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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 5 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWD ISHARES TR RUS 1000 VAL ETF 5,106.0 $1.1M 0.14% -89.0 -1.7% $213.66 +13.3%
82 VOE VANGUARD MID-CAP VALUE 5,856.0 $1.1M 0.14% -196.0 -3.2% $184.28 +6.3%
83 D DOMINION RES INC VA NEW COM Utilities 17,330.0 $1.1M 0.13% -1K -5.6% $61.81 +10.7%
84 VONG ETF VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 9,757.0 $1.1M 0.13% -150.0 -1.5% $109.69 +15.7%
85 XLY SELECT SECTOR SPDR TR SBI CONS DISCR 9,011.0 $982K 0.12% -160.0 -1.7% $108.98 +7.5%
86 QCOM QUALCOMM INC COM Technology 7,560.0 $974K 0.12% -2K -16.7% $128.78 +75.6%
87 GOOG ALPHABET INC CAP STK CL C Communication Services 3,329.0 $955K 0.12% -452.0 -11.9% $286.85 +28.1%
88 FTCS FIRST TRUST CAPITAL STRENGTHETF 9,793.0 $908K 0.11% -90.0 -0.9% $92.76 +0.2%
89 KRE SPDR S&P REGIONAL BANKING ETF 13,742.0 $895K 0.11% -193.0 -1.4% $65.15 +10.1%
90 IVV ISHARES TR CORE S&P500 ETF 1,310.0 $856K 0.11% -163.0 -11.1% $653.20 +14.8%
91 VBR VANGUARD INDEX FDS SMALL CAP 3,881.0 $843K 0.10% -137.0 -3.4% $217.24 +9.7%
92 SLV ISHARES SILVER TRUST ISHARES Financial Services 12,354.0 $842K 0.10% -4K -22.5% $68.13 -12.7%
93 IVW ISHARES S&P 500 GROWTH INDEX FUND 7,415.0 $839K 0.10% -448.0 -5.7% $113.11 +22.0%
94 IDCC INTERDIGITAL INC COM Technology 2,297.0 $694K 0.09% -134.0 -5.5% $302.00 -2.0%
95 IBM INTERNATIONAL BUSINESS MACHSCOM Technology 2,757.0 $668K 0.08% -177.0 -6.0% $242.39 +2.8%
96 POCT INNOVATOR ETFS TRUST S&P 500 POWER BUFFER (OCT) 14,782.0 $637K 0.08% -80.0 -0.5% $43.11 +7.4%
97 ALB ALBEMARLE CORP COM Basic Materials 3,388.0 $608K 0.08% -127.0 -3.6% $179.53 -10.7%
98 VRSK VERISK ANALYTICS INC COM Industrials 3,204.0 $608K 0.08% -451.0 -12.3% $189.74 -8.4%
99 DHR DANAHER CORP DEL COM Healthcare 3,165.0 $600K 0.07% -3K -45.4% $189.60 -6.6%
100 CARR CARRIER GLOBAL CORP Industrials 10,125.0 $570K 0.07% -721.0 -6.7% $56.31 +27.5%
Page 5 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%