StockDriftsStockDriftsTop 50 Farmers National Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 6.1% | 101.0K | $29.2M | -1.33%(-1.36K) | $140.76(+116.95%) | 2026-06-30 | |
| TDTF | Flexshares Yr. TIPS ETF | 5.81% | 1.17M | $27.8M | +23.04%(+219.33K) | $24.81(-5.85%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 4.52% | 58.1K | $21.7M | +3.23%(+1.82K) | $261.09(+86.17%) | 2026-06-30 | |
| JPM | JP Morgan Chase | 4.07% | 59.6K | $19.5M | -8.40%(-5.46K) | $132.12(+176.06%) | 2026-06-30 | |
| AVGO | Broadcom Ltd | 4.06% | 51.5K | $19.5M | -14.85%(-8.99K) | $78.06(+404.40%) | 2026-06-30 | |
| GOOG | Alphabet Inc Class C | 3.9% | 52.9K | $18.7M | +0.35%(+182) | $187.69(+82.56%) | 2026-06-30 | |
| GUNR | Flexshares Glb. Upstream Ntrl. | 3.4% | 330.3K | $16.3M | +17.87%(+50.09K) | $40.68(+31.50%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 3.09% | 58.3K | $14.8M | -0.94%(-554) | $156.10(+66.86%) | 2026-06-30 | |
| CSCO | Cisco Systems Inc | 2.51% | 102.2K | $12.0M | +2.03%(+2.03K) | $56.74(+100.11%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 2.43% | 58.2K | $11.6M | +16.63%(+8.30K) | $124.39(+81.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.74% | +32.17% | +5.35% | +29.78% |
| Top 20 Holdings Unweighted | +7.85% | +25.46% | +3.82% | +20.63% |
Farmers National Bank reports $479.25M in US-listed equity holdings across 180 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.1%), TDTF (5.8%) and MSFT (4.5%). The top 20 holdings account for 55.61% of reported assets. Its disclosed equity book has returned +32.17% 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 Farmers National Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632966). View Farmers National Bank’s 13F filings on SEC