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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 8 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IEFA ISHARES TR CORE MSCI EAFE 11,413.0 $1.1M 0.12% +4K +54.0% $96.58 +4.4%
142 VONV VANGUARD RUSSELL 1000 ETF 9,903.0 $1.1M 0.12% $106.31 +6.1%
143 XLY SELECT SECTOR SPDR TR SBI CONS DISCR 8,961.0 $1.1M 0.12% -50.0 -0.6% $117.28 +0.6%
144 VBR VANGUARD INDEX FDS SMALL CAP 4,321.0 $1.0M 0.12% +440.0 +11.3% $242.98 +2.6%
145 KRE SPDR SERIES TR ST STR REGBNK 13,612.0 $1.0M 0.12% -130.0 -0.9% $74.85 +0.0%
146 FTCS FIRST TRUST CAPITAL STRENGTHETF 10,383.0 $975K 0.11% +590.0 +6.0% $93.92 +8.1%
147 IVV ISHARES TR CORE S&P500 ETF 1,267.0 $949K 0.11% -43.0 -3.3% $748.88 +2.7%
148 MDT MEDTRONIC PLC SHS Healthcare 12,069.0 $944K 0.11% +790.0 +7.0% $78.22 +19.3%
149 VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1,362.0 $935K 0.11% +618.0 +83.1% $686.80 +2.5%
150 IVW ISHARES S&P 500 GROWTH INDEX FUND 6,657.0 $916K 0.10% -758.0 -10.2% $137.53 +0.9%
151 BSCU INVESCO EX BULLETSHARES 2030CORP BOND ETF 54,468.0 $906K 0.10% NEW $16.64 -0.5%
152 INTU INTUIT COM Technology 3,446.0 $899K 0.10% -1K -29.1% $261.00 +40.6%
153 BSCS INVESCO EX BULLETSHARES 2028 CORP BOND ETF 43,090.0 $877K 0.10% NEW $20.36 +0.1%
154 VNQ VANGUARD INDEX FDS REIT ETF 9,024.0 $870K 0.10% -5K -36.9% $96.43 +2.1%
155 BSCX INVESCO EX BULLETSHARES 2033CORP BOND ETF 41,277.0 $869K 0.10% NEW $21.05 -1.3%
156 PFE PFIZER INC COM Healthcare 35,409.0 $852K 0.10% +2K +4.7% $24.07 +16.6%
157 VLTO VERALTO CORP COM SHS Industrials 9,584.0 $850K 0.10% -6K -39.0% $88.68 +11.4%
158 SPGI S&P GLOBAL INC COM Financial Services 2,065.0 $841K 0.10% -529.0 -20.4% $407.24 +5.9%
159 BSCT INVESCO EX BULLETSHARES 2029CORP BD ETF 45,150.0 $838K 0.10% NEW $18.57 -0.1%
160 BMY BRISTOL MYERS SQUIBB CO COM Healthcare 14,061.0 $810K 0.09% -1K -7.9% $57.61 +16.3%
Page 8 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%