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FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings

AUM $394M
1-Year Est. Return 18.41%
This Fund
S&P 500
This Quarter Est. Return
+6.61%
1 Year Est. Return
+18.41%
3 Year Est. Return
+60.91%
5 Year Est. Return
+87.82%
10 Year Est. Return
–
AUM
$354M
AUM Growth
+$34.3M
Cap. Flow
+$14.2M
Cap. Flow %
4.01%
Top 10 Hldgs %
34.93%
Holding
349
New
10
Increased
54
Reduced
50
Closed
16

Top Buys

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.46M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.11M
3
FRAF icon
Franklin Financial Services
FRAF
+$1.11M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$903K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$899K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$331K
2
AVGO icon
Broadcom
AVGO
+$199K
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$195K
4
JPM icon
JPMorgan Chase
JPM
+$194K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$193K

Sector Composition

Rank Sector Weight
1 Technology 11.31%
2 Financials 7.34%
3 Consumer Staples 3.6%
4 Healthcare 3.37%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYZ icon
226
iShares US Telecommunications ETF
IYZ
$1.24B
$24K 0.01%
750
– –
FLGB icon
227
Franklin FTSE United Kingdom ETF
FLGB
$924M
$23K 0.01%
712
– –
SCHY icon
228
Schwab International Dividend Equity ETF
SCHY
$2.53B
$23K 0.01%
822
– –
TGT icon
229
Target
TGT
$70.2B
$23K 0.01%
260
– –
VTEB icon
230
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
$23K 0.01%
453
– –
BA icon
231
Boeing
BA
$181B
$22K 0.01%
100
– –
FMC icon
232
FMC
FMC
$1.26B
$22K 0.01%
658
-200
-23% -$7.8K
FULT icon
233
Fulton Financial
FULT
$4.69B
$22K 0.01%
1,200
– –
FITB
234
Fifth Third Bancorp
FITB
$52.5B
$21K 0.01%
475
– –
PPG icon
235
PPG Industries
PPG
$25.5B
$21K 0.01%
200
– –
STT icon
236
State Street
STT
$52B
$21K 0.01%
180
– –
IESC icon
237
IES Holdings
IESC
$15B
$20K 0.01%
51
– –
EVRG icon
238
Evergy
EVRG
$19.3B
$19K 0.01%
250
– –
HWM icon
239
Howmet Aerospace
HWM
$111B
$19K 0.01%
99
– –
OXY icon
240
Occidental Petroleum
OXY
$57.8B
$19K 0.01%
406
– –
XYL icon
241
Xylem
XYL
$28B
$18K 0.01%
121
– –
NVT icon
242
nVent Electric
NVT
$27.7B
$17K ﹤0.01%
170
– –
SBUX icon
243
Starbucks
SBUX
$126B
$17K ﹤0.01%
200
– –
D icon
244
Dominion Energy
D
$60.2B
$16K ﹤0.01%
260
– –
EZU icon
245
iShare MSCI Eurozone ETF
EZU
$9.93B
$16K ﹤0.01%
251
– –
NRG icon
246
NRG Energy
NRG
$25.3B
$16K ﹤0.01%
100
– –
TXN icon
247
Texas Instruments
TXN
$252B
$16K ﹤0.01%
87
– –
VNQ icon
248
Vanguard Real Estate ETF
VNQ
$39B
$16K ﹤0.01%
175
-391
-69% -$35.5K
C icon
249
Citigroup
C
$231B
$15K ﹤0.01%
150
– –
DELL icon
250
Dell
DELL
$321B
$15K ﹤0.01%
103
– –
8 9
10
11 12

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AC
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HBFP
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GPC
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DCM
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Farmers & Merchants Trust Co of Chambersburg PA's Q3 2025 Portfolio in Review

As of Q3 2025, Farmers & Merchants Trust Co of Chambersburg PA held 349 positions worth $354M, up 11% from $320M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Farmers & Merchants Trust Co of Chambersburg PA deployed $14.2M of net new capital in Q3 2025, opening 10 new positions and adding to 54 existing holdings. Its largest new stake was iShares Bitcoin Trust: 193 shares worth $13K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was NVIDIA, an estimated $331K trimmed.

  • Farmers & Merchants Trust Co of Chambersburg PA's largest Q3 2025 buy was iShares Bitcoin Trust: 193 shares worth $13K.
  • Farmers & Merchants Trust Co of Chambersburg PA added most to Vanguard Intermediate-Term Bond ETF in Q3 2025, an estimated $2.46M increase.
  • Farmers & Merchants Trust Co of Chambersburg PA's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $331K.
  • Farmers & Merchants Trust Co of Chambersburg PA fully exited iShares S&P 500 Growth ETF in Q3 2025, selling an estimated $77K.
  • Farmers & Merchants Trust Co of Chambersburg PA's ten largest holdings make up 35% of its $354M portfolio in Q3 2025.
  • Farmers & Merchants Trust Co of Chambersburg PA opened 10 new positions and closed 16 in Q3 2025.
  • Farmers & Merchants Trust Co of Chambersburg PA's portfolio value rose 11% quarter-over-quarter to $354M.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2025, filed 27 Oct 2025.