CITY HOLDING CO

data from 30/09/2025

Capitalization

$ 795.290 M 4.08 %

Average holding period

23 ans

Performance

$ 453.116 M 109.08 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CITY HOLDING CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CHCO CITY HLDG CO COM 3.99% 31.717 M $ 256052 2013/12/31 382.312 K $ 1.18 %
2025/09/30 MSFT MICROSOFT CORP COM 3.43% 27.249 M $ 52610 2013/12/31 1.086 M $ 4.13 %
2025/09/30 GOOGL ALPHABET INC CAP STK CL A 3.30% 26.260 M $ 108023 2015/12/31 7.325 M $ 37.95 %
2025/09/30 AAPL APPLE INC COM 3.19% 25.400 M $ 99754 2013/12/31 5.213 M $ 24.11 %
2025/09/30 META META PLATFORMS INC (FB) 2.68% 21.275 M $ 28970 2013/12/31 -106.347 K $ -0.50 %
2025/09/30 WMT WAL MART STORES INC COM 2.42% 19.272 M $ 186997 2013/12/31 1.017 M $ 5.40 %
2025/09/30 AMZN AMAZON COM INC COM 2.42% 19.263 M $ 87730 2013/12/31 16.192 K $ 0.08 %
2025/09/30 NVDA NVIDIA CORP COM 2.29% 18.208 M $ 97589 2018/03/31 2.860 M $ 18.10 %
2025/09/30 LLY LILLY ELI & CO COM 2.26% 17.952 M $ 23528 2013/12/31 -385.694 K $ -2.12 %
2025/09/30 JPM J P MORGAN CHASE & CO COM 1.74% 13.840 M $ 43879 2013/12/31 1.089 M $ 8.80 %
2025/09/30 WM WASTE MGMT INC DEL COM 1.39% 11.054 M $ 50057 2013/12/31 -403.431 K $ -3.49 %
2025/09/30 MA MASTERCARD INC CL A 1.34% 10.683 M $ 18781 2013/12/31 130.584 K $ 1.22 %
2025/09/30 LOW LOWES COS INC COM 1.34% 10.650 M $ 42377 2013/12/31 1.415 M $ 13.27 %
2025/09/30 ABBV ABBVIE INC COM 1.26% 10.015 M $ 43254 2013/12/31 1.951 M $ 24.74 %
2025/09/30 CAT CATERPILLAR INC DEL COM 1.26% 9.987 M $ 20931 2013/12/31 1.917 M $ 22.91 %
2025/09/30 V VISA INC COM CL A 1.15% 9.147 M $ 26796 2013/12/31 -374.599 K $ -3.85 %
2025/09/30 RDVY FIRST TR RISING DIVIDEND ACHIEVERS ETF 1.11% 8.861 M $ 131741 2021/09/30 591.414 K $ 7.20 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.08% 8.563 M $ 17034 2013/12/31 304.560 K $ 3.49 %
2025/09/30 PG PROCTER & GAMBLE CO COM 1.07% 8.498 M $ 55308 2013/12/31 -325.197 K $ -3.56 %
2025/09/30 DE DEERE & CO COM 1.06% 8.453 M $ 18486 2013/12/31 -994.169 K $ -10.08 %
2025/09/30 XOM EXXON MOBIL CORP COM 1.04% 8.263 M $ 73291 2013/12/31 370.621 K $ 4.59 %
2025/09/30 HD HOME DEPOT INC COM 1.01% 8.040 M $ 19842 2013/12/31 805.348 K $ 10.51 %
2025/09/30 IWF ISHARES TR RUSSELL1000GRW 1.01% 8.029 M $ 17142 2013/12/31 763.255 K $ 10.32 %
2025/09/30 COST COSTCO WHSL CORP NEW COM 1.01% 8.008 M $ 8652 2013/12/31 -546.570 K $ -6.50 %
