Farmers National Bank
13F Reported Value
ⓘ$479.2M
Holdings
180
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Farmers National Bank disclosed 180 positions worth $479.2M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.1% of the equity portfolio. During the quarter the fund opened 1 new position and exited 6 — including a new stake in $PANW and a full exit from $HON. The portfolio is most concentrated in Technology (27.9% of disclosed assets). All figures are sourced directly from Farmers National Bank’s Form 13F-HR filing with the SEC under CIK 1632966.
AI Fund Analysis
Concentrating
$AAPL
$MSFT
$JPM
$AVGO
$GOOG
$CSCO
$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$29.2M101,024 sh Flexshares Yr. TIPS ETF - Equities
—Quality
$27.8M1,171,182 sh- 79.8#31
Quality
$21.7M58,070 sh - 70.7
Quality
$19.5M59,566 sh - 84.5
Quality
$19.5M51,544 sh - 78.2
Quality
$18.7M52,854 sh Flexshares Glb. Upstream Ntrl. - Equities
—Quality
$16.3M330,316 sh- 69.0
Quality
$14.8M58,294 sh - 70.3
Quality
$12.0M102,242 sh - 85.9
Quality
$11.6M58,220 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $29.2M | 101,024 |
| Flexshares Yr. TIPS ETF - Equities | — | $27.8M | 1,171,182 |
| MICROSOFT CORP$MSFT | 79.8#31 | $21.7M | 58,070 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $19.5M | 59,566 |
| Broadcom Inc.$AVGO | 84.5 | $19.5M | 51,544 |
 Alphabet Inc.$GOOGL | 78.2 | $18.7M | 52,854 |
| Flexshares Glb. Upstream Ntrl. - Equities | — | $16.3M | 330,316 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $14.8M | 58,294 |
| CISCO SYSTEMS, INC.$CSCO | 70.3 | $12.0M | 102,242 |
 NVIDIA CORP$NVDA | 85.9 | $11.6M | 58,220 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Farmers National Bank's 180 positions.
Showing top 10 of 180 holdings.
Sector Allocation
Technology
$133.5M
Other
$101.4M
Financials
$67.8M
Healthcare
$42.1M
Consumer Discretionary
$35.1M
Industrials
$34.5M
Consumer Staples
$19.7M
Energy
$16.0M
Top Holdings — Farmers National Bank (Q2 2026)
Top 150 of 180 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $29.2M | 6.1% | -1% | 76.4 |
| 2 | — | Flexshares Yr. TIPS ETF - Equities | $27.8M | 5.8% | +23% | — |
| 3 | $MSFT | MICROSOFT CORP | $21.7M | 4.5% | +3% | 79.8 |
| 4 | $JPM | JPMORGAN CHASE & CO | $19.5M | 4.1% | -8% | 70.7 |
| 5 | $AVGO | Broadcom Inc. | $19.5M | 4.1% | -15% | 84.5 |
| 6 | $GOOGL | Alphabet Inc. | $18.7M | 3.9% | +0% | 78.2 |
| 7 | — | Flexshares Glb. Upstream Ntrl. - Equities | $16.3M | 3.4% | +18% | — |
| 8 | $JNJ | JOHNSON & JOHNSON | $14.8M | 3.1% | -1% | 69 |
| 9 | $CSCO | CISCO SYSTEMS, INC. | $12.0M | 2.5% | +2% | 70.3 |
