Farmers Trust Co.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Farmers Trust Co. reported 185 stock positions worth $535.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.3% of the portfolio, followed by Microsoft (MSFT, 5.0%) and JPMorgan Chase (JPM, 3.7%). Compared with Q1 2025, it opened 11 new positions, sold out of 13, added to 34 and reduced 105. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −17%).
- Most Recent 13F
- Q1 2026
- Location
- YOUNGSTOWN, OH
- CIK
- 0001318055
- Portfolio Value
- $535.5M (Q2 2025)
- SEC Filing
- 0001062993-25-012828 ↗ filed Jul 14, 2025
Holdings Value
Holdings 185 stocks · $535.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.30% | 63,294 | $39.1M | Reduce -17.1% |
| MSFT Microsoft Corp. | 5.00% | 53,858 | $26.8M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 3.71% | 68,513 | $19.9M | Reduce -13.9% |
| AAPL Apple Inc. | 3.48% | 90,901 | $18.7M | Reduce -9.2% |
| MCD McDonald's Corp. | 2.21% | 40,585 | $11.9M | Add +9.5% |
| CSCO Cisco Systems Inc. | 2.14% | 165,177 | $11.5M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 2.01% | 60,967 | $10.7M | Reduce -7.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.88% | 34,198 | $10.1M | Reduce -14.4% |
| PLTR Palantir Technologies Inc. Class A | 1.79% | 70,339 | $9.6M | Reduce -3.7% |
| HON Honeywell International Inc. | 1.69% | 38,820 | $9.0M | Reduce -6.3% |
| XLY SS Consumer Disc Select Sect | 1.61% | 39,556 | $8.6M | Reduce -2.7% |
| PM Philip Morris International | 1.59% | 46,769 | $8.5M | Reduce -11.0% |
| AMZN Amazon.com Inc. | 1.52% | 37,189 | $8.2M | Add +17.7% |
| CME Cme Group Inc. | 1.48% | 28,820 | $7.9M | Reduce -4.1% |
| PEP Pepsico Inc. | 1.44% | 58,283 | $7.7M | Add +14.2% |
| V Visa Inc. Class A | 1.43% | 21,568 | $7.7M | Reduce -13.2% |
| JNJ Johnson & Johnson | 1.42% | 49,781 | $7.6M | Reduce -6.3% |
| FMNB Farmers Natl Banc Corp. | 1.41% | 545,935 | $7.5M | Reduce -1.1% |
| NEM Newmont Corp. | 1.37% | 126,229 | $7.4M | Add +1.0% |
| MMM 3M Co. | 1.31% | 46,071 | $7.0M | Reduce -3.4% |
| LNG Cheniere Energy Inc. | 1.30% | 28,578 | $7.0M | Reduce -2.0% |
| KMI Kinder Morgan Inc. | 1.29% | 234,247 | $6.9M | Reduce -0.5% |
| CB Chubb Ltd. | 1.28% | 23,724 | $6.9M | Add +14.8% |
| T AT&T Inc. | 1.26% | 233,912 | $6.8M | Reduce -14.3% |
| C Citigroup Inc. | 1.26% | 79,312 | $6.8M | Reduce -0.0% |
| NEE Nextera Energy Inc. | 1.25% | 96,312 | $6.7M | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.22% | 11,797 | $6.5M | Add +3.5% |
| UBER Uber Technologies Inc. | 1.18% | 67,567 | $6.3M | Reduce -0.4% |
| DUK Duke Energy Corp. | 1.14% | 51,955 | $6.1M | Reduce -0.1% |
| SO The Southern Co. | 1.14% | 66,560 | $6.1M | Add +35.1% |
| KMB Kimberly-Clark Corp. | 1.10% | 45,650 | $5.9M | Add +1.3% |
| TWLO Twilio Inc. Class A | 1.10% | 47,258 | $5.9M | Reduce -5.5% |
| SOLV Solventum Corp. | 1.09% | 76,891 | $5.8M | Reduce -2.3% |
| VZ Verizon Communications Inc. | 1.07% | 132,486 | $5.7M | Add +0.8% |
| MDT Medtronic PLC | 1.05% | 64,577 | $5.6M | Add +0.3% |
| CVS CVS Health Corp. | 1.04% | 80,918 | $5.6M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.02% | 34,141 | $5.4M | Reduce -6.7% |
| GILD Gilead Sciences Inc. | 1.00% | 48,242 | $5.3M | Reduce -1.0% |
| WMT Walmart Inc. | 0.91% | 49,665 | $4.9M | Reduce -25.9% |
