Q2 2026 13F · SEC CIK 1632966

Farmers National Bank

Bank & trustFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $479.2M
Reported positions: 180
Holdings vs S&P 500, 3 yrs: —
Average holding period: 4.0 yrs

Farmers National Bank is a bank & trust that reported 180 positions worth $479.2M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Apple Inc (AAPL, 6.1%), Flexshares Tr (TDTF, 5.8%), Microsoft Corp (MSFT, 4.5%).

Farmers National Bank holdings largest 50 of 180 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Farmers National Bank 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.1%	5.7%	101,024	-1.3%	$29.2M
TDTFFlexshares Tr	5.8%	5.1%	1,171,182	+23.0%	$27.8M
MSFTMicrosoft Corp	4.5%	4.6%	58,070	+3.2%	$21.7M
JPMJpmorgan Chase & Co	4.1%	4.2%	59,566	-8.4%	$19.5M
AVGOBroadcom Inc	4.1%	4.1%	51,544	-14.8%	$19.5M
GOOGAlphabet Inc	3.9%	3.3%	52,854	+0.3%	$18.7M
GUNRNorthern Trust Global Natural	3.4%	3.4%	330,316	+17.9%	$16.3M
JNJJohnson & Johnson	3.1%	3.2%	58,294	-0.9%	$14.8M
CSCOCisco Sys Inc	2.5%	1.7%	102,242	+2.0%	$12.0M
NVDANvidia Corporation	2.4%	1.9%	58,220	+16.6%	$11.6M
CVXChevron Corporation	1.9%	2.4%	53,913	+2.9%	$8.9M
VVisa Inc	1.8%	1.7%	25,614	-1.2%	$8.8M
MCDMcdonalds Corp	1.8%	2.0%	32,342	+8.8%	$8.7M
HDHome Depot Inc	1.8%	1.8%	24,396	-3.1%	$8.6M
IBMInternational Business Machs	1.7%	1.5%	29,621	+2.9%	$8.3M
PGProcter & Gamble Co	1.5%	1.6%	50,235	-2.6%	$7.4M
ETNEaton Corp PLC	1.3%	1.0%	14,651	+18.5%	$6.2M
ALLAllstate Corp	1.3%	1.2%	25,919	-1.2%	$6.2M
XOMExxon Mobil Corp	1.3%	1.7%	44,684	-1.5%	$6.1M
NEENextera Energy Inc	1.3%	1.4%	69,463	-0.4%	$6.1M
VGTVanguard World Fd	1.2%	1.0%	48,581	+671.7%	$5.8M
KOCoca Cola Co	1.2%	1.2%	68,936	-1.0%	$5.6M
DISDisney Walt Co	1.1%	1.2%	54,002	-3.1%	$5.2M
LLYEli Lilly & Co	1.0%	0.9%	4,087	-8.6%	$4.9M
CVSCvs Health Corp	1.0%	0.8%	47,098	-1.8%	$4.9M
GOOGLAlphabet Inc	1.0%	0.9%	13,458	-1.5%	$4.8M
AMZNAmazon Com Inc	1.0%	0.9%	19,668	-2.1%	$4.7M
MAMastercard Incorporated	1.0%	1.0%	9,011	-2.5%	$4.6M
DUKDuke Energy Corp New	0.9%	1.0%	35,003	+0.6%	$4.4M
NSCNorfolk Southn Corporation	0.9%	1.1%	14,074	-15.9%	$4.4M
SBUXStarbucks Corp	0.9%	0.9%	42,960	-3.7%	$4.4M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.9%	5,739	-6.3%	$4.3M
ADIAnalog Devices Inc	0.9%	0.7%	10,280	+2.8%	$4.1M
GDGeneral Dynamics Corp	0.8%	0.9%	11,205	-0.5%	$4.0M
UNHUnitedhealth Group Inc	0.8%	0.6%	9,323	+0.7%	$3.9M
MDTMedtronic PLC	0.8%	0.8%	45,969	+3.6%	$3.6M
RSPInvesco Exchange Traded Fd T	0.7%	0.6%	16,045	+5.3%	$3.4M
ABBVAbbvie Inc	0.7%	0.7%	13,102	-3.7%	$3.3M
DESWisdomtree Tr	0.6%	0.6%	75,796	-3.6%	$3.1M
ACNAccenture PLC Ireland	0.6%	1.0%	24,215	+7.2%	$3.0M
TAt&t Inc	0.6%	0.9%	141,759	+3.0%	$2.9M
CATCaterpillar Inc	0.6%	—	2,676	—	$2.8M
ECLEcolab Inc	0.6%	0.6%	9,817	-1.5%	$2.7M
DONWisdomtree Tr	0.5%	0.5%	43,639	+1.4%	$2.5M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	4,917	-3.4%	$2.5M
DTHWisdomtree Tr	0.5%	0.6%	44,352	-3.9%	$2.4M
WMTWalmart Inc	0.5%	0.6%	21,157	-3.5%	$2.4M
TGTTarget Corp	0.5%	—	18,277	—	$2.4M
TFCTruist Finl Corp	0.5%	—	47,676	—	$2.4M
METAMeta Platforms Inc	0.5%	0.5%	3,976	-3.4%	$2.2M

What Farmers National Bank bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+671.7% shares
TDTF Flexshares Tr+23.0% shares
ETN Eaton Corp PLC+18.5% shares
GUNR Northern Trust Global Natural+17.9% shares
NVDA Nvidia Corporation+16.6% shares
MCD Mcdonalds Corp+8.8% shares
ACN Accenture PLC Ireland+7.2% shares
RSP Invesco Exchange Traded Fd T+5.3% shares

Reduced

NSC Norfolk Southn Corporation-15.9% shares
AVGO Broadcom Inc-14.8% shares
LLY Eli Lilly & Co-8.6% shares
JPM Jpmorgan Chase & Co-8.4% shares
SPY State Str Spdr S&p 500 ETF T-6.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$479.2M	180
Q1 2026	$453.3M	185
Q4 2025	$448.0M	185
Q3 2025	$421.6M	174
Q2 2025	$379.1M	169
Q1 2025	$354.5M	166
Q4 2024	$342.8M	160
Q2 2024	$332.0M	156
Q1 2024	$335.3M	159
Q2 2019	$190.9M	298
Q1 2019	$183.7M	344
Q2 2018	$163.8M	253

Questions about Farmers National Bank's portfolio

What stocks does Farmers National Bank own?

Farmers National Bank's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 180 positions worth $479.2M. The largest are Apple Inc (AAPL) at 6.1%, Flexshares Tr (TDTF) at 5.8%, Microsoft Corp (MSFT) at 4.5%, Jpmorgan Chase & Co (JPM) at 4.1% and Broadcom Inc (AVGO) at 4.1%.

What did Farmers National Bank buy last quarter?

In Q2 2026, Farmers National Bank added Vanguard World Fd (VGT) (+671.7% shares), Flexshares Tr (TDTF) (+23.0% shares) and Eaton Corp PLC (ETN) (+18.5% shares), compared with its Q1 2026 filing.

What did Farmers National Bank sell last quarter?

In Q2 2026, Farmers National Bank cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Comcast Corp New (CMCSA), Norfolk Southn Corporation (NSC) (-15.9% shares), Broadcom Inc (AVGO) (-14.8% shares) and Eli Lilly & Co (LLY) (-8.6% shares), compared with its Q1 2026 filing.

When is Farmers National Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. Farmers National Bank's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.