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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 8 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPGI S&P GLOBAL INC COM Financial Services 2,594.0 $1.1M 0.14% -276.0 -9.6% $425.31 -3.4%
142 IWD ISHARES TR RUS 1000 VAL ETF 5,106.0 $1.1M 0.14% -89.0 -1.7% $213.66 +13.3%
143 VOE VANGUARD MID-CAP VALUE 5,856.0 $1.1M 0.14% -196.0 -3.2% $184.28 +6.3%
144 D DOMINION RES INC VA NEW COM Utilities 17,330.0 $1.1M 0.13% -1K -5.6% $61.81 +10.7%
145 VONG ETF VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 9,757.0 $1.1M 0.13% -150.0 -1.5% $109.69 +15.7%
146 CINF CINN FINCL CRPT OHIO Financial Services 6,487.0 $1.0M 0.13% $157.35 +8.2%
147 XLY SELECT SECTOR SPDR TR SBI CONS DISCR 9,011.0 $982K 0.12% -160.0 -1.7% $108.98 +7.5%
148 MDT MEDTRONIC PLC SHS Healthcare 11,279.0 $977K 0.12% +845.0 +8.1% $86.65 -8.4%
149 QCOM QUALCOMM INC COM Technology 7,560.0 $974K 0.12% -2K -16.7% $128.78 +75.6%
150 GOOG ALPHABET INC CAP STK CL C Communication Services 3,329.0 $955K 0.12% -452.0 -11.9% $286.85 +28.1%
151 PFE PFIZER INC COM Healthcare 33,829.0 $950K 0.12% +706.0 +2.1% $28.07 -10.2%
152 VONV VANGUARD RUSSELL 1000 ETF 9,903.0 $928K 0.12% $93.74 +13.2%
153 BMY BRISTOL MYERS SQUIBB CO COM Healthcare 15,267.0 $926K 0.12% +6K +58.8% $60.65 -11.0%
154 FTCS FIRST TRUST CAPITAL STRENGTHETF 9,793.0 $908K 0.11% -90.0 -0.9% $92.76 +0.2%
155 KRE SPDR S&P REGIONAL BANKING ETF 13,742.0 $895K 0.11% -193.0 -1.4% $65.15 +10.1%
156 IVV ISHARES TR CORE S&P500 ETF 1,310.0 $856K 0.11% -163.0 -11.1% $653.20 +14.8%
157 VBR VANGUARD INDEX FDS SMALL CAP 3,881.0 $843K 0.10% -137.0 -3.4% $217.24 +9.7%
158 SLV ISHARES SILVER TRUST ISHARES Financial Services 12,354.0 $842K 0.10% -4K -22.5% $68.13 -12.7%
159 IVW ISHARES S&P 500 GROWTH INDEX FUND 7,415.0 $839K 0.10% -448.0 -5.7% $113.11 +22.0%
160 TFC TRUIST FINL CORP COM Financial Services 16,883.0 $776K 0.10% $45.97 +5.1%
Page 8 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%