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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 19 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EXC EXELON CORP COM Utilities 755.0 $37K 0.01% $49.02 -6.5%
362 RITM RITHM CAPITAL CORP Real Estate 3,850.0 $36K 0.01% $9.48 -3.1%
363 PSK SPDR WELLS FARGO PFD STOCK 1,161.0 $36K 0.00% $30.84 +0.1%
364 BMNR BITMINE IMMERSION TECNOLOGIECOM NEW Financial Services 1,790.0 $35K 0.00% $19.77 -18.3%
365 VEU VANGUARD INTL EQUITY INDEX FD INC 468.0 $35K 0.00% NEW $75.10 +13.1%
366 VT ETF VANGUARD TOTAL WLD 254.0 $35K 0.00% +179.0 +238.7% $138.32 +14.0%
367 MELI MERCADOLIBRE INC COM Consumer Cyclical 20.0 $35K 0.00% $1729.00 -5.4%
368 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 417.0 $34K 0.00% $81.65 +5.6%
369 APOS APOLLO GLOBAL MGMT INC Financial Services 305.0 $34K 0.00% $111.42 -77.0%
370 SOUTH BOW CORP 1,000.0 $33K 0.00% $33.31
371 SNOW SNOWFLAKE INC COM SHS Technology 220.0 $33K 0.00% $150.82 +54.0%
372 NWSA NEWS CORP NEW CL A Communication Services 1,320.0 $33K 0.00% -200.0 -13.2% $24.93 +1.4%
373 SJNK BARCLAYS SHORT TERM HIGH YIELD FD 1,283.0 $32K 0.00% $24.97 +0.3%
374 TSN TYSON FOODS INC CL A Consumer Defensive 495.0 $32K 0.00% $64.06 -13.4%
375 HPI HANCOCK JOHN PFD INCOME FD SH BEN INT Financial Services 2,000.0 $31K 0.00% $15.69 +3.1%
376 WBD DISCOVERY GLOBAL HOLDINGS INC COM SER A Communication Services 1,109.0 $30K 0.00% -275.0 -19.9% $27.45 -4.6%
377 MU MICRON TECHNOLOGY INC COM Technology 90.0 $30K 0.00% -410.0 -82.0% $337.82 +235.7%
378 GSK GLAXOSMITHKLINE PLC 25P ADR Healthcare 550.0 $30K 0.00% $55.18 -8.2%
379 TMUS T-MOBILE US INC Communication Services 141.0 $30K 0.00% $210.02 -13.5%
380 EVRG EVERGY INC Utilities 358.0 $29K 0.00% $81.92 +0.7%
Page 19 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%