Farmers National Bank

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 12, 2026), Farmers National Bank reported 185 stock positions worth $448.0 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Broadcom (AVGO, 4.7%). Compared with Q3 2025, it opened 16 new positions, sold out of 5, added to 82 and reduced 49. The biggest buy was Alphabet Class C (GOOG, shares +11%) and the biggest sale an exit from Invesco Bulletshares 2025 MB (BSMP).

Most Recent 13F
Q2 2026
Location
DANVILLE, KY
CIK
0001632966
Portfolio Value
$448.0M (Q4 2025)
SEC Filing
0001632966-26-000001 ↗ filed Mar 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $335.3M Q1 2024 Q2 2024: $332.0M Q2 2024 Q4 2024: $342.8M Q4 2024 Q1 2025: $354.5M Q1 2025 Q2 2025: $379.1M Q2 2025 Q3 2025: $421.6M Q3 2025 Q4 2025: $448.0M $448.0M Q4 2025 Q1 2026: $453.3M Q1 2026 Q2 2026: $479.2M Q2 2026

Holdings 185 stocks · $448.0M
AAPL Apple Inc. 6.05% 99,778 $27.1M Add +2.9%
MSFT Microsoft Corp. 5.66% 52,455 $25.4M Add +3.5%
AVGO Broadcom Inc. 4.70% 60,822 $21.1M Reduce -0.5%
JPM JPMorgan Chase & Co. 4.55% 63,216 $20.4M Add +4.5%
TDTF NT Iboxx 5Y Dur Tips ETF 4.53% 847,396 $20.3M Add +17.9%
GOOG Alphabet Inc. Class C 3.51% 50,180 $15.7M Add +11.4%
GUNR NT Mstar GLBL NR ETF 2.85% 278,365 $12.8M Add +0.3%
JNJ Johnson & Johnson 2.80% 60,701 $12.6M Add +4.6%
MCD McDonald's Corp. 2.01% 29,407 $9.0M Add +1.9%
V Visa Inc. Class A 1.99% 25,390 $8.9M Add +6.0%
HD Home Depot Inc. 1.89% 24,545 $8.4M Add +3.7%
NSC Norfolk Southern Corp. 1.69% 26,183 $7.6M Reduce -1.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.67% 25,268 $7.5M Reduce -3.2%
CSCO Cisco Systems Inc. 1.66% 96,541 $7.4M Add +6.8%
PG The Procter & Gamble Co. 1.64% 51,138 $7.3M Add +0.6%
CVX Chevron Corp. 1.64% 48,065 $7.3M Add +3.3%
HON Honeywell International Inc. 1.45% 33,206 $6.5M Reduce -0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.41% 55,543 $6.3M Add +1.6%
NVDA Nvidia Corp. 1.38% 33,224 $6.2M Add +49.9%
ACN Accenture PLC Class A 1.28% 21,310 $5.7M Reduce -2.1%
NEE Nextera Energy Inc. 1.24% 69,036 $5.5M Add +1.6%
ALL Allstate Corp. 1.19% 25,694 $5.3M Reduce -1.3%
XOM Exxon Mobil Corp. 1.17% 43,419 $5.2M Reduce -4.6%
VGT Vanguard Info Tech ETF 1.12% 6,661 $5.0M Reduce -2.2%
KO The Coca-Cola Co. 1.12% 71,586 $5.0M Reduce -1.1%
MA Mastercard Inc. Class A 1.09% 8,557 $4.9M Reduce -2.2%
LLY Eli Lilly & Co. 1.07% 4,456 $4.8M Add +8.4%
AMZN Amazon.com Inc. 1.00% 19,461 $4.5M Add +20.8%
GOOGL Alphabet Inc. Class A 0.96% 13,809 $4.3M Add +34.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.96% 6,292 $4.3M Add +0.8%
MDT Medtronic PLC 0.93% 43,502 $4.2M Reduce -2.5%
DUK Duke Energy Corp. 0.89% 33,999 $4.0M Reduce -0.1%
CVS CVS Health Corp. 0.87% 48,927 $3.9M Reduce -0.7%
SBUX Starbucks Corp. 0.86% 45,496 $3.8M Reduce -7.8%
