CHARLESTON, WV
Allocation by class
Portfolio Concentration
Top 3 weight
10.4%
Top 10 weight
26.6%
Voting Authority Distribution
Total shares with voting rights: 6.13M
Full voting authority
6.06M
shares
Joint voting authority
16.79K
shares
No voting authority
49.28K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CITY HLDG CO COMSOLE | COMMON STOCK | 251.21K | SH | $30.02M 3.75% | 240.73K | 10.12K | 357.00 |
ALPHABET INC CAP STK CL ASOLE | COMMON STOCK | 96.48K | SH | $27.74M 3.47% | 95.61K | 40.00 | 830.00 |
APPLE INC COMSOLE | COMMON STOCK | 99.04K | SH | $25.13M 3.14% | 98.17K | 270.00 | 595.00 |
WAL MART STORES INC COMSOLE | COMMON STOCK | 178.91K | SH | $22.23M 2.78% | 177.03K | 340.00 | 1.53K |
LILLY ELI & CO COMSOLE | COMMON STOCK | 23.53K | SH | $21.64M 2.71% | 23.03K | 121.00 | 380.00 |
MICROSOFT CORP COMSOLE | COMMON STOCK | 53.09K | SH | $19.65M 2.46% | 52.60K | 130.00 | 356.00 |
AMAZON COM INC COMSOLE | COMMON STOCK | 84.50K | SH | $17.60M 2.20% | 83.59K | 20.00 | 895.00 |
NVIDIA CORP COMSOLE | COMMON STOCK | 100.50K | SH | $17.53M 2.19% | 98.90K | 0.00 | 1.60K |
META PLATFORMS INC (FB)SOLE | COMMON STOCK | 29.82K | SH | $17.06M 2.13% | 29.58K | 0.00 | 240.00 |
CATERPILLAR INC DEL COMSOLE | COMMON STOCK | 19.91K | SH | $14.11M 1.76% | 19.72K | 0.00 | 190.00 |
J P MORGAN CHASE & CO COMSOLE | COMMON STOCK | 44.15K | SH | $12.99M 1.62% | 43.68K | 0.00 | 470.00 |
EXXON MOBIL CORP COMSOLE | COMMON STOCK | 72.67K | SH | $12.33M 1.54% | 72.20K | 0.00 | 465.00 |
WASTE MGMT INC DEL COMSOLE | COMMON STOCK | 50.92K | SH | $11.70M 1.46% | 50.57K | 10.00 | 340.00 |
FIRST TR RISING DIVIDEND ACHIEVERS ETFSOLE | ETF-EQUITY | 149.42K | SH | $10.20M 1.28% | 147.09K | 300.00 | 2.02K |
LOWES COS INC COMSOLE | COMMON STOCK | 42.30K | SH | $10.00M 1.25% | 41.52K | 225.00 | 565.00 |
DEERE & CO COMSOLE | COMMON STOCK | 17.53K | SH | $9.87M 1.23% | 17.28K | 5.00 | 245.00 |
ABBVIE INC COMSOLE | COMMON STOCK | 45.30K | SH | $9.85M 1.23% | 44.67K | 200.00 | 425.00 |
COSTCO WHOLESALE CORPORATIONCOMSOLE | COMMON STOCK | 9.24K | SH | $9.21M 1.15% | 9.11K | 0.00 | 130.00 |
MASTERCARD INC CL ASOLE | COMMON STOCK | 18.09K | SH | $9.04M 1.13% | 17.90K | 5.00 | 185.00 |
VANGUARD LARGE CAP ETFSOLE | ETF-EQUITY | 29.41K | SH | $8.79M 1.10% | 29.04K | 0.00 | 374.00 |
CUMMINS INC COMSOLE | COMMON STOCK | 15.47K | SH | $8.33M 1.04% | 15.35K | 0.00 | 125.00 |
ETF I-SHARES TRUST EAFE INDEX FUNDSOLE | ETF-INTERNATIONAL | 81.75K | SH | $7.94M 0.99% | 81.65K | 0.00 | 100.00 |
CHEVRON CORPORATION COMSOLE | COMMON STOCK | 38.31K | SH | $7.93M 0.99% | 37.99K | 0.00 | 320.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF MID-CAP | 117.29K | SH | $7.92M 0.99% | 116.28K | 0.00 | 1.01K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COMMON STOCK | 16.51K | SH | $7.91M 0.99% | 16.38K | 0.00 | 130.00 |