StockDriftsStockDriftsTop 50 City Holding CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 3.84% | 95.0K | $33.9M | -1.58%(-1.52K) | $62.77(+449.13%) | 2026-06-30 | |
| CHCO | CITY HLDG CO COM | 3.6% | 240.4K | $31.9M | -4.32%(-10.84K) | $51.52(+185.85%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.19% | 97.4K | $28.2M | -1.65%(-1.64K) | $47.18(+547.29%) | 2026-06-30 | |
| LLY | LILLY ELI & CO COM | 3.17% | 23.4K | $28.1M | -0.52%(-122) | $90.88(+1197.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.34% | 87.0K | $20.7M | +2.93%(+2.48K) | $115.19(+127.91%) | 2026-06-30 | |
| NVDA | NVIDIA CORP COM | 2.3% | 101.8K | $20.4M | +1.31%(+1.32K) | $42.99(+425.89%) | 2026-06-30 | |
| CAT | CATERPILLAR INC DEL COM | 2.28% | 19.0K | $20.2M | -4.71%(-937) | $122.76(+608.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.26% | 53.6K | $20.0M | +0.93%(+492) | $66.83(+627.30%) | 2026-06-30 | |
| WMT | WAL MART STORES INC COM | 2.24% | 175.3K | $19.9M | -2.03%(-3.63K) | $23.72(+384.35%) | 2026-06-30 | |
| META | META PLATFORMS INC (FB) | 1.91% | 30.0K | $16.9M | +0.71%(+211) | $221.41(+162.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.15% | +73.47% | +12.87% | +83.18% |
| Top 20 Holdings Unweighted | +20.39% | +74.50% | +12.62% | +81.15% |
City Holding CO reports $884.45M in US-listed equity holdings across 587 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (3.8%), CHCO (3.6%) and AAPL (3.2%). The top 20 holdings account for 39.94% of reported assets. Its disclosed equity book has returned +73.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from City Holding CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 726854). View City Holding CO’s 13F filings on SEC