2025/09/30 ORCL ORACLE CORP COM 0.95% 7.567 M $ 26906 2013/12/31 1.794 M $ 28.64 %
2025/09/30 VV VANGUARD LARGE CAP ETF 0.95% 7.519 M $ 24425 2013/12/31 572.617 K $ 7.91 %
2025/09/30 SO SOUTHERN CO COM 0.90% 7.176 M $ 75719 2013/12/31 216.013 K $ 3.20 %
2025/09/30 EFA ETF I-SHARES TRUST EAFE INDEX FUND 0.89% 7.101 M $ 76048 2013/12/31 275.599 K $ 4.45 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.89% 7.056 M $ 16722 2020/03/31 -251.835 K $ -3.53 %
2025/09/30 IJH ISHARES CORE S&P MID-CAP ETF 0.85% 6.772 M $ 103776 2013/12/31 343.193 K $ 5.22 %
2025/09/30 IWR I SHARES RUSSELL MID-CAP INDEX FD 0.85% 6.772 M $ 70141 2013/12/31 340.216 K $ 4.98 %
2025/09/30 CMI CUMMINS INC COM 0.85% 6.760 M $ 16005 2013/12/31 1.649 M $ 28.97 %
2025/09/30 KO COCA COLA CO COM 0.85% 6.728 M $ 101462 2013/12/31 -455.554 K $ -6.26 %
2025/09/30 MS MORGAN STANLEY 0.81% 6.449 M $ 40570 2020/12/31 723.004 K $ 12.85 %
2025/09/30 NFLX NETFLIX INC COM 0.79% 6.307 M $ 5261 2020/03/31 -548.781 K $ -10.47 %
2025/09/30 IWM I SHARES RUSSELL 2000 INDEX ETF 0.79% 6.265 M $ 25893 2013/12/31 685.575 K $ 12.13 %
2025/09/30 QQQ INVESCO QQQ TR UNIT SER 1 0.78% 6.197 M $ 10322 2018/06/30 504.404 K $ 8.83 %
2025/09/30 AFL AFLAC INC COM 0.78% 6.172 M $ 55253 2013/12/31 351.605 K $ 5.92 %
2025/09/30 MCD MCDONALDS CORP COM 0.76% 6.073 M $ 19984 2013/12/31 259.398 K $ 4.01 %
2025/09/30 LIN LINDE PLC SHS 0.74% 5.921 M $ 12465 2023/03/31 64.607 K $ 1.24 %
2025/09/30 CVX CHEVRON CORPORATION 0.74% 5.920 M $ 38123 2013/12/31 477.078 K $ 8.45 %
2025/09/30 IJR ISHARES CORE S&P SMALL CAP ETF 0.74% 5.899 M $ 49639 2013/12/31 471.304 K $ 8.73 %
2025/09/30 ABT ABBOTT LABS COM 0.74% 5.897 M $ 44031 2013/12/31 -92.957 K $ -1.52 %
2025/09/30 UBER UBER TECHNOLOGIES INC COM 0.70% 5.548 M $ 56628 2021/03/31 249.812 K $ 5.01 %
2025/09/30 GMAR FIRST TR EXCHANGE ETF (MAR) 0.67% 5.342 M $ 133250 2023/03/31 153.237 K $ 2.95 %
2025/09/30 GDX VANECK VECTORS GOLD MINERS ETF 0.67% 5.309 M $ 69495 2020/09/30 1.590 M $ 46.75 %
2025/09/30 VTI VANGUARD TOTAL STOCK MARKET ETF 0.65% 5.164 M $ 15735 2018/09/30 393.100 K $ 7.98 %
2025/09/30 EEM ISHARES TR INDEX MSCI EMERG MKT 0.64% 5.107 M $ 95645 2013/12/31 491.876 K $ 10.70 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.63% 5.031 M $ 24710 2024/12/31 -20.343 K $ -0.50 %
2025/09/30 GLD SPDR GOLD TRUST GOLD SHS 0.63% 5.028 M $ 14144 2013/12/31 535.315 K $ 16.61 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING INCOM 0.60% 4.743 M $ 16160 2013/12/31 -250.781 K $ -4.83 %
