Location: Wellsboro, PA
CIK: 0000810958 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 27, 2026
Total Value: $401M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VONG | Vanguard Russell 1000 Growth ETF | 384,641 | $42.19M | 10.5% | $93.75 | — | VNG RUS1000GRW | 92206C680 |
| FREL | Fidelity MSCI Real Estate Index ETF | 1,119,933 | $30.14M | 7.5% | $25.48 | — | MSCI RL EST ETF | 316092857 |
| IGE | iShares North American Natural Resources ETF | 469,769 | $29.57M | 7.4% | $43.07 | — | NORTH AMERN NAT | 464287374 |
| IEMG | iShares Core MSCI Emerging Mkts ETF | 332,751 | $23.21M | 5.8% | $52.31 | — | CORE MSCI EMKT | 46434G103 |
| IJH | iShares S&P MidCap 400 Index Fd | 248,386 | $16.77M | 4.2% | $67.69 | — | CORE S&P MCP ETF | 464287507 |
| NVDA | Nvidia Corp | 82,890 | $14.46M | 3.6% | $96.23 | +93.9% | COM | 67066G104 |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | 238,467 | $14.12M | 3.5% | $46.94 | — | STATE STREET SPD | 78464A847 |
| AAPL | Apple Computer Inc | 53,614 | $13.61M | 3.4% | $100.07 | +162.6% | COM | 037833100 |
| EMB | iShares JPMorgan USD Emerging Markets Bond ETF | 135,929 | $12.77M | 3.2% | $103.83 | — | JPMORGAN USD EMG | 464288281 |
| GOOG | Alphabet Inc Class C | 40,148 | $11.52M | 2.9% | $109.26 | +196.2% | CAP STK CL C | 02079K107 |
| MSFT | Microsoft Corp | 29,660 | $10.98M | 2.7% | $119.28 | +264.4% | COM | 594918104 |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 238,023 | $9.25M | 2.3% | $32.59 | — | US CORE EQUITY 2 | 25434V708 |
| AMZN | Amazon Communications Inc | 39,101 | $8.144M | 2.0% | $141.97 | +59.8% | COM | 023135106 |
| CZNC | Citizens & Northern Corp | 359,853 | $8.039M | 2.0% | $14.49 | +52.3% | COM | 172922106 |
| CZFS | Citizens Financial Services Inc | 117,063 | $7.158M | 1.8% | $59.23 | +5.8% | COM | 174615104 |
| JPM | JPMorgan Chase & Co | 20,197 | $5.941M | 1.5% | $68.82 | +352.5% | COM | 46625H100 |
| META | Meta Platforms Inc | 9,981 | $5.71M | 1.4% | $237.45 | +176.1% | CL A | 30303M102 |
| AVDE | Avantis International Equity ETF | 54,809 | $4.65M | 1.2% | $68.73 | — | INTL EQT ETF | 025072703 |
| XOM | Exxon Mobil Corp | 26,103 | $4.429M | 1.1% | $54.37 | +155.2% | COM | 30231G102 |
| COST | Costco Wholesale Corp (New) | 4,302 | $4.287M | 1.1% | $222.89 | +332.4% | COM | 22160K105 |
| MA | Mastercard Inc Class A | 8,189 | $4.092M | 1.0% | $282.36 | +90.9% | CL A | 57636Q104 |
| MBB | iShares Barclays MBS Bond Fund ETF | 36,655 | $3.48M | 0.9% | $99.97 | — | MBS ETF | 464288588 |
| CAT | Caterpillar Inc | 4,487 | $3.179M | 0.8% | $484.73 | +41.2% | COM | 149123101 |
| ADI | Analog Devices Inc | 9,817 | $3.123M | 0.8% | $168.19 | +88.0% | COM | 032654105 |
| AMD | Advanced Micro Devices Inc | 15,313 | $3.115M | 0.8% | $123.39 | +79.7% | COM | 007903107 |
| TJX | Tjx Companies (New) | 16,962 | $2.709M | 0.7% | $44.58 | +246.0% | COM | 872540109 |
| PG | Procter & Gamble Co | 18,707 | $2.702M | 0.7% | $85.75 | +77.0% | COM | 742718109 |
