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Portfolio (Quarterly) Guide ↗

CITY HOLDING CO

· CIK 0000726854
13F Portfolio $813M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 582 New
Page 11 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR Technology 1,178.0 $358K 0.04% NEW $303.88 +52.1%
202 GIS GENERAL MILLS INC Consumer Defensive 7,679.0 $357K 0.04% NEW $46.50 -28.1%
203 MCK MCKESSON CORP COM Healthcare 435.0 $357K 0.04% NEW $820.26 -8.5%
204 IYR ISHARES TR U.S. REAL ES ETF 3,786.0 $355K 0.04% NEW $93.89 +7.0%
205 UBSI UNITED BANKSHARES INC WV Financial Services 9,258.0 $355K 0.04% NEW $38.39 +15.7%
206 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 2,350.0 $344K 0.04% NEW $146.58 -26.9%
207 AIA ISHARES TR ASIA 50 ETF 3,505.0 $342K 0.04% NEW $97.50 +53.0%
208 XLI SELECT SECTOR SPDR TR SBI INT-INDS 2,118.0 $329K 0.04% NEW $155.12 +16.6%
209 PSEP INNOVATOR ETFS TRUST US EQTY PWR BUF (SEP) 7,405.0 $324K 0.04% NEW $43.71 +5.2%
210 IVE ISHARES S&P 500 VALUE INDEX FUND 1,509.0 $320K 0.04% NEW $212.07 +6.7%
211 PNOV INNOVATOR ETFS TRUST US EQTY PWR BUF(NOV) 7,610.0 $318K 0.04% NEW $41.77 +6.0%
212 GPC GENUINE PARTS CO COM Consumer Cyclical 2,578.0 $317K 0.04% NEW $122.96 -11.6%
213 UNP UNION PAC CORP COM Industrials 1,366.0 $316K 0.04% NEW $231.32 +11.1%
214 VGT VANGUARD INFORMATION TECHNOLOGY FD 412.0 $311K 0.04% NEW $753.77 -84.1%
215 UPS UNITED PARCEL SERVICE INC CL B Industrials 3,115.0 $309K 0.04% NEW $99.19 +5.7%
216 PAPR INNOVATOR ETFS TRUST US EQT PWR BUF (APR) 7,582.0 $297K 0.04% NEW $39.11 +7.9%
217 PLTM GRANITESHARES PLA Financial Services 15,000.0 $296K 0.04% NEW $19.72 -17.4%
218 VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 1,323.0 $291K 0.04% NEW $219.77 +7.0%
219 XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 6,480.0 $290K 0.04% NEW $44.70 +20.3%
220 GD GENERAL DYNAMICS CORP COM Industrials 850.0 $286K 0.04% NEW $336.65 +4.0%
Page 11 of 30  ·  582 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 20.0%
Financial Services 19.1%
Industrials 12.6%
Communication Services 11.2%
Healthcare 10.2%
Consumer Cyclical 9.2%
Consumer Defensive 8.5%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.6%