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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 17 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BINC ISHARES FLEXIBLE INC ETF 1,125.0 $58K 0.01% NEW $51.93 +0.7%
322 WAT WATERS CORP COM Healthcare 195.0 $58K 0.01% +165.0 +550.0% $297.76 +19.4%
323 EVV EATON VANCE LIMITED DURATIONCOM Financial Services 6,000.0 $57K 0.01% $9.45 -3.1%
324 SPYG ETF SPDR PORT S&P 500 GROWTH 570.0 $56K 0.01% $97.90 +22.1%
325 CANADIAN PAC KANS CITY LTD NPV 688.0 $54K 0.01% $78.65
326 CMCSA COMCAST CORPORATION (NEW) Communication Services 1,877.0 $54K 0.01% -735.0 -28.1% $28.70 -21.8%
327 IBKR INTERACTIVE BROKERS GROUP INCOM CL A Financial Services 800.0 $54K 0.01% $67.06 +43.2%
328 EOG EOG RES INC COM Energy 370.0 $53K 0.01% $144.57 -10.1%
329 INGERSOLL RAND INC COM 659.0 $53K 0.01% $80.11
330 FAST FASTENAL CO COM Industrials 1,128.0 $52K 0.01% $46.40 -1.1%
331 ERH ALLSPRING UTILITIES AND HIGHINCOME FUND Financial Services 4,117.0 $50K 0.01% $12.10 -3.1%
332 BALL BALL CORP COM Consumer Cyclical 842.0 $50K 0.01% $59.11 -2.4%
333 CB CHUBB LTD SWITZ COM Financial Services 150.0 $49K 0.01% -19.0 -11.2% $325.91 -0.8%
334 PFG PRINCIPAL FINANCIAL Financial Services 525.0 $47K 0.01% $90.11 +21.6%
335 DVA DAVITA HEALTHCARE PARTNERS ICOM Healthcare 305.0 $47K 0.01% -415.0 -57.6% $153.68 +35.3%
336 RGLD ROYAL GOLD INC ETF Basic Materials 182.0 $46K 0.01% $254.48 -15.6%
337 IWY I SHARES RUSSELL TOP 200 GROWTH ETF 185.0 $46K 0.01% $248.83 +16.0%
338 MKL MARKEL GROUP INC COM Financial Services 24.0 $46K 0.01% $1914.00 -3.5%
339 HYLS FIRST TRUST EXCHANGE TRADED FD HIGH YIELD 1,100.0 $45K 0.01% $40.56 +0.8%
340 VTRS VIATRIS INC Healthcare 3,298.0 $45K 0.01% $13.51 +13.8%
Page 17 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%