GD General Dynamics Corp. 0.82% 10,916 $3.7M Reduce -2.6%
T AT&T Inc. 0.77% 138,310 $3.4M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.70% 6,265 $3.1M Reduce -8.5%
ABBV Abbvie Inc. 0.69% 13,609 $3.1M Reduce -4.0%
UNH Unitedhealth Group Inc. 0.67% 9,112 $3.0M Reduce -14.1%
RSP Invesco S&P 500 Equal Weight 0.64% 14,868 $2.8M Add +0.8%
TFC Truist Financial Corp. 0.58% 53,038 $2.6M Reduce -1.8%
ECL Ecolab Inc. 0.57% 9,690 $2.5M Reduce -0.5%
DES Wisdomtree US Smallcap Divid 0.56% 74,707 $2.5M Reduce -0.8%
WMT Walmart Inc. 0.55% 22,147 $2.5M Add +15.1%
CMCSA Comcast Corp. Class A 0.55% 82,163 $2.5M Reduce -21.9%
META Meta Platforms Inc. Class A 0.55% 3,699 $2.4M Add +22.4%
ADI Analog Devices Inc. 0.54% 8,954 $2.4M Add +15.4%
ETN Eaton Corp. PLC 0.49% 6,927 $2.2M Add +69.5%
DON Wisdomtree US Midcap Dividen 0.48% 41,713 $2.2M Add +1.2%
PEP Pepsico Inc. 0.48% 14,858 $2.1M Reduce -1.6%
DTH Wisdomtree International Hig 0.46% 40,083 $2.1M Add +14.2%
PFE Pfizer Inc. 0.45% 81,757 $2.0M Reduce -7.8%
IWR iShares Russell Mid-Cap ETF 0.43% 20,160 $1.9M Add +8.9%
RTX RTX Corp. 0.42% 10,209 $1.9M Add +27.4%
AMGN Amgen Inc. 0.38% 5,198 $1.7M Add +20.9%
MDLZ Mondelez International Inc. Class A 0.38% 31,242 $1.7M Add +1.8%
IWM iShares Russell 2000 ETF 0.36% 6,583 $1.6M Reduce -2.3%
TGT Target Corp. 0.36% 16,572 $1.6M Reduce -21.7%
CAT Caterpillar Inc. 0.36% 2,777 $1.6M Reduce -1.7%
LOW Lowe's Cos Inc. 0.35% 6,577 $1.6M Add +21.6%
GNMA iShares Gnma Bond ETF 0.34% 34,292 $1.5M No change
MBB iShares MBS ETF 0.34% 16,031 $1.5M No change
BSMQ Invesco Bulletshares 2026 MB 0.34% 63,621 $1.5M Reduce -1.2%
IWF iShares Russell 1000 Growth 0.33% 3,079 $1.5M Reduce -1.6%
DVY iShares Select Dividend ETF 0.32% 10,283 $1.5M Reduce -1.3%
IVV iShares Core S&P 500 ETF 0.32% 2,066 $1.4M Add +21.9%
TMO Thermo Fisher Scientific Inc. 0.31% 2,401 $1.4M Add +43.4%
IBDR iShares Ibonds Dec 2026 Term 0.31% 57,183 $1.4M Add +6.5%
ORCL Oracle Corp. 0.31% 7,047 $1.4M Add +40.9%
BSMU Invesco Bulletshares 2030 MB 0.30% 60,708 $1.3M Add +3.5%
VOO Vanguard S&P 500 ETF 0.30% 2,132 $1.3M Reduce -0.3%
GOVT iShares US Treasury Bond ETF 0.30% 57,638 $1.3M Add +9.1%
DFUV Dimensional US Marketwide Va 0.30% 28,465 $1.3M Reduce -1.2%
XLC SS Comm Select Sector SPDR 0.29% 10,936 $1.3M Reduce -1.5%
BSMS Invesco Bulletshares 2028 MB 0.28% 53,848 $1.3M Add +2.0%
SO The Southern Co. 0.28% 14,421 $1.3M Reduce -1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.28% 4,286 $1.2M Reduce -0.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.27% 2,487 $1.2M Reduce -2.2%
BSMT Invesco Bulletshares 2029 MB 0.27% 52,287 $1.2M Add +5.4%
BSMR Invesco Bulletshares 2027 MB 0.27% 50,949 $1.2M Add +2.6%
IBDT iShares Ibonds Dec 2028 ETF 0.27% 46,872 $1.2M Add +2.0%
ABT Abbott Laboratories 0.26% 9,474 $1.2M Add +3.1%
