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
GUNRFlexshares Tr Mornstar Upstr	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 Com	2.4%	1.9%	58,220	+16.6%	$11.6M
CVXChevron Corp New	1.9%	2.4%	53,913	+2.9%	$8.9M
VVisa Inc Com Cl A	1.8%	1.7%	25,614	-1.2%	$8.8M
MCDMcdonalds Corp Com	1.8%	2.0%	32,342	+8.8%	$8.7M
HDHome Depot Inc Com	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 Com	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 Com	1.3%	1.4%	69,463	-0.4%	$6.1M
VGTVanguard Info Tech	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
LLYLilly Eli & Co	1.0%	0.9%	4,087	-8.6%	$4.9M
CVSCvs Caremark Corporation	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 Com	1.0%	0.9%	19,668	-2.1%	$4.7M
MAMastercard Inc.	1.0%	1.0%	9,011	-2.5%	$4.6M
DUKDuke Energy	0.9%	1.0%	35,003	+0.6%	$4.4M
NSCNorfolk Southn Corp	0.9%	1.1%	14,074	-15.9%	$4.4M
SBUXStarbucks Corp Com	0.9%	0.9%	42,960	-3.7%	$4.4M
SPYSpdr S&p 500 ETF Tr	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 Com	0.8%	0.6%	9,323	+0.7%	$3.9M
MDTMedtronic PLC	0.8%	0.8%	45,969	+3.6%	$3.6M
RSPInvesco S&p 500 Equal Weight ETF	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 Shs Class A	0.6%	1.0%	24,215	+7.2%	$3.0M
TAt&t Inc Com	0.6%	0.9%	141,759	+3.0%	$2.9M
CATCaterpillar Inc Com	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 Com	0.5%	—	18,277	—	$2.4M
TFCTruist Financial Ord Shs	0.5%	—	47,676	—	$2.4M
METAMeta Platforms Inc Class A	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 Info Tech+671.7% shares
TDTF Flexshares Tr+23.0% shares
ETN Eaton Corp PLC+18.5% shares
GUNR Flexshares Tr Mornstar Upstr+17.9% shares
NVDA Nvidia Corporation Com+16.6% shares
MCD Mcdonalds Corp Com+8.8% shares
ACN Accenture PLC Ireland Shs Class A+7.2% shares
RSP Invesco S&p 500 Equal Weight ETF+5.3% shares

Reduced

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 and rebuilt each quarter on the day the filing became public. 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 Info Tech (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 Corp (NSC) (-15.9% shares), Broadcom Inc (AVGO) (-14.8% shares) and Lilly Eli & 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.