Farmers National Bank reported 109 positions worth $359.02M for the quarter ended Jun 30, 2026, up 4.2% on the prior quarter. It opened 1 new position, added to 20, trimmed 72 and exited 6. Its largest holding is Apple Inc. at 8.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +8,301 | +16.6% | $1.66M | 3.24% |
| ETN Eaton Corp plc | +2,291 | +18.5% | $976.24K | 1.74% |
| MCD Mcdonalds Corp | +2,618 | +8.8% | $707.67K | 2.44% |
| MSFT Microsoft Corp | +1,819 | +3.2% | $678.52K | 6.03% |
| GLW Corning Inc | +1,747 | +28.9% | $446.24K | 0.554% |
| PANW Palo Alto Networks Inc | +910 | – | $310.33K | 0.086% |
| CVX Chevron Corp | +1,501 | +2.9% | $248.81K | 2.49% |
| CSCO Cisco Systems, Inc. | +2,030 | +2.0% | $238.44K | 3.35% |
| IBM International Business Machines Corp | +835 | +2.9% | $234.81K | 2.32% |
| ACN Accenture plc | +1,635 | +7.2% | $203.46K | 0.839% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HON Honeywell International Inc | -16.6K | -100.0% | $7.48M | Exited |
| AVGO Broadcom Inc. | -8,988 | -14.8% | $3.40M | 5.42% |
| JPM Jpmorgan Chase & Co | -5,463 | -8.4% | $1.79M | 5.43% |
| NSC Norfolk Southern Corp | -2,670 | -15.9% | $839.96K | 1.23% |
| PAYX Paychex Inc | -5,441 | -100.0% | $501.23K | Exited |
| LLY ELI LILLY & Co | -385 | -8.6% | $461.78K | 1.37% |
| AAPL Apple Inc. | -1,363 | -1.3% | $394.40K | 8.14% |
| MO Altria Group, Inc. | -5,195 | -49.8% | $373.78K | 0.105% |
| SCHW Schwab Charles Corp | -3,282 | -100.0% | $308.44K | Exited |
| HD Home Depot, Inc. | -771 | -3.1% | $271.92K | 2.4% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PANW Palo Alto Networks Inc | +910 | $310.33K | 0.086% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HON Honeywell International Inc | -16.6K | $7.48M | 2.17% |
| PAYX Paychex Inc | -5,441 | $501.23K | 0.145% |
| SCHW Schwab Charles Corp | -3,282 | $308.44K | 0.09% |
| VZ Verizon Communications Inc | -5,325 | $267.32K | 0.078% |
| BKNG Booking Holdings Inc. | -1,475 | $248.41K | 0.072% |
| CLX Clorox Co | -1,944 | $201.46K | 0.058% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 101.0K | $29.23M | 8.14% | -1,363 | -1.3% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 58.1K | $21.66M | 6.03% | +1,819 | +3.2% | Added | 0% |
| 3 | JPM Jpmorgan Chase & Co | Financial Services | 59.6K | $19.50M | 5.43% | -5,463 | -8.4% | Reduced | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 51.5K | $19.47M | 5.42% | -8,988 | -14.8% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 52.9K | $18.67M | 5.2% | +182 | +0.3% | Added | 0% |
| 6 | JNJ Johnson & Johnson | Healthcare | 58.3K | $14.80M | 4.12% | -554 | -0.9% | Reduced | 0% |
| 7 | CSCO Cisco Systems, Inc. | Technology | 102.2K | $12.01M | 3.35% | +2,030 | +2.0% | Added | 0% |
| 8 | NVDA Nvidia Corp | Technology | 58.2K | $11.65M | 3.24% | +8,301 | +16.6% | Added | 0% |
| 9 | CVX Chevron Corp | Energy | 53.9K | $8.94M | 2.49% | +1,501 | +2.9% | Added | 0% |
| 10 | V Visa Inc. | Financial Services | 25.6K | $8.79M | 2.45% | -321 | -1.2% | Reduced | 0% |
| 11 | MCD Mcdonalds Corp | Consumer Discretionary | 32.3K | $8.74M | 2.44% | +2,618 | +8.8% | Added | 0% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 24.4K | $8.60M | 2.4% | -771 | -3.1% | Reduced | 0% |
| 13 | IBM International Business Machines Corp | Technology | 29.6K | $8.33M | 2.32% | +835 | +2.9% | Added | 0% |
| 14 | PG PROCTER & GAMBLE Co | Consumer Staples | 50.2K | $7.37M | 2.05% | -1,365 | -2.6% | Reduced | 0% |
| 15 | ETN Eaton Corp plc | Industrials | 14.7K | $6.24M | 1.74% | +2,291 | +18.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Farmers National Bank.
As of its Q2 2026 13F filing, Farmers National Bank’s five largest positions were Apple Inc. (AAPL) at 8.1%, Microsoft Corp (MSFT) at 6.0%, Jpmorgan Chase & Co (JPM) at 5.4%, Broadcom Inc. (AVGO) at 5.4%, Alphabet Inc. (GOOG) at 5.2% of the reported portfolio.
Farmers National Bank reported a 13F portfolio worth $359.02M across 109 positions for Q2 2026. That is up 4.2% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($1.66M), Eaton Corp plc ($976.24K), Mcdonalds Corp ($707.67K). It opened 1 new positions.
Its largest sales by value were Honeywell International Inc ($7.48M), Broadcom Inc. ($3.40M), Jpmorgan Chase & Co ($1.79M). It exited 6 positions entirely.
From the Form 13F-HR reports Farmers National Bank files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.