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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 9 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ITW ILLINOIS TOOL WKS INC Industrials 1,347.0 $351K 0.06% $260.29 -3.1%
162 VTR VENTAS INC Real Estate 4,198.0 $343K 0.05% $81.78 +7.8%
163 VIG VANGUARD SPECIALIZED FUNDS 1,550.0 $333K 0.05% $215.06 +8.4%
164 UPS UNITED PARCEL SERVICE INC Industrials 3,289.0 $324K 0.05% +205.0 +6.7% $98.38 +2.7%
165 ADP AUTOMATIC DATA PROCESSING INC Industrials 1,582.0 $321K 0.05% $203.18 +10.9%
166 IJK ISHARES TR 3,168.0 $319K 0.05% $100.62 +11.1%
167 ENB ENBRIDGE INC Energy 5,815.0 $315K 0.05% $54.14 +7.2%
168 FE FIRSTENERGY CORP Utilities 5,984.0 $303K 0.05% $50.66 -8.6%
169 EBAY EBAY INC Consumer Cyclical 3,233.0 $294K 0.05% -107.0 -3.2% $91.02 +27.2%
170 TMO THERMO FISHER SCIENTIFIC INC Healthcare 592.0 $291K 0.05% $491.53 -8.8%
171 NFLX NETFLIX INC Communication Services 3,021.0 $290K 0.05% +471.0 +18.5% $96.15 -7.9%
172 GD GENERAL DYNAMICS CORP Industrials 840.0 $288K 0.04% -115.0 -12.0% $343.22 -0.1%
173 VB VANGUARD INDEX FDS 1,092.0 $286K 0.04% $261.92 +10.4%
174 TFSL TFS FINL CORP Financial Services 20,000.0 $281K 0.04% $14.05 +13.7%
175 HPQ HP INC Technology 14,323.0 $275K 0.04% -471.0 -3.2% $19.21 +31.4%
176 LIN LINDE PLC Basic Materials 554.0 $275K 0.04% +34.0 +6.5% $495.76 +4.4%
177 TXN TEXAS INSTRS INC Technology 1,413.0 $274K 0.04% +45.0 +3.3% $194.14 +59.3%
178 ELV ELEVANCE HEALTH INC Healthcare 935.0 $274K 0.04% $292.75 +34.8%
179 TWLO TWILIO INC Communication Services 2,158.0 $272K 0.04% -38K -94.7% $125.82 +49.3%
180 AMD ADVANCED MICRO DEVICES INC Technology 1,329.0 $270K 0.04% $203.43 +129.8%
Page 9 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%