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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,132.0 $543K 0.09% NEW $76.16 +7.4%
142 VNQ VANGUARD INDEX FDS 6,087.0 $540K 0.09% +129.0 +2.2% $88.70 +9.1%
143 D DOMINION ENERGY INC Utilities 8,707.0 $538K 0.09% $61.82 +9.5%
144 XLV STATE STREET HEALTHCARE 3,568.0 $523K 0.08% $146.61 +2.2%
145 TT TRANE TECHNOLOGIES PLC Industrials 1,242.0 $518K 0.08% $416.74 +8.2%
146 MUB ISHARES TR 4,828.0 $512K 0.08% +496.0 +11.4% $106.15 +0.0%
147 UNH UNITEDHEALTH GROUP INC Healthcare 1,848.0 $500K 0.08% +67.0 +3.8% $270.59 +43.6%
148 QCOM QUALCOMM INC Technology 3,874.0 $499K 0.08% -248.0 -6.0% $128.78 +84.9%
149 AFL AFLAC INC Financial Services 4,525.0 $496K 0.08% -453.0 -9.1% $109.71 +7.4%
150 COP CONOCOPHILLIPS Energy 3,724.0 $492K 0.08% $132.00 -8.7%
151 NDSN NORDSON CORP Industrials 1,800.0 $479K 0.07% $266.06 +9.0%
152 WTRG ESSENTIAL UTILS INC Utilities 10,912.0 $439K 0.07% -827.0 -7.0% $40.27 -7.0%
153 MAA MID-AMER APT CMNTYS INC Real Estate 3,550.0 $434K 0.07% -24K -87.3% $122.12 +7.4%
154 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,820.0 $414K 0.07% +325.0 +5.0% $60.65 -2.0%
155 CMCSA COMCAST CORP Communication Services 13,887.0 $399K 0.06% +2K +14.8% $28.71 -12.2%
156 PDBC INVESCO OPTIMUM YIELD COMMODITY ETF 22,991.0 $398K 0.06% -963.0 -4.0% $17.32 +5.1%
157 DFCF DIMENSIONAL ETF TRUST 9,000.0 $380K 0.06% $42.22 -0.6%
158 CARR CARRIER GLOBAL CORPORATION Industrials 6,525.0 $367K 0.06% $56.31 +12.1%
159 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,428.0 $362K 0.06% +2K +19.4% $38.42 +11.8%
160 EMR EMERSON ELEC CO Industrials 2,700.0 $354K 0.06% -178.0 -6.2% $131.02 +4.1%
Page 8 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%