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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 24 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 RING ISHARES INC MSCI GBL GOLD MN 140.0 $11K 0.00% $78.96 -9.6%
462 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 500.0 $11K 0.00% $21.61 +22.1%
463 VOX VANGUARD WORLD FDS TELCOMM ETF 60.0 $11K 0.00% $179.83 +3.9%
464 KMI KINDER MORGAN INC DEL COM Energy 317.0 $11K 0.00% -960.0 -75.2% $33.52 -5.8%
465 HQY HEALTHEQUITY INC Healthcare 125.0 $10K 0.00% $83.56 +2.0%
466 ADSK AUTODESK INC COM Technology 43.0 $10K 0.00% $239.40 -19.0%
467 SAP SAP AKTIENGESELLSCHAFT SPONSORED ADR Technology 60.0 $10K 0.00% $171.20 -9.3%
468 XHB SPDR SERIES TRUST STATE STREET SPD 100.0 $10K 0.00% $98.72 +12.5%
469 VGM INVESCO TR INVT GRADE MUNS COM Financial Services 1,000.0 $10K 0.00% $9.87 +5.6%
470 SWKS SKYWORKS SOLUTIONS INC COM Technology 182.0 $10K 0.00% $53.54 +35.3%
471 BSV VANGUARD BD INDEX FDS SHORT TRM BOND 121.0 $9K 0.00% NEW $78.40 -0.8%
472 SONY SONY CORP ADR NEW Technology 458.0 $9K 0.00% $20.70 -1.8%
473 MVBF MVB FINANCIAL CORP COM Financial Services 380.0 $9K 0.00% $24.82 +11.3%
474 IUSG ISHARES TR CORE S&P US GWT 60.0 $9K 0.00% $155.10 +21.7%
475 SIRI LIBERTY SIRIUS XM INC Communication Services 400.0 $9K 0.00% -4K -89.7% $23.07 +21.5%
476 FMC F M C CORP COM NEW Basic Materials 536.0 $9K 0.00% $17.21 -32.9%
477 HAIL SPDR SER TR S&P KENSHO SMART 280.0 $9K 0.00% $32.46 +25.2%
478 IGIB ISHARES TR ISHS 5-10YR INVT 170.0 $9K 0.00% $53.22 -0.3%
479 THO THOR INDS INC COM Consumer Cyclical 110.0 $9K 0.00% $79.87 -9.4%
480 PCT PURECYCLE TECHNOLOGIS INC Industrials 1,613.0 $8K 0.00% $5.19 +67.6%
Page 24 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%