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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 5 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HACK ETF AMPLIFY CYBERSECURITY 6,875.0 $721K 0.08% -237.0 -3.3% $104.93 +6.2%
82 CARR CARRIER GLOBAL CORP Industrials 9,681.0 $710K 0.08% -444.0 -4.4% $73.35 -17.7%
83 POCT INNOVATOR ETFS TRUST S&P 500 POWER BUFFER (OCT) 14,702.0 $682K 0.08% -80.0 -0.5% $46.40 +1.9%
84 CHKP CHECK POINT SOFTWARE TECH LTORD Technology 5,035.0 $662K 0.07% -3K -40.7% $131.43 -0.7%
85 IDCC INTERDIGITAL INC COM Technology 2,244.0 $635K 0.07% -53.0 -2.3% $283.13 +20.9%
86 PDEC INNOVATOR ETFS TRUST (PDEC) 13,430.0 $616K 0.07% -5K -25.2% $45.88 +2.0%
87 TFC TRUIST FINL CORP COM Financial Services 12,353.0 $615K 0.07% -5K -26.8% $49.81 +1.2%
88 SLV ISHARES SILVER TRUST ISHARES Financial Services 10,424.0 $557K 0.06% -2K -15.6% $53.47 +17.3%
89 TSM TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADR Technology 1,166.0 $557K 0.06% -20.0 -1.7% $477.57 -12.3%
90 ITA ISHARES TR US AER DEF ETF 2,280.0 $553K 0.06% -215.0 -8.6% $242.42 -2.1%
91 REMX VANECK RARE/EARTHSTRATEGIC METALS 6,000.0 $531K 0.06% -2K -25.0% $88.50 -8.8%
92 DHR DANAHER CORP DEL COM Healthcare 2,765.0 $527K 0.06% -400.0 -12.6% $190.47 +14.9%
93 AEP AMERICAN ELEC PWR INC COM Utilities 3,845.0 $526K 0.06% -115.0 -2.9% $136.81 -11.6%
94 DHI D R HORTON INC COM Consumer Cyclical 3,135.0 $511K 0.06% -325.0 -9.4% $162.87 -8.9%
95 VRSK VERISK ANALYTICS INC COM Industrials 2,825.0 $507K 0.06% -379.0 -11.8% $179.52 +4.4%
96 CI THE CIGNA GROUP COM Healthcare 1,812.0 $499K 0.06% -50.0 -2.7% $275.66 +0.7%
97 AIA ISHARES TR ASIA 50 ETF 3,370.0 $477K 0.05% -35.0 -1.0% $141.66 -2.0%
98 YUM YUM BRANDS INC COM Consumer Cyclical 2,952.0 $472K 0.05% -455.0 -13.3% $159.85 -4.3%
99 IDXX IDEXX LABS INC COM Healthcare 817.0 $430K 0.05% -242.0 -22.9% $526.41 +5.8%
100 PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF (AUG) 8,835.0 $403K 0.05% -97.0 -1.1% $45.63 +2.2%
Page 5 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 18.9%
Industrials 13.8%
Healthcare 10.5%
Communication Services 9.7%
Consumer Cyclical 8.5%
Consumer Defensive 8.1%
Energy 4.8%
Utilities 3.3%
Basic Materials 1.9%