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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 12 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PAPR INNOVATOR ETFS TRUST US EQT PWR BUF (APR) 7,431.0 $314K 0.04% $42.20 +1.6%
222 DIA STATE STR SPDR DOW JONES INDUT SER 1 Financial Services 584.0 $305K 0.03% $522.39 +1.9%
223 GD GENERAL DYNAMICS CORP COM Industrials 850.0 $301K 0.03% $354.23 +8.5%
224 SPDW STATE STREET SPDR PORTFOLIO DEV US ETF 5,970.0 $301K 0.03% NEW $50.38 +3.3%
225 IBB ISHARES TR NASDQ BIO INDX 1,507.0 $287K 0.03% +1K +9946.7% $190.18 +12.3%
226 VSS VANGUARD FTSE ALL-WORLD EX- US SML CAP INDX ETF 1,800.0 $278K 0.03% NEW $154.29 +3.7%
227 UPS UNITED PARCEL SVCS INC CL B Industrials 2,565.0 $276K 0.03% -390.0 -13.2% $107.50 -5.1%
228 PJUL INNOVATOR ETFS TRUST (JUL) 5,560.0 $271K 0.03% -30.0 -0.5% $48.81 +1.6%
229 FV FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 3,500.0 $266K 0.03% $75.88 -2.5%
230 BK BANK OF NEW YORK MELLON CORPCOM Financial Services 1,823.0 $264K 0.03% $144.61 -1.9%
231 TIP ISHARES BARCLAYS TIP BOND FUND 2,403.0 $263K 0.03% +1K +139.6% $109.43 -2.1%
232 ROK ROCKWELL AUTOMATION INC COM Industrials 530.0 $262K 0.03% +10.0 +1.9% $495.08 -11.7%
233 LMT LOCKHEED MARTIN CORP COM Industrials 509.0 $259K 0.03% $509.44 +10.6%
234 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 2,800.0 $258K 0.03% $92.09 -3.2%
235 VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 1,088.0 $257K 0.03% -165.0 -13.2% $236.61 +3.1%
236 EFV ISHARES EAFE VALUE ETF 3,260.0 $250K 0.03% +3K +5333.3% $76.54 +7.4%
237 USB US BANCORP COM NEW Financial Services 4,123.0 $249K 0.03% -125.0 -2.9% $60.40 +2.7%
238 XLB SELECT SECTOR SPDR TR SBI MATERIALS 4,825.0 $245K 0.03% +2K +46.4% $50.83 +5.3%
239 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 7,014.0 $238K 0.03% -3K -31.7% $34.00 +8.5%
240 EL LAUDER ESTEE COS INC CL A Consumer Defensive 3,003.0 $237K 0.03% +40.0 +1.4% $78.95 +29.1%
Page 12 of 30  ·  587 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%