2025/09/30 VO VANGUARD INDEX FDS MID CAP ETF 0.57% 4.548 M $ 15483 2019/09/30 227.442 K $ 4.97 %
2025/09/30 XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.56% 4.469 M $ 82983 2013/12/31 135.273 K $ 2.86 %
2025/09/30 SHYG I SHARES 0-5YR HIGH YIELD CORP BD 0.55% 4.398 M $ 101594 2020/12/31 16.178 K $ 0.37 %
2025/09/30 RSG REPUBLIC SVCS INC COM 0.51% 4.065 M $ 17713 2013/12/31 -306.986 K $ -6.95 %
2025/09/30 IWN ISHARES TR INDEX RUSL 2000 VALU 0.51% 4.023 M $ 22755 2013/12/31 442.531 K $ 12.08 %
2025/09/30 JNJ JOHNSON & JOHNSON COM 0.50% 3.977 M $ 21449 2013/12/31 716.289 K $ 21.39 %
2025/09/30 SPY SPDR S&P 500 ETF TR TR UNIT 0.50% 3.940 M $ 5914 2013/12/31 317.238 K $ 7.82 %
2025/09/30 NEE NEXTERA ENERGY INC COM 0.50% 3.936 M $ 52145 2013/12/31 324.593 K $ 8.74 %
2025/09/30 PEP PEPSICO INC COM 0.49% 3.862 M $ 27501 2013/12/31 239.584 K $ 6.36 %
2025/09/30 UNH UNITEDHEALTH GROUP INC COM 0.47% 3.712 M $ 10752 2013/12/31 528.713 K $ 10.68 %
2025/09/30 IWS ISHARES TR RUSSELL MCP VL 0.46% 3.691 M $ 26429 2013/12/31 199.492 K $ 5.70 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC CL A 0.45% 3.566 M $ 7272 2024/12/31 -110.645 K $ -3.72 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC COM 0.44% 3.469 M $ 21442 2021/06/30 473.819 K $ 14.02 %
2025/09/30 DIS DISNEY WALT CO COM DISNEY 0.41% 3.281 M $ 28659 2013/12/31 -298.690 K $ -7.67 %
2025/09/30 INTU INTUIT COM 0.41% 3.251 M $ 4760 2019/09/30 -566.744 K $ -13.30 %
2025/09/30 AMGN AMGEN INC COM 0.40% 3.204 M $ 11354 2013/12/31 35.027 K $ 1.07 %
2025/09/30 TJX TJX COS INC NEW COM 0.40% 3.145 M $ 21763 2013/12/31 416.368 K $ 17.05 %
2025/09/30 IWV ISHARES TR RUSSELL 3000 ETF 0.39% 3.081 M $ 8130 2016/03/31 235.282 K $ 7.96 %
2025/09/30 SBUX STARBUCKS CORP COM 0.37% 2.940 M $ 34749 2013/12/31 -223.406 K $ -7.67 %
2025/09/30 GAPR FIRST TR EXCHANGE ETF (APR) 0.37% 2.920 M $ 74425 2023/06/30 69.959 K $ 2.45 %
2025/09/30 PJAN INNOVATOR U.S. EQUITY POWER BUFFER (JAN) 0.37% 2.915 M $ 63655 2021/12/31 130.812 K $ 3.97 %
2025/09/30 DVY I SHARES SELECT DIVIDEND INDEX 0.36% 2.850 M $ 20057 2013/12/31 195.907 K $ 7.00 %
2025/09/30 DTM DT MIDSTREAM INC 0.36% 2.831 M $ 25041 2021/09/30 70.956 K $ 2.87 %
2025/09/30 FPE FIRST TRUST SECURITIES AND INCOME ETF 0.34% 2.742 M $ 150402 2017/12/31 65.026 K $ 2.47 %