| GLW | Corning Inc | 19,658 | $2.673M | 0.7% | $21.41 | +421.5% | COM | 219350105 |
| RTX | RTX Corporation | 13,777 | $2.658M | 0.7% | $139.31 | +41.1% | COM | 75513E101 |
| CSCO | Cisco Systems Inc | 32,671 | $2.535M | 0.6% | $47.94 | +62.5% | COM | 17275R102 |
| COR | Cencora, Inc. | 7,051 | $2.215M | 0.6% | $141.35 | +149.8% | COM | 03073E105 |
| GSK | GSK PLC ADR | 40,036 | $2.21M | 0.6% | $35.87 | — | SPONSORED ADR | 37733W204 |
| AVGO | Broadcom Inc Common | 6,886 | $2.131M | 0.5% | $217.24 | +53.8% | COM | 11135F101 |
| ETN | Eaton Corp | 5,937 | $2.123M | 0.5% | $339.38 | +4.2% | SHS | G29183103 |
| ORCL | Oracle Corp | 14,371 | $2.114M | 0.5% | $85.25 | +99.0% | COM | 68389X105 |
| SCHW | Charles Schwab Corp | 21,373 | $2.009M | 0.5% | $68.32 | +46.5% | COM | 808513105 |
| JNJ | Johnson & Johnson | 8,053 | $1.968M | 0.5% | $140.20 | +62.5% | COM | 478160104 |
| CVS | CVS Health Corporation | 27,288 | $1.96M | 0.5% | $56.48 | +38.1% | COM | 126650100 |
| MDT | Medtronic PLC | 22,600 | $1.958M | 0.5% | $99.51 | 0.0% | SHS | G5960L103 |
| HD | Home Depot Inc | 5,779 | $1.901M | 0.5% | $172.53 | +118.5% | COM | 437076102 |
| C | Citigroup Inc Common New | 16,626 | $1.886M | 0.5% | $105.67 | +9.9% | COM NEW | 172967424 |
| SPY | State Street SPDR S&P 500 ETF Trust | 2,877 | $1.871M | 0.5% | $293.32 | — | TR UNIT | 78462F103 |
| BA | Boeing Co | 9,252 | $1.841M | 0.5% | $226.33 | +5.4% | COM | 097023105 |
| GD | General Dynamics Corp | 5,272 | $1.809M | 0.5% | $156.18 | +127.0% | COM | 369550108 |
| SLB | SLB Limited | 34,991 | $1.798M | 0.4% | $37.56 | +28.6% | COM STK | 806857108 |
| EMR | Emerson Electric Co | 13,718 | $1.797M | 0.4% | $136.74 | +8.6% | COM | 291011104 |
| KO | Coca Cola Co | 23,347 | $1.776M | 0.4% | $37.38 | +100.0% | COM | 191216100 |
| BX | Blackstone Inc | 15,377 | $1.768M | 0.4% | $95.06 | +48.2% | COM | 09260D107 |
| CRM | Salesforce, Inc. | 8,947 | $1.67M | 0.4% | $132.04 | +63.4% | COM | 79466L302 |
| NEE | Nextera Energy Inc | 17,231 | $1.6M | 0.4% | $64.16 | +35.9% | COM | 65339F101 |
| CVX | Chevron Corp | 7,553 | $1.563M | 0.4% | $87.76 | +95.8% | COM | 166764100 |
| AVUS | Avantis US Equity ETF | 13,829 | $1.538M | 0.4% | $86.08 | — | US EQT ETF | 025072885 |
| AMT | American Tower REIT Inc | 8,773 | $1.514M | 0.4% | $96.65 | +80.9% | COM | 03027X100 |
| FCX | Freeport-McMoran, Inc. | 25,755 | $1.514M | 0.4% | $45.33 | +34.8% | CL B | 35671D857 |
| KKR | KKR & Co Inc | 16,365 | $1.514M | 0.4% | $123.01 | -6.7% | COM | 48251W104 |
| KLAC | KLA Corporation | 952 | $1.402M | 0.3% | $1462.03 | 0.0% | COM NEW | 482480100 |
| MDLZ | Mondelez Intl Inc Class A | 24,013 | $1.384M | 0.3% | $36.35 | +60.0% | CL A | 609207105 |
| TPR | Tapestry Inc Common | 9,795 | $1.382M | 0.3% | $117.71 | +18.6% | COM | 876030107 |
| PFE | Pfizer Inc | 48,483 | $1.361M | 0.3% | $24.77 | +5.7% | COM | 717081103 |
