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Portfolio (Quarterly) Guide ↗

FARMERS TRUST CO

· CIK 0001318055
13F Portfolio $637M AUM 203 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 60 Added 69 Reduced 7 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 52,953.0 $34.4M 5.41% +1K +2.7% $650.34 +14.7%
2 AAPL APPLE INC Technology 108,703.0 $27.6M 4.33% +9K +8.9% $253.79 +21.7%
3 JMTG JPMORGAN EXCHANGE TRADED FUND TR 488,983.0 $24.9M 3.92% +17K +3.6% $51.00 -1.2%
4 MSFT MICROSOFT CORP Technology 57,493.0 $21.3M 3.34% +5K +8.8% $370.17 +13.1%
5 XLRE STATE STREET REAL ESTATE 366,692.0 $15.0M 2.35% +112K +44.0% $40.83 +9.1%
6 FMNB FARMERS NATIONAL BANC CORP Financial Services 724,473.0 $9.5M 1.50% +189K +35.3% $13.16 +7.4%
7 PEP PEPSICO INC Consumer Defensive 59,852.0 $9.3M 1.46% +315.0 +0.5% $155.29 -3.0%
8 NEE NEXTERA ENERGY INC Utilities 98,098.0 $9.1M 1.43% +17K +20.4% $92.88 -4.7%
9 SO SOUTHERN CO Utilities 88,802.0 $8.6M 1.35% +20K +28.6% $96.52 -2.0%
10 BERKSHIRE HATHAWAY INC DEL 17,088.0 $8.2M 1.28% +15K +599.8% $479.20
11 VZ VERIZON COMMUNICATIONS INC Communication Services 145,754.0 $7.3M 1.15% +10K +7.1% $50.20 -3.7%
12 IBM INTERNATIONAL BUSINESS MACHS Technology 29,199.0 $7.1M 1.11% +730.0 +2.6% $242.39 +4.7%
13 AMZN AMAZON COM INC Consumer Cyclical 30,587.0 $6.4M 1.00% +964.0 +3.2% $208.27 +27.9%
14 UNP UNION PAC CORP Industrials 25,819.0 $6.3M 0.98% +496.0 +2.0% $242.62 +9.6%
15 BIIB BIOGEN INC Healthcare 33,610.0 $6.2M 0.97% +425.0 +1.3% $183.33 +5.7%
16 IWP ISHARES TR 47,815.0 $6.1M 0.96% +45K +1515.4% $128.12 +8.8%
17 V VISA INC Financial Services 20,034.0 $6.1M 0.95% +382.0 +1.9% $302.24 +8.8%
18 CB CHUBB LIMITED Financial Services 18,542.0 $6.0M 0.95% +385.0 +2.1% $325.93 +0.6%
19 NUE NUCOR CORP Basic Materials 35,610.0 $6.0M 0.94% +260.0 +0.7% $169.10 +37.2%
20 CVS CVS HEALTH CORP Healthcare 82,810.0 $5.9M 0.93% +6K +8.1% $71.82 +29.9%
Page 1 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.7%
Financial Services 20.5%
Healthcare 10.4%
Industrials 9.7%
Consumer Defensive 8.1%
Communication Services 7.1%
Energy 6.7%
Consumer Cyclical 5.6%
Basic Materials 4.9%
Utilities 4.6%