BSMV Invesco Bulletshares 2031 MB 0.26% 55,687 $1.2M Add +4.2%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.25% 46,997 $1.1M Add +1.2%
IBDV iShares Ibonds Dec 2030 Corp. 0.24% 48,343 $1.1M Add +3.9%
IBDU iShares Ibonds Dec 2029 Term 0.23% 44,068 $1.0M Add +2.0%
MRK Merck & Co. Inc. 0.22% 9,396 $989K Reduce -2.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.22% 3,109 $979K No change
IBDW iShares Ibonds Dec 2031 Corp. 0.21% 44,065 $932K Add +1.7%
MUB iShares National Muni Bond E 0.20% 8,548 $916K Add +62.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.20% 7,848 $911K No change
IVW iShares S&P 500 Growth ETF 0.20% 7,332 $904K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.20% 5,756 $884K Add +36.0%
UNP Union Pacific Corp. 0.20% 3,800 $879K Add +5.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.19% 1,769 $850K No change
COST Costco Wholesale Corp. 0.19% 978 $843K Add +67.8%
PM Philip Morris International 0.19% 5,205 $835K Add +1.1%
GLD SPDR Gold Shares 0.19% 2,095 $830K Add +10.7%
IBDX iShares Ibonds Dec 2032 TC 0.18% 31,981 $816K Add +3.4%
VB Vanguard Most SM-Cap ETF-Usd 0.18% 3,098 $799K Add +0.8%
VEA Vanguard Ftse Developed ETF 0.17% 11,985 $749K Add +11.3%
AGG iShares Core U.S. Aggregate 0.16% 7,255 $725K Add +131.0%
VIG Vanguard Dividend Apprec ETF 0.16% 3,205 $704K Add +15.6%
SHY iShares 1-3 Year Treasury Bo 0.16% 8,453 $700K Add +2.0%
IXN iShares Global Tech ETF 0.16% 6,650 $698K New
UPS United Parcel Service Class B 0.16% 7,027 $697K Reduce -37.3%
VNQ Vanguard Real Estate ETF 0.15% 7,838 $694K Add +52.1%
HWM Howmet Aerospace Inc. 0.15% 3,370 $691K No change
EMR Emerson Electric Co. 0.15% 5,187 $688K Add +1.8%
KLAC KLA Corp. 0.15% 545 $662K Reduce -1.8%
IJH iShares Core S&P Midcap ETF 0.15% 9,915 $654K Add +0.8%
CRM Salesforce Inc. 0.14% 2,400 $636K Add +103.6%
ADX Adams Diversified Equity 0.14% 27,234 $635K No change
MS Morgan Stanley 0.14% 3,526 $626K Add +1.5%
XLK SS Technology Select Sector 0.14% 4,343 $625K Add +7.7%
ADP Automatic Data Processing 0.14% 2,425 $624K Add +2.8%
DE Deere & Co. 0.14% 1,329 $619K Add +1.0%
DRI Darden Restaurants Inc. 0.13% 3,160 $582K Reduce -15.0%
BMY Bristol-Myers Squibb Co. 0.13% 10,762 $581K No change
QQQ Invesco QQQ Trust Series 1 0.13% 939 $577K Reduce -0.8%
GLW Corning Inc. 0.12% 6,000 $525K No change
IWB iShares Russell 1000 ETF 0.12% 1,392 $520K No change
ESGU iShares ESG Aware MSCI USA 0.11% 3,214 $479K Reduce -2.5%
ENB Enbridge Inc. 0.11% 9,845 $471K No change
ESML iShares ESG Aware MSCI USA S 0.10% 10,164 $467K Reduce -0.2%
COF Capital One Financial Corp. 0.10% 1,836 $445K No change
PPG PPG Industries Inc. 0.10% 4,242 $435K No change
AMD Advanced Micro Devices 0.10% 2,014 $431K New
KMB Kimberly-Clark Corp. 0.09% 4,190 $423K Reduce -17.0%
NKE Nike Inc. Class B 0.09% 6,489 $413K Add +10.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 2,118 $405K No change
