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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 28 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NIO ADR NIO INC Consumer Cyclical 500.0 $3K $6.03 -16.7%
542 NATWEST GROUP PLC SPONS ADR 195.0 $3K $14.90
543 TWLO TWILIO INC CL A Communication Services 23.0 $3K +8.0 +53.3% $125.78 +48.0%
544 OKLO OKLO INC COM CL A Utilities 57.0 $3K $49.56 +23.4%
545 IBB ISHARES TR NASDQ BIO INDX 15.0 $3K NEW $168.80 +2.9%
546 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 67.0 $2K NEW $37.00 +3.3%
547 BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 155.0 $2K $14.88 +11.3%
548 AOR ISHARES TR CORE 60/40 BALANC 35.0 $2K $64.34 +8.4%
549 VDC VANGUARD CONSUMER STAPLES INDEX FD ETF 10.0 $2K $224.50 +0.7%
550 RAMACO RES INC 142.0 $2K NEW $15.46
551 UAA UNDER ARMOUR INC CL A Consumer Cyclical 350.0 $2K $5.91 +2.6%
552 HOOD ROBINHOOD MARKETS INC Financial Services 29.0 $2K $69.28 +56.1%
553 NVO NOVO-NORDISK A S ADR Healthcare 51.0 $2K $36.75 +17.5%
554 TEAM ATLASSIAN CORPORATION CL A Technology 25.0 $2K $68.24 +21.2%
555 USAR USA RARE EARTH INC Basic Materials 111.0 $2K NEW $15.13 +62.9%
556 NOK NOKIA CORP SPONSORED ADR Technology 200.0 $2K -2K -90.9% $8.04 +67.8%
557 BLUEROCK PRIVATE REAL ESTATE FUND 92.0 $2K NEW $16.61
558 NOVA MINERALS LTD SPONSORED ADS 260.0 $2K $5.87
559 BCE BCE INC COM NEW Communication Services 57.0 $1K $25.23 -7.7%
560 MTD METTLER TOLEDO INTERNATIONALCOM Healthcare 1.0 $1K NEW $1261.00 -9.2%
Page 28 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%