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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 20 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ROST ROSS STORES INC COM Consumer Cyclical 177.0 $38K 0.00% $212.84 +12.3%
382 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 1,115.0 $37K 0.00% $33.29 +31.2%
383 RGLD ROYAL GOLD INC ETF Basic Materials 182.0 $36K 0.00% $199.60 +29.8%
384 VRTX VERTEX PAHMACEUTICALS Healthcare 73.0 $36K 0.00% +41.0 +128.1% $496.71 +10.3%
385 RITM RITHM CAPITAL CORP Real Estate 3,850.0 $36K 0.00% $9.39 +8.5%
386 APOS APOLLO GLOBAL MGMT INC 305.0 $36K 0.00% $118.31
387 PSK SPDR WELLS FARGO PFD STOCK 1,161.0 $35K 0.00% $30.52 -3.0%
388 DVN DEVON ENERGY CORP NEW COM Energy 855.0 $35K 0.00% +565.0 +194.8% $41.31 +18.9%
389 SOUTH BOW CORP 1,000.0 $35K 0.00% $35.23
390 ENB ENBRIDGE INC COM Energy 649.0 $35K 0.00% +356.0 +121.5% $54.20 -6.9%
391 RXO RXO INC Industrials 1,245.0 $34K 0.00% +865.0 +227.6% $27.59 -18.3%
392 SYK STRYKER CORP COM Healthcare 106.0 $33K 0.00% -14.0 -11.7% $314.82 +4.6%
393 NWSA NEWS CORP NEW CL A Communication Services 1,320.0 $33K 0.00% $24.82 +22.4%
394 VVV VALVOLINE INC Energy 823.0 $33K 0.00% $39.54 -14.1%
395 HPI HANCOCK JOHN PFD INCOME FD SH BEN INT Financial Services 2,000.0 $32K 0.00% $16.20 -1.8%
396 SJNK BARCLAYS SHORT TERM HIGH YIELD FD 1,283.0 $32K 0.00% $25.02 -0.6%
397 ING ING GROEP N V SPONSORED ADR Financial Services 1,005.0 $32K 0.00% $31.38 +11.0%
398 EVRG EVERGY INC Utilities 358.0 $31K 0.00% $86.43 -6.4%
399 VT ETF VANGUARD TOTAL WLD 195.0 $31K 0.00% -59.0 -23.2% $156.95 +2.4%
400 PINNACLE FINL PARTNERS INC NEW NP 300.0 $30K 0.00% $100.88
Page 20 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%