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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 27 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SHOP SHOPIFY INC CL A Technology 38.0 $5K 0.00% $118.61 -8.2%
522 BLV VANGUARD BD INDEX FDS LONG TERM BOND 65.0 $4K 0.00% NEW $68.77 +0.5%
523 EFV ISHARES EAFE VALUE ETF 60.0 $4K 0.00% $74.35 +3.1%
524 VTIP VANGUARD SHORT TERM ETF EDP 88.0 $4K 0.00% NEW $49.94 +0.5%
525 LNG CHENIERE ENERGY INC COM NEW Energy 15.0 $4K 0.00% -190.0 -92.7% $283.73 -20.0%
526 FROG JFROG LTD ORD SHS Technology 90.0 $4K 0.00% $46.92 +76.3%
527 BKNG BOOKING HLDGS INC COM Consumer Cyclical 1.0 $4K 0.00% NEW $4210.00 -95.9%
528 CSIQ CANADIAN SOLAR INC COM Energy 300.0 $4K 0.00% $13.85 +17.5%
529 XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 100.0 $4K 0.00% $40.82 +7.4%
530 MFG MIZUHO FINL GROUP INC SPONSORED ADR Financial Services 501.0 $4K $7.94 +29.8%
531 VLO VALERO ENERGY CORP NEW COM Energy 16.0 $4K $247.06 -4.4%
532 RYANAIR HLDGS PLC SPONSORED ADS 68.0 $4K $57.78
533 AON AON PLC SHS CL A Financial Services 12.0 $4K $322.75 -1.6%
534 VXUS VANGUARD TOTAL INTERNATION STOCK FD ETF 50.0 $4K $77.10 +12.5%
535 TAGS ETF TEUCRIUM AGRICULTURAL FDCOMMODIT Financial Services 150.0 $4K $25.36 -6.0%
536 TROW PRICE T ROWE GROUP INC COM Financial Services 42.0 $4K $90.12 +19.5%
537 ABNB AIRBNB INC Consumer Cyclical 28.0 $4K $126.25 +12.8%
538 AZO AUTOZONE INC COM Consumer Cyclical 1.0 $3K NEW $3377.00 -9.3%
539 JOBY JOBY AVIATION INC Industrials 400.0 $3K $8.26 +21.1%
540 MRVL MARVELL TECHNOLOGY INC Technology 33.0 $3K $99.03 +213.6%
Page 27 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%