13F Pro13F Pro

Farmers National Bank

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1632966
Institutional-grade research for retail investors

Sector Allocation

  • Technology29.8%$142.9M
  • Other21.1%$101.4M
  • Financials14.2%$67.8M
  • Healthcare9.0%$43.2M
  • Consumer Discretionary6.2%$29.5M
  • Consumer Staples5.3%$25.4M
  • Industrials5.0%$24.1M
  • Energy3.3%$16.0M
  • Utilities2.5%$12.0M
  • Communication Services2.1%$10.2M

AUM History

13fpro.ai/research/fund/farmers-national-bank-1632966

Conviction and streaks

Concentrating · top 10 = 39.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/farmers-national-bank-1632966

Farmers National Bank 13F holdings — Q2 2026

$479.2M portfolio (+5.7% QoQ) · 180 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio

All holdings — Farmers National Bank (Q2 2026)

180 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
CVX$CVXCHEVRON CORP$8.9M+3%
V$VVISA INC.$8.8M-1%
MCD$MCDMCDONALDS CORP$8.7M+9%
HD$HDHOME DEPOT, INC.$8.6M-3%
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$8.3M+3%
PG$PGPROCTER & GAMBLE Co$7.4M-3%
ETN$ETNEaton Corp plc$6.2M+19%
ALL$ALLALLSTATE CORP$6.2M-1%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$6.1M-2%
NEE$NEENEXTERA ENERGY INC$6.1M-0.4%
— Vanguard Information Technology - Equitiesetf/fund$5.8M+672%
KO$KOCOCA COLA CO$5.6M-1.0%
DIS$DISWalt Disney Co$5.2M-3%
LLY$LLYELI LILLY & Co$4.9M-9%
CVS$CVSCVS HEALTH Corp$4.9M-2%

What changed in Q2 2026

Against the previous quarter's 13F: 1 new, 47 added to, 105 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

  • PANW$PANWPalo Alto Networks Inc$310K

    first bought this quarter

Added to (47)

  • Flexshares Yr. TIPS ETF - Equities+23%

    now $27.8M

  • Vanguard Information Technology - Equities+672%

    now $5.8M

  • Flexshares Glb. Upstream Ntrl. - Equities+18%

    now $16.3M

  • NVDA$NVDANVIDIA CORP+17%

    now $11.6M · held 6+ qtrs, 3 adds in a row

  • KLAC$KLACKLA CORP+759%

    now $1.3M · held 6+ qtrs

  • iShares Russell 1000 Growth ETF - Equities+287%

    now $1.5M

+41 more in the Excel export

Trimmed (105)

  • AVGO$AVGOBroadcom Inc.-15%

    now $19.5M · held 6+ qtrs

  • JPM$JPMJPMORGAN CHASE & CO-8%

    now $19.5M · held 6+ qtrs

  • NSC$NSCNORFOLK SOUTHERN CORP-16%

    now $4.4M · held 6+ qtrs, 4 trims in a row

  • LLY$LLYELI LILLY & Co-9%

    now $4.9M · held 6+ qtrs

  • AAPL$AAPLApple Inc.-1%

    now $29.2M · held 6+ qtrs

  • MO$MOALTRIA GROUP, INC.-50%

    now $377K · held 6+ qtrs

+99 more in the Excel export

Sold out (6)

  • HON$HONHONEYWELL INTERNATIONAL INCwas $7.5M

    held 5+ qtrs

  • PAYX$PAYXPAYCHEX INCwas $501K

    held 1 qtr

  • SCHW$SCHWSCHWAB CHARLES CORPwas $308K

    held 1 qtr

  • VZ$VZVERIZON COMMUNICATIONS INCwas $267K

    held 5+ qtrs

  • BKNG$BKNGBooking Holdings Inc.was $248K

    held 1 qtr

  • CLX$CLXCLOROX CO /DE/was $201K

Holdings by quarter

Every 13F Farmers National Bank has filed, 38 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Farmers National Bank?

Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Farmers National Bank's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-1.4%

Value-weighted move of the 10 largest stock positions

Turnover

5%

Last quarter; 11% over the last 4

Top 10 weight

40%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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 (29.8% of disclosed assets). All figures are sourced directly from Farmers National Bank’s Form 13F-HR filing with the SEC under CIK 1632966.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

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 an AI quality ranking built from its SEC filings (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.