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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 8 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ED CONSOLIDATED EDISON INC COM Utilities 11,688.0 $1.2M 0.14% NEW $99.32 +7.1%
142 MRK MERCK & CO INC NEW COM Healthcare 10,997.0 $1.2M 0.14% NEW $105.26 +8.2%
143 XLY SELECT SECTOR SPDR TR SBI CONS DISCR 9,171.0 $1.1M 0.14% NEW $119.41 -1.9%
144 IWD ISHARES TR RUS 1000 VAL ETF 5,195.0 $1.1M 0.13% NEW $210.34 +15.1%
145 DTE DTE ENERGY CO COM Utilities 8,467.0 $1.1M 0.13% NEW $128.98 +14.4%
146 D DOMINION RES INC VA NEW COM Utilities 18,361.0 $1.1M 0.13% NEW $58.59 +16.8%
147 VOE VANGUARD MID-CAP VALUE 6,052.0 $1.1M 0.13% NEW $177.36 +10.4%
148 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 21,861.0 $1.1M 0.13% NEW $48.58 +76.1%
149 CINF CINN FINCL CRPT OHIO Financial Services 6,487.0 $1.1M 0.13% NEW $163.32 +4.2%
150 SLV ISHARES SILVER TRUST ISHARES Financial Services 15,945.0 $1.0M 0.13% NEW $64.42 -7.6%
151 IVV ISHARES TR CORE S&P500 ETF 1,473.0 $1.0M 0.12% NEW $684.93 +9.5%
152 MDT MEDTRONIC PLC SHS Healthcare 10,434.0 $1.0M 0.12% NEW $96.06 -17.4%
153 IVW ISHARES S&P 500 GROWTH INDEX FUND 7,863.0 $969K 0.12% NEW $123.26 +11.9%
154 XPO XPO LOGISTICS INC COM Industrials 7,015.0 $953K 0.12% NEW $135.90 +46.8%
155 FTCS FIRST TRUST CAPITAL STRENGTHETF 9,883.0 $914K 0.11% NEW $92.51 +0.5%
156 VONV VANGUARD RUSSELL 1000 ETF 9,903.0 $914K 0.11% NEW $92.30 +15.0%
157 FSLR FIRST SOLAR INC COM Energy 3,460.0 $904K 0.11% NEW $261.22 -1.3%
158 KRE SPDR S&P REGIONAL BANKING ETF 13,935.0 $903K 0.11% NEW $64.81 +10.7%
159 IBM INTERNATIONAL BUSINESS MACHSCOM Technology 2,934.0 $869K 0.11% NEW $296.20 -15.9%
160 VBR VANGUARD INDEX FDS SMALL CAP 4,018.0 $851K 0.10% NEW $211.78 +12.6%
Page 8 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%