FARMERS TRUST CO

CIK

1318055

Location

YOUNGSTOWN, OH

Portfolio Value

Small $617,982,910

Diversification

Diversified

Filing Date

Global Rank

#2,865 / 8,816 ▲ 75 · as of Mar 2026

Top Industry

Software - Infrastructure 7.6%

Period ended 7 months ago

Filed Apr 7, 2026 · 7mo

25 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 32.8%, 55.0 effective positions, active share 60.9% against the S&P 500 as of 2026-03-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

19.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.6 quarters (12+), a floor since 60.3% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-03-31, active share 60.9%; sector active share 17.8% against the combined 13F book's sector weights.

Over time 25 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

5.6%

−0.3 pts

Top 5

21.6%

−1.0 pts

Top 10

32.8%

−2.4 pts

HHI

182

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	18.8%	$116,028,638	42
Technology	18.0%	$111,337,220	25
Financial Services	12.0%	$73,921,121	22
Healthcare	9.4%	$58,178,744	21
Industrials	8.5%	$52,644,193	26
Consumer Defensive	7.0%	$43,397,806	15
Communication Services	6.1%	$37,915,560	8
Energy	5.8%	$36,038,324	13
Consumer Cyclical	4.8%	$29,856,748	11
Basic Materials	4.4%	$26,961,660	8
Utilities	3.8%	$23,425,599	7
Real Estate	1.3%	$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	+188,980	724,473	$9,534,064
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+112,089	366,692	$14,972,034
WY	Weyerhaeuser Co	+73,964	227,815	$5,565,520
KR	Kroger Co	+70,543	79,703	$5,767,309
—		+44,855	47,815	$6,126,057
NVDA	Nvidia Corp	+26,151	33,564	$5,853,561
SO	Southern Co	+19,724	88,802	$8,571,169
JMTG	JPMorgan Mortgage-Backed Securities ETF	+17,086	488,983	$24,938,133
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
SHY	iShares 1-3 Year Treasury Bond ETF	+3,615	17,416	$0
UBER	Uber Technologies, Inc	+3,366	53,524	$3,849,981
RSP	Victory Portfolios II	+3,303	6,912	$1,326,551
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
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	−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
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−14,807	60,290	$6,570,404
NEM	NEWMONT Corp	−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
EEM	iShares MSCI Emerging Markets ETF	−2,389	24,533	$1,393,229
HON	Honeywell International Inc	−2,210	35,157	$7,946,537
EFA	iShares MSCI EAFE ETF	−1,704	28,980	$0
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−1,570	17,158	$787,380
XOM	ExxonMobil Holdings Corp	−1,088	29,865	$5,066,895
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−963	22,991	$398,204
GOOGL	Alphabet Inc.	−937	54,015	$15,532,553
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 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
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	1,989	$264,338
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
AGG	iShares Core U.S. Aggregate Bond ETF	2,374	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

7 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
IYW	iShares, Inc.	1,233	$246,205
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

