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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 20 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PFEB INNOVATOR ETFS TRUST (FEB) 700.0 $28K 0.00% $40.09 +7.4%
382 VVV VALVOLINE INC Energy 823.0 $28K 0.00% $33.68 +13.0%
383 PAAS PAN AMERICAN SILVER CORP COM Basic Materials 500.0 $27K 0.00% $54.63 -10.3%
384 MRSH MARSH COM Financial Services 157.0 $27K 0.00% $173.45 -6.4%
385 IYW ISHARES TR DJ US TECH SEC 150.0 $27K 0.00% $181.42 +39.8%
386 PHO INVESCO EXCHANGE TRADED FD TWATER RES ETF 400.0 $27K 0.00% $66.86 +0.7%
387 DG DOLLAR GEN CORP COM Consumer Defensive 225.0 $27K 0.00% -5.0 -2.2% $118.73 -4.4%
388 INTC INTEL CORP COM Technology 604.0 $27K 0.00% -148.0 -19.7% $44.13 +203.6%
389 EMLP FIRST TRUST NORTH AMERICAN ENERGY FD 600.0 $26K 0.00% -200.0 -25.0% $43.65 -1.6%
390 ING ING GROEP N V SPONSORED ADR Financial Services 1,005.0 $26K 0.00% $26.04 +20.4%
391 RF REGIONS FINANCIAL CORP NEW COM Financial Services 1,000.0 $26K 0.00% $26.11 +9.6%
392 GLDM SPDR GOLD MINI SHARES Financial Services 281.0 $26K 0.00% +11.0 +4.1% $92.69 -10.0%
393 PINNACLE FINL PARTNERS INC NEW NP 300.0 $26K 0.00% NEW $86.14
394 IGSB ETF ISHARES 1-3 YEAR CCREDIT BOND FUND 490.0 $26K 0.00% -70.0 -12.5% $52.56 -0.5%
395 GAMESTOP CORP CL A 1,118.0 $26K 0.00% $23.03
396 RWX SPDR INDEX SHS FDS STATE STREET SPD 955.0 $25K 0.00% +230.0 +31.7% $26.61 +1.3%
397 KFY KORN/FERRY INTL COM NEW Industrials 400.0 $25K 0.00% $62.95 +13.5%
398 WCN WASTE CONNECTIONS INC Industrials 148.0 $24K 0.00% $162.44 -5.2%
399 VNOM VIPER ENERGY INC NEW Energy 500.0 $23K 0.00% $46.99 -8.0%
400 MKSI MKS INC Technology 102.0 $23K 0.00% $229.80 +76.8%
Page 20 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%