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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 15 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MMM 3M CO COM Industrials 755.0 $122K 0.01% $161.91 +10.5%
282 SCHP SCHWAB STRATEGIC TR US TIPS ETF 4,600.0 $122K 0.01% NEW $26.50 -2.0%
283 IJJ ISHARES S&P MIDCAP 400 VALUE INDEX FUND 825.0 $122K 0.01% $147.73 +0.9%
284 DOW DOW HLDGS INC COM Basic Materials 4,386.0 $120K 0.01% +857.0 +24.3% $27.36 +18.2%
285 IGF ISHARES TR GLB INFRASTR ETF 1,796.0 $120K 0.01% -85.0 -4.5% $66.60 -1.8%
286 ASML ASML HOLDING NV N Y REGISTRY SHS Technology 59.0 $117K 0.01% $1989.42 -11.3%
287 EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 3,141.0 $115K 0.01% $36.75
288 XLC SELECT SECTOR COMMUNICATIONS 1,065.0 $114K 0.01% +25.0 +2.4% $107.13 +4.0%
289 EQIX EQUINIX INC COM PAR $0.001 Real Estate 107.0 $112K 0.01% +5.0 +4.9% $1042.37 +2.2%
290 XLP SELECT SECTOR SPDR TR SBI CONS STPLS 1,342.0 $111K 0.01% -90.0 -6.3% $83.06 +3.5%
291 CARNIVAL CORP LTD COMMON STOCK 3,900.0 $111K 0.01% NEW $28.56
292 PML PIMCO MUN INCOME FD II COM Financial Services 14,537.0 $111K 0.01% $7.61 -4.3%
293 PBR PETROLEO BRASILEIRO S A SPONSORED ADR Energy 6,773.0 $109K 0.01% $16.15 +18.6%
294 PRU PRUDENTIAL FINL INC COM Financial Services 1,000.0 $108K 0.01% $107.93 +12.2%
295 FNX FIRST TRUST MID CAP CORE ALPHADEX FD 725.0 $106K 0.01% $146.34 -0.3%
296 CRM SALESFORCE COM INC COM Technology 673.0 $105K 0.01% +48.0 +7.7% $156.66 +33.5%
297 PFG PRINCIPAL FINANCIAL Financial Services 964.0 $104K 0.01% +439.0 +83.6% $107.78 +2.8%
298 MUFG MITSUBISHI UFJ FINANCIAL GROSPONSORED ADS Financial Services 5,000.0 $99K 0.01% NEW $19.88 +10.9%
299 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 1,320.0 $99K 0.01% $74.95 +1.3%
300 PNW PINNACLE WEST CAPITAL CORP Utilities 888.0 $95K 0.01% $107.00 -9.0%
Page 15 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%