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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
+1.03%
1 Year Est. Return
+18.41%
3 Year Est. Return
+60.91%
5 Year Est. Return
+87.82%
10 Year Est. Return
–
AUM
$282M
AUM Growth
+$18M
Cap. Flow
+$18.6M
Cap. Flow %
6.58%
Top 10 Hldgs %
33.82%
Holding
417
New
32
Increased
84
Reduced
57
Closed
12

Top Buys

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.73M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.83M
3
GS icon
Goldman Sachs
GS
+$1.95M
4
IBM icon
IBM
IBM
+$1.82M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.78M

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$2.03M
2
NOC icon
Northrop Grumman
NOC
+$1.65M
3
ELV icon
Elevance Health
ELV
+$1.26M
4
NVO
Novo Nordisk
NVO
+$1.07M
5
PSX icon
Phillips 66
PSX
+$970K

Sector Composition

Rank Sector Weight
1 Technology 10.1%
2 Financials 7.96%
3 Consumer Staples 4.52%
4 Healthcare 4.27%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZBH icon
276
Zimmer Biomet
ZBH
$18.8B
$14K 0.01%
123
– –
SAIL
277
SailPoint Inc
SAIL
$11.3B
$14K 0.01%
+750
New +$16.3K
A icon
278
Agilent Technologies
A
$42B
$13K ﹤0.01%
107
– –
EZU icon
279
iShare MSCI Eurozone ETF
EZU
$9.96B
$13K ﹤0.01%
251
– –
F icon
280
Ford
F
$55.3B
$13K ﹤0.01%
1,288
– –
HWM icon
281
Howmet Aerospace
HWM
$113B
$13K ﹤0.01%
99
– –
IAU icon
282
iShares Gold Trust
IAU
$64.6B
$13K ﹤0.01%
+215
New +$11.6K
INFY icon
283
Infosys
INFY
$50B
$13K ﹤0.01%
700
– –
RWO icon
284
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$13K ﹤0.01%
298
– –
SONY icon
285
Sony
SONY
$137B
$13K ﹤0.01%
500
– –
VDE icon
286
Vanguard Energy ETF
VDE
$10.4B
$13K ﹤0.01%
100
– –
VOO icon
287
Vanguard S&P 500 ETF
VOO
$1.04T
$13K ﹤0.01%
25
– –
MSI icon
288
Motorola Solutions
MSI
$77B
$12K ﹤0.01%
27
– –
PGR icon
289
Progressive
PGR
$121B
$12K ﹤0.01%
42
+14
+50% +$3.66K
SAIC icon
290
Saic
SAIC
$5.35B
$12K ﹤0.01%
109
– –
C icon
291
Citigroup
C
$232B
$11K ﹤0.01%
150
– –
EMR icon
292
Emerson Electric
EMR
$90.9B
$11K ﹤0.01%
102
– –
FLJP icon
293
Franklin FTSE Japan ETF
FLJP
$4.15B
$11K ﹤0.01%
369
– –
MU icon
294
Micron Technology
MU
$1.09T
$11K ﹤0.01%
130
– –
VIG icon
295
Vanguard Dividend Appreciation ETF
VIG
$115B
$11K ﹤0.01%
55
– –
CC icon
296
Chemours
CC
$2.28B
$10K ﹤0.01%
732
– –
CG icon
297
Carlyle Group
CG
$17.9B
$10K ﹤0.01%
238
– –
FLCA icon
298
Franklin FTSE Canada ETF
FLCA
$863M
$10K ﹤0.01%
257
– –
HON icon
299
Honeywell
HON
$74.3B
$10K ﹤0.01%
52
– –
NEM icon
300
Newmont
NEM
$120B
$10K ﹤0.01%
200
– –
10 11
12
13 14

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HBFP
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GPC
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DCM
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RC
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IVLAV
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Farmers & Merchants Trust Co of Chambersburg PA's Q1 2025 Portfolio in Review

As of Q1 2025, Farmers & Merchants Trust Co of Chambersburg PA held 417 positions worth $282M, up 6.8% from $264M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Farmers & Merchants Trust Co of Chambersburg PA deployed $18.6M of net new capital in Q1 2025, opening 32 new positions and adding to 84 existing holdings. Its largest new stake was iShares US Treasury Bond ETF: 6,223 shares worth $143K.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was PepsiCo, an estimated $2.03M trimmed.

  • Farmers & Merchants Trust Co of Chambersburg PA's largest Q1 2025 buy was iShares US Treasury Bond ETF: 6,223 shares worth $143K.
  • Farmers & Merchants Trust Co of Chambersburg PA added most to Vanguard Intermediate-Term Bond ETF in Q1 2025, an estimated $3.73M increase.
  • Farmers & Merchants Trust Co of Chambersburg PA's biggest Q1 2025 reduction was PepsiCo, cutting an estimated $2.03M.
  • Farmers & Merchants Trust Co of Chambersburg PA fully exited Huntsman Corp in Q1 2025, selling an estimated $14K.
  • Farmers & Merchants Trust Co of Chambersburg PA's ten largest holdings make up 34% of its $282M portfolio in Q1 2025.
  • Farmers & Merchants Trust Co of Chambersburg PA opened 32 new positions and closed 12 in Q1 2025.
  • Farmers & Merchants Trust Co of Chambersburg PA's portfolio value rose 6.8% quarter-over-quarter to $282M.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2025, filed 25 Apr 2025.