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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
HON icon
276
Honeywell
HON
$74B
$9K ﹤0.01%
46
– –
LHX icon
277
L3Harris
LHX
$53.5B
$9K ﹤0.01%
30
– –
PLTR icon
278
Palantir
PLTR
$421B
$9K ﹤0.01%
+50
New +$8.1K
TM icon
279
Toyota
TM
$222B
$9K ﹤0.01%
45
– –
AIG icon
280
American International
AIG
$39.7B
$8K ﹤0.01%
97
– –
ASML icon
281
ASML
ASML
$711B
$8K ﹤0.01%
8
– –
CC icon
282
Chemours
CC
$2.27B
$8K ﹤0.01%
500
-232
-32% -$3.37K
CTVA icon
283
Corteva
CTVA
$50.4B
$8K ﹤0.01%
116
– –
LIN icon
284
Linde
LIN
$222B
$8K ﹤0.01%
16
– –
SONO icon
285
Sonos
SONO
$1.86B
$8K ﹤0.01%
500
– –
VTWO icon
286
Vanguard Russell 2000 ETF
VTWO
$17.4B
$8K ﹤0.01%
78
– –
AGX icon
287
Argan
AGX
$7.94B
$7K ﹤0.01%
27
– –
BP icon
288
BP
BP
$110B
$7K ﹤0.01%
213
– –
FSLR icon
289
First Solar
FSLR
$23.9B
$7K ﹤0.01%
30
– –
PGR icon
290
Progressive
PGR
$121B
$7K ﹤0.01%
28
– –
PLD icon
291
Prologis
PLD
$134B
$7K ﹤0.01%
61
– –
SLV icon
292
iShares Silver Trust
SLV
$31.5B
$7K ﹤0.01%
155
– –
SOFI icon
293
SoFi Technologies
SOFI
$23.2B
$7K ﹤0.01%
+250
New +$5.93K
SSNC icon
294
SS&C Technologies
SSNC
$18.9B
$7K ﹤0.01%
78
– –
TJX icon
295
TJX Companies
TJX
$168B
$7K ﹤0.01%
45
– –
UBSI icon
296
United Bankshares
UBSI
$6.69B
$7K ﹤0.01%
186
– –
BKR icon
297
Baker Hughes
BKR
$63.1B
$6K ﹤0.01%
120
– –
CVLT icon
298
Commault Systems
CVLT
$6.01B
$6K ﹤0.01%
30
– –
IRM icon
299
Iron Mountain
IRM
$37.5B
$6K ﹤0.01%
58
– –
PFE icon
300
Pfizer
PFE
$153B
$6K ﹤0.01%
255
– –
10 11
12
13 14

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DI
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AC
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HBFP
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GPC
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DCM
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RC
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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.