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Portfolio (Quarterly) Guide ↗

CITY HOLDING CO

· CIK 0000726854
13F Portfolio $813M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 582 New
Page 13 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 1,357.0 $195K 0.02% NEW $143.52 +10.2%
242 SDY SPDR SERIES TRUST S&P DIVID ETF 1,372.0 $191K 0.02% NEW $139.16 +8.2%
243 PH PARKER HANNIFIN CORP COM Industrials 217.0 $191K 0.02% NEW $878.95 +8.5%
244 CYBERARK SOFTWARE LTD SHS 410.0 $183K 0.02% NEW $446.05
245 BLK BLACKROCK INC COM Financial Services 170.0 $182K 0.02% NEW $1070.34 -1.9%
246 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 1,120.0 $181K 0.02% NEW $161.96 -17.3%
247 ELV ELEVANCE HEALTH INC COM Healthcare 515.0 $181K 0.02% NEW $350.54 +10.8%
248 VAW VANGUARD MATERIALS EDP 863.0 $179K 0.02% NEW $207.55 +12.9%
249 SHEL ROYAL DUTCH SHELL ADR Energy 2,438.0 $179K 0.02% NEW $73.47 +7.3%
250 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 1,285.0 $177K 0.02% NEW $137.95 +2.3%
251 ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN Energy 10,262.0 $169K 0.02% NEW $16.48 +13.8%
252 CDW CDW CORP COM Technology 1,217.0 $166K 0.02% NEW $136.20 -5.7%
253 CRM SALESFORCE COM INC COM Technology 625.0 $166K 0.02% NEW $264.90 -42.7%
254 WFC WELLS FARGO & CO NEW COM Financial Services 1,721.0 $160K 0.02% NEW $93.20 -11.8%
255 ADM ARCHER DANIELS MIDLAND Consumer Defensive 2,625.0 $151K 0.02% NEW $57.49 +30.6%
256 ADI ANALOG DEVICES INC COM Technology 552.0 $150K 0.02% NEW $271.19 +60.2%
257 BP TRAVELCENTERS OF AMERICA INC SPONSORED ADR Energy 4,283.0 $149K 0.02% NEW $34.72 +12.6%
258 LQD ISHARES IBOXX $ INVESTMENT GRADE CORP BD FD 1,343.0 $148K 0.02% NEW $110.18 -1.0%
259 AGG ISHARES CORE TOTAL US BOND MARKET ETF 1,472.0 $147K 0.02% NEW $99.88 -1.0%
260 FPX FIRST TRUST EXHANGE TRADED TRST EQUITY OPPORT E 890.0 $146K 0.02% NEW $163.59 +22.5%
Page 13 of 30  ·  582 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 20.0%
Financial Services 19.1%
Industrials 12.6%
Communication Services 11.2%
Healthcare 10.2%
Consumer Cyclical 9.2%
Consumer Defensive 8.5%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.6%