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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 10 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IEMG ISHARES INC CORE MSCI EMKT 7,650.0 $534K 0.07% $69.75 +22.8%
182 YUM YUM BRANDS INC COM Consumer Cyclical 3,407.0 $530K 0.07% +159.0 +4.9% $155.48 -2.2%
183 GS GOLDMAN SACHS GROUP INC COM Financial Services 615.0 $520K 0.07% $845.98 +29.6%
184 AEP AMERICAN ELEC PWR INC COM Utilities 3,960.0 $519K 0.07% -324.0 -7.6% $131.08 -2.6%
185 CI THE CIGNA GROUP COM Healthcare 1,862.0 $497K 0.06% -170.0 -8.4% $266.74 +4.7%
186 AXP AMERICAN EXPRESS CO COM Financial Services 1,624.0 $491K 0.06% $302.46 +11.7%
187 NKE NIKE INC Consumer Cyclical 9,145.0 $483K 0.06% -1K -11.0% $52.81 -14.4%
188 DHI D R HORTON INC COM Consumer Cyclical 3,460.0 $475K 0.06% -2K -39.9% $137.21 +15.0%
189 IWP ISHARES TR RUSSELL MID CAP G 3,601.0 $461K 0.06% -65.0 -1.8% $128.12 +10.8%
190 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,417.0 $454K 0.06% -95.0 -6.3% $320.53 +0.1%
191 VOO VANGUARD INDEX FDS S&P 500 ETF SHS 744.0 $445K 0.06% +30.0 +4.2% $597.54 +15.2%
192 CL COLGATE PALMOLIVE CO COM Consumer Defensive 5,090.0 $434K 0.05% -400.0 -7.3% $85.22 +5.0%
193 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,039.0 $424K 0.05% $208.09 +11.5%
194 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 26,555.0 $416K 0.05% $15.65 +7.7%
195 TSM TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADR Technology 1,186.0 $401K 0.05% +8.0 +0.7% $337.95 +36.7%
196 XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 6,420.0 $393K 0.05% -60.0 -0.9% $61.26 -12.2%
197 ODFL OLD DOMINION FREIGHT LINE INCOM Industrials 2,004.0 $392K 0.05% +234.0 +13.2% $195.40 +13.1%
198 UBSI UNITED BANKSHARES INC WV Financial Services 9,258.0 $383K 0.05% $41.41 +7.3%
199 PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF (AUG) 8,932.0 $382K 0.05% -755.0 -7.8% $42.72 +6.5%
200 BA BOEING CO COM Industrials 1,900.0 $378K 0.05% +88.0 +4.9% $199.03 +11.9%
Page 10 of 29  ·  570 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%