Citizens Business Bank 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001948632 · ONTARIO, CA

As of Sep 30, 2025, Citizens Business Bank reported 242 positions worth $596.2M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES RUSSELL MID-CAP ETF	IWR	—	651,577	$62.9M	10.55%
VANGUARD TAX-MANAGED FUNDS	VEA	—	910,632	$54.6M	9.15%
NVIDIA CORP	NVDA	Technology	179,393	$33.5M	5.61%
BROADCOM INC	AVGO	Technology	63,655	$21.0M	3.52%
APPLE INC	AAPL	Technology	74,529	9.0M	3.18%
MICROSOFT CORP	MSFT	Technology	33,534	7.4M	2.91%
PALANTIR TECHNOLOGIES INC	PLTR	Technology	94,544	7.2M	2.89%
QUANTA SERVICES INC	PWR	Industrials	34,875	4.5M	2.42%
CVB FINANCIAL CORP	CVBF	Financial Services	339,861	2.9M	2.16%
JPMORGAN ACTIVE BOND ETF	JBND	—	208,653	1.3M	1.90%
AMAZON.COM INC	AMZN	Equity	49,718	0.9M	1.83%
JPMORGAN CHASE & CO	JPM	Financial Services	31,650	0.0M	1.67%
VANGUARD 500 INDEX FUND	VOO	—	15,912	$9.7M	1.63%
ISHARES MSCI EAFE ETF	EFA	—	104,228	$9.7M	1.63%
SPDR S&P 500 ETF TRUST	SPY	—	14,428	$9.6M	1.61%
ISHARES RUSSELL 2000 ETF	IWM	—	39,714	$9.6M	1.61%
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	EMXC	—	132,583	$9.0M	1.50%
GOLDMAN SACHS GROUP INC	GS	Financial Services	11,083	$8.8M	1.48%
CHENIERE ENERGY INC	LNG	Energy	35,690	$8.4M	1.41%
ALPHABET INC	GOOGL	Equity	34,059	$8.3M	1.39%
UBER TECHNOLOGIES INC	UBER	Technology	83,238	$8.2M	1.37%
ABBVIE INC	ABBV	Equity	32,296	$7.5M	1.25%
BANK OF AMERICA CORP	BAC	Financial Services	138,342	$7.1M	1.20%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	56,745	$6.7M	1.13%
SCHWAB CHARLES CORP	SCHW	Equity	70,075	$6.7M	1.12%