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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 19 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SIVR ABRDN SILVER ETF TRUST PHYSCL SILVR SHS Financial Services 875.0 $49K 0.01% $56.22 +17.2%
362 GDXJ VANECK JUNIOR GOLD MINERS ETF 500.0 $49K 0.01% $98.25 +35.0%
363 EOG EOG RES INC COM Energy 370.0 $48K 0.01% $129.73 +18.0%
364 VXF VANGUARD I EXTENDED MARKET ETF 193.0 $48K 0.01% $246.20 -0.3%
365 SPACE EXPL TECHNOLOGIES CORP CL A 277.0 $47K 0.01% NEW $170.85
366 CNI CANADIAN NATL RY CO COM Industrials 395.0 $47K 0.01% $119.24 +8.9%
367 FEM FIRST TR TRADED ALPHADEX FD II 1,450.0 $46K 0.01% $31.98 +2.8%
368 FCBC FIRST CMNTY BANCSHARES INC NCOM Financial Services 1,042.0 $46K 0.01% $44.41 +10.8%
369 SPYD SPDR SERIES TR ST STR SP 500DIV 953.0 $45K 0.01% $47.70 +5.7%
370 MKSI MKS INC Technology 102.0 $45K 0.01% $444.78 -37.2%
371 DFAE DIMENSIONA EMERGING CORE EQUITY MRK ETF 1,120.0 $45K 0.01% NEW $40.20 -1.8%
372 HYLS FIRST TRUST EXCHANGE TRADED FD HIGH YIELD 1,100.0 $45K 0.01% $40.65 -0.2%
373 NCLH NORWEGIAN CRUISE LINE HLDGS SHS Consumer Cyclical 2,100.0 $44K 0.01% $21.11 -18.3%
374 PWR QUANTA SVCS INC COM Industrials 59.0 $42K 0.01% -50.0 -45.9% $720.02 -11.2%
375 FE FIRSTENERGY CORP COM Utilities 862.0 $41K 0.01% $47.54 -3.3%
376 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 700.0 $40K 0.01% $57.84 +11.4%
377 IFV FIRST TRUST DORSEY WRIGHT INTER FOCUS ETF 1,500.0 $40K 0.01% $26.93 -2.7%
378 AVY AVERY DENNISON CORP COM Industrials 245.0 $40K 0.00% -105.0 -30.0% $162.34 +13.2%
379 INGERSOLL RAND INC COM 484.0 $40K 0.00% -175.0 -26.6% $81.98
380 CMCSA COMCAST CORPORATION (NEW) Communication Services 1,549.0 $38K 0.00% -328.0 -17.5% $24.54 +9.4%
Page 19 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%