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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 13 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PH PARKER HANNIFIN CORP COM Industrials 217.0 $194K 0.02% $895.22 +6.5%
242 ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN Energy 10,000.0 $193K 0.02% -262.0 -2.5% $19.29 -2.8%
243 BDX BECTON DICKINSON & CO COM Healthcare 1,217.0 $191K 0.02% -20.0 -1.6% $157.23 -8.4%
244 OTIS OTIS WORLDWIDE CORP Industrials 2,438.0 $188K 0.02% -473.0 -16.2% $77.07 -4.9%
245 ROK ROCKWELL AUTOMATION INC COM Industrials 520.0 $187K 0.02% $358.88 +32.0%
246 GPC GENUINE PARTS CO COM Consumer Cyclical 1,753.0 $185K 0.02% -825.0 -32.0% $105.75 +2.8%
247 VCR VANGUARD CONSUMER DISC INDEXETF 505.0 $181K 0.02% $359.02 +9.8%
248 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 1,120.0 $176K 0.02% $157.28 -14.9%
249 ADI ANALOG DEVICES INC COM Technology 552.0 $176K 0.02% $318.13 +36.6%
250 EMB ETF ISHARES JPM USD EM 1,805.0 $170K 0.02% +2K +491.8% $93.93 +3.0%
251 XLB SELECT SECTOR SPDR TR SBI MATERIALS 3,295.0 $165K 0.02% +3K +1218.0% $49.97 +3.7%
252 BLK BLACKROCK INC COM Financial Services 170.0 $163K 0.02% $961.70 +9.2%
253 VTV VANGUARD INDEX FDS VALUE ETF 806.0 $158K 0.02% +59.0 +7.9% $196.20 +10.3%
254 ELV ELEVANCE HEALTH INC COM Healthcare 515.0 $151K 0.02% $292.75 +32.7%
255 MDY STATE STR SPDR S&P MIDCAP 40OUTSER1 S&PDCRP Financial Services 240.0 $148K 0.02% $616.76 +12.0%
256 DOW DOW HLDGS INC COM Basic Materials 3,529.0 $147K 0.02% -232.0 -6.2% $41.65 -23.8%
257 APD AIR PRODUCTS AND CHEMICALS ICOM Basic Materials 500.0 $145K 0.02% -22.0 -4.2% $290.48 -3.5%
258 SHEL ROYAL DUTCH SHELL ADR Energy 1,558.0 $145K 0.02% -880.0 -36.1% $93.00 -15.3%
259 WFC WELLS FARGO & CO COM Financial Services 1,796.0 $143K 0.02% +75.0 +4.4% $79.61 +3.3%
260 FPX FIRST TRUST EXHANGE TRADED TRST EQUITY OPPORT E 890.0 $141K 0.02% $158.81 +26.2%
Page 13 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%