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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 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DHR DANAHER CORPORATION Healthcare 3,470.0 $658K 0.10% $189.60 -8.9%
122 MRK MERCK & CO INC Healthcare 5,468.0 $658K 0.10% -292.0 -5.1% $120.29 -0.4%
123 ALL ALLSTATE CORP Financial Services 3,152.0 $654K 0.10% -135.0 -4.1% $207.34 +2.6%
124 VLO VALERO ENERGY CORP Energy 2,634.0 $651K 0.10% -29K -91.6% $247.08 -2.3%
125 MO ALTRIA GROUP INC Consumer Defensive 9,795.0 $646K 0.10% $65.99 +9.7%
126 SHEL SHELL PLC Energy 6,885.0 $640K 0.10% -107.0 -1.5% $93.00 -8.6%
127 KVUE KENVUE INC Consumer Defensive 36,840.0 $635K 0.10% -496.0 -1.3% $17.24 +1.5%
128 IWD ISHARES TR 2,970.0 $635K 0.10% $213.67 +11.5%
129 CBOE CBOE GLOBAL MKTS INC Financial Services 2,225.0 $625K 0.10% -44.0 -1.9% $281.07 +26.1%
130 NET CLOUDFLARE INC Technology 3,000.0 $619K 0.10% $206.34 +5.4%
131 LLY ELI LILLY & CO Healthcare 646.0 $594K 0.09% +58.0 +9.9% $919.77 +16.0%
132 VCRB VANGUARD MALVERN FDS 7,667.0 $593K 0.09% $77.38 -0.5%
133 GLW CORNING INC Technology 4,321.0 $588K 0.09% +225.0 +5.5% $135.97 +44.3%
134 DE DEERE & CO Industrials 1,032.0 $581K 0.09% $563.30 -6.1%
135 AMGN AMGEN INC Healthcare 1,652.0 $581K 0.09% -43.0 -2.5% $351.85 -4.5%
136 INTC INTEL CORP Technology 13,158.0 $581K 0.09% -368.0 -2.7% $44.13 +179.9%
137 BAC BANK OF AMERICA CORP Financial Services 11,878.0 $579K 0.09% -432.0 -3.5% $48.75 +7.1%
138 TRV TRAVELERS COMPANIES INC Financial Services 1,983.0 $578K 0.09% $291.68 +4.5%
139 PWR QUANTA SVCS INC Industrials 1,049.0 $576K 0.09% -26.0 -2.4% $549.02 +35.2%
140 ACA ARCOSA INC Industrials 5,341.0 $567K 0.09% $106.14 +18.3%
Page 7 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%