StockDriftsStockDriftsTop 50 City Holding CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 3.68% | 99.1K | $33.0M | +1.79%(+1.74K) | $51.81(+561.89%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.65% | 95.2K | $32.7M | +0.23%(+222) | $63.10(+445.46%) | 2026-09-30 | |
| CHCO | CITY HLDG CO COM | 3.65% | 235.3K | $32.7M | -2.09%(-5.03K) | $51.52(+177.10%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 3.14% | 55.0K | $28.2M | +2.58%(+1.38K) | $76.30(+599.28%) | 2026-09-30 | |
| LLY | LILLY ELI & CO COM | 3.01% | 23.3K | $27.0M | -0.27%(-64) | $90.88(+1264.78%) | 2026-09-30 | |
| NVDA | NVIDIA CORP COM | 2.72% | 106.9K | $24.4M | +5.02%(+5.12K) | $51.18(+324.18%) | 2026-09-30 | |
| AMZN | AMAZON COM INC COM | 2.54% | 91.4K | $22.8M | +5.05%(+4.39K) | $121.37(+116.23%) | 2026-09-30 | |
| META | META PLATFORMS INC (FB) | 2.44% | 30.2K | $21.9M | +0.59%(+178) | $223.90(+215.06%) | 2026-09-30 | |
| WMT | WAL MART STORES INC COM | 1.99% | 171.5K | $17.8M | -2.14%(-3.75K) | $23.72(+400.33%) | 2026-09-30 | |
| CAT | CATERPILLAR INC DEL COM | 1.7% | 18.8K | $15.3M | -0.87%(-166) | $122.76(+491.21%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.28% | +78.37% | +13.56% | +88.87% |
| Top 20 Holdings Unweighted | +21.97% | +81.46% | +13.50% | +88.36% |
City Holding CO reports $897.92M in US-listed equity holdings across 599 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.7%), GOOGL (3.6%) and CHCO (3.6%). The top 20 holdings account for 41.36% of reported assets. Its disclosed equity book has returned +78.37% on a three-year cumulative basis. Figures reflect the Q3 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