CITIZENS & NORTHERN CORP

data from 30/09/2025

Capitalization

$ 403.535 M 8.00 %

Average holding period

25 ans

Performance

$ 259.767 M 35 165.91 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CITIZENS & NORTHERN CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VONG Vanguard Russell 1000 Growth ETF 11.85% 47.811 M $ 396768 2018/12/31 4.509 M $ 10.35 %
2025/09/30 IGE iShares North American Natural Resources ETF 6.02% 24.304 M $ 495504 2024/12/31 2.377 M $ 10.85 %
2025/09/30 IEMG iShares Core MSCI Emerging Mkts ETF 5.83% 23.519 M $ 356787 2024/12/31 2.105 M $ 9.81 %
2025/09/30 FREL Fidelity MSCI Real Estate Index ETF 5.67% 22.869 M $ 822330 2020/06/30 631.408 K $ 2.85 %
2025/09/30 IJH iShares S&P MidCap 400 Index Fd 4.18% 16.858 M $ 258315 2012/12/31 838.188 K $ 5.22 %
2025/09/30 NVDA Nvidia Corp 4.07% 16.425 M $ 88031 2018/09/30 2.518 M $ 18.10 %
2025/09/30 MSFT Microsoft Corp 4.01% 16.176 M $ 31231 2012/12/31 645.469 K $ 4.13 %
2025/09/30 AAPL Apple Computer Inc 3.65% 14.735 M $ 57868 2014/12/31 2.877 M $ 24.11 %
2025/09/30 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.29% 13.290 M $ 232382 2022/12/31 652.498 K $ 5.17 %
2025/09/30 EMB iShares JPMorgan USD Emerging Markets Bond ETF 3.08% 12.438 M $ 130662 2019/09/30 333.999 K $ 2.77 %
2025/09/30 GOOG Alphabet Inc Class C 2.73% 11.005 M $ 45184 2016/03/31 2.963 M $ 37.30 %
2025/09/30 DFAC Dimensional U.S. Core Equity 2 ETF 2.22% 8.964 M $ 232401 2023/12/31 440.106 K $ 7.62 %
2025/09/30 AMZN Amazon Communications Inc 2.18% 8.782 M $ 39998 2018/12/31 7.216 K $ 0.08 %
2025/09/30 JPM JPMorgan Chase & Co 1.93% 7.783 M $ 24674 2014/03/31 635.473 K $ 8.80 %
2025/09/30 CZFS Citizens Financial Services Inc 1.75% 7.058 M $ 117081 2022/06/30 182.646 K $ 2.66 %
2025/09/30 META Meta Platforms Inc 1.59% 6.399 M $ 8713 2018/06/30 -31.983 K $ -0.50 %
2025/09/30 CZNC Citizens & Northern Corp 1.58% 6.361 M $ 321089 2012/12/31 281.141 K $ 4.59 %
2025/09/30 MA Mastercard Inc Class A 1.15% 4.651 M $ 8176 2018/06/30 56.114 K $ 1.22 %
2025/09/30 COST Costco Wholesale Corp (New) 1.05% 4.252 M $ 4594 2014/12/31 -294.604 K $ -6.50 %
2025/09/30 ORCL Oracle Corp 1.01% 4.073 M $ 14484 2012/12/31 904.839 K $ 28.64 %
2025/09/30 AVDE Avantis International Equity ETF 1.00% 4.028 M $ 51058 2023/12/31 150.968 K $ 6.61 %
2025/09/30 MBB iShares Barclays MBS Bond Fund ETF 0.81% 3.271 M $ 34380 2021/03/31 43.318 K $ 1.34 %
2025/09/30 XOM Exxon Mobil Corp 0.77% 3.107 M $ 27555 2012/12/31 136.610 K $ 4.59 %
2025/09/30 ABT Abbott Labs 0.73% 2.930 M $ 21875 2012/12/31 -45.117 K $ -1.52 %
2025/09/30 PG Procter & Gamble Co 0.71% 2.882 M $ 18756 2012/12/31 -106.363 K $ -3.56 %
2025/09/30 NSC Norfolk Southern Corp 0.71% 2.869 M $ 9550 2014/12/31 422.757 K $ 17.36 %
2025/09/30 HD Home Depot Inc 0.66% 2.666 M $ 6579 2012/12/31 253.350 K $ 10.51 %
2025/09/30 BX Blackstone Inc 0.66% 2.666 M $ 15602 2021/06/30 331.960 K $ 14.22 %
2025/09/30 AMD Advanced Micro Devices Inc 0.64% 2.586 M $ 15985 2024/09/30 323.152 K $ 14.02 %
2025/09/30 GD General Dynamics Corp 0.64% 2.572 M $ 7542 2012/12/31 377.253 K $ 16.92 %
2025/09/30 TJX Tjx Companies (New) 0.63% 2.523 M $ 17457 2012/12/31 368.038 K $ 17.05 %