202 tracked positions · $617,982,910 total · filing declares 203 positions · $636,996,247 · 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 202 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	52,953	+1,411	$34,437,454	−2.0%	25+	before history	5.57%
AAPL	Apple Inc. Technology	Added	108,703	+8,853	$27,587,734	+1.6%	25+	before history	4.46%
JMTG	JPMorgan Mortgage-Backed Securities ETF	Added	488,983	+17,086	$24,938,133	+3.5%	2	$51.18	4.04%
MSFT	Microsoft Corp Technology	Added	57,493	+4,665	$21,282,183	−16.7%	25+	before history	3.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	61,613	-5,558	$18,124,080	−16.3%	25+	before history	2.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	54,015	-937	$15,532,553	−9.7%	25+	before history	2.51%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Added	366,692	+112,089	$14,972,034	+45.7%	3	unpriced	2.42%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	40,279	-203	$12,518,310	+1.2%	25+	before history	2.03%
JNJ	Johnson & Johnson Healthcare	Reduced	48,458	-7,618	$11,845,073	+2.1%	25+	before history	1.92%
LRCX	Lam Research Corp Technology	Reduced	49,013	-4,848	$10,472,117	+13.6%	4	$85.47	1.69%
NEM	NEWMONT Corp Basic Materials	Reduced	95,484	-13,042	$10,336,143	−4.6%	17	$54.02	1.67%
CSCO	Cisco Systems, Inc. Technology	Reduced	129,850	-25,054	$10,075,061	−15.6%	25+	before history	1.63%
FMNB	Farmers National Banc Corp Financial Services	Added	724,473	+188,980	$9,534,064	+33.7%	25+	before history	1.54%
PEP	Pepsico Inc Consumer Defensive	Added	59,852	+315	$9,294,417	+8.8%	25+	before history	1.50%
NEE	Nextera Energy Inc Utilities	Added	98,098	+16,605	$9,111,342	+39.3%	25+	before history	1.47%
SO	Southern Co Utilities	Added	88,802	+19,724	$8,571,169	+42.3%	25+	before history	1.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,088	+14,646	$8,188,569	+567.1%	25+	before history	1.33%
LNG	Cheniere Energy, Inc. Energy	Reduced	28,399	-118	$8,058,500	+45.4%	9	$161.49	1.30%
HON	Honeywell International Inc Industrials	Reduced	35,157	-2,210	$7,946,537	+9.0%	25+	before history	1.29%
VZ	Verizon Communications Inc Communication Services	Added	145,754	+9,680	$7,316,850	+32.0%	25+	before history	1.18%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	44,057	-5,952	$7,284,384	−9.2%	25+	before history	1.18%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	123,006	+590	$7,230,292	+16.3%	4	$39.34	1.17%
C	Citigroup Inc Financial Services	Reduced	63,090	-3,107	$7,155,036	−7.4%	16	$49.06	1.16%
IBM	International Business Machines Corp Technology	Added	29,199	+730	$7,077,545	−16.1%	21	unpriced	1.15%
T	At&T Inc. Communication Services	Reduced	243,152	-73	$7,048,976	+16.7%	25+	before history	1.14%
PLTR	Palantir Technologies Inc. Technology	Reduced	47,384	-8,175	$6,931,331	−29.8%	7	$30.69	1.12%
CME	Cme Group Inc. Financial Services	Reduced	22,905	-5,209	$6,764,991	−11.9%	15	$192.63	1.09%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	60,290	-14,807	$6,570,404	−26.7%	25+	before history	1.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,587	+964	$6,370,354	−6.8%	25+	before history	1.03%
LMT	Lockheed Martin Corp Industrials	Reduced	10,488	-3,239	$6,338,842	−4.5%	25+	before history	1.03%
MMM	3M Co Industrials	Added	43,529	+206	$6,321,716	−8.9%	25+	before history	1.02%
UNP	Union Pacific Corp Industrials	Added	25,819	+496	$6,264,205	+6.9%	11	$232.78	1.01%
BIIB	Biogen Inc. Healthcare	Added	33,610	+425	$6,161,721	+5.5%	6	$149.46	1.00%
KMI	Kinder Morgan, Inc. Energy	Reduced	183,668	-52,065	$6,158,388	−5.0%	25+	before history	1.00%
		Added	47,815	+44,855	$6,126,057	+1411.3%	4	$135.06	0.99%
V	Visa Inc. Financial Services	Added	20,034	+382	$6,055,076	−12.1%	25+	before history	0.98%
CB	Chubb Ltd Financial Services	Added	18,542	+385	$6,043,394	+6.6%	17	$221.52	0.98%
NUE	Nucor Corp Basic Materials	Added	35,610	+260	$6,021,651	+4.4%	25+	before history	0.97%
CVS	CVS HEALTH Corp Healthcare	Added	82,810	+6,189	$5,947,414	−2.2%	25+	before history	0.96%
NVDA	Nvidia Corp Technology	Added	33,564	+26,151	$5,853,561	+323.4%	14	$153.98	0.95%
KR	Kroger Co Consumer Defensive	Added	79,703	+70,543	$5,767,309	+907.7%	24	$65.03	0.93%
META	Meta Platforms, Inc. Communication Services	Added	10,030	+2,663	$5,738,463	+18.0%	12	$598.15	0.93%
SLB	Slb Limited Energy	Added	111,381	+1,050	$5,723,869	+35.2%	20	$34.16	0.93%
WMT	Walmart Inc. Consumer Defensive	Reduced	46,005	-37	$5,717,501	+11.5%	25+	before history	0.93%
MDT	Medtronic plc Healthcare	Added	65,356	+628	$5,663,097	−8.9%	10	$77.91	0.92%
WY	Weyerhaeuser Co Real Estate	Added	227,815	+73,964	$5,565,520	+52.7%	4	$25.80	0.90%
CPRT	Copart Inc Industrials	NEW	164,275	NEW	$5,453,930	NEW	1	$37.57	0.88%
AKAM	Akamai Technologies Inc Technology	Added	44,877	+1,099	$5,154,123	+34.9%	11	$100.93	0.83%
XOM	ExxonMobil Holdings Corp Energy	Reduced	29,865	-1,088	$5,066,895	+36.0%	25+	before history	0.82%
SOLV	Solventum Corp Healthcare	Reduced	77,439	-5	$5,056,766	−17.6%	8	$60.92	0.82%

Showing the top 50 of 202 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.