| ADBE Adobe Inc. | 0.86% | 11,845 | $4.6M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.81% | 5,856 | $4.3M | Add +2.2% |
| LMT Lockheed Martin Corp. | 0.80% | 9,282 | $4.3M | Add +1.4% |
| VLO Valero Energy Corp. | 0.80% | 31,765 | $4.3M | Add +2.0% |
| LRCX Lam Research Corp. | 0.79% | 43,574 | $4.2M | New |
| ABBV Abbvie Inc. | 0.79% | 22,729 | $4.2M | Reduce -18.0% |
| ACN Accenture PLC Class A | 0.77% | 13,751 | $4.1M | Reduce -3.2% |
| FCX Freeport-McMoran Inc. | 0.76% | 93,870 | $4.1M | New |
| EQT Eqt Corp. | 0.74% | 68,180 | $4.0M | Reduce -0.8% |
| MAA Mid-America Apartment Comm | 0.73% | 26,499 | $3.9M | Reduce -33.6% |
| AKAM Akamai Technologies Inc. | 0.71% | 47,433 | $3.8M | Add +1.0% |
| UNP Union Pacific Corp. | 0.70% | 16,371 | $3.8M | Add +1.2% |
| WY Weyerhaeuser Co. | 0.69% | 144,397 | $3.7M | New |
| BIIB Biogen Inc. | 0.69% | 29,527 | $3.7M | Add +98.7% |
| PH Parker Hannifin Corp. | 0.65% | 4,951 | $3.5M | Reduce -5.8% |
| NUE Nucor Corp. | 0.62% | 25,558 | $3.3M | Add +12.5% |
| XOM Exxon Mobil Corp. | 0.61% | 30,496 | $3.3M | Reduce -5.0% |
| ORCL Oracle Corp. | 0.61% | 14,967 | $3.3M | Reduce -37.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.60% | 95,678 | $3.2M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 0.60% | 51,939 | $3.2M | Reduce -4.6% |
| KRE SS SPDR S&P Regional Bank | 0.59% | 53,100 | $3.2M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.56% | 9,806 | $3.0M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 26,928 | $2.9M | Reduce -14.1% |
| HD Home Depot Inc. | 0.52% | 7,553 | $2.8M | Reduce -11.1% |
| EFA iShares MSCI Eafe ETF | 0.50% | 30,110 | $2.7M | Reduce -19.7% |
| ABT Abbott Laboratories | 0.48% | 19,071 | $2.6M | Reduce -19.3% |
| COR Cencora Inc. | 0.46% | 8,199 | $2.5M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.41% | 10,276 | $2.2M | Reduce -13.6% |
| IVV iShares Core S&P 500 ETF | 0.40% | 3,425 | $2.1M | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 7,691 | $2.0M | Reduce -2.0% |
| PFE Pfizer Inc. | 0.35% | 77,818 | $1.9M | Reduce -65.5% |
| PPG PPG Industries Inc. | 0.33% | 15,597 | $1.8M | No change |
| PGR Progressive Corp. | 0.33% | 6,604 | $1.8M | Reduce -0.3% |
| CINF Cincinnati Financial Corp. | 0.32% | 11,509 | $1.7M | Reduce -43.6% |
| CAT Caterpillar Inc. | 0.31% | 4,241 | $1.6M | Reduce -7.3% |
| PNC PNC Financial Services Group | 0.29% | 8,277 | $1.5M | Reduce -8.4% |
| CVX Chevron Corp. | 0.29% | 10,692 | $1.5M | Add +10.5% |
| XLE SS Energy Select Sector | 0.28% | 17,456 | $1.5M | Reduce -23.1% |
| EEM iShares MSCI Emerging Market | 0.27% | 30,044 | $1.4M | Reduce -25.2% |
| HBAN Huntington Bancshares Inc. | 0.26% | 82,493 | $1.4M | Reduce -28.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 4,327 | $1.3M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 2,847 | $1.2M | Reduce -1.3% |
| ETN Eaton Corp. PLC | 0.23% | 3,484 | $1.2M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 2,442 | $1.2M | Add +4.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.21% | 13,801 | $1.1M | Add +4.5% |
| DHR Danaher Corp. | 0.21% | 5,770 | $1.1M | No change |
| NKE Nike Inc. Class B | 0.21% | 15,707 | $1.1M | Reduce -6.0% |
| GIS General Mills Inc. | 0.20% | 20,213 | $1.0M | Reduce -12.3% |
| SCHX Schwab US Large-Cap ETF | 0.18% | 39,384 | $963K | No change |
