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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 29 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 OKLO OKLO INC COM CL A Utilities 57.0 $3K $52.32 -19.5%
562 HOOD ROBINHOOD MARKETS INC Financial Services 29.0 $3K $100.28 +7.8%
563 NOK NOKIA CORP SPONSORED ADR Technology 200.0 $3K $13.28 -23.1%
564 NIO ADR NIO INC Consumer Cyclical 500.0 $3K $5.06 -8.5%
565 WDAY WORKDAY INC CL A Technology 20.0 $2K NEW $122.40 +63.4%
566 NVO NOVO-NORDISK A S ADR Healthcare 51.0 $2K $47.92 -2.5%
567 SNA SNAP ON INC COM Industrials 6.0 $2K NEW $402.33 -2.2%
568 BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 155.0 $2K $15.37 +4.0%
569 RKLB ROCKET LAB CORP Industrials 23.0 $2K +5.0 +27.8% $101.61 -28.6%
570 VDC VANGUARD CONSUMER STAPLES INDEX FD ETF 10.0 $2K $225.40 +2.8%
571 UAA UNDER ARMOUR INC CL A Consumer Cyclical 350.0 $2K $6.39 -15.6%
572 HPE HEWLETT PACKARD ENTERPRISE CCOM Technology 47.0 $2K NEW $45.11 +18.5%
573 CPER ETF UNITED STATES COMM Financial Services 52.0 $2K NEW $37.71 +6.0%
574 RAMACO RES INC 142.0 $2K $13.23
575 MTD METTLER TOLEDO INTERNATIONALCOM Healthcare 1.0 $1K $1277.00 +9.3%
576 NOVA MINERALS CORP NPV 260.0 $1K NEW $4.72
577 BCE BCE INC COM NEW Communication Services 57.0 $1K $21.49 +10.3%
578 MJ AMPLIFY ET ALTERNATIVE HARVEST ET 47.0 $1K $25.74 +2.4%
579 UNIT UNITI GROUP LLC COM SHS Real Estate 100.0 $1K $11.47 -13.1%
580 NWL NEWELL RUBBERMAID INC COM Consumer Defensive 157.0 $963.0 $6.13 -0.7%
Page 29 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%