Farmers Trust Co.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Farmers Trust Co. reported 196 stock positions worth $613.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.7% of the portfolio, followed by Apple (AAPL, 4.4%) and Microsoft (MSFT, 4.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 7, added to 49 and reduced 94. The biggest buy was a new position in Mortgage-Backed Securities (JMTG) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −16%).
- Most Recent 13F
- Q1 2026
- Location
- YOUNGSTOWN, OH
- CIK
- 0001318055
- Portfolio Value
- $613.2M (Q4 2025)
- SEC Filing
- 0001062993-26-000076 ↗ filed Jan 6, 2026
Holdings Value
Holdings 196 stocks · $613.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.73% | 51,542 | $35.1M | Reduce -16.5% |
| AAPL Apple Inc. | 4.43% | 99,850 | $27.1M | Reduce -1.3% |
| MSFT Microsoft Corp. | 4.17% | 52,828 | $25.5M | Reduce -0.8% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 3.93% | 471,897 | $24.1M | New |
| JPM JPMorgan Chase & Co. | 3.53% | 67,171 | $21.6M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 2.81% | 54,952 | $17.2M | Reduce -5.9% |
| MCD McDonald's Corp. | 2.02% | 40,482 | $12.4M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 1.95% | 154,904 | $11.9M | Reduce -2.5% |
| JNJ Johnson & Johnson | 1.89% | 56,076 | $11.6M | Add +12.5% |
| NEM Newmont Corp. | 1.77% | 108,526 | $10.8M | Add +5.3% |
| XLRE SS Real Estate Select Sector | 1.68% | 254,603 | $10.3M | Add +77.1% |
| PLTR Palantir Technologies Inc. Class A | 1.61% | 55,559 | $9.9M | Reduce -10.5% |
| LRCX Lam Research Corp. | 1.50% | 53,861 | $9.2M | Reduce -5.0% |
| XLY SS Consumer Disc Select Sect | 1.46% | 75,097 | $9.0M | Reduce -0.9% |
| PEP Pepsico Inc. | 1.39% | 59,537 | $8.5M | Add +2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.38% | 28,469 | $8.4M | Reduce -0.6% |
| PM Philip Morris International | 1.31% | 50,009 | $8.0M | Add +4.2% |
| C Citigroup Inc. | 1.26% | 66,197 | $7.7M | Reduce -0.8% |
| CME Cme Group Inc. | 1.25% | 28,114 | $7.7M | Reduce -1.6% |
| HON Honeywell International Inc. | 1.19% | 37,367 | $7.3M | Add +1.3% |
| FMNB Farmers Natl Banc Corp. | 1.16% | 535,493 | $7.1M | Reduce -2.3% |
| MMM 3M Co. | 1.13% | 43,323 | $6.9M | Reduce -3.1% |
| V Visa Inc. Class A | 1.12% | 19,652 | $6.9M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.12% | 29,623 | $6.8M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 1.08% | 13,727 | $6.6M | Add +2.3% |
| NEE Nextera Energy Inc. | 1.07% | 81,493 | $6.5M | Reduce -15.5% |
| KMI Kinder Morgan Inc. | 1.06% | 235,733 | $6.5M | Reduce -0.1% |
| MDT Medtronic PLC | 1.01% | 64,728 | $6.2M | Add +0.3% |
| FCX Freeport-McMoran Inc. | 1.01% | 122,416 | $6.2M | Add +4.5% |
| SOLV Solventum Corp. | 1.00% | 77,444 | $6.1M | Reduce -2.2% |
| CVS CVS Health Corp. | 0.99% | 76,621 | $6.1M | Reduce -2.5% |
| T AT&T Inc. | 0.99% | 243,225 | $6.0M | Add +4.1% |
| SO The Southern Co. | 0.98% | 69,078 | $6.0M | Add +3.5% |
| UNP Union Pacific Corp. | 0.96% | 25,323 | $5.9M | Add +1.8% |
| BIIB Biogen Inc. | 0.95% | 33,185 | $5.8M | Add +27.8% |
| NUE Nucor Corp. | 0.94% | 35,350 | $5.8M | Add +2.5% |
| TWLO Twilio Inc. Class A | 0.94% | 40,485 | $5.8M | Reduce -9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.93% | 9,322 | $5.7M | Reduce -0.6% |
