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Portfolio (Quarterly) Guide ↗

CITY HOLDING CO

· CIK 0000726854
13F Portfolio $884M AUM 625 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 122 Added 162 Reduced 25 Exited
Page 3 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK SELECT SECTOR SPDR TR TECHNOLOGY 15,088.0 $2.9M 0.33% -306.0 -2.0% $190.52 -3.9%
42 SOXX ISHARES SEMICONDUCTOR ETF 4,361.0 $2.8M 0.32% -58.0 -1.3% $640.75 -18.5%
43 CRWD CROWDSTRIKE HLDGS INC CL A Technology 3,635.0 $2.8M 0.31% -24.0 -0.7% $190.78 -0.2%
44 IWV ISHARES TR RUSSELL 3000 ETF 6,434.0 $2.7M 0.31% -607.0 -8.6% $426.38 +1.9%
45 COP CONOCOPHILLIPS COM Energy 25,132.0 $2.6M 0.29% -367.0 -1.4% $103.96 +29.8%
46 DVY I SHARES SELECT DIVIDEND INDEX 15,792.0 $2.5M 0.28% -2K -10.7% $156.30 +5.2%
47 FPE FIRST TRUST SECURITIES AND INCOME ETF 134,107.0 $2.4M 0.27% -16K -10.4% $17.87 -0.7%
48 IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FUND 13,035.0 $2.3M 0.26% -700.0 -5.1% $178.60 -3.2%
49 GAUG ETF FIRST TR EXCHANGE (AUG) 55,600.0 $2.3M 0.26% -11K -16.5% $41.41 +1.5%
50 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 5,005.0 $2.3M 0.26% -792.0 -13.7% $459.12 +16.1%
51 PJAN INNOVATOR U.S. EQUITY POWER BUFFER (JAN) 45,170.0 $2.2M 0.25% -1K -2.6% $49.49 +1.7%
52 GMAY FIRST TR EXCHANGE ETF (MAY) 49,184.0 $2.1M 0.24% -1K -2.6% $43.04 +1.5%
53 GFEB FIRST TR EXCHANGE ETF (FEB) 45,510.0 $2.0M 0.23% -2K -4.4% $44.02 +1.5%
54 COF CAPITAL ONE FINL CORP COM Financial Services 9,910.0 $2.0M 0.23% -234.0 -2.3% $200.62 +5.9%
55 VOT ETF VANGUARD MID-CAP 6,132.0 $1.9M 0.21% -116.0 -1.9% $306.28 -1.1%
56 DUK DUKE ENERGY CORP NEW COM NEW Utilities 14,639.0 $1.9M 0.21% -269.0 -1.8% $126.58 -3.1%
57 ITW ILLINOIS TOOL WKS INC COM Industrials 6,677.0 $1.8M 0.20% -405.0 -5.7% $270.45 +4.5%
58 SKYY FIRST TR EXCHANGE-TRADED FD CLOUD COMPUTING 12,471.0 $1.7M 0.19% -120.0 -0.9% $134.56 +18.5%
59 CME CME GROUP INC COM Financial Services 7,122.0 $1.6M 0.18% -150.0 -2.1% $220.82 +22.7%
60 IJK ISHARES S&P MIDCAP 400 GROWTH INDEX FUND 12,773.0 $1.5M 0.17% -800.0 -5.9% $117.50 -2.1%
Page 3 of 9  ·  162 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 20.5%
Financial Services 18.8%
Industrials 13.8%
Healthcare 10.5%
Communication Services 9.9%
Consumer Cyclical 8.5%
Consumer Defensive 8.1%
Energy 4.8%
Utilities 3.2%
Basic Materials 1.9%