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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 22 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PPA ETF INVESCO AEROSPACE & DEFENSE 115.0 $18K 0.00% NEW $156.61 +11.9%
422 PJUN INNOVATOR ETFS TRUST US EQTY PWR BUF (JUNE) 430.0 $18K 0.00% NEW $41.88 +3.3%
423 MEDP MEDPACE HOLDINGS INC Healthcare 32.0 $18K 0.00% NEW $561.62 -18.1%
424 DEO DIAGEO P L C SPON ADR NEW Consumer Defensive 207.0 $18K 0.00% NEW $86.26 -6.7%
425 SOLV SOLVENTUM CORP COM SHS Healthcare 225.0 $18K 0.00% NEW $79.24 -4.8%
426 TEL TE CONNECTIVITY PLC ORD SHS Technology 77.0 $18K 0.00% NEW $227.51 -4.3%
427 SPYV ETF SPDR PORT S&P 500 VALUE 305.0 $17K 0.00% NEW $56.80 +7.2%
428 RSP INVESCO TR EDP S&P 500 EQUAL WEIGHT 90.0 $17K 0.00% NEW $191.56 +9.6%
429 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 500.0 $17K 0.00% NEW $34.45 -23.4%
430 ANNALY CAP COM 750.0 $17K 0.00% NEW $22.36
431 CHD CHURCH & DWIGHT INC COM Consumer Defensive 196.0 $16K 0.00% NEW $83.85 +14.1%
432 LIBERTY MEDIA CORP DEL 166.0 $16K 0.00% NEW $98.50
433 MKSI MKS INC Technology 102.0 $16K 0.00% NEW $159.78 +154.3%
434 QCLN FIRST TRUST CLEAN EDGE GREENENERGY ETF 365.0 $16K 0.00% NEW $44.58 +44.1%
435 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 350.0 $16K 0.00% NEW $46.47 -16.3%
436 BLOCK INC CL A 245.0 $16K 0.00% NEW $65.08
437 MFC MANULIFE FINANCIAL CORP Financial Services 433.0 $16K 0.00% NEW $36.27 +12.0%
438 LH LABCORP HOLDINGS INC Healthcare 60.0 $15K 0.00% NEW $250.87 +2.0%
439 ETJ EATON VANCE RISK MGD DIVER EQUITY INCOME FUND Financial Services 1,700.0 $15K 0.00% NEW $8.82 -6.2%
440 TAN INVESCO EXCHNG TRADED FD TR SOLAR ETF 300.0 $15K 0.00% NEW $49.11 +23.4%
Page 22 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%