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Portfolio (Quarterly) Guide ↗

CITY HOLDING CO

· CIK 0000726854
13F Portfolio $800M AUM 609 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 80 Added 181 Reduced 29 Exited
Page 3 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GNOV ETF FIRST TR EXCHANGE (NOV) 70,375.0 $2.7M 0.34% -450.0 -0.6% $38.93 +7.2%
42 CSCO CISCO SYS INC COM Technology 34,852.0 $2.7M 0.34% -289.0 -0.8% $77.59 +54.1%
43 DVY I SHARES SELECT DIVIDEND INDEX 17,681.0 $2.7M 0.34% -2K -8.5% $151.41 +1.3%
44 FPE FIRST TRUST SECURITIES AND INCOME ETF 149,652.0 $2.7M 0.33% -1K -0.8% $17.75 +1.4%
45 IWV ISHARES TR RUSSELL 3000 ETF 7,041.0 $2.6M 0.33% -815.0 -10.4% $370.66 +14.6%
46 GRMN GARMIN LTD SHS Technology 10,268.0 $2.4M 0.30% -202.0 -1.9% $232.00 +0.9%
47 PJAN INNOVATOR U.S. EQUITY POWER BUFFER (JAN) 46,370.0 $2.1M 0.27% -13K -22.4% $46.13 +7.2%
48 GSEP ETF FIRST TR EXCHANGE (SEP) 54,295.0 $2.1M 0.26% -6K -10.3% $38.11 +7.3%
49 XLK SELECT SECTOR SPDR TR TECHNOLOGY 15,394.0 $2.0M 0.26% -341.0 -2.2% $132.90 +44.0%
50 IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FUND 13,735.0 $2.0M 0.25% -159.0 -1.1% $144.71 +18.0%
51 GFEB FIRST TR EXCHANGE ETF (FEB) 47,607.0 $2.0M 0.24% -700.0 -1.4% $41.09 +7.0%
52 DUK DUKE ENERGY CORP NEW COM NEW Utilities 14,908.0 $2.0M 0.24% -505.0 -3.3% $130.94 -5.4%
53 VZ VERIZON COMMUNICATIONS COM Communication Services 36,899.0 $1.9M 0.23% -969.0 -2.6% $50.20 -9.6%
54 ITW ILLINOIS TOOL WKS INC COM Industrials 7,082.0 $1.8M 0.23% -420.0 -5.6% $260.27 +1.5%
55 GJUL FIRST TR EXCHANGE ETF (JULY) 44,775.0 $1.8M 0.23% -3K -6.3% $40.77 +6.3%
56 MCHP MICROCHIP TECHNOLOGY INC COM Technology 25,595.0 $1.7M 0.21% -695.0 -2.6% $64.61 +54.4%
57 DIS WALT DISNEY COMPANY Communication Services 17,093.0 $1.6M 0.21% -10K -36.2% $96.38 +7.8%
58 UNH UNITEDHEALTH GROUP INC COM Healthcare 5,778.0 $1.6M 0.20% -3K -36.0% $270.56 +48.2%
59 SDVY FIRST TR EXCHANGE TRADED FD SMID RISNG ETF 39,161.0 $1.5M 0.19% -2K -4.5% $39.43 +7.1%
60 CSX CSX CORP COM Industrials 37,244.0 $1.5M 0.19% -4K -8.7% $41.04 +11.2%
Page 3 of 10  ·  181 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
Financial Services 18.6%
Technology 17.8%
Industrials 13.6%
Communication Services 10.2%
Healthcare 9.8%
Consumer Defensive 9.2%
Consumer Cyclical 8.9%
Energy 6.1%
Utilities 3.6%
Basic Materials 2.0%