CB Chubb Ltd. 0.09% 1,261 $394K Add +13.6%
CL Colgate-Palmolive Co. 0.09% 4,956 $392K No change
ESGD iShares Trust iShares ESG Aw 0.09% 4,040 $384K Add +8.1%
IWD iShares Russell 1000 Value E 0.08% 1,755 $369K No change
LHX L3HARRIS Technologies Inc. 0.08% 1,257 $369K New
APH Amphenol Corp. Class A 0.08% 2,699 $365K New
CARR Carrier Global Corp. 0.08% 6,700 $354K No change
COR Cencora Inc. 0.08% 1,018 $344K No change
XLY SS Consumer Disc Select Sect 0.08% 2,870 $343K Add +15.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.08% 1,125 $340K Add +1.4%
GIS General Mills Inc. 0.07% 6,715 $312K No change
PH Parker Hannifin Corp. 0.07% 353 $310K New
MO Altria Group Inc. 0.07% 5,314 $306K No change
LMT Lockheed Martin Corp. 0.07% 632 $306K Add +1.4%
AXP American Express Co. 0.07% 817 $302K Add +6.1%
NXPI NXP Semiconductors NV 0.07% 1,392 $302K Add +13.4%
NVS Novartis AG-Sponsored ADR 0.07% 2,186 $301K Add +1.9%
IEMG iShares Core MSCI Emerging 0.07% 4,457 $300K Reduce -0.1%
EAGG iShares ESG Aware US Aggrega 0.07% 6,213 $297K Add +2.9%
OTIS Otis Worldwide Corp. 0.07% 3,375 $295K No change
VZ Verizon Communications Inc. 0.06% 7,137 $291K No change
IJR iShares Core S&P Small-Cap E 0.06% 2,334 $281K Add +4.8%
BX Blackstone Inc. 0.06% 1,806 $278K New
AMAT Applied Materials Inc. 0.06% 1,083 $278K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 5,053 $278K No change
C Citigroup Inc. 0.06% 2,364 $276K No change
XLF SS Financial Select Sector 0.06% 5,036 $276K No change
XLP SS Consumer Staples Sel Sect 0.06% 3,515 $273K New
EFA iShares MSCI Eafe ETF 0.06% 2,831 $272K Reduce -18.3%
HYXF iShares ESG Adv High Yield 0.06% 5,747 $272K Add +0.7%
XLV SS Health Care Select Sector 0.06% 1,734 $268K New
IJK iShares S&P Mid-Cap 400 Grow 0.06% 2,766 $268K No change
CSX CSX Corp. 0.06% 7,294 $264K Reduce -1.0%
PNC PNC Financial Services Group 0.06% 1,200 $250K No change
VTI VG Morningstar TS MKT ETF-US 0.06% 742 $249K No change
VXF Vanguard Extended Market ETF 0.05% 1,167 $244K No change
IQV Iqvia Holdings Inc. 0.05% 1,049 $236K New
CHDN Churchill Downs Inc. 0.05% 2,022 $230K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.05% 2,852 $230K Add +4.5%
HSY The Hershey Co. 0.05% 1,258 $229K No change
PANW Palo Alto Networks Inc. 0.05% 1,242 $229K New
SYY Sysco Corp. 0.05% 3,025 $223K No change
INTU Intuit Inc. 0.05% 335 $222K Reduce -11.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 2,162 $221K No change
GPC Genuine Parts Co. 0.05% 1,800 $221K No change
AZN Astrazeneca PLC-Spons ADR 0.05% 2,344 $215K New
D Dominion Energy Inc. 0.05% 3,650 $214K No change
KEYS Keysight Technologies Inc. 0.05% 1,040 $211K New
INTC Intel Corp. 0.05% 5,678 $210K Reduce -36.8%
BSX Boston Scientific Corp. 0.05% 2,141 $204K New
