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Portfolio (Quarterly) Guide ↗

FARMERS TRUST CO

· CIK 0001318055
13F Portfolio $637M AUM 203 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 60 Added 69 Reduced 7 Exited
Page 2 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PM PHILIP MORRIS INTL INC Consumer Defensive 44,057.0 $7.3M 1.14% -6K -11.9% $165.34 +10.2%
22 FCX FREEPORT-MCMORAN INC Basic Materials 123,006.0 $7.2M 1.14% $58.78 +9.2%
23 C CITIGROUP INC Financial Services 63,090.0 $7.2M 1.12% -3K -4.7% $113.41 +10.7%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 29,199.0 $7.1M 1.11% +730.0 +2.6% $242.39 +3.2%
25 T AT&T INC Communication Services 243,152.0 $7.0M 1.11% $28.99 -13.3%
26 PLTR PALANTIR TECHNOLOGIES INC Technology 47,384.0 $6.9M 1.09% -8K -14.7% $146.28 -6.3%
27 CME CME GROUP INC Financial Services 22,905.0 $6.8M 1.06% -5K -18.5% $295.35 -4.0%
28 XLY STATE STREET CONSUMER DISCRETIONARY 60,290.0 $6.6M 1.03% -15K -19.7% $108.98 +9.2%
29 AMZN AMAZON COM INC Consumer Cyclical 30,587.0 $6.4M 1.00% +964.0 +3.2% $208.27 +26.4%
30 LMT LOCKHEED MARTIN CORP Industrials 10,488.0 $6.3M 0.99% -3K -23.6% $604.39 -11.7%
31 MMM 3M CO Industrials 43,529.0 $6.3M 0.99% $145.23 +5.8%
32 UNP UNION PAC CORP Industrials 25,819.0 $6.3M 0.98% +496.0 +2.0% $242.62 +12.0%
33 BIIB BIOGEN INC Healthcare 33,610.0 $6.2M 0.97% +425.0 +1.3% $183.33 +5.2%
34 KMI KINDER MORGAN INC DEL Energy 183,668.0 $6.2M 0.97% -52K -22.1% $33.53 -1.1%
35 IWP ISHARES TR 47,815.0 $6.1M 0.96% +45K +1515.4% $128.12 +10.1%
36 V VISA INC Financial Services 20,034.0 $6.1M 0.95% +382.0 +1.9% $302.24 +8.0%
37 CB CHUBB LIMITED Financial Services 18,542.0 $6.0M 0.95% +385.0 +2.1% $325.93 +0.0%
38 NUE NUCOR CORP Basic Materials 35,610.0 $6.0M 0.94% +260.0 +0.7% $169.10 +41.4%
39 CVS CVS HEALTH CORP Healthcare 82,810.0 $5.9M 0.93% +6K +8.1% $71.82 +26.9%
40 NVDA NVIDIA CORPORATION Technology 33,564.0 $5.9M 0.92% +26K +352.8% $174.40 +22.6%
Page 2 of 11  ·  203 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.7%
Financial Services 20.5%
Healthcare 10.4%
Industrials 9.7%
Consumer Defensive 8.1%
Communication Services 7.1%
Energy 6.7%
Consumer Cyclical 5.6%
Basic Materials 4.9%
Utilities 4.6%