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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 19 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FEM FIRST TR TRADED ALPHADEX FD II 1,450.0 $40K 0.01% NEW $27.34 +19.3%
362 CNI CANADIAN NATL RY CO COM Industrials 395.0 $39K 0.01% NEW $98.85 +14.8%
363 EOG EOG RES INC COM Energy 370.0 $39K 0.01% NEW $105.01 +23.8%
364 FE FIRSTENERGY CORP COM Utilities 862.0 $39K 0.01% NEW $44.77 +3.8%
365 EXG EATON VANCE TAX MGD GLBL DIV EQUITY INCOME FD Financial Services 4,000.0 $38K 0.01% NEW $9.53 +0.7%
366 VMBS VANGUARD MTG BKD ETF 800.0 $38K 0.01% NEW $47.07 -0.7%
367 NUE NUCOR CORP COM Basic Materials 230.0 $38K 0.01% NEW $163.10 +49.5%
368 IFV FIRST TRUST DORSEY WRIGHT INTER FOCUS ETF 1,500.0 $37K 0.01% NEW $24.82 +11.8%
369 PSK SPDR WELLS FARGO PFD STOCK 1,161.0 $37K 0.01% NEW $31.68 -2.6%
370 FCBC FIRST CMNTY BANCSHARES INC NCOM Financial Services 1,042.0 $35K 0.00% NEW $33.72 +28.8%
371 KMI KINDER MORGAN INC DEL COM Energy 1,277.0 $35K 0.00% NEW $27.48 +15.0%
372 NOW SERVICENOW INC COM Technology 221.0 $34K 0.00% NEW $153.18 -38.0%
373 EXC EXELON CORP COM Utilities 755.0 $33K 0.00% NEW $43.59 +5.1%
374 SJNK BARCLAYS SHORT TERM HIGH YIELD FD 1,283.0 $32K 0.00% NEW $25.31 -1.1%
375 HPI HANCOCK JOHN PFD INCOME FD SH BEN INT Financial Services 2,000.0 $32K 0.00% NEW $16.18 +0.0%
376 CTRA COTERRA ENERGY INC Energy 1,222.0 $32K 0.00% NEW $26.31 +23.8%
377 ROST ROSS STORES INC COM Consumer Cyclical 177.0 $32K 0.00% NEW $180.14 +29.2%
378 DG DOLLAR GEN CORP NEW COM Consumer Defensive 230.0 $31K 0.00% NEW $132.77 -14.5%
379 EMLP FIRST TRUST NORTH AMERICAN ENERGY FD 800.0 $30K 0.00% NEW $37.86 +13.5%
380 IYW ISHARES TR DJ US TECH SEC 150.0 $30K 0.00% NEW $199.68 +27.0%
Page 19 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%