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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
+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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MET icon
51
MetLife
MET
$61.4B
$2.69M 0.68%
31,815
-610
-2% -$49.2K
COST icon
52
Costco
COST
$421B
$2.65M 0.67%
2,830
-68
-2% -$67.8K
SO icon
53
Southern Company
SO
$106B
$2.59M 0.66%
27,026
-373
-1% -$35.1K
XLY icon
54
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$2.51M 0.64%
21,423
+185
+0.9% +$21.6K
EFA icon
55
iShares MSCI EAFE ETF
EFA
$80.2B
$2.44M 0.62%
23,499
+799
+4% +$82.2K
XLB icon
56
State Street Materials Select Sector SPDR ETF
XLB
$8.61B
$2.34M 0.59%
45,960
+750
+2% +$38.5K
XTL icon
57
State Street SPDR S&P Telecom ETF
XTL
$558M
$2.15M 0.55%
9,459
+120
+1% +$26.7K
ETN icon
58
Eaton
ETN
$179B
$2.15M 0.55%
5,047
-103
-2% -$41.5K
DGS icon
59
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.78B
$2.12M 0.54%
32,753
+1,068
+3% +$68.6K
XOM icon
60
ExxonMobil
XOM
$657B
$1.91M 0.49%
13,986
-300
-2% -$44.9K
NUE icon
61
Nucor
NUE
$61.9B
$1.9M 0.48%
8,540
-1,768
-17% -$400K
PPL
62
PPL Corp
PPL
$26.7B
$1.77M 0.45%
48,756
+525
+1% +$19.4K
QCOM icon
63
Qualcomm
QCOM
$171B
$1.74M 0.44%
9,433
-2
-0% -$374
JCI icon
64
Johnson Controls International
JCI
$92.6B
$1.55M 0.39%
10,603
-3
-0% -$424
VLO icon
65
Valero Energy
VLO
$95.1B
$1.54M 0.39%
5,897
+114
+2% +$28.1K
PG icon
66
Procter & Gamble
PG
$335B
$1.49M 0.38%
10,171
-114
-1% -$16.6K
AMD icon
67
Advanced Micro Devices
AMD
$788B
$1.41M 0.36%
2,422
– –
NEE icon
68
NextEra Energy
NEE
$179B
$1.36M 0.34%
15,460
-16
-0.1% -$1.45K
BLK icon
69
Blackrock
BLK
$180B
$1.21M 0.31%
1,253
+26
+2% +$26.9K
APD icon
70
Air Products & Chemicals
APD
$67.7B
$1.17M 0.3%
3,999
+98
+3% +$28.5K
SPY icon
71
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$1.15M 0.29%
1,540
-143
-8% -$104K
HYG icon
72
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$1.05M 0.27%
13,156
+1,332
+11% +$107K
PEG icon
73
Public Service Enterprise Group
PEG
$37.8B
$1.02M 0.26%
12,630
+348
+3% +$27.8K
KO icon
74
Coca-Cola
KO
$373B
$831K 0.21%
10,220
-280
-3% -$22.1K
IWF icon
75
iShares Russell 1000 Growth ETF
IWF
$128B
$805K 0.2%
6,484
– –
1 2
3
4 5

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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.