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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
76
Medtronic
MDT
$116B
$722K 0.18%
9,234
+348
+4% +$28.1K
MRK icon
77
Merck
MRK
$328B
$512K 0.13%
3,988
-202
-5% -$23.6K
IWR icon
78
iShares Russell Mid-Cap ETF
IWR
$57.9B
$462K 0.12%
4,186
-510
-11% -$53.6K
META icon
79
Meta Platforms (Facebook)
META
$1.47T
$431K 0.11%
765
– –
PEP icon
80
PepsiCo
PEP
$189B
$427K 0.11%
3,152
-355
-10% -$53.1K
NSC icon
81
Norfolk Southern
NSC
$75.3B
$425K 0.11%
1,350
– –
LLY icon
82
Eli Lilly
LLY
$1.09T
$415K 0.11%
346
– –
WM icon
83
Waste Management
WM
$90.5B
$405K 0.1%
1,818
-150
-8% -$33.4K
IWD icon
84
iShares Russell 1000 Value ETF
IWD
$84B
$403K 0.1%
1,664
– –
MPC icon
85
Marathon Petroleum
MPC
$97.8B
$382K 0.1%
1,493
-124
-8% -$30.4K
ABT icon
86
Abbott
ABT
$192B
$381K 0.1%
4,204
+272
+7% +$24.8K
CEG icon
87
Constellation Energy
CEG
$98.7B
$357K 0.09%
1,439
-38
-3% -$10.7K
PM icon
88
Philip Morris
PM
$290B
$353K 0.09%
1,950
– –
GOOG icon
89
Alphabet (Google) Class C
GOOG
$4.19T
$352K 0.09%
995
-52
-5% -$18.6K
ANET icon
90
Arista Networks
ANET
$265B
$340K 0.09%
2,000
– –
VO icon
91
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$338K 0.09%
4,192
– –
PSX icon
92
Phillips 66
PSX
$90B
$335K 0.09%
1,984
-133
-6% -$22.9K
BNY
93
Bank of New York Mellon
BNY
$111B
$328K 0.08%
2,265
– –
HD icon
94
Home Depot
HD
$342B
$312K 0.08%
886
– –
QRVO icon
95
Qorvo
QRVO
$8.67B
$303K 0.08%
3,247
– –
CMI icon
96
Cummins
CMI
$87.8B
$285K 0.07%
400
– –
DLR icon
97
Digital Realty Trust
DLR
$72.9B
$278K 0.07%
1,550
– –
DUK icon
98
Duke Energy
DUK
$96.3B
$268K 0.07%
2,117
– –
LOW icon
99
Lowe's Companies
LOW
$121B
$254K 0.06%
1,152
– –
BHP icon
100
BHP
BHP
$229B
$250K 0.06%
3,000
– –
2 3
4
5 6

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.