SEC 13F Intelligence

Managers / Q2 2023 · view latest →

CITIZENS & NORTHERN CORP

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

Reported Value
$265M
Q2 2023
Positions
97
Filings on Record
22
2019–present window
Filed
Aug 11, 2023
original filing

Summary

Citizens & Northern Corp reported $265M in U.S.-listed holdings across 97 positions for Q2 2023.

Its largest position, Vanguard Russell 1000 Growth Etf, represents 13.4% of the portfolio.

Compared with Q1 2023, the fund opened 2 new positions and exited 4.

Portfolio Metrics

Turnover
+3.2%
vs prior filed quarter
Top-10 Concentration
+51.2%
share of reported value
Largest Position
+13.4%
Vanguard Russell 1000 Growth Etf
New / Exited
2 / 4
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: 57.5%ETP: 41.1%REIT: 0.7%ADR: 0.6%Other: 0.1%
  • Common Stock · 57.5% · $152M
  • ETP · 41.1% · $109M
  • REIT · 0.7% · $2M
  • ADR · 0.6% · $2M
  • Other · 0.1% · $222,178

Quarter-over-Quarter Changes full breakdown →

vs Q1 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BDXBecton, Dickinson & Co.NEW+4.8K4.8K+$1M$1M
MASMasco CorpNEW+21.3K21.3K+$1M$1M
DYHTarget CorpSOLD OUT1.4K0$238,673$0
DHRDanaher CorpSOLD OUT8340$210,201$0
SYYSYSCO CorpSOLD OUT2.7K0$205,663$0
NFGNational Fuel Gas Co N JSOLD OUT3.5K0$202,783$0
DEDeere & CoTRIMMED3.9K985$2M$399,112
BBWIBath & Body WorksADDED+14.2K32.9K+$550,942$1M

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

Holdings — Q2 2023

50 positions
#IssuerClass% PortfolioValueShares
1Vanguard Russell 1000 Growth ETFVNG RUS1000GRW13.38%$35M500.2K
2Flexshares Morningstar Global Upstream Nat Res Index ETFMORNSTAR UPSTR7.76%$21M512.7K
3Fidelity MSCI Real Estate Index ETFMSCI RL EST ETF6.32%$17M666.6K
4AAPLApple Computer Inchistory →COM4.33%$11M59.1K
5MSFTMicrosoft Corphistory →COM4.33%$11M33.6K
6iShares JPMorgan USD Emerging Markets Bond ETFJPMORGAN USD EMG3.38%$9M103.4K
7iShares S&P MidCap 400 Index FdCORE S&P MCP ETF3.28%$9M33.1K
8SPDR Portfolio S&P 400 Mid Cap ETFPORTFOLIO S&P4003.24%$9M186.9K
9GOOGAlphabet Inc Class Chistory →CAP STK CL C2.74%$7M59.9K
10CZFSCitizens Financial Services Inchistory →COM2.46%$7M87.4K
11CZNCCitizens & Northern Corphistory →COM2.33%$6M319.0K
12NVDANvidia Corphistory →COM1.77%$5M11.1K
13AMZNAmazon Communications Inchistory →COM1.77%$5M35.9K
14MAMastercard Inc Class Ahistory →CL A1.58%$4M10.6K
15JPMJPMorgan Chase & Cohistory →COM1.46%$4M26.6K
16COSTCostco Wholesale Corp (New)history →COM1.22%$3M6.0K
17EXMOCExxon Mobil Corphistory →COM1.20%$3M29.7K
18METAMeta Platforms Inchistory →CL A1.17%$3M10.8K
19PGProcter & Gamble Cohistory →COM1.11%$3M19.4K
20ABTAbbott LabsCOM0.96%$3M23.3K
21NKENike, Inc. Class BCL B0.91%$2M21.7K
22MDLZMondelez Intl Inc Class ACL A0.90%$2M32.8K
23CRMSalesforce, Inc.COM0.90%$2M11.2K
24CMGChipotle Mexican Grill Inc Corp CommonCOM0.87%$2M1.1K
25iShares Barclays MBS Bond Fund ETFMBS ETF0.83%$2M23.5K
26CVSCVS Health CorporationCOM0.80%$2M30.6K
27HDHome Depot IncCOM0.78%$2M6.6K
28IBMInternational Business MachinesCOM0.75%$2M14.9K
29HONGBPHoneywell Intl IncCOM0.75%$2M9.6K
30ZBHZimmer Biomet Holdings, Inc.COM0.75%$2M13.6K
31CMCSAComcast Corp Class ACL A0.75%$2M47.6K
32MCDMcDonalds CorpCOM0.74%$2M6.6K
33PANWPalo Alto Networks Inc CommonCOM0.73%$2M7.6K
34AMTAmerican Tower REIT IncCOM0.72%$2M9.8K
35NSCNorfolk Southern CorpCOM0.71%$2M8.3K
36ADIAnalog Devices IncCOM0.70%$2M9.6K
37SLBSchlumberger LtdCOM STK0.69%$2M37.4K
38GWWW W Grainger IncCOM0.68%$2M2.3K
39CSCOCisco Systems IncCOM0.67%$2M34.2K
40GDGeneral Dynamics CorpCOM0.65%$2M8.0K
41ORCLOracle CorpCOM0.62%$2M13.8K
42ICEIntercontinental Exchange Inc CommonCOM0.58%$2M13.5K
43TJXTjx Companies (New)COM0.57%$2M17.9K
44ELLauder (Estee) Cos Inc Class ACL A0.57%$2M7.7K
45GSKGSK PLC ADRSPONSORED ADR0.57%$2M42.4K
46KOCoca Cola CoCOM0.57%$2M25.0K
47BXBlackstone IncCOM0.56%$1M16.0K
48PFEPfizer IncCOM0.54%$1M39.2K
49TFCTruist Financial CorporationCOM0.54%$1M47.1K
50ABGAmerisourcebergen CorpCOM0.53%$1M7.3K

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 ↗.