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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 6 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PJAN INNOVATOR U.S. EQUITY POWER BUFFER (JAN) 45,170.0 $2.2M 0.25% -1K -2.6% $49.49 +1.9%
102 SPSB SPDR SERIES TRUST BARC SHT TR CP 74,360.0 $2.2M 0.25% +9K +13.6% $30.00 -0.2%
103 GSEP ETF FIRST TR EXCHANGE (SEP) 54,295.0 $2.2M 0.25% $40.95 +1.9%
104 CTVA CORTEVA INC COM Basic Materials 25,086.0 $2.1M 0.24% +635.0 +2.6% $84.69 -3.4%
105 GMAY FIRST TR EXCHANGE ETF (MAY) 49,184.0 $2.1M 0.24% -1K -2.6% $43.04 +1.7%
106 SCHW SCHWAB CHARLES CORP NEW COM Financial Services 22,846.0 $2.1M 0.24% $92.27 +21.7%
107 IJS ISHARES S&P SMALL CAP 600 VALUE INDEX FUND 15,395.0 $2.1M 0.24% +770.0 +5.3% $136.68 +1.3%
108 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 23,338.0 $2.1M 0.23% +1K +5.6% $88.60 -36.6%
109 GFEB FIRST TR EXCHANGE ETF (FEB) 45,510.0 $2.0M 0.23% -2K -4.4% $44.02 +1.6%
110 COF CAPITAL ONE FINL CORP COM Financial Services 9,910.0 $2.0M 0.23% -234.0 -2.3% $200.62 +8.6%
111 VOT ETF VANGUARD MID-CAP 6,132.0 $1.9M 0.21% -116.0 -1.9% $306.28 -0.3%
112 DUK DUKE ENERGY CORP NEW COM NEW Utilities 14,639.0 $1.9M 0.21% -269.0 -1.8% $126.58 -5.3%
113 CSX CSX CORP COM Industrials 38,054.0 $1.8M 0.20% +810.0 +2.2% $47.52 +8.6%
114 ITW ILLINOIS TOOL WKS INC COM Industrials 6,677.0 $1.8M 0.20% -405.0 -5.7% $270.45 +4.4%
115 SDVY FIRST TR EXCHANGE TRADED FD SMID RISNG ETF 41,191.0 $1.8M 0.20% +2K +5.2% $43.13 +1.7%
116 SKYY FIRST TR EXCHANGE-TRADED FD CLOUD COMPUTING 12,471.0 $1.7M 0.19% -120.0 -0.9% $134.56 +19.8%
117 NSC NORFOLK SOUTHERN CORP COM Industrials 5,126.0 $1.6M 0.18% $314.58 +11.5%
118 EMR EMERSON ELEC CO COM Industrials 11,194.0 $1.6M 0.18% +176.0 +1.6% $143.15 +9.8%
119 CME CME GROUP INC COM Financial Services 7,122.0 $1.6M 0.18% -150.0 -2.1% $220.82 +24.5%
120 IJK ISHARES S&P MIDCAP 400 GROWTH INDEX FUND 12,773.0 $1.5M 0.17% -800.0 -5.9% $117.50 -1.7%
Page 6 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%