2025/09/30 ABC Cencora, Inc. 0.58% 2.329 M $ 7451 2021/12/31 0.000 $ 0.00 %
2025/09/30 CSCO Cisco Systems Inc 0.58% 2.329 M $ 34033 2021/12/31 -32.630 K $ -1.38 %
2025/09/30 AVGO Broadcom Inc Common 0.53% 2.152 M $ 6523 2024/12/31 369.619 K $ 19.68 %
2025/09/30 CVS CVS Health Corporation 0.53% 2.130 M $ 28256 2014/12/31 181.556 K $ 9.29 %
2025/09/30 SCHW Charles Schwab Corp 0.52% 2.110 M $ 22098 2023/03/31 92.823 K $ 4.64 %
2025/09/30 CRM Salesforce, Inc. 0.52% 2.097 M $ 8850 2014/12/31 -314.821 K $ -13.09 %
2025/09/30 MDLZ Mondelez Intl Inc Class A 0.49% 1.971 M $ 31559 2014/12/31 -159.094 K $ -7.37 %
2025/09/30 HON Honeywell Intl Inc 0.48% 1.938 M $ 9209 2018/03/31 -204.016 K $ -9.61 %
2025/09/30 CMG Chipotle Mexican Grill Inc Corp Common 0.47% 1.887 M $ 48140 2020/03/31 -822.441 K $ -30.20 %
2025/09/30 RTX RTX Corporation 0.47% 1.886 M $ 11271 2025/06/30 242.571 K $ 14.59 %
2025/09/30 SPY SPDR S&P 500 ETF Trust 0.46% 1.861 M $ 2793 2018/03/31 134.985 K $ 7.82 %
2025/09/30 AMT American Tower REIT Inc 0.45% 1.799 M $ 9352 2014/12/31 -266.967 K $ -12.99 %
2025/09/30 GSK GSK PLC ADR 0.44% 1.792 M $ 41530 2022/12/31 197.235 K $ 12.40 %
2025/09/30 ADI Analog Devices Inc 0.43% 1.748 M $ 7116 2020/09/30 54.059 K $ 3.23 %
2025/09/30 ETN Eaton Corp 0.42% 1.715 M $ 4582 2024/09/30 78.187 K $ 4.83 %
2025/09/30 NOW Servicenow Inc 0.42% 1.708 M $ 1856 2024/09/30 -199.753 K $ -10.49 %
2025/09/30 KO Coca Cola Co 0.40% 1.622 M $ 24453 2016/09/30 -108.034 K $ -6.26 %
2025/09/30 GLW Corning Inc 0.40% 1.613 M $ 19658 2012/12/31 578.731 K $ 55.98 %
2025/09/30 PANW Palo Alto Networks Inc Common 0.39% 1.571 M $ 7715 2020/09/30 -7.907 K $ -0.50 %
2025/09/30 TFC Truist Financial Corporation 0.39% 1.570 M $ 34348 2020/09/30 99.579 K $ 6.35 %
2025/09/30 BLK Blackrock Funding Inc 0.38% 1.532 M $ 1314 2024/12/31 163.501 K $ 11.11 %
2025/09/30 JNJ Johnson & Johnson 0.38% 1.529 M $ 8245 2012/12/31 278.871 K $ 21.39 %
2025/09/30 DIS Disney Walt Co 0.37% 1.504 M $ 13134 2012/12/31 -123.934 K $ -7.67 %
2025/09/30 AVUS Avantis US Equity ETF 0.37% 1.503 M $ 13829 2023/12/31 90.801 K $ 7.82 %
2025/09/30 PYPL Paypal Holdings, Inc. 0.37% 1.489 M $ 22206 2024/03/31 -158.355 K $ -9.77 %
2025/09/30 ICE Intercontinental Exchange Inc Common 0.36% 1.451 M $ 8612 2014/12/31 -128.689 K $ -8.17 %
2025/09/30 ADBE Adobe Systems Inc 0.36% 1.434 M $ 4065 2021/06/30 -138.772 K $ -8.82 %
2025/09/30 CMCSA Comcast Corp Class A 0.35% 1.419 M $ 45149 2017/09/30 -191.722 K $ -11.96 %
2025/09/30 ACN Accenture PLC 0.35% 1.412 M $ 5724 2012/12/31 -276.091 K $ -17.49 %
2025/09/30 BA Boeing Co 0.34% 1.366 M $ 6331 2018/12/31 39.790 K $ 3.01 %
2025/09/30 NEE Nextera Energy Inc 0.34% 1.366 M $ 18099 2020/03/31 109.217 K $ 8.74 %
2025/09/30 MMC Marsh & McLennan Cos Inc 0.34% 1.356 M $ 6728 2019/09/30 -114.722 K $ -7.83 %
2025/09/30 PFE Pfizer Inc 0.31% 1.268 M $ 49753 2012/12/31 61.919 K $ 5.12 %
2025/09/30 ZBH Zimmer Biomet Holdings, Inc. 0.31% 1.266 M $ 12848 2014/12/31 94.099 K $ 7.99 %
2025/09/30 BDX Becton, Dickinson & Co. 0.31% 1.265 M $ 6756 2023/06/30 98.009 K $ 8.66 %
2025/09/30 SLB SLB Limited 0.31% 1.246 M $ 36247 2012/12/31 20.667 K $ 1.69 %
