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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 25 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AMT AMERICAN TOWER CORP COM Real Estate 48.0 $8K 0.00% $172.56 +2.0%
482 THOMSON REUTERS CORP COM 90.0 $8K 0.00% $89.98
483 BSX BOSTON SCIENTIFIC CORP COM Healthcare 129.0 $8K 0.00% $62.74 -27.8%
484 SRLN SSGA ACTIVE ETF TR BLACKSTONE SENR 200.0 $8K 0.00% $40.13 +0.6%
485 ANET ARISTA NETWORKS INC Technology 62.0 $8K 0.00% $122.77 +38.2%
486 APP APPLOVIN CORPORATION CL A Technology 19.0 $8K 0.00% $398.00 +18.0%
487 GM GENERAL MTRS CO COM Consumer Cyclical 101.0 $8K 0.00% -74.0 -42.3% $74.50 +6.4%
488 USMV ISHARES EDGE MSCI EDP MIN VOL USA ETF 81.0 $8K 0.00% $92.73 +1.6%
489 PPG PPG INDS INC COM Basic Materials 70.0 $7K 0.00% $106.87 +10.6%
490 DGX QUEST DIAGNOSTICS INC Healthcare 38.0 $7K 0.00% $195.95 -0.5%
491 RELX RELX PLC SPONSORED ADR Communication Services 223.0 $7K 0.00% $33.14 -5.9%
492 RMD RESMED INC COM Healthcare 32.0 $7K 0.00% $224.47 -16.0%
493 IVLU I SHARES MSCI INTL ETF 179.0 $7K 0.00% $39.68 +6.4%
494 GE GE AEROSPACE COM NEW Industrials 25.0 $7K 0.00% $283.76 +26.0%
495 BIV VANGUARD INTERMEDIATE BOND ETF 91.0 $7K 0.00% NEW $77.18 -0.8%
496 IUSB ISHARES CORE UNIVRSL USD 151.0 $7K 0.00% $46.18 -0.1%
497 DASH DOORDASH INC CL A Communication Services 45.0 $7K 0.00% -7.0 -13.5% $150.13 +15.5%
498 PLTR PALANTIR TECHNOLOGIES Technology 46.0 $7K 0.00% -23.0 -33.3% $146.26 -12.2%
499 IFRA ISHARES TR US INFRASTRUC 115.0 $7K 0.00% $57.20 +8.4%
500 FISV FISERV INC COM Technology 115.0 $6K 0.00% $55.78 -14.2%
Page 25 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%