Farmers National Bank Portfolio Holdings by Sector
Farmers National Bank
- $379 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
TDTF GUNR VGT SPY RSP DES DON IWR 65 stocks |
$84.8 Million
22.48% of portfolio
|
  25  
|
  31  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$25.1 Million
6.65% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO NVDA ADI NXPI INTC 5 stocks |
$23 Million
6.11% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$19.5 Million
5.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ LLY PFE ABBV AMGN MRK BMY NVS 8 stocks |
$18.3 Million
4.86% of portfolio
|
- |
  7  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$18 Million
4.78% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA COF AXP 4 stocks |
$13.9 Million
3.69% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX DRI 3 stocks |
$13.7 Million
3.63% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$12.9 Million
3.42% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$10.8 Million
2.87% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE DUK SO D 4 stocks |
$10.1 Million
2.67% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$9.75 Million
2.58% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB CL CLX 4 stocks |
$9.38 Million
2.49% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$9.04 Million
2.4% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA T VZ 3 stocks |
$8.43 Million
2.23% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC UNP CSX 3 stocks |
$8.01 Million
2.12% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$7.56 Million
2.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$7.12 Million
1.89% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS UNH 2 stocks |
$6.99 Million
1.85% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$6.73 Million
1.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL CB 2 stocks |
$5.52 Million
1.46% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD RTX HWM LMT 4 stocks |
$5.25 Million
1.39% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$5.19 Million
1.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$5.06 Million
1.34% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT WMT COST 3 stocks |
$4.67 Million
1.24% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.48 Million
0.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL PPG 2 stocks |
$3.15 Million
0.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2.9 Million
0.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TFC PNC 2 stocks |
$2.54 Million
0.67% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.11 Million
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$2.06 Million
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1.71 Million
0.45% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BK ADX TROW 3 stocks |
$1.53 Million
0.41% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.27 Million
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR OTIS 2 stocks |
$1.02 Million
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO OPK 2 stocks |
$749,596
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$727,516
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$724,325
0.19% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CRM INTU 2 stocks |
$557,604
0.15% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$543,479
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$496,960
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$494,841
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$449,801
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$440,093
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$347,904
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
ABC 1 stocks |
$310,045
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$234,188
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$225,516
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$223,453
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$140,756
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|