| CB Chubb Ltd. | 0.92% | 18,157 | $5.7M | Reduce -29.6% |
| LNG Cheniere Energy Inc. | 0.90% | 28,517 | $5.5M | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.90% | 136,074 | $5.5M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.84% | 22,464 | $5.1M | Reduce -2.0% |
| WMT Walmart Inc. | 0.84% | 46,042 | $5.1M | Reduce -3.1% |
| VLO Valero Energy Corp. | 0.83% | 31,450 | $5.1M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.81% | 34,460 | $4.9M | Reduce -0.4% |
| DUK Duke Energy Corp. | 0.79% | 41,578 | $4.9M | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.79% | 7,367 | $4.9M | Add +33.8% |
| GILD Gilead Sciences Inc. | 0.76% | 38,185 | $4.7M | Add +2.7% |
| KRE SS SPDR S&P Regional Bank | 0.76% | 72,219 | $4.7M | Add +0.6% |
| PH Parker Hannifin Corp. | 0.72% | 5,025 | $4.4M | Add +1.4% |
| ADBE Adobe Inc. | 0.71% | 12,484 | $4.4M | Add +2.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.69% | 110,331 | $4.2M | Add +7.2% |
| EQT Eqt Corp. | 0.68% | 77,833 | $4.2M | Add +8.6% |
| UBER Uber Technologies Inc. | 0.67% | 50,158 | $4.1M | Add +0.5% |
| KMB Kimberly-Clark Corp. | 0.65% | 39,746 | $4.0M | Add +1.3% |
| MAA Mid-America Apartment Comm | 0.63% | 27,878 | $3.9M | Add +4.2% |
| AKAM Akamai Technologies Inc. | 0.62% | 43,778 | $3.8M | Reduce -7.8% |
| XOM Exxon Mobil Corp. | 0.61% | 30,953 | $3.7M | Add +0.5% |
| WY Weyerhaeuser Co. | 0.59% | 153,851 | $3.6M | Reduce -3.7% |
| BDX Becton Dickinson and Co. | 0.56% | 17,714 | $3.4M | Add +5.5% |
| ACN Accenture PLC Class A | 0.54% | 12,376 | $3.3M | Reduce -10.1% |
| IJH iShares Core S&P Midcap ETF | 0.54% | 50,254 | $3.3M | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.52% | 8,082 | $3.2M | Reduce -17.4% |
| IJR iShares Core S&P Small-Cap E | 0.51% | 26,042 | $3.1M | Reduce -2.5% |
| EFA iShares MSCI Eafe ETF | 0.48% | 30,684 | $2.9M | Reduce -1.7% |
| ABNB Airbnb Inc. Class A | 0.46% | 20,775 | $2.8M | Add +1.0% |
| ORCL Oracle Corp. | 0.45% | 14,304 | $2.8M | Reduce -6.2% |
| COR Cencora Inc. | 0.45% | 8,252 | $2.8M | Reduce -0.2% |
| HD Home Depot Inc. | 0.43% | 7,715 | $2.7M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.41% | 10,276 | $2.5M | No change |
| CAT Caterpillar Inc. | 0.41% | 4,375 | $2.5M | Add +3.2% |
| ABT Abbott Laboratories | 0.39% | 19,024 | $2.4M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.39% | 7,689 | $2.4M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.37% | 3,279 | $2.2M | Reduce -1.7% |
| PFE Pfizer Inc. | 0.32% | 78,168 | $1.9M | No change |
| CINF Cincinnati Financial Corp. | 0.30% | 11,399 | $1.9M | Reduce -0.9% |
| PNC PNC Financial Services Group | 0.28% | 8,274 | $1.7M | No change |
| CVX Chevron Corp. | 0.28% | 11,263 | $1.7M | Reduce -2.0% |
| PPG PPG Industries Inc. | 0.26% | 15,712 | $1.6M | No change |
| XLE SS Energy Select Sector | 0.25% | 33,696 | $1.5M | Add +0.7% |
| PGR Progressive Corp. | 0.24% | 6,587 | $1.5M | No change |
| EEM iShares MSCI Emerging Market | 0.24% | 26,922 | $1.5M | Reduce -10.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 4,327 | $1.5M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 2,925 | $1.4M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.23% | 7,413 | $1.4M | Add +17.5% |
| COIN Coinbase Global Inc. Class A | 0.21% | 5,769 | $1.3M | Reduce -1.5% |