2025/09/30 AVGO BROADCOM INC COM 0.34% 2.733 M $ 8284 2018/06/30 337.877 K $ 19.69 %
2025/09/30 LMBS FIRST TRUST LOW DURATIONS OPPOS ETF 0.34% 2.699 M $ 54206 2022/12/31 28.468 K $ 1.08 %
2025/09/30 GNOV ETF FIRST TR EXCHANGE (NOV) 0.34% 2.696 M $ 70876 2023/12/31 116.082 K $ 4.30 %
2025/09/30 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.33% 2.654 M $ 44298 2016/06/30 108.991 K $ 5.10 %
2025/09/30 GAUG ETF FIRST TR EXCHANGE (AUG) 0.32% 2.571 M $ 66600 2023/09/30 108.701 K $ 4.38 %
2025/09/30 ISTB ISHARES CORE 1-5 YEAR USD BD ETF 0.32% 2.556 M $ 52336 2021/03/31 9.106 K $ 0.39 %
2025/09/30 COP CONOCOPHILLIPS COM 0.32% 2.545 M $ 26908 2013/12/31 135.048 K $ 5.40 %
2025/09/30 MPC MARATHON PETE CORP COM 0.32% 2.528 M $ 13119 2013/12/31 346.030 K $ 16.03 %
2025/09/30 FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.32% 2.528 M $ 23197 2017/12/31 248.309 K $ 12.03 %
2025/09/30 BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.32% 2.514 M $ 33806 2020/12/31 23.678 K $ 1.01 %
2025/09/30 PSX PHILLIPS 66 COM 0.31% 2.481 M $ 18243 2013/12/31 316.710 K $ 14.02 %
2025/09/30 GMAY FIRST TR EXCHANGE ETF (MAY) 0.31% 2.456 M $ 60684 2023/06/30 80.300 K $ 3.37 %
2025/09/30 RTX RTX CORPORATION COM 0.31% 2.426 M $ 14499 2020/06/30 302.069 K $ 14.59 %
2025/09/30 ACWX ISHARES MSCI ACWI EX US ETF 0.30% 2.376 M $ 36550 2020/12/31 114.631 K $ 6.68 %
2025/09/30 GRMN GARMIN LTD SHS 0.30% 2.372 M $ 9634 2019/09/30 324.937 K $ 17.97 %
2025/09/30 CSCO CISCO SYS INC COM 0.29% 2.317 M $ 33858 2013/12/31 -31.326 K $ -1.38 %
2025/09/30 GSEP ETF FIRST TR EXCHANGE (SEP) 0.29% 2.280 M $ 59893 2023/12/31 86.987 K $ 3.85 %
2025/09/30 VLTO VERALTO CORP COM SHS 0.29% 2.276 M $ 21345 2023/12/31 120.161 K $ 5.61 %
2025/09/30 HON HONEYWELL INTL INC COM 0.29% 2.273 M $ 10800 2013/12/31 -274.445 K $ -9.61 %
2025/09/30 HYG ISHARES TRUSTIBOXX HIGHYIELDCORPORATE BOND 0.28% 2.213 M $ 27261 2013/12/31 12.653 K $ 0.67 %
2025/09/30 XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.28% 2.210 M $ 7840 2016/03/31 222.025 K $ 11.31 %
2025/09/30 LHX L3 HARRIS TECHNOLOGIES INC 0.28% 2.203 M $ 7214 2019/09/30 391.376 K $ 21.76 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX EMERG MKT ETF 0.27% 2.157 M $ 39822 2013/12/31 171.590 K $ 9.55 %
2025/09/30 ITW ILLINOIS TOOL WKS INC COM 0.26% 2.105 M $ 8072 2013/12/31 120.360 K $ 5.46 %
2025/09/30 GJUL FIRST TR EXCHANGE ETF (JULY) 0.25% 1.962 M $ 48375 2023/09/30 88.030 K $ 4.83 %