| 10 | $NVDA | NVIDIA CORP | $11.6M | 2.4% | +17% | 85.9 |
| 11 |  $CVX | CHEVRON CORP | $8.9M | 1.9% | +3% | 62.8 |
| 12 |  $V | VISA INC. | $8.8M | 1.8% | -1% | 82.9 |
| 13 |  $MCD | MCDONALDS CORP | $8.7M | 1.8% | +9% | 69 |
| 14 |  $HD | HOME DEPOT, INC. | $8.6M | 1.8% | -3% | 60.3 |
| 15 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.3M | 1.7% | +3% | 70 |
| 16 |  $PG | PROCTER & GAMBLE Co | $7.4M | 1.5% | -3% | 64.6 |
| 17 |  $ETN | Eaton Corp plc | $6.2M | 1.3% | +19% | — |
| 18 |  $ALL | ALLSTATE CORP | $6.2M | 1.3% | -1% | 78.5 |
| 19 |  $XOM.R34088 | EXXON MOBIL CORP | $6.1M | 1.3% | -2% | 57.9 |
| 20 |  $NEE | NEXTERA ENERGY INC | $6.1M | 1.3% | -0% | 64.6 |
| 21 | — | Vanguard Information Technology - Equities | $5.8M | 1.2% | +672% | — |
| 22 |  $KO | COCA COLA CO | $5.6M | 1.2% | -1% | 69.5 |
| 23 |  $DIS | Walt Disney Co | $5.2M | 1.1% | -3% | 60.1 |
| 24 |  $LLY | ELI LILLY & Co | $4.9M | 1.0% | -9% | 87.5 |
| 25 |  $CVS | CVS HEALTH Corp | $4.9M | 1.0% | -2% | 59.4 |
| 26 | $GOOG | Alphabet Inc. | $4.8M | 1.0% | -2% | 78.2 |
| 27 |  $AMZN | AMAZON COM INC | $4.7M | 1.0% | -2% | 68.7 |
| 28 |  $MA | Mastercard Inc | $4.6M | 1.0% | -3% | 85.1 |
| 29 |  $DUK | Duke Energy CORP | $4.4M | 0.9% | +1% | 56.4 |
| 30 |  $NSC | NORFOLK SOUTHERN CORP | $4.4M | 0.9% | -16% | 63.2 |
| 31 |  $SBUX | STARBUCKS CORP | $4.4M | 0.9% | -4% | 58.2 |
| 32 |  $SPY | SPDR S&P 500 ETF TRUST | $4.3M | 0.9% | -6% | — |
| 33 |  $ADI | ANALOG DEVICES INC | $4.1M | 0.8% | +3% | 79.2 |
| 34 |  $GD | GENERAL DYNAMICS CORP | $4.0M | 0.8% | -1% | 68.7 |
| 35 |  $UNH | UNITEDHEALTH GROUP INC | $3.9M | 0.8% | +1% | 62.7 |
| 36 |  $MDT | Medtronic plc | $3.6M | 0.8% | +4% | 68.7 |
| 37 | $IVZ | Invesco Ltd. | $3.4M | 0.7% | +5% | — |
| 38 |  $ABBV | AbbVie Inc. | $3.3M | 0.7% | -4% | 72.6 |
| 39 |  $WT | WisdomTree, Inc. | $3.1M | 0.6% | -4% | 59.9 |
| 40 |  $ACN | Accenture plc | $3.0M | 0.6% | +7% | — |
| 41 |  $T | AT&T INC. | $2.9M | 0.6% | +3% | 65.7 |
| 42 |  $CAT | CATERPILLAR INC | $2.8M | 0.6% | -3% | 66.5 |
| 43 |  $ECL | ECOLAB INC. | $2.7M | 0.6% | -1% | 63.3 |
| 44 | $WT | WisdomTree, Inc. | $2.5M | 0.5% | +1% | 59.9 |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.5M | 0.5% | -3% | 73.8 |
| 46 | $WT | WisdomTree, Inc. | $2.4M | 0.5% | -4% | 59.9 |
| 47 |  $WMT | Walmart Inc. | $2.4M | 0.5% | -4% | 60.2 |
| 48 |  $TGT | TARGET CORP | $2.4M | 0.5% | +2% | 60.7 |
| 49 |  $TFC | TRUIST FINANCIAL CORP | $2.4M | 0.5% | -2% | 76.4 |
| 50 |  $META | Meta Platforms, Inc. | $2.2M | 0.5% | -3% | 79.6 |
| 51 | — | iShares Russell Mid-Cap ETF - Equities | $2.1M | 0.4% | -7% | — |