| HBAN Huntington Bancshares Inc. | 0.21% | 74,798 | $1.3M | Reduce -8.2% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,961 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 2,442 | $1.2M | Reduce -0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 13,801 | $1.1M | No change |
| RTX RTX Corp. | 0.18% | 6,075 | $1.1M | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.17% | 11,409 | $1.1M | No change |
| ETN Eaton Corp. PLC | 0.17% | 3,307 | $1.1M | Reduce -4.8% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 38,616 | $1.0M | No change |
| NKE Nike Inc. Class B | 0.17% | 16,237 | $1.0M | Add +2.6% |
| GEV GE Vernova Inc. | 0.16% | 1,534 | $1.0M | Reduce -2.0% |
| GIS General Mills Inc. | 0.16% | 20,786 | $967K | Reduce -0.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.15% | 9,276 | $907K | Reduce -1.3% |
| NSC Norfolk Southern Corp. | 0.15% | 3,121 | $901K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 5,544 | $852K | Reduce -1.4% |
Portfolio Sells Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -16.5% | 5.73% | −1.35 |
| MSFT Microsoft Corp. | Reduce -0.8% | 4.17% | −0.59 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.5% | 1.61% | −0.34 |
| CB Chubb Ltd. | Reduce -29.6% | 0.92% | −0.33 |
| ORCL Oracle Corp. | Reduce -6.2% | 0.45% | −0.28 |
| LNG Cheniere Energy Inc. | Reduce -1.2% | 0.90% | −0.26 |
| FMNB Farmers Natl Banc Corp. | Reduce -2.3% | 1.16% | −0.20 |
| NEE Nextera Energy Inc. | Reduce -15.5% | 1.07% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 3.53% | −0.15 |
| VZ Verizon Communications Inc. | Reduce -1.3% | 0.90% | −0.14 |
| COIN Coinbase Global Inc. Class A | Reduce -1.5% | 0.21% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.81% | −0.11 |
| HD Home Depot Inc. | Reduce -0.3% | 0.43% | −0.11 |
| MCD McDonald's Corp. | Reduce -0.1% | 2.02% | −0.10 |
| XLY SS Consumer Disc Select Sect | Reduce -0.9% | 1.46% | −0.10 |
| KMI Kinder Morgan Inc. | Reduce -0.1% | 1.06% | −0.09 |
| VLO Valero Energy Corp. | Reduce -0.4% | 0.83% | −0.09 |
| WY Weyerhaeuser Co. | Reduce -3.7% | 0.59% | −0.09 |
| CME Cme Group Inc. | Reduce -1.6% | 1.25% | −0.08 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.84% | −0.08 |
| GLD SPDR Gold Shares | Reduce -17.4% | 0.52% | −0.08 |
| DHR Danaher Corp. | Reduce -39.9% | 0.13% | −0.07 |
| MMM 3M Co. | Reduce -3.1% | 1.13% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -4.8% | 0.17% | −0.05 |
| ACN Accenture PLC Class A | Reduce -10.1% | 0.54% | −0.04 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.04 |
| PSX Phillips 66 | Sold out | 0.00% | −0.04 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.04 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -10.7% | 0.24% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.1% | 0.54% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 0.93% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.5% | 0.51% | −0.04 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.04 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Reduce -10.1% | 0.06% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -8.2% | 0.21% | −0.03 |
| CVS CVS Health Corp. | Reduce -2.5% | 0.99% | −0.03 |
| SJM The JM Smucker Co. | Reduce -1.3% | 0.15% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -14.5% | 0.10% | −0.03 |
| CVX Chevron Corp. | Reduce -2.0% | 0.28% | −0.03 |
