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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
JG
326
Aurora Mobile
JG
$34.7M
$2K ﹤0.01%
200
– –
NIO icon
327
NIO
NIO
$11.3B
$2K ﹤0.01%
200
– –
TTE icon
328
TotalEnergies
TTE
$192B
$2K ﹤0.01%
36
– –
VNT icon
329
Vontier
VNT
$4.47B
$2K ﹤0.01%
43
– –
WGS icon
330
GeneDx Holdings
WGS
$2.44B
$2K ﹤0.01%
+20
New +$2.18K
FTK icon
331
Flotek Industries
FTK
$1.31B
$1K ﹤0.01%
+100
New +$1.26K
VFC icon
332
VF Corp
VFC
$5.79B
$1K ﹤0.01%
100
– –
WH icon
333
Wyndham Hotels & Resorts
WH
$5.5B
$1K ﹤0.01%
8
– –
BNS icon
334
Scotiabank
BNS
$111B
– –
-100
Closed -$6K
EEM icon
335
iShares MSCI Emerging Markets ETF
EEM
$30.6B
– –
-280
Closed -$14K
IGSB icon
336
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
– –
-1,115
Closed -$59K
IJJ icon
337
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.07B
– –
-90
Closed -$11K
IJK icon
338
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
– –
-120
Closed -$11K
IJS icon
339
iShares S&P Small-Cap 600 Value ETF
IJS
$8.41B
– –
-105
Closed -$10K
IJT icon
340
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.45B
– –
-80
Closed -$11K
IVE icon
341
iShares S&P 500 Value ETF
IVE
$50.3B
– –
-360
Closed -$70K
IVW icon
342
iShares S&P 500 Growth ETF
IVW
$78B
– –
-695
Closed -$77K
ORLY icon
343
O'Reilly Automotive
ORLY
$75.4B
– –
-500
Closed -$45K
POWW icon
344
Outdoor Holding Co
POWW
$263M
– –
-20,000
Closed -$26K
RDW icon
345
Redwire
RDW
$3.38B
– –
-100
Closed -$2K
TTD icon
346
Trade Desk
TTD
$6.49B
– –
-300
Closed -$22K
VPU
347
Vanguard Utilities ETF
VPU
$8.54B
– –
-188
Closed -$33K
VTI icon
348
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
– –
-197
Closed -$60K
SAIL
349
SailPoint Inc
SAIL
$11B
– –
-750
Closed -$17K
10 11 12 13
14

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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.