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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 4 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TJX TJX COS INC NEW COM Consumer Cyclical 25,763.0 $4.0M 0.49% NEW $153.60 +6.6%
62 AMGN AMGEN INC COM Healthcare 11,684.0 $3.8M 0.47% NEW $327.30 +3.1%
63 GDX VANECK VECTORS GOLD MINERS ETF 44,295.0 $3.8M 0.47% NEW $85.77 -3.8%
64 IWS ISHARES TR RUSSELL MCP VL 26,649.0 $3.8M 0.46% NEW $141.05 +15.5%
65 PEP PEPSICO INC COM Consumer Defensive 25,813.0 $3.7M 0.46% NEW $143.52 -1.0%
66 RSG REPUBLIC SVCS INC COM Industrials 16,486.0 $3.5M 0.43% NEW $211.92 -3.3%
67 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 54,777.0 $3.4M 0.42% NEW $62.46 +15.8%
68 DTM DT MIDSTREAM INC Energy 28,143.0 $3.4M 0.41% NEW $119.68 +19.7%
69 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 5,598.0 $3.3M 0.40% NEW $580.71 -19.4%
70 DIS DISNEY WALT CO COM DISNEY Communication Services 26,775.0 $3.0M 0.38% NEW $113.77 -8.7%
71 SBUX STARBUCKS CORP COM Consumer Cyclical 36,169.0 $3.0M 0.38% NEW $84.21 +19.5%
72 IWV ISHARES TR RUSSELL 3000 ETF 7,856.0 $3.0M 0.37% NEW $386.83 +9.8%
73 INTU INTUIT COM Technology 4,584.0 $3.0M 0.37% NEW $662.40 -59.7%
74 UNH UNITEDHEALTH GROUP INC COM Healthcare 9,032.0 $3.0M 0.37% NEW $330.09 +21.5%
75 GAPR FIRST TR EXCHANGE ETF (APR) 74,425.0 $3.0M 0.37% NEW $39.99 +4.1%
76 FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 25,783.0 $2.9M 0.36% NEW $113.13 +22.6%
77 RTX RTX CORPORATION COM Industrials 15,795.0 $2.9M 0.36% NEW $183.40 +1.2%
78 GNOV ETF FIRST TR EXCHANGE (NOV) 70,825.0 $2.8M 0.35% NEW $39.72 +5.1%
79 PJAN INNOVATOR U.S. EQUITY POWER BUFFER (JAN) 59,720.0 $2.8M 0.34% NEW $47.02 +5.2%
80 ISTB ISHARES CORE 1-5 YEAR USD BD ETF 57,223.0 $2.8M 0.34% NEW $48.75 -1.2%
Page 4 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%