| GIS General Mills Inc. | Reduce -0.1% | 0.16% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.7% | 0.48% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 0.37% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.6% | 1.38% | −0.02 |
| HPQ HP Inc. | Reduce -0.3% | 0.05% | −0.02 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.13% | −0.02 |
| SYK Stryker Corp. | Reduce -0.5% | 0.13% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -3.0% | 0.13% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| JMTG Mortgage-Backed Securities | New | 3.93% | +3.93 |
| XLRE SS Real Estate Select Sector | Add +77.1% | 1.68% | +0.63 |
| BIIB Biogen Inc. | Add +27.8% | 0.95% | +0.33 |
| JNJ Johnson & Johnson | Add +12.5% | 1.89% | +0.30 |
| NEM Newmont Corp. | Add +5.3% | 1.77% | +0.27 |
| FCX Freeport-McMoran Inc. | Add +4.5% | 1.01% | +0.22 |
| NUE Nucor Corp. | Add +2.5% | 0.94% | +0.14 |
| META Meta Platforms Inc. Class A | Add +33.8% | 0.79% | +0.10 |
| TRN Trinity Industries Inc. | New | 0.09% | +0.09 |
| SLB SLB Ltd. | Add +7.2% | 0.69% | +0.08 |
| PH Parker Hannifin Corp. | Add +1.4% | 0.72% | +0.07 |
| CAT Caterpillar Inc. | Add +3.2% | 0.41% | +0.06 |
| GILD Gilead Sciences Inc. | Add +2.7% | 0.76% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| CATH Global X S&P 500 Ca Val ETF | New | 0.04% | +0.04 |
| IYW iShares Ustechnology ETF | New | 0.04% | +0.04 |
| CPB The Campbell's Company | New | 0.04% | +0.04 |
| AXP American Express Co. | New | 0.04% | +0.04 |
| GSK GSK PLC-Spon ADR | New | 0.03% | +0.03 |
| ABNB Airbnb Inc. Class A | Add +1.0% | 0.46% | +0.03 |
| NVDA Nvidia Corp. | Add +17.5% | 0.23% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +54.6% | 0.07% | +0.02 |
| BDX Becton Dickinson and Co. | Add +5.5% | 0.56% | +0.02 |
| XLV SS Health Care Select Sector | Add +9.2% | 0.09% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +25.9% | 0.09% | +0.01 |
| AVGO Broadcom Inc. | Add +8.8% | 0.13% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.61% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +3.7% | 0.06% | +0.01 |
| EQT Eqt Corp. | Add +8.6% | 0.68% | +0.01 |
| PDBC Invesco Optimum Yield Divers | Add +24.7% | 0.05% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +21.8% | 0.05% | +0.01 |
| SEI Solaris Energy Infrastructur | Add +3.2% | 0.05% | +0.01 |
| SHEL Shell PLC-ADR | Add +7.7% | 0.08% | +0.00 |
| MTUS Metallus Inc. | Add +4.9% | 0.12% | +0.00 |
| EMR Emerson Electric Co. | Add +10.3% | 0.06% | +0.00 |
| D Dominion Energy Inc. | Add +6.0% | 0.08% | −0.00 |
| WTRG Essential Utilities Inc. | Add +2.1% | 0.07% | −0.01 |
| NFLX Netflix Inc. | Add +5.4% | 0.04% | −0.01 |
| XLE SS Energy Select Sector | Add +0.7% | 0.25% | −0.01 |
| PEP Pepsico Inc. | Add +2.5% | 1.39% | −0.01 |
| MAA Mid-America Apartment Comm | Add +4.2% | 0.63% | −0.01 |
| MO Altria Group Inc. | Add +5.4% | 0.09% | −0.01 |
| KRE SS SPDR S&P Regional Bank | Add +0.6% | 0.76% | −0.02 |
| NKE Nike Inc. Class B | Add +2.6% | 0.17% | −0.02 |
| V Visa Inc. Class A | Add +0.4% | 1.12% | −0.03 |
| ADBE Adobe Inc. | Add +2.0% | 0.71% | −0.03 |
| PM Philip Morris International | Add +4.2% | 1.31% | −0.03 |
| MDT Medtronic PLC | Add +0.3% | 1.01% | −0.04 |
| ABT Abbott Laboratories | Add +0.8% | 0.39% | −0.05 |
| UNP Union Pacific Corp. | Add +1.8% | 0.96% | −0.06 |
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 |