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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 7 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VBK VANGUARD SMALL-CAP GROWTH ETF 4,076.0 $1.5M 0.17% -58.0 -1.4% $365.69 -1.9%
122 VZ VERIZON COMMUNICATIONS COM Communication Services 35,153.0 $1.5M 0.17% -2K -4.7% $42.34 +16.8%
123 XPO XPO LOGISTICS INC COM Industrials 7,090.0 $1.5M 0.17% +275.0 +4.0% $205.28 -3.7%
124 DIS WALT DISNEY COMPANY Communication Services 14,817.0 $1.4M 0.16% -2K -13.3% $96.25 +12.0%
125 MRK MERCK & CO INC NEW COM Healthcare 11,085.0 $1.4M 0.16% +109.0 +1.0% $128.50 +18.7%
126 VOE VANGUARD MID-CAP VALUE 7,056.0 $1.4M 0.16% +1K +20.5% $197.60 +5.6%
127 GOCT FIRST TR EXCHANGE ETF (OCT) CBOE VEST US EQUITY 32,650.0 $1.4M 0.15% $41.54 +1.8%
128 SYY SYSCO CORP Consumer Defensive 16,206.0 $1.4M 0.15% -804.0 -4.7% $83.58 +0.6%
129 PMAR INNOVATOR ETFS TRUST S&P 500POWER BUFFER (MAR) 26,860.0 $1.3M 0.14% -300.0 -1.1% $47.76 +1.8%
130 GJUN FIRST TR EXCHANGE ETF (JUNE) 31,100.0 $1.3M 0.14% $41.18 +1.6%
131 VONG ETF VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 9,757.0 $1.2M 0.14% $127.81 -1.4%
132 IWD ISHARES TR RUS 1000 VAL ETF 5,120.0 $1.2M 0.14% $242.43 +6.1%
133 D DOMINION RES INC VA NEW COM Utilities 18,084.0 $1.2M 0.14% +754.0 +4.3% $68.29 -2.5%
134 QCOM QUALCOMM INC COM Technology 6,566.0 $1.2M 0.14% -994.0 -13.2% $184.79 -13.0%
135 DTE DTE ENERGY CO COM Utilities 7,957.0 $1.2M 0.14% -320.0 -3.9% $152.37 -11.3%
136 CINF CINN FINCL CRPT OHIO Financial Services 6,487.0 $1.2M 0.14% $185.14 -9.1%
137 GOOG ALPHABET INC CAP STK CL C 3,399.0 $1.2M 0.14% +70.0 +2.1% $353.32
138 PFF ISHARES TR US PFD STK IDX 39,007.0 $1.2M 0.13% -1K -3.5% $30.48 -0.1%
139 ED CONSOLIDATED EDISON INC COM Utilities 10,605.0 $1.2M 0.13% -361.0 -3.3% $110.63 -3.9%
140 GJUL FIRST TR EXCHANGE ETF (JULY) 26,775.0 $1.2M 0.13% -18K -40.2% $43.48 +2.3%
Page 7 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%