City Holding Co.
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$799.8M
Holdings
569
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CHCO
CITY HLDG CO COM
Held since at least Q1 2024
3.8%
02
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: Increased +1.5% (89.4k → 90.8k shares)
3.5%
03
$AAPL
APPLE INC COM
Q1 2026: Sold 1.2% (232.4k → 229.6k shares)
3.1%
04
$WMT
WAL MART STORES INC COM
Q1 2026: Sold 1.7% (39.2k → 38.6k shares)
2.8%
05
$LLY
LILLY ELI & CO COM
Q1 2026: Increased +0.8% (22.6k → 22.8k shares)
2.7%
06
$MSFT
MICROSOFT CORP COM
Q1 2026: Increased +1.5% (130.7k → 132.7k shares)
2.5%
07
$AMZN
AMAZON COM INC COM
Q4 2025: New position (89.0k shares)
2.2%
08
$NVDA
NVIDIA CORP COM
Q1 2026: Increased +2.8% (148.3k → 152.5k shares)
2.2%
09
$META
META PLATFORMS INC (FB)
Q1 2026: Increased +2.8% (11.1k → 11.4k shares)
2.1%
10
$CAT
CATERPILLAR INC DEL COM
Q1 2026: Sold 4.8% (6.1k → 5.8k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:51 UTC.