StockDriftsStockDriftsTop 50 CNB Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.5% | 83.3K | $16.7M | -5.51%(-4.86K) | $36.90(+512.62%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.8% | 51.5K | $14.9M | -2.98%(-1.58K) | $88.18(+246.33%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.05% | 34.7K | $12.9M | +7.79%(+2.51K) | $237.00(+105.10%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.72% | 40.0K | $9.5M | -6.87%(-2.95K) | $133.64(+96.44%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.22% | 23.1K | $8.3M | -9.37%(-2.39K) | $136.50(+152.54%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.8% | 19.0K | $7.2M | +6.37%(+1.14K) | $173.23(+127.30%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.56% | 18.6K | $6.6M | -5.31%(-1.04K) | $77.75(+340.70%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.23% | 5.4K | $5.7M | -12.60%(-775) | $263.84(+229.55%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.07% | 16.2K | $5.3M | +2.01%(+319) | $120.55(+202.54%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.07% | 38.8K | $5.3M | +1.52%(+579) | $81.39(+97.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.88% | +81.04% | +12.70% | +81.85% |
| Top 20 Holdings Unweighted | +22.48% | +83.73% | +13.81% | +90.91% |
CNB Bank reports $256.55M in US-listed equity holdings across 518 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.5%), AAPL (5.8%) and MSFT (5.0%). The top 20 holdings account for 50.49% of reported assets. Its disclosed equity book has returned +81.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CNB Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1732074). View CNB Bank’s 13F filings on SEC