| 52 |  $PFE | PFIZER INC | $2.0M | 0.4% | +0% | 62 |
| 53 |  $GLW | CORNING INC /NY | $2.0M | 0.4% | +29% | 73.7 |
| 54 |  $MDLZ | Mondelez International, Inc. | $1.9M | 0.4% | +0% | 56.4 |
| 55 | — | iShares Russell 2000 ETF - Equities | $1.9M | 0.4% | -5% | — |
| 56 |  $CCZ | COMCAST CORP | $1.9M | 0.4% | -3% | 59.5 |
| 57 |  $AMGN | AMGEN INC | $1.9M | 0.4% | -0% | 79.2 |
| 58 |  $RTX | RTX Corp | $1.8M | 0.4% | -7% | 73.2 |
| 59 |  $PEP | PEPSICO INC | $1.8M | 0.4% | -5% | 63.4 |
| 60 | — | iShares Select Dividend ETF - Equities | $1.5M | 0.3% | -2% | — |
| 61 | — | iShares GNMA Bond ETF - Equities | $1.5M | 0.3% | +0% | — |
| 62 | — | iShares MBS ETF - Equities | $1.5M | 0.3% | +0% | — |
| 63 | — | iShares Russell 1000 Growth ETF - Equities | $1.5M | 0.3% | +287% | — |
| 64 | — | Vanguard S&P 500 ETF - Equities | $1.5M | 0.3% | -0% | — |
| 65 | — | Dimensional US Marketwide Value - Equities | $1.5M | 0.3% | -4% | — |
| 66 | — | iShares Core S&P 500 ETF - Equities | $1.4M | 0.3% | -7% | — |
| 67 | — | iShares US Treasury Bond ETF - Equities | $1.4M | 0.3% | +8% | — |
| 68 | — | Vanguard Morningstar Mid-Cap In - Equities | $1.4M | 0.3% | +309% | — |
| 69 |  $LOW | LOWES COMPANIES INC | $1.4M | 0.3% | -3% | 60.8 |
| 70 | — | iShares iBonds 2026 Corporate E - Equities | $1.4M | 0.3% | +1% | — |
| 71 | $IVZ | Invesco Ltd. | $1.4M | 0.3% | +2% | — |
| 72 | — | iShares S&P National Municipal - Equities | $1.3M | 0.3% | +0% | — |
| 73 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.3% | -1% | 79.8 |
| 74 | — | Vanguard Morningstar Growth Ind - Equities | $1.3M | 0.3% | +521% | — |
| 75 |  $KLAC | KLA CORP | $1.3M | 0.3% | +759% | 78.6 |
| 76 | $IVZ | Invesco Ltd. | $1.3M | 0.3% | +1% | — |
| 77 |  $SO | SOUTHERN CO | $1.3M | 0.3% | -7% | 62 |
| 78 | $IVZ | Invesco Ltd. | $1.2M | 0.3% | -4% | — |
| 79 | $IVZ | Invesco Ltd. | $1.2M | 0.3% | +1% | — |
| 80 | $IVZ | Invesco Ltd. | $1.2M | 0.3% | +0% | — |
| 81 | — | iShares iBonds 2028 Corporate E - Equities | $1.2M | 0.3% | -0% | — |
| 82 |  $MRK | Merck & Co., Inc. | $1.2M | 0.3% | -4% | 59.9 |
| 83 | $IVZ | Invesco Ltd. | $1.2M | 0.3% | +1% | — |
| 84 | — | Communication Services SPDR - Equities | $1.2M | 0.2% | -0% | — |
| 85 | — | iShares iBonds 2027 Corporate E - Equities | $1.2M | 0.2% | +1% | — |
| 86 |  $DE | DEERE & CO | $1.2M | 0.2% | -0% | 55.4 |
| 87 |  $BNY | Bank of New York Mellon Corp | $1.1M | 0.2% | -2% | 74.1 |
| 88 | — | iShares iBonds 2030 Corporate E - Equities | $1.1M | 0.2% | -0% | — |
| 89 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.0M | 0.2% | -12% | 65.1 |
