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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 26 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 RING ISHARES INC MSCI GBL GOLD MN 140.0 $9K 0.00% $64.60 +40.6%
502 IGIB ISHARES TR ISHS 5-10YR INVT 170.0 $9K 0.00% $53.16 -1.9%
503 EXPD EXPEDITORS INTL WASH INC COM Industrials 55.0 $9K 0.00% NEW $162.96 +15.2%
504 SIRI LIBERTY SIRIUS XM INC Communication Services 296.0 $9K 0.00% -104.0 -26.0% $29.54 -2.9%
505 PPG PPG INDS INC COM Basic Materials 70.0 $8K 0.00% $121.27 -6.3%
506 GEV GE VERNOVA INC COM Utilities 7.0 $8K 0.00% $1174.71 -18.5%
507 F FORD MTR CO DEL COM PAR $0.01 Consumer Cyclical 590.0 $8K 0.00% -1K -62.9% $13.90 +3.7%
508 FROG JFROG LTD ORD SHS Technology 90.0 $8K 0.00% $90.88 +1.4%
509 SRLN SSGA ACTIVE ETF TR BLACKSTONE SENR 200.0 $8K 0.00% $40.29 +0.8%
510 AMT AMERICAN TOWER CORP COM Real Estate 48.0 $8K 0.00% $163.56 +7.5%
511 USMV ISHARES EDGE MSCI EDP MIN VOL USA ETF 81.0 $8K 0.00% $96.46 +4.9%
512 GM GENERAL MTRS CO COM Consumer Cyclical 101.0 $8K 0.00% $77.08 +14.1%
513 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 250.0 $8K 0.00% NEW $30.70 +27.4%
514 IVLU I SHARES MSCI INTL ETF 179.0 $7K 0.00% $41.80 +6.4%
515 IFRA ISHARES TR US INFRASTRUC 115.0 $7K 0.00% $63.03 -5.3%
516 VIS VANGUARD INDUSTRIALS INDEX FD ETF 20.0 $7K 0.00% $360.35 -4.0%
517 THOMSON REUTERS CORP COM 88.0 $7K 0.00% NEW $81.66
518 PEBO PEOPLES BANCORP INC COM Financial Services 185.0 $7K 0.00% $38.40 +4.3%
519 SEIC SEI INVESTMENTS CO COM Financial Services 81.0 $7K 0.00% NEW $87.70 +24.9%
520 RELX RELX PLC SPONSORED ADR Communication Services 223.0 $7K 0.00% $31.66 +13.4%
Page 26 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%