Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2025 data
Farmers National Bank's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Farmers National Bank

•CIK: 1632966•Filing: Q3 2025

**Farmers National Bank** manages $422M across a diversified portfolio of 174 positions. The fund exhibits significant concentration in mega-cap technology and financial sectors, highlighted by top holdings including MSFT at $26.2M and AAPL at $24.7M. Further notable allocations include AVGO ($20.2M) and JPM ($19.1M), suggesting a core focus on established market leaders. This structure indicates a strategy favoring blue-chip growth and cyclical strength.

Total AUM
$421.6M
QoQ Performance
+11.2%
Positions
174
Top 10 Concentration
37.9%
Latest Filing
Q3 2025

Top Holdings Allocation

MSFT
AAPL
MSFT6.2%
AAPL5.9%
AVGO4.8%
JPM4.5%
TDTF4.1%
GUNR2.9%
GOOG2.6%
JNJ2.6%

📈 Biggest Buys

TDTF
Flexshares Yr. TIPS ETF
+49.5%
4.1% of portfolio
ETN
Eaton Corporation Plc
NEW
0.4% of portfolio
META
Meta Platforms Inc
+180.2%
0.5% of portfolio
MSFT
Microsoft Corp
+5.3%
6.2% of portfolio
ABBV
Abbvie Inc
+66.5%
0.8% of portfolio

📉 Biggest Sells

UPS
United Parcel Service Inc Class
-61.1%
0.2% of portfolio
AVGO
Broadcom Ltd
-5.9%
4.8% of portfolio
SBUX
Starbucks Corp
-17.0%
1.0% of portfolio
CMCSA
Comcast Corp Class A
-10.7%
0.8% of portfolio
JPM
JP Morgan Chase
-1.5%
4.5% of portfolio

Sector Breakdown

Other34.5%
Technology26.7%
Financial8.8%
Healthcare8.4%
Consumer7.2%
Communication3.2%
Industrial2.9%
Utilities2.6%

🚪 Exited Positionssold since Q2 2025

XLV
Health Care Select Sector SPDR
SOLD
$225.0K
VGSH
Vanguard Short-Term Treasury In
SOLD
$220.5K
WBA
Walgreens Boots Alliance Inc
SOLD
$140.8K

Changes from Q2 2025

NEW8 new positions
↑71 increased
↓73 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q2 2024

📌 Top Holdings

MSFT6.2%
Microsoft Corp
$26.2M
AAPL5.9%
Apple Inc.
$24.7M
AVGO4.8%
Broadcom Ltd
$20.2M
JPM4.5%
JP Morgan Chase
$19.1M
TDTF4.1%
Flexshares Yr. TIPS ETF
$17.4M

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