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Home > Institutional Investor > Citizens National Bank Trust Department > Profile

Instuitional Investor - Citizens National Bank Trust Department

Fund Profile
Filing Period:
Fund Name: Citizens National Bank Trust Department
Portfolio Value $394,154,470
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 125,826 $24,225,280 6.14%
2.
Alphabet Inc.
 GOOG 99,685 $14,048,607 3.56%
3.
Microsoft Corp
 MSFT 34,723 $13,057,237 3.31%
4.
Broadcom Inc.
 AVGO 9,351 $10,438,054 2.64%
5.
Unitedhealth Group Inc
 UNH 18,034 $9,494,360 2.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)