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Portfolio (Quarterly) Guide ↗

CITY HOLDING CO

· CIK 0000726854
13F Portfolio $884M AUM 625 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 122 Added 162 Reduced 25 Exited
Page 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE PFIZER INC COM Healthcare 35,409.0 $852K 0.10% +2K +4.7% $24.07 +15.6%
62 TSLA TESLA MTRS INC COM Consumer Cyclical 1,715.0 $721K 0.08% +107.0 +6.7% $420.58 -17.9%
63 MET MET LIFE COMMON STOCK Financial Services 8,371.0 $708K 0.08% +375.0 +4.7% $84.61 +10.5%
64 MCK MCKESSON CORP COM Healthcare 918.0 $694K 0.08% +250.0 +37.4% $755.54 +11.0%
65 VB VANGUARD INDEX FDS SMALL CP ETF 2,280.0 $691K 0.08% +159.0 +7.5% $303.11 -0.1%
66 IEMG ISHARES INC CORE MSCI EMKT 7,830.0 $649K 0.07% +180.0 +2.4% $82.84 -2.2%
67 GS GOLDMAN SACHS GROUP INC COM Financial Services 622.0 $629K 0.07% +7.0 +1.1% $1011.36 -0.9%
68 IWP ISHARES TR RUSSELL MID CAP G 3,704.0 $542K 0.06% +103.0 +2.9% $146.41 -2.8%
69 ADM ARCHER DANIELS MIDLAND Consumer Defensive 6,675.0 $510K 0.06% +2K +57.1% $76.40 +6.9%
70 ALB ALBEMARLE CORP COM Basic Materials 3,763.0 $508K 0.06% +375.0 +11.1% $135.03 -0.6%
71 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,056.0 $506K 0.06% +17.0 +0.8% $246.22 -1.9%
72 ODFL OLD DOMINION FREIGHT LINE INCOM Industrials 2,155.0 $467K 0.05% +151.0 +7.5% $216.60 -5.6%
73 BA BOEING CO COM Industrials 1,965.0 $425K 0.05% +65.0 +3.4% $216.47 -0.6%
74 LYV LIVE NATION INC Communication Services 2,222.0 $407K 0.05% +450.0 +25.4% $183.10 -0.6%
75 VAW VANGUARD MATERIALS EDP 1,713.0 $392K 0.04% +850.0 +98.5% $228.79 +2.5%
76 VGT VANGUARD INFORMATION TECHNOLOGY FD 3,276.0 $392K 0.04% +3K +695.1% $119.52 -1.0%
77 SDY SPDR SERIES TRUST ST STR SP DIV S&P DIVID ETF 2,536.0 $386K 0.04% +655.0 +34.8% $152.18 +3.9%
78 UNP UNION PAC CORP COM Industrials 1,383.0 $376K 0.04% +17.0 +1.2% $272.00 +11.8%
79 XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 6,770.0 $360K 0.04% +350.0 +5.5% $53.11 +20.0%
80 FSLR FIRST SOLAR INC COM Energy 1,462.0 $345K 0.04% +382.0 +35.4% $235.94 -9.3%
Page 4 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.5%
Financial Services 18.8%
Industrials 13.8%
Healthcare 10.5%
Communication Services 9.9%
Consumer Cyclical 8.5%
Consumer Defensive 8.1%
Energy 4.8%
Utilities 3.2%
Basic Materials 1.9%