IEI iShares 3-7 Year Treasury Bo 0.04% 1,682 $201K New
KFFB Kentucky First Federal Banco 0.02% 22,081 $103K New
OPK Opko Health Inc. 0.01% 50,300 $63K No change
SHSH Shoshone Silver Mining 0.00% 10,000 $1 No change

Portfolio Sells Q3 2025 → Q4 2025
BSMP Invesco Bulletshares 2025 MB Sold out 0.00% −0.29
CMCSA Comcast Corp. Class A Reduce -21.9% 0.55% −0.24
IBDQ iShares Ibonds Dec 2025 Term Sold out 0.00% −0.23
HON Honeywell International Inc. Reduce -0.2% 1.45% −0.21
NSC Norfolk Southern Corp. Reduce -1.2% 1.69% −0.20
UNH Unitedhealth Group Inc. Reduce -14.1% 0.67% −0.20
SBUX Starbucks Corp. Reduce -7.8% 0.86% −0.14
ALL Allstate Corp. Reduce -1.3% 1.19% −0.13
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.5% 0.70% −0.11
DUK Duke Energy Corp. Reduce -0.1% 0.89% −0.11
MA Mastercard Inc. Class A Reduce -2.2% 1.09% −0.09
TGT Target Corp. Reduce -21.7% 0.36% −0.09
GD General Dynamics Corp. Reduce -2.6% 0.82% −0.09
VGT Vanguard Info Tech ETF Reduce -2.2% 1.12% −0.09
ABBV Abbvie Inc. Reduce -4.0% 0.69% −0.08
AVGO Broadcom Inc. Reduce -0.5% 4.70% −0.08
PFE Pfizer Inc. Reduce -7.8% 0.45% −0.08
IBM Intl Business Machines Corp. Reduce -3.2% 1.67% −0.08
MDT Medtronic PLC Reduce -2.5% 0.93% −0.08
PAYX Paychex Inc. Sold out 0.00% −0.07
CLX Clorox Company Sold out 0.00% −0.07
UPS United Parcel Service Class B Reduce -37.3% 0.16% −0.07
ECL Ecolab Inc. Reduce -0.5% 0.57% −0.06
KMB Kimberly-Clark Corp. Reduce -17.0% 0.09% −0.05
XOM Exxon Mobil Corp. Reduce -4.6% 1.17% −0.05
SO The Southern Co. Reduce -1.4% 0.28% −0.05
DD Dupont DE Nemours Inc. Sold out 0.00% −0.05
DES Wisdomtree US Smallcap Divid Reduce -0.8% 0.56% −0.04
DRI Darden Restaurants Inc. Reduce -15.0% 0.13% −0.04
DVY iShares Select Dividend ETF Reduce -1.3% 0.32% −0.03
PEP Pepsico Inc. Reduce -1.6% 0.48% −0.03
BSMQ Invesco Bulletshares 2026 MB Reduce -1.2% 0.34% −0.03
IWM iShares Russell 2000 ETF Reduce -2.3% 0.36% −0.03
INTC Intel Corp. Reduce -36.8% 0.05% −0.02
XLC SS Comm Select Sector SPDR Reduce -1.5% 0.29% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.6% 0.28% −0.02
IWF iShares Russell 1000 Growth Reduce -1.6% 0.33% −0.02
KO The Coca-Cola Co. Reduce -1.1% 1.12% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.2% 0.27% −0.02
EFA iShares MSCI Eafe ETF Reduce -18.3% 0.06% −0.02
CVS CVS Health Corp. Reduce -0.7% 0.87% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.3% 0.30% −0.01
INTU Intuit Inc. Reduce -11.8% 0.05% −0.01
DFUV Dimensional US Marketwide Va Reduce -1.2% 0.30% −0.01
ESGU iShares ESG Aware MSCI USA Reduce -2.5% 0.11% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -0.8% 0.13% −0.01
ESML iShares ESG Aware MSCI USA S Reduce -0.2% 0.10% −0.00
TFC Truist Financial Corp. Reduce -1.8% 0.58% −0.00
CSX CSX Corp. Reduce -1.0% 0.06% −0.00
IEMG iShares Core MSCI Emerging Reduce -0.1% 0.07% −0.00

