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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 16 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PJUN INNOVATOR ETFS TRUST US EQTY PWR BUF (JUNE) 2,180.0 $94K 0.01% +2K +407.0% $43.22 +1.6%
302 EWU ISHARES TR MSCI UK ETF NEW 2,000.0 $92K 0.01% NEW $46.13 +6.1%
303 ETN EATON CORP PLC SHS Industrials 206.0 $88K 0.01% +19.0 +10.2% $426.11 -1.6%
304 QUAL I SHARES EDGE MSCI USA ETF 400.0 $88K 0.01% $219.43 +1.7%
305 ETY EATON VANCE TAX MGD DIV EQUITY INCOME FUND Financial Services 6,000.0 $87K 0.01% $14.54 -1.1%
306 MU MICRON TECHNOLOGY INC COM Technology 75.0 $87K 0.01% -15.0 -16.7% $1154.28 -16.2%
307 BX BLACKSTONE INC Financial Services 712.0 $84K 0.01% $117.67 +21.8%
308 Q QNITY ELECTRONICS INC COMMON STOCK Technology 506.0 $83K 0.01% +404.0 +396.1% $163.30 -21.1%
309 SHEL ROYAL DUTCH SHELL ADR Energy 1,058.0 $82K 0.01% -500.0 -32.1% $77.53 +20.4%
310 VTEB VANGUARD MUN BD FD TAX EXEMPT BD INDEX 1,617.0 $82K 0.01% $50.58 -2.1%
311 C CITIGROUP INC COM NEW Financial Services 582.0 $81K 0.01% $139.96 -5.9%
312 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 571.0 $79K 0.01% -175.0 -23.5% $139.07 -2.5%
313 WPM WHEATON PRECIOUS METALS CORPCOM Basic Materials 699.0 $79K 0.01% $112.32 +40.5%
314 SLF SUN LIFE FINL INC COM Financial Services 1,000.0 $78K 0.01% $78.42 +0.7%
315 VUG VANGUARD GROWTH ETF 900.0 $78K 0.01% +750.0 +500.0% $86.14 +1.6%
316 INTC INTEL CORP COM Technology 554.0 $77K 0.01% -50.0 -8.3% $139.63 -35.5%
317 EQT EQT CORP COM Energy 1,432.0 $76K 0.01% $53.17 +1.0%
318 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 610.0 $76K 0.01% -45.0 -6.9% $124.43 +48.9%
319 HWM HOWMET AEROSPACE INC COM Industrials 276.0 $74K 0.01% $268.85 +1.1%
320 VHT VANGUARD WORLD FDS HEALTH CAR ETF 248.0 $74K 0.01% $299.00 +9.6%
Page 16 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%