FARMERS TRUST CO

Bank

CIK

1318055

Location

YOUNGSTOWN, OH

Portfolio Value

Small $545,093,790

Diversification

Diversified

Filing Date

Global Rank

#2,488 / 8,586 ▲ 80

Top Industry

Software - Infrastructure 7.6%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed Apr 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.6%

SPY

+78.1%

Annualised alpha

-2.4%

Max drawdown

−14.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

164 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−0.3 pts

Top 5

21.5%

−2.4 pts

Top 10

31.6%

−2.9 pts

HHI

187

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.4%	$111,337,220	25
Financial Services	13.6%	$73,921,121	22
Healthcare	10.7%	$58,178,744	21
Industrials	9.7%	$52,644,192	26
Unclassified	8.1%	$44,041,980	5
Consumer Defensive	8.0%	$43,397,806	15
Communication Services	6.8%	$37,013,099	7
Energy	6.6%	$36,038,324	13
Consumer Cyclical	5.5%	$29,856,748	11
Basic Materials	4.9%	$26,961,660	8
Utilities	4.3%	$23,425,599	7
Real Estate	1.5%	$8,277,297	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FMNB	Farmers National Banc Corp /Oh/	+188,980	724,473	$9,534,064
WY	Weyerhaeuser Co	+73,964	227,815	$5,565,520
KR	Kroger Co	+70,543	79,703	$5,767,309
NVDA	Nvidia Corp	+26,151	33,564	$5,853,561
SO	Southern Co	+19,724	88,802	$8,571,169
NEE	Nextera Energy Inc	+16,605	98,098	$9,111,342
BRK-B	Berkshire Hathaway Inc	+14,646	17,088	$8,188,569
ORCL	Oracle Corp	+13,269	27,573	$4,056,264
ABNB	Airbnb, Inc.	+11,937	32,712	$4,130,871
VZ	Verizon Communications Inc	+9,680	145,754	$7,316,850
AAPL	Apple Inc.	+8,853	108,703	$27,587,734
CVS	CVS HEALTH Corp	+6,189	82,810	$5,947,414
MSFT	Microsoft Corp	+4,665	57,493	$21,282,183
GIS	General Mills Inc	+3,824	24,610	$915,984
BDX	Becton Dickinson & Co	+3,623	21,337	$3,354,816
UBER	Uber Technologies, Inc	+3,366	53,524	$3,849,981
META	Meta Platforms, Inc.	+2,663	10,030	$5,738,463
CMCSA	Comcast Corp	+1,791	13,887	$398,695
IBIT	iShares Bitcoin Trust ETF	+1,535	9,428	$362,223
EQT	EQT Corp	+1,532	79,365	$5,050,788
SPY	Spdr S&P 500 ETF Trust	+1,411	52,953	$34,437,454
COIN	Coinbase Global, Inc.	+1,362	7,131	$1,245,143
AKAM	Akamai Technologies Inc	+1,099	44,877	$5,154,123
SLB	Slb Limited/Nv	+1,050	111,381	$5,723,869
AMZN	Amazon Com Inc	+964	30,587	$6,370,354
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−52,065	183,668	$6,158,388
TWLO	Twilio Inc	−38,327	2,158	$271,519
DUK	Duke Energy CORP	−34,944	6,634	$868,655
KMB	Kimberly Clark Corp	−32,853	6,893	$664,967
VLO	Valero Energy Corp/Tx	−28,816	2,634	$650,808
CSCO	Cisco Systems, Inc.	−25,054	129,850	$10,075,061
MAA	Mid America Apartment Communities Inc.	−24,328	3,550	$433,526
NEM	NEWMONT Corp /DE/	−13,042	95,484	$10,336,143
GILD	Gilead Sciences, Inc.	−10,980	27,205	$3,791,560
PLTR	Palantir Technologies Inc.	−8,175	47,384	$6,931,331
JNJ	Johnson & Johnson	−7,618	48,458	$11,845,073
PM	Philip Morris International Inc.	−5,952	44,057	$7,284,384
JPM	Jpmorgan Chase & Co	−5,558	61,613	$18,124,080
CME	Cme Group Inc.	−5,209	22,905	$6,764,991
LRCX	Lam Research Corp	−4,848	49,013	$10,472,117
LMT	Lockheed Martin Corp	−3,239	10,488	$6,338,842
C	Citigroup Inc	−3,107	63,090	$7,155,036
HON	Honeywell International Inc	−2,210	35,157	$7,946,536
XOM	Exxon Mobil Corp	−1,088	29,865	$5,066,895
GOOGL	Alphabet Inc.	−937	54,015	$15,532,553
WTRG	Essential Utilities, Inc.	−827	10,912	$439,426
QQQ	Invesco Qqq Trust, Series 1	−598	8,724	$5,035,318
KVUE	Kenvue Inc.	−496	36,840	$635,121
HPQ	Hp Inc	−471	14,323	$275,144
PG	PROCTER & GAMBLE Co	−455	34,005	$4,911,682
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
CPRT	Copart Inc	164,275	$5,453,930
KHC	Kraft Heinz Co	203,830	$4,584,136
AWK	American Water Works Company, Inc.	26,406	$3,593,592
VICI	Vici Properties Inc.	70,825	$1,934,939
SOLS	Solstice Advanced Materials Inc.	7,132	$543,173
EOG	Eog Resources Inc	1,856	$268,321
PSX	Phillips 66	1,442	$262,703
CTVA	Corteva, Inc.	2,575	$215,553
JCI	Johnson Controls International plc	1,596	$208,996
TGT	Target Corp	1,686	$204,343
STX	Seagate Technology Holdings plc	514	$201,364
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	12,376	$3,320,480
SEI	Solaris Energy Infrastructure, Inc.	6,450	$296,506
GS	Goldman Sachs Group Inc	292	$256,668
CPB	CAMPBELL'S Co	8,110	$226,025
AXP	American Express Co	600	$221,970
OTIS	Otis Worldwide Corp	2,417	$211,124
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

