a total value $605.3M. In the most recent quarter, they have increased their positions in BROS (+86.3K shares, valued at $5.3M), VEEV (+20.6K shares, valued at $4.6M), ORCL (+22.1K shares, valued at $4.3M); decreased their positions in PWR (-6.6K shares, valued at $2.8M), EXPE (-7.0K shares, valued at $2.0M), BRK.A (-1 shares, valued at $754.8K); initiated new positions in BROS (+86.3K shares, valued at $5.3M), ORCL (+22.1K shares, valued at $4.3M), CVS (+7.4K shares, valued at $585.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWR ISHARES TR654.6K shares0.47%2025-12-312026-02-02
VEA VANGUARD TAX-MANAGED FDS920.2K shares1.05%2025-12-312026-02-02 NVDA NVIDIA CORPORATION181.7K shares1.26%2025-12-312026-02-02 BROADCOM INC BROADCOM INC64.7K shares1.59%2025-12-312026-02-02 AAPL APPLE INC75.9K shares1.26%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC97.0K shares2.56%2025-12-312026-02-02 MSFT MICROSOFT CORP34.2K shares1.48%2025-12-312026-02-02 CVBF CVB FINL CORP342.9K shares0.00%2025-12-312026-02-02 PWR QUANTA SVCS INC28.3K shares-18.83%2025-12-312026-02-02 AMZN AMAZON COM INC51.5K shares1.79%2025-12-312026-02-02 JBND J P MORGAN EXCHANGE TRADED F209.1K shares0.19%2025-12-312026-02-02 ALPHABET INC ALPHABET INC35.0K shares0.70%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.32.7K shares2.59%2025-12-312026-02-02 GS GOLDMAN SACHS GROUP INC11.5K shares4.02%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR14.8K shares2.46%2025-12-312026-02-02 EFA ISHARES TR104.4K shares0.21%2025-12-312026-02-02 IWM ISHARES TR40.4K shares1.83%2025-12-312026-02-02 EMXC ISHARES INC132.0K shares-0.46%2025-12-312026-02-02 BAC BANK AMERICA CORP145.4K shares5.07%2025-12-312026-02-02 LNG CHENIERE ENERGY INC38.2K shares5.35%2025-12-312026-02-02 ABBV ABBVIE INC32.4K shares0.36%2025-12-312026-02-02 SCHW SCHWAB CHARLES CORP71.1K shares1.32%2025-12-312026-02-02 UBER UBER TECHNOLOGIES INC85.5K shares1.69%2025-12-312026-02-02 IJR ISHARES TR55.4K shares-2.35%2025-12-312026-02-02 TMO THERMO FISHER SCIENTIFIC INC11.5K shares2.03%2025-12-312026-02-02 TRV TRAVELERS COMPANIES INC22.9K shares1.18%2025-12-312026-02-02 WMT WALMART INC59.3K shares1.25%2025-12-312026-02-02 EXPE EXPEDIA GROUP INC22.1K shares-24.04%2025-12-312026-02-02 FANG DIAMONDBACK ENERGY INC41.4K shares-1.45%2025-12-312026-02-02 CVX CHEVRON CORP NEW35.2K shares1.58%2025-12-312026-02-02 D DOMINION ENERGY INC93.0K shares4.20%2025-12-312026-02-02 MA MASTERCARD INCORPORATED9.5K shares1.71%2025-12-312026-02-02 HD HOME DEPOT INC15.8K shares2.89%2025-12-312026-02-02 BROS DUTCH BROS INC86.3K sharesnew addition2025-12-312026-02-02 SNOW SNOWFLAKE INC24.0K shares2.49%2025-12-312026-02-02 USB US BANCORP DEL97.4K shares2.33%2025-12-312026-02-02 BWXT BWX TECHNOLOGIES INC29.3K shares560.92%2025-12-312026-02-02 PANW PALO ALTO NETWORKS INC27.5K shares2.26%2025-12-312026-02-02 VEEV VEEVA SYS INC21.6K shares2047.52%2025-12-312026-02-02 REGN REGENERON PHARMACEUTICALS6.2K shares1.03%2025-12-312026-02-02 UNP UNION PAC CORP20.2K shares1.82%2025-12-312026-02-02 ULTA ULTA BEAUTY INC7.5K shares4.50%2025-12-312026-02-02 DHR DANAHER CORPORATION19.6K shares0.64%2025-12-312026-02-02 CL COLGATE PALMOLIVE CO56.7K shares-2.13%2025-12-312026-02-02 DELL DELL TECHNOLOGIES INC34.9K shares4.99%2025-12-312026-02-02 ORCL ORACLE CORP22.1K sharesnew addition2025-12-312026-02-02 DIS DISNEY WALT CO37.8K shares1.07%2025-12-312026-02-02 PGR PROGRESSIVE CORP18.5K shares0.55%2025-12-312026-02-02 XOM EXXON MOBIL CORP26.0K shares-2.60%2025-12-312026-02-02 ALPHABET INC ALPHABET INC13.0K shares0.00%2025-12-312026-02-02 MCD MCDONALDS CORP13.1K shares3.09%2025-12-312026-02-02 VLTO VERALTO CORP35.1K shares3.36%2025-12-312026-02-02 IR INGERSOLL RAND INC37.9K shares2.14%2025-12-312026-02-02 VZ VERIZON COMMUNICATIONS INC67.8K shares0.21%2025-12-312026-02-02 EW EDWARDS LIFESCIENCES CORP31.0K shares1.80%2025-12-312026-02-02 IJH ISHARES TR27.8K shares-4.03%2025-12-312026-02-02 CSCO CISCO SYS INC18.8K shares-0.03%2025-12-312026-02-02 CATY CATHAY GEN BANCORP14.5K