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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 16 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EQIX EQUINIX INC COM PAR $0.001 Real Estate 102.0 $78K 0.01% NEW $766.14 +42.6%
302 CMCSA COMCAST CORPORATION (NEW) Communication Services 2,612.0 $78K 0.01% NEW $29.88 -24.9%
303 SIRI LIBERTY SIRIUS XM INC Communication Services 3,900.0 $78K 0.01% NEW $19.99 +40.2%
304 VUG VANGUARD GROWTH ETF 156.0 $76K 0.01% NEW $487.85 -82.2%
305 VPU VANGUARD WORLD FDS UTILITIES ETF 395.0 $73K 0.01% NEW $185.03 +4.8%
306 VHT VANGUARD WORLD FDS HEALTH CAR ETF 248.0 $71K 0.01% NEW $287.83 -2.6%
307 XLC SELECT SECTOR COMMUNICATIONS 590.0 $69K 0.01% NEW $117.72 -7.0%
308 SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 2,100.0 $68K 0.01% NEW $32.61 +4.0%
309 C CITIGROUP INC COM NEW Financial Services 582.0 $68K 0.01% NEW $116.69 +22.6%
310 NOC NORTHROP GRUMMAN CORP Industrials 116.0 $66K 0.01% NEW $570.20 -8.5%
311 PMAY INNOVATOR ETFS TRUST S&P 500POWER BUFFER (MAY) 1,637.0 $65K 0.01% NEW $39.59 +4.4%
312 AMAT APPLIED MATLS INC COM Technology 249.0 $64K 0.01% NEW $256.98 +140.1%
313 KR KROGER CO COM Consumer Defensive 1,015.0 $63K 0.01% NEW $62.47 -9.4%
314 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 59.0 $63K 0.01% NEW $1069.83 +80.4%
315 SLF SUN LIFE FINL INC COM Financial Services 1,000.0 $62K 0.01% NEW $62.40 +26.5%
316 SPYG ETF SPDR PORT S&P 500 GROWTH 570.0 $61K 0.01% NEW $106.70 +12.0%
317 ES EVERSOURCE ENERGY COM Utilities 885.0 $60K 0.01% NEW $67.33 +3.4%
318 ETN EATON CORP PLC SHS Industrials 187.0 $60K 0.01% NEW $318.51 +32.4%
319 EVV EATON VANCE LIMITED DURATIONCOM Financial Services 6,000.0 $59K 0.01% NEW $9.91 -7.6%
320 SIVR ABRDN SILVER ETF TRUST PHYSCL SILVR SHS Financial Services 875.0 $59K 0.01% NEW $67.63 -7.5%
Page 16 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%