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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 14 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PBR PETROLEO BRASILEIRO S A SPONSORED ADR Energy 6,773.0 $141K 0.02% $20.75 -19.3%
262 MO ALTRIA GROUP INC Consumer Defensive 2,095.0 $138K 0.02% $65.99 +4.7%
263 LQD ISHARES IBOXX $ INVESTMENT GRADE CORP BD FD 1,263.0 $138K 0.02% -80.0 -6.0% $108.98 +0.1%
264 ESOA ENERGY SVCS OF AMERICA CORP COM Industrials 10,409.0 $137K 0.02% $13.13 +29.1%
265 XTL ETF SPDR S&P TELECOM 700.0 $132K 0.02% $188.06 +17.3%
266 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 655.0 $130K 0.02% -220.0 -25.1% $198.28 -35.5%
267 IGF ISHARES TR GLB INFRASTR ETF 1,881.0 $126K 0.02% +25.0 +1.4% $67.00 -1.0%
268 APH AMPHENOL CORP CL A Technology 960.0 $121K 0.01% $126.35 +29.8%
269 EPD ENTERPRISE PRODS PARTNERS L P COM UNIT Energy 3,141.0 $119K 0.01% $37.84 -3.3%
270 XLP SELECT SECTOR SPDR TR SBI CONS STPLS 1,432.0 $117K 0.01% -30.0 -2.0% $81.97 +1.6%
271 CRM SALESFORCE COM INC COM Technology 625.0 $117K 0.01% $186.67 -18.7%
272 XLC SELECT SECTOR COMMUNICATIONS 1,040.0 $115K 0.01% +450.0 +76.3% $110.86 -1.3%
273 LRCX LAM RESEARCH CORP COM NEW Technology 526.0 $112K 0.01% $213.66 +82.1%
274 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 746.0 $112K 0.01% -539.0 -42.0% $150.00 -5.9%
275 TRV TRAVELERS COMPANIES INC COM Financial Services 381.0 $111K 0.01% $291.66 +5.5%
276 TIP ISHARES BARCLAYS TIP BOND FUND 1,003.0 $111K 0.01% $110.35 -0.9%
277 PML PIMCO MUN INCOME FD II COM Financial Services 14,537.0 $110K 0.01% $7.57 -0.3%
278 MMM 3M CO COM Industrials 755.0 $110K 0.01% $145.23 +10.6%
279 IJJ ISHARES S&P MIDCAP 400 VALUE INDEX FUND 825.0 $109K 0.01% -19.0 -2.2% $132.50 +9.3%
280 AGG ISHARES CORE TOTAL US BOND MARKET ETF 1,085.0 $108K 0.01% -387.0 -26.3% $99.27 -0.4%
Page 14 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%