| WFC Wells Fargo & Co. | 0.18% | 11,819 | $947K | Add +0.1% |
| NVDA Nvidia Corp. | 0.18% | 5,984 | $945K | Reduce -8.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.18% | 9,551 | $938K | Reduce -1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 7,473 | $927K | Reduce -5.1% |
| KO The Coca-Cola Co. | 0.16% | 12,457 | $881K | Reduce -28.2% |
| SYK Stryker Corp. | 0.16% | 2,223 | $879K | Reduce -17.8% |
| KVUE Kenvue Inc. | 0.16% | 41,111 | $860K | Reduce -17.6% |
| VOO Vanguard S&P 500 ETF | 0.16% | 1,509 | $857K | No change |
| RTX RTX Corp. | 0.16% | 5,865 | $856K | Add +15.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 10,250 | $837K | Reduce -33.6% |
| GEV GE Vernova Inc. | 0.16% | 1,576 | $834K | Reduce -2.5% |
| NSC Norfolk Southern Corp. | 0.15% | 3,121 | $799K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.1% | 7.30% | −0.73 |
| PFE Pfizer Inc. | Reduce -65.5% | 0.35% | −0.72 |
| AAPL Apple Inc. | Reduce -9.2% | 3.48% | −0.70 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.58 |
| TJX TJX Companies Inc. | Reduce -81.9% | 0.13% | −0.58 |
| MAA Mid-America Apartment Comm | Reduce -33.6% | 0.73% | −0.52 |
| ABBV Abbvie Inc. | Reduce -18.0% | 0.79% | −0.30 |
| CINF Cincinnati Financial Corp. | Reduce -43.6% | 0.32% | −0.25 |
| JNJ Johnson & Johnson | Reduce -6.3% | 1.42% | −0.24 |
| V Visa Inc. Class A | Reduce -13.2% | 1.43% | −0.21 |
| WMT Walmart Inc. | Reduce -25.9% | 0.91% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Reduce -62.1% | 0.12% | −0.19 |
| T AT&T Inc. | Reduce -14.3% | 1.26% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -6.7% | 1.02% | −0.16 |
| XLE SS Energy Select Sector | Reduce -23.1% | 0.28% | −0.12 |
| ABT Abbott Laboratories | Reduce -19.3% | 0.48% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -5.0% | 0.61% | −0.10 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -3.7% | 1.25% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -19.7% | 0.50% | −0.07 |
| CI The Cigna Group | Sold out | 0.00% | −0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -33.6% | 0.16% | −0.07 |
| KO The Coca-Cola Co. | Reduce -28.2% | 0.16% | −0.07 |
| HD Home Depot Inc. | Reduce -11.1% | 0.52% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -14.1% | 0.55% | −0.07 |
| HBAN Huntington Bancshares Inc. | Reduce -28.3% | 0.26% | −0.07 |
| ACN Accenture PLC Class A | Reduce -3.2% | 0.77% | −0.07 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.07 |
| KVUE Kenvue Inc. | Reduce -17.6% | 0.16% | −0.06 |
| GIS General Mills Inc. | Reduce -12.3% | 0.20% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -25.2% | 0.27% | −0.06 |
| WSBC Wesbanco Inc. | Sold out | 0.00% | −0.05 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.05 |
| COKE Coca-Cola Consolidated Inc. | Sold out | 0.00% | −0.05 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.05 |
| COP Conocophillips | Reduce -30.7% | 0.07% | −0.05 |
| DUK Duke Energy Corp. | Reduce -0.1% | 1.14% | −0.05 |
| YUM Yum! Brands Inc. | Reduce -21.5% | 0.13% | −0.05 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.04 |
| SJM The JM Smucker Co. | Reduce -1.5% | 0.18% | −0.04 |
| PSX Phillips 66 | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -25.4% | 0.05% | −0.04 |
