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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 25 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 163.0 $12K 0.00% $72.50 +11.5%
482 STRL STERLING INFRASTRUCTURE INC Industrials 14.0 $12K 0.00% NEW $839.29 -38.4%
483 XHB SPDR SERIES TRUST ST STR SP HOME STATE STREET 100.0 $12K 0.00% $115.56 -7.8%
484 IGLB I SHARES TR 10 YEAR CORPORATE BOND ETF 230.0 $12K 0.00% $50.04 -4.5%
485 HQY HEALTHEQUITY INC Healthcare 125.0 $11K 0.00% $90.30 +16.7%
486 IUSG ISHARES TR CORE S&P US GWT 60.0 $11K 0.00% $188.08 +0.9%
487 REGN REGENERON PHARMACEUTICLS INC Healthcare 18.0 $11K 0.00% NEW $623.50 +33.8%
488 HAIL SPDR SER TR S&P KENSHO SMART 280.0 $11K 0.00% $39.92 -6.0%
489 VOX VANGUARD WORLD FDS TELCOMM ETF 60.0 $11K 0.00% $183.95 +1.1%
490 MVBF MVB FINANCIAL CORP COM Financial Services 380.0 $11K 0.00% $29.00 +5.2%
491 VGM INVESCO TR INVT GRADE MUNS COM Financial Services 1,000.0 $11K 0.00% $10.60 -2.8%
492 ANET ARISTA NETWORKS INC Technology 62.0 $11K 0.00% $169.87 +11.1%
493 ONDS ONDAS INC COM NEW Technology 1,265.0 $10K 0.00% $8.24 +5.7%
494 KMI KINDER MORGAN INC DEL COM Energy 317.0 $10K 0.00% $31.96 -3.1%
495 MRVL MARVELL TECHNOLOGY INC Technology 33.0 $10K 0.00% $297.88 -20.4%
496 APP APPLOVIN CORPORATION CL A Technology 19.0 $10K 0.00% $515.21 -40.7%
497 GE GE AEROSPACE COM NEW Industrials 25.0 $9K 0.00% $373.72 -6.8%
498 SAP SAP AKTIENGESELLSCHAFT SPONSORED ADR Technology 60.0 $9K 0.00% $154.10 +41.9%
499 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 65.0 $9K 0.00% $142.20 +5.6%
500 SONY SONY CORP ADR NEW Technology 458.0 $9K 0.00% $20.05 +19.3%
Page 25 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%