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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 22 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EXG EATON VANCE TAX MGD GLBL DIV EQUITY INCOME FD Financial Services 2,000.0 $17K 0.00% -2K -50.0% $8.66 +10.9%
422 SPYV ETF SPDR PORT S&P 500 VALUE 305.0 $17K 0.00% $56.57 +7.6%
423 QCLN FIRST TRUST CLEAN EDGE GREENENERGY ETF 365.0 $17K 0.00% $46.46 +38.3%
424 AGIO AGIOS PHARMACEUTICALS Healthcare 500.0 $17K 0.00% $33.82 +1.0%
425 TAN INVESCO EXCHNG TRADED FD TR SOLAR ETF 300.0 $17K 0.00% $55.70 +8.8%
426 GDDY GODADDY INC CL A Technology 200.0 $17K 0.00% $82.67 -6.8%
427 SLM SLM CORP COM Financial Services 765.0 $16K 0.00% $21.40 +7.6%
428 TEL TE CONNECTIVITY PLC ORD SHS Technology 77.0 $16K 0.00% $209.01 +4.1%
429 LH LABCORP HOLDINGS INC Healthcare 60.0 $16K 0.00% $266.80 -4.1%
430 ENB ENBRIDGE INC COM Energy 293.0 $16K 0.00% $54.13 +0.8%
431 ANNALY CAP COM 750.0 $16K 0.00% $21.14
432 DEO DIAGEO P L C SPON ADR NEW Consumer Defensive 207.0 $15K 0.00% $74.44 +8.1%
433 MEDP MEDPACE HOLDINGS INC Healthcare 32.0 $15K 0.00% $480.19 -4.2%
434 FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES FD 165.0 $15K 0.00% $92.35 +2.9%
435 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 50.0 $15K 0.00% $304.06 +14.7%
436 DD DUPONT DE NEMOURS INC COM Basic Materials 332.0 $15K 0.00% -21.0 -6.0% $45.78 +4.2%
437 SRE SEMPRA ENERGY COM Utilities 154.0 $15K 0.00% $97.17 -6.7%
438 SOLV SOLVENTUM CORP COM SHS Healthcare 225.0 $15K 0.00% $65.28 +15.5%
439 DVN DEVON ENERGY CORP NEW COM Energy 290.0 $15K 0.00% $50.31 -16.3%
440 VRTX VERTEX PAHMACEUTICALS Healthcare 32.0 $14K 0.00% $446.50 +1.1%
Page 22 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%