| 90 | — | iShares iBonds 2029 Corporate E - Equities | $1.0M | 0.2% | +0% | — |
| 91 |  $UNP | UNION PACIFIC CORP | $1.0M | 0.2% | -1% | 69.7 |
| 92 | — | Vanguard Morningstar Large-Cap - Equities | $1.0M | 0.2% | -5% | — |
| 93 | — | iShares S&P 500 Growth ETF - Equities | $1.0M | 0.2% | +0% | — |
| 94 | — | Vanguard Morningstar Small-Cap - Equities | $983,928 | 0.2% | +0% | — |
| 95 |  $ORCL | ORACLE CORP | $983,057 | 0.2% | -4% | 66.2 |
| 96 | — | iShares Global Tech - Equities | $960,792 | 0.2% | +0% | — |
| 97 | — | iShares iBonds 2031 Corporate E - Equities | $952,575 | 0.2% | +2% | — |
| 98 |  $HWM | Howmet Aerospace Inc. | $906,058 | 0.2% | +0% | 73.9 |
| 99 | — | State Street SPDR DowJones Indu - Equities | $884,406 | 0.2% | -3% | — |
| 100 |  $COST | COSTCO WHOLESALE CORP /NEW | $862,503 | 0.2% | -4% | 66.2 |
| 101 | — | iShares iBonds 2032 Corporate E - Equities | $858,476 | 0.2% | +1% | — |
| 102 |  $PM | Philip Morris International Inc. | $856,609 | 0.2% | -17% | 75.9 |
| 103 |  $TJX | TJX COMPANIES INC /DE/ | $839,007 | 0.2% | -8% | 68.7 |
| 104 | — | Vanguard Developed Markets Inde - Equities | $794,295 | 0.2% | -7% | — |
| 105 | — | State Street Technology Select - Equities | $791,611 | 0.2% | -2% | — |
| 106 |  $GLD | SPDR GOLD TRUST | $784,650 | 0.2% | -2% | — |
| 107 |  $AMAT | APPLIED MATERIALS INC /DE | $768,549 | 0.2% | -2% | 72.3 |
| 108 | — | iShares Core S&P Mid-Cap ETF - Equities | $736,323 | 0.1% | -1% | — |
| 109 | — | Vanguard REIT Index ETF - Equities | $727,757 | 0.1% | -8% | — |
| 110 | — | Vanguard Dividend Appreciation - Equities | $718,615 | 0.1% | -3% | — |
| 111 |  $EMR | EMERSON ELECTRIC CO | $713,030 | 0.1% | -1% | 65.3 |
| 112 |  $MS | MORGAN STANLEY | $708,646 | 0.1% | -3% | 75.8 |
| 113 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $695,829 | 0.1% | +0% | — |
| 114 |  $ABT | ABBOTT LABORATORIES | $683,181 | 0.1% | -21% | 65.5 |
| 115 |  $INTC | INTEL CORP | $670,922 | 0.1% | -1% | 45.6 |
| 116 | — | iShares Trust Core US Aggregate - Equities | $665,146 | 0.1% | -6% | — |
| 117 |  $CRM | Salesforce, Inc. | $593,271 | 0.1% | -7% | 77 |
| 118 |  $UPS | UNITED PARCEL SERVICE INC | $592,218 | 0.1% | -12% | 58.6 |
| 119 |  $BMY | BRISTOL MYERS SQUIBB CO | $585,823 | 0.1% | -3% | 70.4 |
| 120 |  $DRI | DARDEN RESTAURANTS INC | $583,214 | 0.1% | -1% | 64.1 |
| 121 | — | iShares ESG Aware Small Cap ETF - Equities | $579,267 | 0.1% | +2% | — |
| 122 | — | iShares Russell 1000 ETF - Equities | $568,386 | 0.1% | -0% | — |
| 123 |  $APH | AMPHENOL CORP /DE/ | $553,997 | 0.1% | -7% | 79.3 |
