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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 11 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BNDX VANGUARD TOTAL INTERNATIONAL BD ETF 7,855.0 $377K 0.05% NEW $48.04 +0.6%
202 TGT TARGET CORP COM Consumer Defensive 3,112.0 $377K 0.05% -728.0 -19.0% $121.20 +7.9%
203 XLV CEF SELECT SECTOR SPDR FUND HEALTHCARE BE 2,475.0 $363K 0.04% -610.0 -19.8% $146.61 +1.9%
204 AIA ISHARES TR ASIA 50 ETF 3,405.0 $361K 0.04% -100.0 -2.9% $106.15 +40.5%
205 IYR ISHARES TR U.S. REAL ES ETF 3,701.0 $350K 0.04% -85.0 -2.2% $94.56 +6.2%
206 UNP UNION PAC CORP COM Industrials 1,366.0 $331K 0.04% $242.62 +5.9%
207 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 10,264.0 $328K 0.04% -4K -28.7% $32.00 +1.5%
208 IVE ISHARES S&P 500 VALUE INDEX FUND 1,509.0 $319K 0.04% $211.15 +7.2%
209 PSEP INNOVATOR ETFS TRUST US EQTY PWR BUF (SEP) 7,265.0 $313K 0.04% -140.0 -1.9% $43.06 +6.7%
210 PNOV INNOVATOR ETFS TRUST US EQTY PWR BUF(NOV) 7,625.0 $312K 0.04% $40.86 +8.4%
211 ADM ARCHER DANIELS MIDLAND Consumer Defensive 4,249.0 $309K 0.04% +2K +61.9% $72.68 +3.3%
212 LMT LOCKHEED MARTIN CORP COM Industrials 509.0 $308K 0.04% $604.38 -15.5%
213 PAPR INNOVATOR ETFS TRUST US EQT PWR BUF (APR) 7,431.0 $296K 0.04% -151.0 -2.0% $39.79 +6.0%
214 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 2,350.0 $295K 0.04% $125.46 -14.6%
215 GD GENERAL DYNAMICS CORP COM Industrials 850.0 $292K 0.04% $343.21 +2.0%
216 UPS UNITED PARCEL SVCS INC CL B Industrials 2,955.0 $291K 0.04% -160.0 -5.1% $98.38 +6.6%
217 VGT VANGUARD INFORMATION TECHNOLOGY FD 412.0 $287K 0.04% $697.71 -82.8%
218 PLTM GRANITESHARES PLA Financial Services 15,000.0 $284K 0.04% $18.90 -13.8%
219 HSY HERSHEY CO COM Consumer Defensive 1,337.0 $278K 0.04% $207.89 -17.0%
220 SDY SPDR SERIES TRUST S&P DIVID ETF 1,881.0 $275K 0.03% +509.0 +37.1% $145.94 +3.1%
Page 11 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%