SEC 13F Intelligence

Managers / Q2 2022 · view latest →

CITIZENS & NORTHERN CORP

CIK 0000810958 · 90-92 MAIN ST, WELLSBORO, PA, 16901 · 877-838-2517

Reported Value
$229M
Q2 2022
Positions
101
Filings on Record
22
2019–present window
Filed
Aug 4, 2022
original filing

Summary

Citizens & Northern Corp reported $229M in U.S.-listed holdings across 101 positions for Q2 2022.

Its largest position, Vanguard Russell 1000 Growth Etf, represents 12.8% of the portfolio.

Compared with Q1 2022, the fund opened 12 new positions and exited 11.

Portfolio Metrics

Turnover
+5.1%
vs prior filed quarter
Top-10 Concentration
+52.8%
share of reported value
Largest Position
+12.8%
Vanguard Russell 1000 Growth Etf
New / Exited
12 / 11
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $227MQ4 ’20Q1 ’21: $253MQ2 ’21: $267MQ3 ’21: $261MQ3 ’21Q4 ’21: $279MQ1 ’22: $271MQ2 ’22: $229MQ2 ’22Q3 ’22: $213MQ4 ’22: $242MQ1 ’23: $256MQ1 ’23Q2 ’23: $265MQ3 ’23: $249MQ4 ’23: $280MQ4 ’23Q1 ’24: $296MQ2 ’24: $320MQ3 ’24: $333MQ3 ’24Q4 ’24: $365MQ1 ’25: $355MQ2 ’25: $374MQ2 ’25Q3 ’25: $404MQ4 ’25: $404MQ1 ’26: $401MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 57.0%ETP: 41.8%REIT: 1.1%Other: 0.1%
  • Common Stock · 57.0% · $131M
  • ETP · 41.8% · $96M
  • REIT · 1.1% · $2M
  • Other · 0.1% · $312,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CZFSCitizens Financial Services IncNEW+86.7K86.7K+$6M$6M
iShares MSCI EAFE Small Cap Index ETFNEW+24.9K24.9K+$1M$1M
CDWCDW CorporationNEW+6.4K6.4K+$1M$1M
BIIBBiogen Idec IncNEW+4.7K4.7K+$953,000$953,000
FCXFreeport-McMoran, Inc.NEW+20.0K20.0K+$584,000$584,000
XLCCommunication Services Select Sector SPDR ETFNEW+7.4K7.4K+$402,000$402,000
iShares PHLX Semiconductor ETFNEW+1.0K1.0K+$359,000$359,000
XLFFinancials Select Sector SPDRNEW+11.3K11.3K+$356,000$356,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2022

50 positions
#IssuerClass% PortfolioValueShares
1Vanguard Russell 1000 Growth ETFVNG RUS1000GRW12.76%$29M520.3K
2Flexshares Morningstar Global Upstream Nat Res Index ETFMORNSTAR UPSTR8.72%$20M504.5K
3Fidelity MSCI Real Estate Index ETFMSCI RL EST ETF6.36%$15M536.9K
4iShares JPMorgan USD Emerging Markets Bond ETFJPMORGAN USD EMG4.62%$11M124.3K
5iShares S&P MidCap 400 Index FdCORE S&P MCP ETF3.94%$9M40.0K
6AAPLApple Computer Inchistory →COM3.77%$9M63.2K
7MSFTMicrosoft Corphistory →COM3.70%$8M33.0K
8CZNCCitizens & Northern Corphistory →COM3.44%$8M326.9K
9GOOGAlphabet Inc Class Chistory →CAP STK CL C2.86%$7M3.0K
10CZFSCitizens Financial Services Inchistory →COM2.64%$6M86.7K
11AMZNAmazon Communications Inchistory →COM1.69%$4M36.5K
12JPMJPMorgan Chase & Cohistory →COM1.45%$3M29.6K
13MAMastercard Inc Class Ahistory →CL A1.39%$3M10.1K
14ABTAbbott Labshistory →COM1.33%$3M28.0K
15COSTCostco Wholesale Corp (New)history →COM1.25%$3M6.0K
16CVSCVS Health Corporationhistory →COM1.21%$3M30.1K
17EXMOCExxon Mobil Corphistory →COM1.10%$3M29.6K
18PGProcter & Gamble Cohistory →COM1.10%$3M17.5K
19AMTAmerican Tower REIT Inchistory →COM1.07%$2M9.6K
20NKENike, Inc. Class BCL B0.98%$2M22.0K
21NVDANvidia CorpCOM0.95%$2M14.4K
22PFEPfizer IncCOM0.92%$2M40.4K
23METAMeta Platforms IncCL A0.89%$2M12.7K
24MDLZMondelez Intl Inc Class ACL A0.87%$2M32.3K
25JNJJohnson & JohnsonCOM0.85%$2M11.0K
26ELLauder (Estee) Cos Inc Class ACL A0.84%$2M7.6K
27CRMSalesforce, Inc.COM0.83%$2M11.5K
28CMCSAComcast Corp Class ACL A0.82%$2M48.0K
29CMGChipotle Mexican Grill Inc Corp CommonCOM0.80%$2M1.4K
30iShares Barclays MBS Bond Fund ETFMBS ETF0.79%$2M18.6K
31HDHome Depot IncCOM0.78%$2M6.6K
32GDGeneral Dynamics CorpCOM0.77%$2M8.0K
33PANWPalo Alto Networks Inc CommonCOM0.75%$2M3.5K
34NSCNorfolk Southern CorpCOM0.73%$2M7.3K
35MCDMcDonalds CorpCOM0.72%$2M6.7K
36HONGBPHoneywell Intl IncCOM0.72%$2M9.5K
37ICEIntercontinental Exchange Inc CommonCOM0.71%$2M17.4K
38TFCTruist Financial CorporationCOM0.71%$2M34.1K
39BMYBristol Myers Squibb CoCOM0.70%$2M21.0K
40KOCoca Cola CoCOM0.68%$2M24.7K
41NEENextera Energy IncCOM0.65%$1M19.3K
42DEDeere & CoCOM0.65%$1M4.9K
43ZBHZimmer Biomet Holdings, Inc.COM0.61%$1M13.4K
44IBMInternational Business MachinesCOM0.61%$1M9.9K
45iShares MSCI EAFE Small Cap Index ETFEAFE SML CP ETF0.59%$1M24.9K
46ADIAnalog Devices IncCOM0.58%$1M9.1K
47Vanguard Total International Bond Index Fund ETFTOTAL INT BD ETF0.58%$1M26.8K
48EOGEOG Resources, Inc.COM0.57%$1M11.8K
49CHVChevron CorpCOM0.54%$1M8.6K
50HALHalliburton CoCOM0.52%$1M38.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$401M119Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$404M124Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$404M121Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$374M118Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$355M118Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$365M126Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$333M126Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$320M118Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$296M109May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$280M111Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$249M97Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$265M97Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$256M99May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022$242M99Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$213M96Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$229M101Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$271M100May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$279M104Jan 24, 202213F-HRchanges · EDGAR ↗
Q3 2021$261M103Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$267M103Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$253M98May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$227M100Feb 9, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Citizens & Northern Bank028-14473

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.