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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 22 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IGSB ETF ISHARES 1-3 YEAR CCREDIT BOND FUND 490.0 $26K 0.00% $52.40 -0.6%
422 VEU VANGUARD INTL EQUITY INDEX FD INC 300.0 $25K 0.00% -168.0 -35.9% $83.75 +2.3%
423 GAMESTOP CORP CL A 1,118.0 $25K 0.00% $22.07
424 WCN WASTE CONNECTIONS INC Industrials 148.0 $25K 0.00% $166.69 +1.6%
425 GWW GRAINGER W W INC COM Industrials 18.0 $24K 0.00% $1360.39 -3.5%
426 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 1,790.0 $24K 0.00% $13.31 +71.5%
427 BB BLACKBERRY LTD COM Technology 1,875.0 $24K 0.00% $12.65 -36.4%
428 TAN INVESCO EXCHNG TRADED FD TR SOLAR ETF 400.0 $24K 0.00% +100.0 +33.3% $59.15 -16.6%
429 MKL MARKEL GROUP INC COM Financial Services 12.0 $23K 0.00% -12.0 -50.0% $1953.00 -8.1%
430 MNST MONSTER BEVERAGE CORP NEW CORP Consumer Defensive 242.0 $23K 0.00% NEW $96.12 -50.3%
431 CPT CAMDEN PROPERTY TRUST REIT SBI Real Estate 200.0 $23K 0.00% $114.49 -6.0%
432 ARTY ISHARES FUTURE A.I. & TECH ETF 300.0 $23K 0.00% $76.15 -2.6%
433 TECK TECK RESOURCES LTD Basic Materials 381.0 $23K 0.00% $59.45 +16.4%
434 PAAS PAN AMERICAN SILVER CORP COM Basic Materials 500.0 $22K 0.00% $44.79 +18.5%
435 QCLN FIRST TRUST CLEAN EDGE GREENENERGY ETF 365.0 $22K 0.00% $61.30 -17.7%
436 SPHD INVESCO S&P 500 HIGH DIVIDNDLOW VOLATILITY 440.0 $22K 0.00% +70.0 +18.9% $50.84 +4.7%
437 GLDM SPDR GOLD MINI SHARES Financial Services 281.0 $22K 0.00% $79.42 +15.0%
438 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 262.0 $22K 0.00% -155.0 -37.2% $83.64 -20.9%
439 BHRB BURKE HERBERT FINL Financial Services 302.0 $22K 0.00% $71.85 -0.4%
440 EATON VANCE TX MGD GL BUY WROPPORTUNITIES FD 2,250.0 $22K 0.00% $9.64
Page 22 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%