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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 5 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CINF CINCINNATI FINL CORP Financial Services 11,298.0 $1.8M 0.28% -101.0 -0.9% $157.35 +6.8%
82 PNC PNC FINL SVCS GROUP INC Financial Services 8,234.0 $1.7M 0.27% $208.09 +5.4%
83 PPG PPG INDS INC Basic Materials 15,314.0 $1.6M 0.26% -398.0 -2.5% $106.88 +0.8%
84 SHY ISHARES TR 17,416.0 $1.4M 0.23% +4K +26.2% $82.57 -0.5%
85 EEM ISHARES TR 24,533.0 $1.4M 0.22% -2K -8.9% $56.79 +16.0%
86 VTI VANGUARD INDEX FDS 4,327.0 $1.4M 0.22% $320.81 +14.3%
87 GEV GE VERNOVA INC Utilities 1,531.0 $1.3M 0.21% $872.90 +19.0%
88 RSP INVESCO EXCHANGE TRADED FD TR 6,912.0 $1.3M 0.21% +3K +91.5% $191.92 +7.6%
89 PGR PROGRESSIVE CORP Financial Services 6,639.0 $1.3M 0.21% +52.0 +0.8% $198.24 +0.6%
90 VUG VANGUARD INDEX FDS 2,925.0 $1.3M 0.20% $436.79 -80.0%
91 COIN COINBASE GLOBAL INC Financial Services 7,131.0 $1.2M 0.20% +1K +23.6% $174.61 +5.9%
92 RTX RTX CORPORATION Industrials 6,075.0 $1.2M 0.18% $192.90 -8.2%
93 HBAN HUNTINGTON BANCSHARES INC Financial Services 74,798.0 $1.2M 0.18% $15.65 +1.7%
94 ETN EATON CORP PLC Industrials 3,266.0 $1.2M 0.18% -41.0 -1.2% $357.67 +9.4%
95 SCHX SCHWAB STRATEGIC TR 38,616.0 $990K 0.15% $25.64 +14.4%
96 MPC MARATHON PETROLEUM Energy 3,868.0 $944K 0.15% -300.0 -7.2% $244.18 +4.3%
97 GIS GENERAL MILLS INC Consumer Defensive 24,610.0 $916K 0.14% +4K +18.4% $37.22 -9.5%
98 WFC WELLS FARGO CO NEW Financial Services 11,396.0 $907K 0.14% $79.61 -4.0%
99 GOOG ALPHABET INC Communication Services 3,146.0 $902K 0.14% +478.0 +17.9% $286.86 +32.3%
100 NSC NORFOLK SOUTHN CORP Industrials 3,121.0 $896K 0.14% $287.00 +9.6%
Page 5 of 11  ·  203 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%