2025/09/30 CVX Chevron Corp 0.30% 1.218 M $ 7842 2012/12/31 97.296 K $ 8.45 %
2025/09/30 CARR Carrier Global Corp 0.30% 1.206 M $ 20194 2025/06/30 -270.555 K $ -18.43 %
2025/09/30 UNP Union Pacific Corp 0.30% 1.192 M $ 5044 2015/12/31 33.305 K $ 2.73 %
2025/09/30 DIA SPDR Dow Jones Industrial Average ETF Trust 0.29% 1.179 M $ 2543 2018/03/31 58.717 K $ 5.24 %
2025/09/30 NKE Nike, Inc. Class B 0.29% 1.171 M $ 16798 2012/12/31 -21.497 K $ -1.84 %
2025/09/30 BNDX Vanguard Total International Bond Index Fund ETF 0.28% 1.118 M $ 22612 2019/03/31 -1.130 K $ -0.10 %
2025/09/30 FDX Fedex Corp 0.26% 1.065 M $ 4518 2024/09/30 41.046 K $ 3.74 %
2025/09/30 EOG EOG Resources, Inc. 0.25% 1.003 M $ 8947 2015/09/30 -66.818 K $ -6.26 %
2025/09/30 IWF iShares Trust Russell 1000 Growth ETF 0.25% 1.001 M $ 2136 2018/03/31 93.620 K $ 10.32 %
2025/09/30 CDW CDW Corporation 0.24% 986.899 K $ 6196 2022/06/30 -129.415 K $ -10.81 %
2025/09/30 BIIB Biogen Idec Inc 0.24% 980.000 K $ 6996 2022/06/30 101.835 K $ 11.54 %
2025/09/30 MCD McDonalds Corp 0.24% 964.243 K $ 3173 2012/12/31 37.070 K $ 4.01 %
2025/09/30 BBWI Bath & Body Works 0.23% 915.974 K $ 35558 2022/12/31 -148.721 K $ -14.02 %
2025/09/30 DD DuPont de Nemours Inc 0.22% 893.825 K $ 11474 2019/06/30 105.910 K $ 13.57 %
2025/09/30 BMY Bristol Myers Squibb Co 0.22% 884.186 K $ 19605 2017/03/31 -23.378 K $ -2.57 %
2025/09/30 VIG Vanguard Dividend Appreciation Index ETF 0.21% 863.376 K $ 4001 2020/09/30 45.847 K $ 5.43 %
2025/09/30 SPTL SPDR Portfolio Long Term Treasury ETF 0.20% 819.172 K $ 30396 2021/09/30 11.300 K $ 1.39 %
2025/09/30 IBM International Business Machines 0.20% 806.695 K $ 2859 2012/12/31 -36.080 K $ -4.28 %
2025/09/30 BRK-B Berkshire Hathaway Inc Class B New 0.19% 766.176 K $ 1524 2020/09/30 26.710 K $ 3.49 %
2025/09/30 AVEM Avantis Emerging Markets Equity ETF 0.19% 761.841 K $ 10143 2023/12/31 39.571 K $ 9.59 %
2025/09/30 VZ Verizon Communications 0.18% 731.328 K $ 16640 2012/12/31 10.651 K $ 1.57 %
2025/09/30 FCX Freeport-McMoran, Inc. 0.18% 714.549 K $ 18219 2022/06/30 -74.418 K $ -9.53 %
2025/09/30 HAL Halliburton Co 0.17% 685.799 K $ 27878 2017/12/31 126.916 K $ 20.71 %
2025/09/30 MTB M & T Bank Corp 0.17% 668.746 K $ 3384 2024/12/31 14.124 K $ 1.87 %
2025/09/30 SUB iShares Short-Term National Muni Bond ETF 0.16% 633.099 K $ 5929 2023/12/31 2.608 K $ 0.41 %
2025/09/30 SPTS SPDR Portfolio Short Term Treasury ETF 0.15% 595.020 K $ 20294 2025/06/30 567.000 $ 0.10 %
2025/09/30 IWD iShares Russell 1000 Value ETF 0.14% 573.920 K $ 2819 2018/03/31 27.771 K $ 4.82 %
2025/09/30 TIP iShares Barclays TIPS Bond Fund 0.14% 571.003 K $ 5134 2021/03/31 6.058 K $ 1.07 %
2025/09/30 HYG iShares iBoxx $ High Yield Corp Bond ETF 0.14% 569.873 K $ 7019 2019/09/30 3.790 K $ 0.67 %
2025/09/30 DFIC DFA Dimensional International Core Equity 2 ETF 0.14% 568.120 K $ 17326 2023/12/31 29.454 K $ 5.47 %
2025/09/30 ROP Roper Industries Inc New 0.14% 556.039 K $ 1115 2017/09/30 -75.987 K $ -12.02 %
2025/09/30 CAT Caterpillar Inc 0.13% 539.180 K $ 1130 2022/12/31 84.581 K $ 22.91 %
2025/09/30 ITW Illinois Tool Works Inc 0.12% 489.186 K $ 1876 2017/09/30 25.344 K $ 5.46 %