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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 12 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XYL XYLEM INC COM Industrials 2,272.0 $271K 0.03% -580.0 -20.3% $119.50 -6.8%
222 DIA STATE STR SPDR DOW JONES INDUT SER 1 Financial Services 584.0 $270K 0.03% $463.18 +11.3%
223 LYV LIVE NATION INC Communication Services 1,772.0 $270K 0.03% -69.0 -3.8% $152.50 +12.3%
224 VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 1,253.0 $269K 0.03% -70.0 -5.3% $215.05 +9.4%
225 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 2,800.0 $258K 0.03% $92.31 -5.9%
226 PJUL INNOVATOR ETFS TRUST (JUL) 5,590.0 $257K 0.03% $45.96 +6.0%
227 GIS GENERAL MILLS INC COM Consumer Defensive 6,079.0 $226K 0.03% -2K -20.8% $37.22 -10.2%
228 AJG GALLAGHER ARTHUR J & CO COM Financial Services 1,022.0 $221K 0.03% $216.58 -1.2%
229 USB US BANCORP COM NEW Financial Services 4,248.0 $221K 0.03% -50.0 -1.2% $52.00 +11.8%
230 BK BANK OF NEW YORK MELLON CORPCOM Financial Services 1,823.0 $216K 0.03% $118.63 +20.1%
231 FSLR FIRST SOLAR INC COM Energy 1,080.0 $213K 0.03% -2K -68.8% $197.24 +30.7%
232 EL LAUDER ESTEE COS INC CL A Consumer Defensive 2,963.0 $213K 0.03% +500.0 +20.3% $71.76 +18.2%
233 FV FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 3,500.0 $212K 0.03% $60.43 +20.5%
234 MSCI MSCI INC COM Financial Services 390.0 $210K 0.03% -20.0 -4.9% $539.00 +7.8%
235 VFH VANGUARD WORLD FDS FINANCIALS ETF 1,729.0 $209K 0.03% $120.81 +8.8%
236 XLI SELECT SECTOR SPDR TR SBI INT-INDS 1,283.0 $207K 0.03% -835.0 -39.4% $161.72 +11.9%
237 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,232.0 $204K 0.03% -20.0 -1.6% $165.34 +7.9%
238 VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 1,357.0 $201K 0.03% $148.10 +6.8%
239 BP BP PLC Energy 4,188.0 $197K 0.03% -95.0 -2.2% $47.00 -16.8%
240 VAW VANGUARD MATERIALS EDP 863.0 $194K 0.02% $225.34 +4.0%
Page 12 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%