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FARMERS TRUST COMPANY

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YOUNGSTOWN OH Trust
13F Summary
Farmers Trust Company is based out of Youngstown. Their last reported 13F filing for Q4 2023 included $479,435,829 in managed 13F securities and a top 10 holdings concentration of 34.08%. Farmers Trust Company's largest holding is SPDR S&P 500 ETF TRUST with shares held of 96,195. Whalewisdom has at least 78 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 9.54%
MSFT Microsoft Corp. 4.72%
AAPL Apple Inc 4.41%
JPM JPMorgan Chase & Co. 3.13%
GOOGL Alphabet Inc. Class 2.71%

2023-12-31

13F Activity

Market Value $479m, Prior: $433m
New Purchases 13 stocks
Added To 59 stocks
Sold out of 1 stocks
Reduced holdings in 62 stocks
Top 10 Holdings % 34.08%
Turnover %[1] 8.48%
Turnover Alt %[2] 5.12%
Time Held Top 20 22.9 quarters
Time Held Top 10 21 quarters
Time Held All 32.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance