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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 18 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 1,197.0 $44K 0.01% $37.00 +26.6%
342 VMBS VANGUARD MTG BKD ETF 942.0 $44K 0.01% +142.0 +17.8% $46.95 -0.4%
343 FE FIRSTENERGY CORP COM Utilities 862.0 $44K 0.01% $50.65 -8.3%
344 IHAK ISHARES TR CYBERSECURITY 1,000.0 $44K 0.01% $43.65 +24.9%
345 FEM FIRST TR TRADED ALPHADEX FD II 1,450.0 $43K 0.01% $29.95 +8.9%
346 SPYD SPDR PORTFOLIO S & P 500 HIGH DIVIDEND FD 953.0 $43K 0.01% -106.0 -10.0% $45.52 +4.4%
347 FCBC FIRST CMNTY BANCSHARES INC NCOM Financial Services 1,042.0 $43K 0.01% $41.52 +4.6%
348 CTRA COTERRA ENERGY INC Energy 1,222.0 $43K 0.01% $35.13 -7.3%
349 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 1,115.0 $43K 0.01% -765.0 -40.7% $38.41 -7.3%
350 VRT VERTIV HOLDINGS CO COM CL A Industrials 165.0 $41K 0.01% -165.0 -50.0% $250.58 +32.9%
351 CNI CANADIAN NATL RY CO COM Industrials 395.0 $41K 0.01% $102.77 +10.4%
352 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 700.0 $40K 0.01% -39.0 -5.3% $57.63 +4.3%
353 RSP INVESCO TR EDP S&P 500 EQUAL WEIGHT 210.0 $40K 0.01% +120.0 +133.3% $191.91 +9.4%
354 VXF VANGUARD I EXTENDED MARKET ETF 193.0 $40K 0.01% $205.80 +17.1%
355 SYK STRYKER CORP COM Healthcare 120.0 $39K 0.01% $328.57 -6.3%
356 NCLH NORWEGIAN CRUISE LINE HLDGS SHS Consumer Cyclical 2,100.0 $39K 0.01% $18.69 +9.4%
357 PGR PROGRESSIVE CORP OHIO COM Financial Services 197.0 $39K 0.01% $198.23 +3.3%
358 NUE NUCOR CORP COM Basic Materials 230.0 $39K 0.01% $169.10 +44.2%
359 ROST ROSS STORES INC COM Consumer Cyclical 177.0 $38K 0.01% $216.63 +7.5%
360 IFV FIRST TRUST DORSEY WRIGHT INTER FOCUS ETF 1,500.0 $38K 0.01% $25.27 +9.8%
Page 18 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%