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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
MDT icon
76
Medtronic
MDT
$117B
$647K 0.18%
6,796
-101
-1% -$9.29K
HYG icon
77
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$621K 0.18%
7,646
+1,640
+27% +$132K
META icon
78
Meta Platforms (Facebook)
META
$1.5T
$562K 0.16%
765
+28
+4% +$20.8K
ABT icon
79
Abbott
ABT
$193B
$527K 0.15%
3,932
– –
CEG icon
80
Constellation Energy
CEG
$99.1B
$494K 0.14%
1,500
– –
VO icon
81
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$455K 0.13%
6,192
– –
IWR icon
82
iShares Russell Mid-Cap ETF
IWR
$58.2B
$453K 0.13%
4,696
– –
PM icon
83
Philip Morris
PM
$297B
$438K 0.12%
2,700
– –
WM icon
84
Waste Management
WM
$90.6B
$435K 0.12%
1,968
– –
BNY
85
Bank of New York Mellon
BNY
$110B
$432K 0.12%
3,965
– –
MRK icon
86
Merck
MRK
$332B
$430K 0.12%
5,120
– –
AMGN icon
87
Amgen
AMGN
$226B
$415K 0.12%
415
– –
NSC icon
88
Norfolk Southern
NSC
$76.3B
$406K 0.11%
1,350
– –
HD icon
89
Home Depot
HD
$344B
$402K 0.11%
993
– –
IWD icon
90
iShares Russell 1000 Value ETF
IWD
$84.4B
$339K 0.1%
1,664
– –
PSX icon
91
Phillips 66
PSX
$90.9B
$338K 0.1%
2,484
-230
-8% -$29.5K
MPC icon
92
Marathon Petroleum
MPC
$98.6B
$326K 0.09%
1,692
– –
AMD icon
93
Advanced Micro Devices
AMD
$808B
$319K 0.09%
1,972
-200
-9% -$32.3K
BABA icon
94
Alibaba
BABA
$294B
$313K 0.09%
1,750
– –
LMT icon
95
Lockheed Martin
LMT
$139B
$304K 0.09%
609
– –
QRVO icon
96
Qorvo
QRVO
$8.64B
$296K 0.08%
3,247
– –
LLY icon
97
Eli Lilly
LLY
$1.09T
$294K 0.08%
385
– –
ANET icon
98
Arista Networks
ANET
$262B
$291K 0.08%
2,000
– –
LOW icon
99
Lowe's Companies
LOW
$122B
$290K 0.08%
1,152
-392
-25% -$96.3K
IVV icon
100
iShares Core S&P 500 ETF
IVV
$911B
$278K 0.08%
415
– –
2 3
4
5 6

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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.