Citizens National Bank Trust Department

CIK: 0001806425Latest portfolio: $579.7M · Q4 2025

Holdings

366

Total Value

$579.7M

New Positions

363

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLApple Inc
130,762$35.5M6.13%NEW
2
GOOGAlphabet Inc Cap Stk Cl C
98,226$30.8M5.32%NEW
3
AVGOBroadcom Inc
79,666$27.6M4.76%NEW
4
MSFTMicrosoft Corporation
36,540$17.7M3.05%NEW
5
AMZNAmazon Com Inc
72,278$16.7M2.88%NEW
6
JPMJ.P. Morgan Chase and Co.
40,517$13.1M2.25%NEW
7
BRK/BBerkshire Hathaway Inc Class B
23,559$11.8M2.04%NEW
8
CATCaterpillar, Inc
20,518$11.8M2.03%NEW
9
JNJJohnson & Ordinary Shares
54,114$11.2M1.93%NEW
10
4I1Philip Morris Intl Inc
63,737$10.2M1.76%NEW
11
NVDANvidia Corp Com
54,639$10.2M1.76%NEW
12
XOMExxon-Mobil
82,553$9.9M1.71%NEW
13
RTXRaytheon Technologies Corp
52,141$9.6M1.65%NEW
14
ABBVAbbvie Inc. Com
41,382$9.5M1.63%NEW
15
AMATApplied Matls Inc
34,994$9.0M1.55%NEW
16
IJHiShares Tr S P Midcap 400 Index FD
133,211$8.8M1.52%NEW
17
CVXChevron Corp
57,027$8.7M1.50%NEW
18
IJRBlackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf
70,651$8.5M1.46%NEW
19
ETNEaton Corp. PLC
26,628$8.5M1.46%NEW
20
AFLAFLAC Inc.
76,838$8.5M1.46%NEW
21
WMTWal-Mart Stores
70,586$7.9M1.36%NEW
22
VVISA Inc
22,305$7.8M1.35%NEW
23
PGProcter and Gamble Co.
47,113$6.8M1.16%NEW
24
NEENextera Energy
83,239$6.7M1.15%NEW
25
LOWLowes Companies Inc
27,074$6.5M1.13%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($InfinityT)
Technology0.0% ($3.5548275721767113e+123T)
Industrials0.0% ($1.175495628481352e+94T)
Healthcare0.0% ($1.1198945557874574e+82T)
Energy0.0% ($9.934869133621477e+56T)
Consumer Defensive0.0% ($7.863675160285834e+53T)
Unknown0.0% ($1.1841102233774274e+52T)
Consumer Cyclical0.0% ($1.6683652940543242e+51T)
Utilities0.0% ($6.682313625872306e+36T)
Communication Services0.0% ($3.0823473045682343e+27T)
Basic Materials0.0% ($4.159368685180372e+26T)
Real Estate0.0% ($1720342924.6T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 30, 2026$579.7M366
Q3 2025Oct 23, 2025$560.4B0
Q2 2025Jul 23, 2025$501.4B376
Q1 2025Apr 25, 2025$468.1B400

Fund Information

CIK0001806425
Most Recent FilingJan 30, 2026
Number of Filings4

Citizens National Bank Trust Department is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $579.7M across 366 holdings. The largest position is Apple Inc (AAPL), representing 6.1% of the portfolio. Compared to the previous quarter, the fund opened 366 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.