| 124 |  $ADP | AUTOMATIC DATA PROCESSING INC | $537,704 | 0.1% | -1% | 69.8 |
| 125 |  $PPG | PPG INDUSTRIES INC | $514,512 | 0.1% | +0% | 59.1 |
| 126 |  $ENB | ENBRIDGE INC | $503,069 | 0.1% | -3% | 66.7 |
| 127 | — | iShares 1-3 Year Treasury Bond - Equities | $499,311 | 0.1% | -19% | — |
| 128 |  $CARR | CARRIER GLOBAL Corp | $491,445 | 0.1% | +0% | 56.6 |
| 129 | — | Vanguard Morningstar Value Inde - Equities | $487,074 | 0.1% | +6% | — |
| 130 | — | iShares ESG Aware MSCI USA ETF - Equities | $479,880 | 0.1% | -7% | — |
| 131 | — | iShares ESG Aware MSCI EAFE ETF - Equities | $473,029 | 0.1% | +14% | — |
| 132 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $439,631 | 0.1% | -33% | — |
| 133 |  $KMB | KIMBERLY CLARK CORP | $433,701 | 0.1% | -6% | 58.7 |
| 134 |  $CL | COLGATE PALMOLIVE CO | $421,728 | 0.1% | -4% | 61.3 |
| 135 |  $HSY | HERSHEY CO | $405,465 | 0.1% | +0% | 65.7 |
| 136 | — | Vanguard Morningstar Small-Cap - Equities | $404,464 | 0.1% | -2% | — |
| 137 |  $CB | Chubb Ltd | $399,007 | 0.1% | -4% | — |
| 138 | — | Vanguard Morningstar Total Stoc - Equities | $386,692 | 0.1% | +32% | — |
| 139 |  $MO | ALTRIA GROUP, INC. | $376,946 | 0.1% | -50% | 67.4 |
| 140 |  $NXPI | NXP Semiconductors N.V. | $372,646 | 0.1% | -14% | — |
| 141 |  $COF | CAPITAL ONE FINANCIAL CORP | $368,338 | 0.1% | +0% | 62.4 |
| 142 | — | iShares Russell 1000 Value ETF - Equities | $365,827 | 0.1% | -14% | — |
| 143 | — | iShares Core MSCI Emerging Mark - Equities | $350,579 | 0.1% | +0% | — |
| 144 |  $C | CITIGROUP INC | $337,304 | 0.1% | -0% | 65 |
| 145 |  $NVS | NOVARTIS AG | $336,164 | 0.1% | +0% | — |
| 146 | — | iShares Core S&P Small-Cap ETF - Equities | $332,066 | 0.1% | -1% | — |
| 147 | — | iShares ESG Aware Aggregate Bon - Equities | $328,077 | 0.1% | +5% | — |
| 148 | — | iShares S&P Mid-Cap 400 Growth - Equities | $325,005 | 0.1% | +0% | — |
| 149 |  $CSX | CSX CORP | $323,442 | 0.1% | -7% | 65.2 |
| 150 | — | State Street Cons Discretionary - Equities | $311,965 | 0.1% | -6% | — |
New Positions (1)
$PANW Palo Alto Networks Inc$310,328
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Farmers National Bank including:
Track Farmers National Bank's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Farmers National Bank and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Farmers National Bank
13F Pro is an AI hedge fund tracker and stock research platform. For Farmers National Bank (SEC CIK: 1632966), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Farmers National Bank's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.