We are live on ! Find out more
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
+8.53%
1 Year Est. Return
+18.41%
3 Year Est. Return
+60.91%
5 Year Est. Return
+87.82%
10 Year Est. Return
–
AUM
$394M
AUM Growth
+$26.5M
Cap. Flow
+$2.01M
Cap. Flow %
0.51%
Top 10 Hldgs %
37.37%
Holding
373
New
38
Increased
53
Reduced
74
Closed
15

Top Buys

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$721K
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$485K
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$469K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$462K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$430K

Top Sells

Rank Stock Value
1
NUE icon
Nucor
NUE
+$400K
2
STLD icon
Steel Dynamics
STLD
+$304K
3
AVGO icon
Broadcom
AVGO
+$277K
4
AMAT icon
Applied Materials
AMAT
+$263K
5
BABA icon
Alibaba
BABA
+$220K

Sector Composition

Rank Sector Weight
1 Technology 9.78%
2 Financials 5.76%
3 Healthcare 3.13%
4 Consumer Staples 2.94%
5 Industrials 2.6%

No holdings matched the selected filter criteria.

11 12 13 14 15

Similar funds

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
DI
DKRT Investments Toronto $395M AUM 6.47% 1-Year Est. Return
AC
Arjuna Capital Durham, North Carolina $393M AUM 20.42% 1-Year Est. Return
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
RC
Riposte Capital New York $392M AUM 69.08% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's Q2 2026 Portfolio in Review

As of Q2 2026, Farmers & Merchants Trust Co of Chambersburg PA held 373 positions worth $394M, up 7.2% from $367M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Farmers & Merchants Trust Co of Chambersburg PA's Q2 2026 filing shows 38 new, 53 increased, 74 reduced and 15 closed positions. Its largest new stake was SpaceX: 700 shares worth $120K. The largest sale was Nucor, an estimated $400K.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 9% a quarter earlier, followed by Financials and Healthcare.

  • Farmers & Merchants Trust Co of Chambersburg PA's largest Q2 2026 buy was SpaceX: 700 shares worth $120K.
  • Farmers & Merchants Trust Co of Chambersburg PA added most to Vanguard Intermediate-Term Bond ETF in Q2 2026, an estimated $721K increase.
  • Farmers & Merchants Trust Co of Chambersburg PA's biggest Q2 2026 reduction was Nucor, cutting an estimated $400K.
  • Farmers & Merchants Trust Co of Chambersburg PA fully exited Alibaba in Q2 2026, selling an estimated $220K.
  • Farmers & Merchants Trust Co of Chambersburg PA's ten largest holdings make up 37% of its $394M portfolio in Q2 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA opened 38 new positions and closed 15 in Q2 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA's portfolio value rose 7.2% quarter-over-quarter to $394M.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2026, filed 24 Jul 2026.