Long-term investor
Citizens National Bank Trust Department @citizensnationalbanktrus
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001806425).
Record
- Tracked since 2025-06-30 (471 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days -7.3% · 6 months +4.1% · 1 year +5.5% · all +5.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.5% · long · since 2025-06-30
- 02079K107 · 5.0% · long · since 2025-06-30
- AVGO · 4.3% · long · since 2025-06-30
- AMAT · 3.5% · long · since 2025-06-30
- CAT · 3.1% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- 595112103 · 2.2% · long · since 2025-06-30
- 30231G102 · 2.1% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- 478160104 · 2.0% · long · since 2025-06-30
- JPM · 1.9% · long · since 2025-06-30
- BRK-B · 1.8% · long · since 2025-06-30