| TGT Target Corp. | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| DRI Darden Restaurants Inc. | Reduce -26.3% | 0.13% | −0.04 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -30.3% | 0.08% | −0.04 |
| HPQ HP Inc. | Reduce -26.0% | 0.07% | −0.04 |
| SOLV Solventum Corp. | Reduce -2.3% | 1.09% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -13.6% | 0.41% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| LRCX Lam Research Corp. | New | 0.79% | +0.79 |
| FCX Freeport-McMoran Inc. | New | 0.76% | +0.76 |
| WY Weyerhaeuser Co. | New | 0.69% | +0.69 |
| AMZN Amazon.com Inc. | Add +17.7% | 1.52% | +0.39 |
| BIIB Biogen Inc. | Add +98.7% | 0.69% | +0.31 |
| SO The Southern Co. | Add +35.1% | 1.14% | +0.29 |
| NEM Newmont Corp. | Add +1.0% | 1.37% | +0.24 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.5% | 1.22% | +0.21 |
| META Meta Platforms Inc. Class A | Add +2.2% | 0.81% | +0.19 |
| CB Chubb Ltd. | Add +14.8% | 1.28% | +0.11 |
| NUE Nucor Corp. | Add +12.5% | 0.62% | +0.10 |
| IBIT iShares Bitcoin Trust ETF | New | 0.07% | +0.07 |
| ETN Eaton Corp. PLC | Add +3.0% | 0.23% | +0.06 |
| COF Capital One Financial Corp. | New | 0.05% | +0.05 |
| ABNB Airbnb Inc. Class A | New | 0.05% | +0.05 |
| IWP iShares Russell Mid-Cap Grow | New | 0.05% | +0.05 |
| CEG Constellation Energy | New | 0.05% | +0.05 |
| GD General Dynamics Corp. | New | 0.05% | +0.05 |
| CL Colgate-Palmolive Co. | New | 0.05% | +0.05 |
| MCD McDonald's Corp. | Add +9.5% | 2.21% | +0.04 |
| LMT Lockheed Martin Corp. | Add +1.4% | 0.80% | +0.03 |
| RTX RTX Corp. | Add +15.3% | 0.16% | +0.03 |
| TRV The Travelers Cos Inc. | Add +33.7% | 0.10% | +0.03 |
| VLO Valero Energy Corp. | Add +2.0% | 0.80% | +0.02 |
| TSLA Tesla Inc. | Add +12.3% | 0.08% | +0.02 |
| NFLX Netflix Inc. | Add +1.3% | 0.06% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.18% | +0.02 |
| CVS CVS Health Corp. | Add +0.3% | 1.04% | +0.01 |
| PDBC Invesco Optimum Yield Divers | Add +42.3% | 0.05% | +0.01 |
| BA The Boeing Co. | Add +0.1% | 0.05% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +4.5% | 0.21% | +0.01 |
| ADBE Adobe Inc. | Add +0.2% | 0.86% | +0.00 |
| EAF Graftech International Ltd. | New | 0.00% | +0.00 |
| FE Firstenergy Corp. | Add +0.0% | 0.05% | −0.00 |
| PEP Pepsico Inc. | Add +14.2% | 1.44% | −0.00 |
| SHEL Shell PLC-ADR | Add +0.1% | 0.09% | −0.00 |
| AKAM Akamai Technologies Inc. | Add +1.0% | 0.71% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.3% | 0.22% | −0.01 |
| UNP Union Pacific Corp. | Add +1.2% | 0.70% | −0.02 |
| CVX Chevron Corp. | Add +10.5% | 0.29% | −0.02 |
| UNH Unitedhealth Group Inc. | Add +42.4% | 0.12% | −0.02 |
| MDT Medtronic PLC | Add +0.3% | 1.05% | −0.04 |
| VZ Verizon Communications Inc. | Add +0.8% | 1.07% | −0.05 |
| KMB Kimberly-Clark Corp. | Add +1.3% | 1.10% | −0.11 |
| SLB SLB Ltd. | Add +0.7% | 0.60% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 203 | $637.0M | SPY, AAPL, JMTG, MSFT, JPM |
| Q4 2025 | 196 | $613.2M | SPY, AAPL, MSFT, JMTG, JPM |
| Q3 2025 | 195 | $580.3M | SPY, MSFT, AAPL, JPM, GOOGL |
| Q2 2025 | 185 | $535.5M | SPY, MSFT, JPM, AAPL, MCD |
| Q1 2025 | 187 | $531.7M | SPY, AAPL, MSFT, JPM, MCD |
| Q4 2024 | 189 | $535.8M | SPY, AAPL, MSFT, JPM, GOOGL |
| Q3 2024 | 191 | $536.3M | SPY, AAPL, MSFT, JPM, GOOGL |
| Q2 2024 | 180 | $492.6M | SPY, MSFT, AAPL, JPM, GOOGL |
| Q1 2024 | 177 | $496.7M | SPY, MSFT, AAPL, JPM, GOOGL |