| OVV | Ovintiv Inc | 22,649 | $1.344M | 0.3% | $43.67 | 0.0% | COM | 69047Q102 |
| BIIB | Biogen Idec Inc | 7,137 | $1.308M | 0.3% | $164.27 | +11.6% | COM | 09062X103 |
| ICE | Intercontinental Exchange Inc Common | 8,181 | $1.287M | 0.3% | $60.41 | +173.1% | COM | 45866F104 |
| PYPL | Paypal Holdings, Inc. | 27,918 | $1.263M | 0.3% | $65.08 | -23.1% | COM | 70450Y103 |
| DIS | Disney Walt Co | 12,906 | $1.244M | 0.3% | $97.32 | +12.5% | COM | 254687106 |
| UNP | Union Pacific Corp | 5,049 | $1.225M | 0.3% | $86.78 | +180.4% | COM | 907818108 |
| BNDX | Vanguard Total International Bond Index Fund ETF | 25,151 | $1.209M | 0.3% | $54.75 | — | TOTAL INT BD ETF | 92203J407 |
| PANW | Palo Alto Networks Inc Common | 7,495 | $1.202M | 0.3% | $138.69 | +24.1% | COM | 697435105 |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | 2,543 | $1.178M | 0.3% | $267.97 | — | UT SER 1 | 78467X109 |
| BMY | Bristol Myers Squibb Co | 18,997 | $1.152M | 0.3% | $44.04 | +30.4% | COM | 110122108 |
| INTU | Intuit | 2,621 | $1.133M | 0.3% | $622.10 | -20.0% | COM | 461202103 |
| ACN | Accenture PLC | 5,677 | $1.126M | 0.3% | $335.78 | -24.6% | SHS CLASS A | G1151C101 |
| ZBH | Zimmer Biomet Holdings, Inc. | 12,228 | $1.106M | 0.3% | $98.83 | -7.3% | COM | 98956P102 |
| MRSH | Marsh | 6,340 | $1.1M | 0.3% | $122.45 | +48.1% | COM | 571748102 |
| YUM | YUM Brands Inc | 6,926 | $1.077M | 0.3% | $157.36 | 0.0% | COM | 988498101 |
| NFLX | Netflix Inc Corp | 11,003 | $1.058M | 0.3% | $107.81 | -22.2% | COM | 64110L106 |
| ADBE | Adobe Systems Inc | 4,059 | $987K | 0.2% | $507.14 | -42.8% | COM | 00724F101 |
| BDX | Becton, Dickinson & Co. | 6,153 | $967K | 0.2% | $207.04 | -18.9% | COM | 075887109 |
| MCD | McDonalds Corp | 3,062 | $952K | 0.2% | $82.48 | +284.6% | COM | 580135101 |
| NKE | Nike, Inc. Class B | 17,058 | $901K | 0.2% | $57.91 | +10.5% | CL B | 654106103 |
| PCAR | Paccar Inc | 7,579 | $875K | 0.2% | $122.99 | 0.0% | COM | 693718108 |
| HYG | iShares iBoxx $ High Yield Corp Bond ETF | 10,976 | $873K | 0.2% | $82.10 | — | IBOXX HI YD ETF | 464288513 |
| SPTL | State Street SPDR Portfolio Long Term Treasury ETF | 33,014 | $868K | 0.2% | $35.62 | — | STATE STREET SPD | 78464A664 |
| IWF | iShares Trust Russell 1000 Growth ETF | 2,032 | $866K | 0.2% | $155.79 | — | RUS 1000 GRW ETF | 464287614 |
| AVEM | Avantis Emerging Markets Equity ETF | 10,143 | $817K | 0.2% | $64.84 | — | AVANTIS EMGMKT | 025072604 |
| SPTS | State Street SPDR Portfolio Short Term Treasury ETF | 27,959 | $816K | 0.2% | $29.29 | — | STATE STREET SPD | 78468R101 |
| VZ | Verizon Communications | 15,440 | $775K | 0.2% | $34.64 | +26.5% | COM | 92343V104 |
| MTB | M & T Bank Corp | 3,642 | $753K | 0.2% | $186.91 | +18.3% | COM | 55261F104 |
| BRK/B | Berkshire Hathaway Inc Class B New | 1,449 | $694K | 0.2% | $303.16 | +62.8% | CL B NEW | 084670702 |
| IBM | International Business Machines | 2,783 | $675K | 0.2% | $109.53 | +159.2% | COM | 459200101 |