shares0.00%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON6.2K shares-0.03%2025-12-312026-02-02 AMGN AMGEN INC3.9K shares92.53%2025-12-312026-02-02 V VISA INC3.6K shares-10.14%2025-12-312026-02-02 IVV ISHARES TR1.8K shares0.00%2025-12-312026-02-02 NEM NEWMONT CORP10.8K shares-38.27%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW1.2K shares7.62%2025-12-312026-02-02 CMI CUMMINS INC2.0K shares0.00%2025-12-312026-02-02 MEDP MEDPACE HLDGS INC1.8K shares0.00%2025-12-312026-02-02 GLW CORNING INC11.4K shares-0.09%2025-12-312026-02-02 ETR ENTERGY CORP NEW10.6K shares-0.04%2025-12-312026-02-02 CAT CATERPILLAR INC1.7K shares-0.18%2025-12-312026-02-02 GILD GILEAD SCIENCES INC7.6K shares-0.60%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS2.9K shares-0.10%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO5.7K shares0.00%2025-12-312026-02-02 BKR BAKER HUGHES COMPANY17.1K shares0.00%2025-12-312026-02-02 NE NOBLE CORP PLC27.0K shares-0.05%2025-12-312026-02-02 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares-50.00%2025-12-312026-02-02 MET METLIFE INC8.9K shares-0.06%2025-12-312026-02-02 SO SOUTHERN CO8.0K shares-0.32%2025-12-312026-02-02 MDY SPDR S&P MIDCAP 400 ETF TR1.0K shares119.16%2025-12-312026-02-02 WFC WELLS FARGO CO NEW6.6K shares-0.38%2025-12-312026-02-02 SFM SPROUTS FMRS MKT INC7.8K shares0.00%2025-12-312026-02-02 KMB KIMBERLY-CLARK CORP3.0K shares-10.70%2025-12-312026-02-02 CVS CVS HEALTH CORP7.4K sharesnew addition2025-12-312026-02-02 HEI HEICO CORP NEW1.8K shares0.00%2025-12-312026-02-02 NOW SERVICENOW INC3.7K shares285.21%2025-12-312026-02-02 FAST FASTENAL CO13.6K shares0.00%2025-12-312026-02-02 ISRG INTUITIVE SURGICAL INC948 shares0.00%2025-12-312026-02-02 META META PLATFORMS INC801 shares-13.50%2025-12-312026-02-02 KEYS KEYSIGHT TECHNOLOGIES INC2.4K shares0.00%2025-12-312026-02-02 PM PHILIP MORRIS INTL INC2.8K shares0.00%2025-12-312026-02-02 VICI VICI PPTYS INC15.8K shares-0.08%2025-12-312026-02-02 ADI ANALOG DEVICES INC1.6K shares0.00%2025-12-312026-02-02 SNPS SYNOPSYS INC887 shares-52.23%2025-12-312026-02-02 EFV ISHARES TR5.8K shares0.00%2025-12-312026-02-02 NSC NORFOLK SOUTHN CORP1.4K shares0.00%2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE1.3K shares0.00%2025-12-312026-02-02 IWD ISHARES TR1.8K sharesnew addition2025-12-312026-02-02 NFLX NETFLIX INC4.1K shares900.00%2025-12-312026-02-02 SPGI S&P GLOBAL INC700 shares0.00%2025-12-312026-02-02 VIGI VANGUARD WHITEHALL FDS4.0K shares0.00%2025-12-312026-02-02 TSLA TESLA INC740 shares-7.50%2025-12-312026-02-02 MMC MARSH & MCLENNAN COS INC890 shares0.00%2025-12-312026-02-02 MLM MARTIN MARIETTA MATLS INC493 shares0.00%2025-12-312026-02-02 TYL TYLER TECHNOLOGIES INC662 shares0.00%2025-12-312026-02-02 SDY SPDR SERIES TRUST2.2K shares-49.52%2025-12-312026-02-02 ROL ROLLINS INC5.0K shares0.00%2025-12-312026-02-02 SYK STRYKER CORPORATION836 shares0.00%2025-12-312026-02-02 PAYC PAYCOM SOFTWARE INC1.8K shares0.00%2025-12-312026-02-02 ASML ASML HOLDING N V255 shares0.00%2025-12-312026-02-02 ENSG ENSIGN GROUP INC1.5K shares0.00%2025-12-312026-02-02 CSGP COSTAR GROUP INC3.8K shares-5.95%2025-12-312026-02-02 IBKR INTERACTIVE BROKERS GROUP IN4.0K shares0.00%2025-12-312026-02-02 IEMG ISHARES INC3.8K shares0.00%2025-12-312026-02-02 EQIX EQUINIX INC332 shares0.00%2025-12-312026-02-02 LOPE GRAND CANYON ED INC1.5K shares0.00%2025-12-312026-02-02 WST WEST PHARMACEUTICAL SVSC INC903 shares0.00%2025-12-312026-02-02 EEM ISHARES TR4.5K shares-0.40%2025-12-312026-02-02 NEE NEXTERA ENERGY INC3.0K shares-9.16%2025-12-312026-02-02 IRM IRON MTN INC DEL2.8K shares-27.67%2025-12-312026-02-02 TJX TJX COS INC NEW1.5K shares0.00%2025-12-312026-02-02 TXN TEXAS INSTRS INC1.3K shares-1.13%2025-12-312026-02-02 PEP PEPSICO INC1.5K sharesnew addition2025-12-312026-02-02 LOW LOWES COS INC894 shares0.00%2025-12-312026-02-02 IDXX IDEXX LABS INC312 sharesnew addition2025-12-312026-02-02 IQV IQVIA HLDGS INC919 shares-35.60%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available