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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 23 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TECH BIO TECHNE CORP COM Healthcare 248.0 $15K 0.00% NEW $58.81 -1.5%
442 SAP SAP AKTIENGESELLSCHAFT SPONSORED ADR Technology 60.0 $15K 0.00% NEW $242.90 -36.1%
443 VRTX VERTEX PAHMACEUTICALS Healthcare 32.0 $15K 0.00% NEW $453.34 -0.4%
444 ARTY ISHARES FUTURE A.I. & TECH ETF 300.0 $14K 0.00% NEW $48.18 +63.8%
445 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 50.0 $14K 0.00% NEW $287.24 +21.4%
446 NOK NOKIA CORP SPONSORED ADR Technology 2,200.0 $14K 0.00% NEW $6.47 +108.5%
447 GM GENERAL MTRS CO COM Consumer Cyclical 175.0 $14K 0.00% NEW $81.30 -2.5%
448 FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES FD 165.0 $14K 0.00% NEW $86.14 +10.3%
449 DD DUPONT DE NEMOURS INC COM Basic Materials 353.0 $14K 0.00% NEW $40.20 +18.7%
450 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 100.0 $14K 0.00% NEW $141.82 +11.6%
451 ENB ENBRIDGE INC COM Energy 293.0 $14K 0.00% NEW $47.82 +14.1%
452 PCT PURECYCLE TECHNOLOGIS INC Industrials 1,613.0 $14K 0.00% NEW $8.59 +1.3%
453 AGIO AGIOS PHARMACEUTICALS Healthcare 500.0 $14K 0.00% NEW $27.21 +25.5%
454 SRE SEMPRA ENERGY COM Utilities 154.0 $14K 0.00% NEW $88.29 +2.7%
455 CHTR CHARTER COMMUNICATIONS INC NCL A Communication Services 65.0 $14K 0.00% NEW $208.74 -39.5%
456 WRB BERKLEY W R CORP COM Financial Services 190.0 $13K 0.00% NEW $70.11 -4.2%
457 SPHD INVESCO S&P 500 HIGH DIVIDNDLOW VOLATILITY 270.0 $13K 0.00% NEW $48.00 +4.1%
458 UNILEVER PLC 3.11P ADR 197.0 $13K 0.00% NEW $65.40
459 APP APPLOVIN CORPORATION CL A Technology 19.0 $13K 0.00% NEW $673.79 -30.3%
460 ADSK AUTODESK INC COM Technology 43.0 $13K 0.00% NEW $296.00 -34.5%
Page 23 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%