| IWD | iShares Russell 1000 Value ETF | 3,029 | $647K | 0.2% | $126.52 | — | RUS 1000 VAL ETF | 464287598 |
| SUB | iShares Short-Term National Muni Bond ETF | 5,929 | $631K | 0.2% | $105.43 | — | SHRT NAT MUN ETF | 464288158 |
| BBWI | Bath & Body Works | 33,341 | $622K | 0.2% | $30.68 | -27.0% | COM | 070830104 |
| VIG | Vanguard Dividend Appreciation Index ETF | 2,866 | $616K | 0.2% | $140.29 | — | DIV APP ETF | 921908844 |
| DFIC | DFA Dimensional International Core Equity 2 ETF | 17,326 | $616K | 0.2% | $26.74 | — | INTL CORE EQUITY | 25434V799 |
| TIP | iShares Barclays TIPS Bond Fund | 5,540 | $611K | 0.2% | $113.57 | — | TIPS BD ETF | 464287176 |
| ITW | Illinois Tool Works Inc | 1,914 | $498K | 0.1% | $150.18 | +81.9% | COM | 452308109 |
| DE | Deere & Co | 880 | $496K | 0.1% | $162.09 | +240.1% | COM | 244199105 |
| T | AT&T Inc | 17,037 | $494K | 0.1% | $15.44 | +66.8% | COM | 00206R102 |
| DFEM | DFA Dimensional Emerging Markets Core Equity 2 ETF | 12,833 | $443K | 0.1% | $29.21 | — | EMERGING MKTS CO | 25434V732 |
| ROP | Roper Industries Inc New | 1,115 | $395K | 0.1% | $223.58 | +69.1% | COM | 776696106 |
| NFG | National Fuel Gas Co N J | 4,012 | $377K | 0.1% | $49.65 | +68.3% | COM | 636180101 |
| NSC | Norfolk Southern Corp | 1,270 | $364K | 0.1% | $124.60 | +139.3% | COM | 655844108 |
| LLY | Eli Lilly & Co | 389 | $358K | 0.1% | $706.13 | +48.3% | COM | 532457108 |
| ABT | Abbott Labs | 3,376 | $347K | 0.1% | $50.93 | +126.6% | COM | 002824100 |
| CMI | Cummins Inc | 603 | $324K | 0.1% | $380.68 | +51.2% | COM | 231021106 |
| DGX | Quest Diagnostics Inc | 1,550 | $304K | 0.1% | $148.13 | +28.7% | COM | 74834L100 |
| CMCSA | Comcast Corp Class A | 10,554 | $303K | 0.1% | $34.47 | -13.5% | CL A | 20030N101 |
| VT | Vanguard Total World Stock Index Fund ETF | 2,000 | $277K | 0.1% | $102.88 | — | TT WRLD ST ETF | 922042742 |
| IVV | iShares Core S&P 500 ETF | 405 | $265K | 0.1% | $336.60 | — | CORE S&P500 ETF | 464287200 |
| LOW | Lowes Cos Inc | 1,105 | $261K | 0.1% | $182.78 | +48.5% | COM | 548661107 |
| EOG | EOG Resources, Inc. | 1,775 | $257K | 0.1% | $67.43 | +66.3% | COM | 26875P101 |
| HON | Honeywell Intl Inc | 1,103 | $249K | 0.1% | $131.74 | +71.5% | COM | 438516106 |
| HAL | Halliburton Co | 6,182 | $241K | 0.1% | $23.90 | +40.3% | COM | 406216101 |
| ROK | Rockwell Automation Inc Common | 666 | $239K | 0.1% | $282.18 | +45.4% | COM | 773903109 |
| VNQ | Vanguard REIT Index ETF | 2,683 | $238K | 0.1% | $91.42 | — | REAL ESTATE ETF | 922908553 |
| IMO | Imperial Oil Ltd | 1,800 | $235K | 0.1% | $104.95 | 0.0% | COM NEW | 453038408 |
| GOOGL | Alphabet Inc Class A | 807 | $232K | 0.1% | $209.20 | +54.5% | CAP STK CL A | 02079K305 |
| WAT | Waters Corp | 756 | $225K | 0.1% | $367.10 | 0.0% | COM | 941848103 |
| VTEB | Vanguard Tax-Exempt Bond Index ETF | 4,503 | $225K | 0.1% | $51.06 | — | TAX EXEMPT BD | 922907746 |