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Portfolio (Quarterly) Guide ↗

CITY HOLDING CO

· CIK 0000726854
13F Portfolio $800M AUM 609 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 80 Added 181 Reduced 29 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BNDX VANGUARD TOTAL INTERNATIONAL BD ETF 7,855.0 $377K 0.05% NEW $48.04 +0.6%
2 BINC ISHARES FLEXIBLE INC ETF 1,125.0 $58K 0.01% NEW $51.93 +0.7%
3 VEU VANGUARD INTL EQUITY INDEX FD INC 468.0 $35K 0.00% NEW $75.10 +13.1%
4 PINNACLE FINL PARTNERS INC NEW NP 300.0 $26K 0.00% NEW $86.14
5 ONDS ONDAS INC COM NEW Technology 1,265.0 $11K 0.00% NEW $9.04 +2.5%
6 BSV VANGUARD BD INDEX FDS SHORT TRM BOND 121.0 $9K 0.00% NEW $78.40 -0.8%
7 BIV VANGUARD INTERMEDIATE BOND ETF 91.0 $7K 0.00% NEW $77.18 -0.8%
8 BLV VANGUARD BD INDEX FDS LONG TERM BOND 65.0 $4K 0.00% NEW $68.77 +0.5%
9 VTIP VANGUARD SHORT TERM ETF EDP 88.0 $4K 0.00% NEW $49.94 +0.5%
10 BKNG BOOKING HLDGS INC COM Consumer Cyclical 1.0 $4K 0.00% NEW $4210.00 -95.9%
11 AZO AUTOZONE INC COM Consumer Cyclical 1.0 $3K NEW $3377.00 -9.3%
12 IBB ISHARES TR NASDQ BIO INDX 15.0 $3K NEW $168.80 +2.9%
13 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 67.0 $2K NEW $37.00 +3.3%
14 RAMACO RES INC 142.0 $2K NEW $15.46
15 USAR USA RARE EARTH INC Basic Materials 111.0 $2K NEW $15.13 +62.9%
16 BLUEROCK PRIVATE REAL ESTATE FUND 92.0 $2K NEW $16.61
17 MTD METTLER TOLEDO INTERNATIONALCOM Healthcare 1.0 $1K NEW $1261.00 -9.2%

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
Financial Services 18.6%
Technology 17.8%
Industrials 13.6%
Communication Services 10.2%
Healthcare 9.8%
Consumer Defensive 9.2%
Consumer Cyclical 8.9%
Energy 6.1%
Utilities 3.6%
Basic Materials 2.0%