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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 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 33,564.0 $5.9M 0.92% +26K +352.8% $174.40 +23.5%
22 KR KROGER CO Consumer Defensive 79,703.0 $5.8M 0.91% +71K +770.1% $72.36 -7.1%
23 META META PLATFORMS INC Communication Services 10,030.0 $5.7M 0.90% +3K +36.1% $572.13 +6.7%
24 SLB SLB LIMITED Energy 111,381.0 $5.7M 0.90% +1K +0.9% $51.39 +11.5%
25 MDT MEDTRONIC PLC Healthcare 65,356.0 $5.7M 0.89% +628.0 +1.0% $86.65 -9.3%
26 WY WEYERHAEUSER CO MTN BE Real Estate 227,815.0 $5.6M 0.87% +74K +48.1% $24.43 -3.2%
27 AKAM AKAMAI TECHNOLOGIES INC Technology 44,877.0 $5.2M 0.81% +1K +2.5% $114.85 +28.2%
28 EQT EQT CORP Energy 79,365.0 $5.1M 0.79% +2K +2.0% $63.64 -9.0%
29 ABNB AIRBNB INC Consumer Cyclical 32,712.0 $4.1M 0.65% +12K +57.5% $126.28 +4.8%
30 ORCL ORACLE CORP Technology 27,573.0 $4.1M 0.64% +13K +92.8% $147.11 +30.6%
31 UBER UBER TECHNOLOGIES INC Technology 53,524.0 $3.8M 0.60% +3K +6.7% $71.93 -0.2%
32 GLD SPDR GOLD TR Financial Services 8,171.0 $3.5M 0.55% +89.0 +1.1% $430.29 -3.8%
33 IJR ISHARES TR 27,558.0 $3.4M 0.54% +2K +5.8% $124.31 +10.5%
34 BDX BECTON DICKINSON & CO Healthcare 21,337.0 $3.4M 0.53% +4K +20.4% $157.23 -6.1%
35 ADBE ADOBE INC Technology 13,245.0 $3.2M 0.51% +761.0 +6.1% $243.08 +0.7%
36 CVX CHEVRON CORP NEW Energy 11,633.0 $2.4M 0.38% +370.0 +3.3% $206.90 -7.5%
37 VOO VANGUARD INDEX FDS 3,012.0 $1.8M 0.28% +1K +53.6% $597.55 +14.7%
38 SHY ISHARES TR 17,416.0 $1.4M 0.23% +4K +26.2% $82.57 -0.5%
39 RSP INVESCO EXCHANGE TRADED FD TR 6,912.0 $1.3M 0.21% +3K +91.5% $191.92 +7.6%
40 PGR PROGRESSIVE CORP Financial Services 6,639.0 $1.3M 0.21% +52.0 +0.8% $198.24 +0.6%
Page 2 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%