164 positions · $545,093,790 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 164 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	52,953	+1,411	$34,437,454	−2.0%	6.32%
AAPL	Apple Inc. Technology	Added	108,703	+8,853	$27,587,734	+1.6%	5.06%
MSFT	Microsoft Corp Technology	Added	57,493	+4,665	$21,282,183	−16.7%	3.90%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	61,613	-5,558	$18,124,080	−16.3%	3.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	54,015	-937	$15,532,553	−9.7%	2.85%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	40,279	-203	$12,518,310	+1.2%	2.30%
JNJ	Johnson & Johnson Healthcare	Reduced	48,458	-7,618	$11,845,073	+2.1%	2.17%
LRCX	Lam Research Corp Technology	Reduced	49,013	-4,848	$10,472,117	+13.6%	1.92%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	95,484	-13,042	$10,336,143	−4.6%	1.90%
CSCO	Cisco Systems, Inc. Technology	Reduced	129,850	-25,054	$10,075,061	−15.6%	1.85%
FMNB	Farmers National Banc Corp /Oh/ Financial Services	Added	724,473	+188,980	$9,534,064	+33.7%	1.75%
PEP	Pepsico Inc Consumer Defensive	Added	59,852	+315	$9,294,417	+8.8%	1.71%
NEE	Nextera Energy Inc Utilities	Added	98,098	+16,605	$9,111,342	+39.3%	1.67%
SO	Southern Co Utilities	Added	88,802	+19,724	$8,571,169	+42.3%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,088	+14,646	$8,188,569	+567.1%	1.50%
LNG	Cheniere Energy, Inc. Energy	Reduced	28,399	-118	$8,058,500	+45.4%	1.48%
HON	Honeywell International Inc Industrials	Reduced	35,157	-2,210	$7,946,536	+9.0%	1.46%
VZ	Verizon Communications Inc Communication Services	Added	145,754	+9,680	$7,316,850	+32.0%	1.34%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	44,057	-5,952	$7,284,384	−9.2%	1.34%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	123,006	+590	$7,230,292	+16.3%	1.33%
C	Citigroup Inc Financial Services	Reduced	63,090	-3,107	$7,155,036	−7.4%	1.31%
IBM	International Business Machines Corp Technology	Added	29,199	+730	$7,077,545	−16.1%	1.30%
T	At&T Inc. Communication Services	Reduced	243,152	-73	$7,048,976	+16.7%	1.29%
PLTR	Palantir Technologies Inc. Technology	Reduced	47,384	-8,175	$6,931,331	−29.8%	1.27%
CME	Cme Group Inc. Financial Services	Reduced	22,905	-5,209	$6,764,991	−11.9%	1.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,587	+964	$6,370,354	−6.8%	1.17%
LMT	Lockheed Martin Corp Industrials	Reduced	10,488	-3,239	$6,338,842	−4.5%	1.16%
MMM	3M Co Industrials	Added	43,529	+206	$6,321,716	−8.9%	1.16%
UNP	Union Pacific Corp Industrials	Added	25,819	+496	$6,264,205	+6.9%	1.15%
BIIB	Biogen Inc. Healthcare	Added	33,610	+425	$6,161,721	+5.5%	1.13%
KMI	Kinder Morgan, Inc. Energy	Reduced	183,668	-52,065	$6,158,388	−5.0%	1.13%
V	Visa Inc. Financial Services	Added	20,034	+382	$6,055,076	−12.1%	1.11%
CB	Chubb Ltd Financial Services	Added	18,542	+385	$6,043,394	+6.6%	1.11%
NUE	Nucor Corp Basic Materials	Added	35,610	+260	$6,021,651	+4.4%	1.10%
CVS	CVS HEALTH Corp Healthcare	Added	82,810	+6,189	$5,947,414	−2.2%	1.09%
NVDA	Nvidia Corp Technology	Added	33,564	+26,151	$5,853,561	+323.4%	1.07%
KR	Kroger Co Consumer Defensive	Added	79,703	+70,543	$5,767,309	+907.7%	1.06%
META	Meta Platforms, Inc. Communication Services	Added	10,030	+2,663	$5,738,463	+18.0%	1.05%
SLB	Slb Limited/Nv Energy	Added	111,381	+1,050	$5,723,869	+35.2%	1.05%
WMT	Walmart Inc. Consumer Defensive	Reduced	46,005	-37	$5,717,501	+11.5%	1.05%
MDT	Medtronic plc Healthcare	Added	65,356	+628	$5,663,097	−8.9%	1.04%
WY	Weyerhaeuser Co Real Estate	Added	227,815	+73,964	$5,565,520	+52.7%	1.02%
CPRT	Copart Inc Industrials	NEW	164,275	NEW	$5,453,930	NEW	1.00%
AKAM	Akamai Technologies Inc Technology	Added	44,877	+1,099	$5,154,123	+34.9%	0.95%
XOM	Exxon Mobil Corp Energy	Reduced	29,865	-1,088	$5,066,895	+36.0%	0.93%
SOLV	Solventum Corp Healthcare	Reduced	77,439	-5	$5,056,766	−17.6%	0.93%
EQT	EQT Corp Energy	Added	79,365	+1,532	$5,050,788	+21.1%	0.93%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,724	-598	$5,035,318	−12.1%	0.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	34,005	-455	$4,911,682	−0.5%	0.90%
ABBV	AbbVie Inc. Healthcare	Reduced	22,010	-454	$4,786,954	−6.7%	0.88%