Portfolio Buys Q3 2025 → Q4 2025
GOOG Alphabet Inc. Class C Add +11.4% 3.51% +0.91
NVDA Nvidia Corp. Add +49.9% 1.38% +0.40
TDTF NT Iboxx 5Y Dur Tips ETF Add +17.9% 4.53% +0.40
GOOGL Alphabet Inc. Class A Add +34.8% 0.96% +0.37
LLY Eli Lilly & Co. Add +8.4% 1.07% +0.32
JNJ Johnson & Johnson Add +4.6% 2.80% +0.25
AAPL Apple Inc. Add +2.9% 6.05% +0.20
CSCO Cisco Systems Inc. Add +6.8% 1.66% +0.19
AMZN Amazon.com Inc. Add +20.8% 1.00% +0.16
IXN iShares Global Tech ETF New 0.16% +0.16
ETN Eaton Corp. PLC Add +69.5% 0.49% +0.13
TMO Thermo Fisher Scientific Inc. Add +43.4% 0.31% +0.12
RTX RTX Corp. Add +27.4% 0.42% +0.10
AMD Advanced Micro Devices New 0.10% +0.10
AMGN Amgen Inc. Add +20.9% 0.38% +0.09
ADI Analog Devices Inc. Add +15.4% 0.54% +0.09
AGG iShares Core U.S. Aggregate Add +131.0% 0.16% +0.09
LHX L3HARRIS Technologies Inc. New 0.08% +0.08
APH Amphenol Corp. Class A New 0.08% +0.08
WMT Walmart Inc. Add +15.1% 0.55% +0.08
CRM Salesforce Inc. Add +103.6% 0.14% +0.08
MUB iShares National Muni Bond E Add +62.6% 0.20% +0.07
PH Parker Hannifin Corp. New 0.07% +0.07
BX Blackstone Inc. New 0.06% +0.06
XLP SS Consumer Staples Sel Sect New 0.06% +0.06
COST Costco Wholesale Corp. Add +67.8% 0.19% +0.06
XLV SS Health Care Select Sector New 0.06% +0.06
IQV Iqvia Holdings Inc. New 0.05% +0.05
DTH Wisdomtree International Hig Add +14.2% 0.46% +0.05
TJX TJX Companies Inc. Add +36.0% 0.20% +0.05
CHDN Churchill Downs Inc. New 0.05% +0.05
PANW Palo Alto Networks Inc. New 0.05% +0.05
V Visa Inc. Class A Add +6.0% 1.99% +0.05
AZN Astrazeneca PLC-Spons ADR New 0.05% +0.05
KEYS Keysight Technologies Inc. New 0.05% +0.05
IVV iShares Core S&P 500 ETF Add +21.9% 0.32% +0.05
BSX Boston Scientific Corp. New 0.05% +0.05
IEI iShares 3-7 Year Treasury Bo New 0.04% +0.04
VNQ Vanguard Real Estate ETF Add +52.1% 0.15% +0.04
LOW Lowe's Cos Inc. Add +21.6% 0.35% +0.03
GLD SPDR Gold Shares Add +10.7% 0.19% +0.03
KFFB Kentucky First Federal Banco New 0.02% +0.02
NEE Nextera Energy Inc. Add +1.6% 1.24% +0.02
META Meta Platforms Inc. Class A Add +22.4% 0.55% +0.02
JPM JPMorgan Chase & Co. Add +4.5% 4.55% +0.02
VIG Vanguard Dividend Apprec ETF Add +15.6% 0.16% +0.02
VEA Vanguard Ftse Developed ETF Add +11.3% 0.17% +0.01
CB Chubb Ltd. Add +13.6% 0.09% +0.01
IWR iShares Russell Mid-Cap ETF Add +8.9% 0.43% +0.01
MS Morgan Stanley Add +1.5% 0.14% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 180$479.2MAAPL, TDTF, MSFT, JPM, AVGO
Q1 2026 185$453.3MAAPL, TDTF, MSFT, JPM, AVGO
Q4 2025 185$448.0MAAPL, MSFT, AVGO, JPM, TDTF
Q3 2025 174$421.6MMSFT, AAPL, AVGO, JPM, TDTF
Q2 2025 169$379.1MMSFT, AAPL, AVGO, JPM, TDTF
Q1 2025 166$354.5MAAPL, MSFT, JPM, AVGO, GUNR
Q4 2024 160$342.8MAAPL, MSFT, JPM, AVGO, GUNR
Q2 2024 156$332.0MMSFT, AAPL, JPM, GUNR, AVGO
Q1 2024 159$335.3MMSFT, AAPL, JPM, GUNR, JNJ