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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
+0.9%
1 Year Est. Return
+18.41%
3 Year Est. Return
+60.91%
5 Year Est. Return
+87.82%
10 Year Est. Return
–
AUM
$367M
AUM Growth
+$10.2M
Cap. Flow
+$11.1M
Cap. Flow %
3.03%
Top 10 Hldgs %
38.08%
Holding
346
New
13
Increased
40
Reduced
82
Closed
11

Top Buys

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.8M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.73M
3
VBK icon
Vanguard Morningstar Small-Cap Growth ETF
VBK
+$2.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.45M
5
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$2.27M

Top Sells

Rank Stock Value
1
QCOM icon
Qualcomm
QCOM
+$1.73M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$994K
3
FRAF icon
Franklin Financial Services
FRAF
+$935K
4
WMT icon
Walmart Inc
WMT
+$905K
5
ETN icon
Eaton
ETN
+$602K

Sector Composition

Rank Sector Weight
1 Technology 9.03%
2 Financials 5.44%
3 Consumer Staples 3.37%
4 Healthcare 3.14%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QRVO icon
101
Qorvo
QRVO
$8.67B
$251K 0.07%
3,247
– –
IJR icon
102
iShares Core S&P Small-Cap ETF
IJR
$113B
$250K 0.07%
2,012
+40
+2% +$5.08K
ANET icon
103
Arista Networks
ANET
$264B
$246K 0.07%
2,000
– –
PRU icon
104
Prudential Financial
PRU
$42.8B
$245K 0.07%
2,505
– –
WEC icon
105
WEC Energy
WEC
$35.7B
$232K 0.06%
2,000
– –
BABA icon
106
Alibaba
BABA
$294B
$220K 0.06%
1,750
– –
BHP icon
107
BHP
BHP
$225B
$218K 0.06%
3,000
– –
CMI icon
108
Cummins
CMI
$87.4B
$215K 0.06%
400
– –
MO icon
109
Altria Group
MO
$110B
$214K 0.06%
3,250
– –
KMB icon
110
Kimberly-Clark
KMB
$36.8B
$211K 0.06%
2,192
– –
AXP icon
111
American Express
AXP
$232B
$208K 0.06%
688
– –
BBN icon
112
BlackRock Taxable Municipal Bond Trust
BBN
$989M
$208K 0.06%
12,882
– –
RS icon
113
Reliance Steel & Aluminium
RS
$21.9B
$204K 0.06%
670
– –
VZ icon
114
Verizon
VZ
$197B
$199K 0.05%
3,968
-100
-2% -$4.63K
EPD icon
115
Enterprise Products Partners
EPD
$81.9B
$189K 0.05%
5,000
– –
BMY icon
116
Bristol-Myers Squibb
BMY
$131B
$188K 0.05%
3,100
-100
-3% -$5.83K
SYY icon
117
Sysco
SYY
$40.7B
$182K 0.05%
2,545
– –
ELV icon
118
Elevance Health
ELV
$87.5B
$177K 0.05%
604
-121
-17% -$39.8K
ORRF icon
119
Orrstown Financial Services
ORRF
$855M
$168K 0.05%
4,652
– –
GLPI icon
120
Gaming and Leisure Properties
GLPI
$12.6B
$166K 0.05%
3,752
– –
CARR icon
121
Carrier Global
CARR
$51.8B
$164K 0.04%
2,915
-100
-3% -$5.92K
FAST icon
122
Fastenal
FAST
$59.9B
$155K 0.04%
3,340
– –
UNP icon
123
Union Pacific
UNP
$176B
$154K 0.04%
635
– –
QQQ icon
124
Invesco QQQ Trust
QQQ
$487B
$152K 0.04%
264
– –
EQIX icon
125
Equinix
EQIX
$106B
$147K 0.04%
150
– –
3 4
5
6 7

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HBFP
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Farmers & Merchants Trust Co of Chambersburg PA's Q1 2026 Portfolio in Review

As of Q1 2026, Farmers & Merchants Trust Co of Chambersburg PA held 346 positions worth $367M, up 2.9% from $357M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Farmers & Merchants Trust Co of Chambersburg PA deployed $11.1M of net new capital in Q1 2026, opening 13 new positions and adding to 40 existing holdings. Its largest new stake was iShares Core MSCI Emerging Markets ETF: 33,878 shares worth $2.36M.

By sector, the portfolio is most concentrated in Technology at 9% of assets, down from 11% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was Qualcomm, an estimated $1.73M trimmed.

  • Farmers & Merchants Trust Co of Chambersburg PA's largest Q1 2026 buy was iShares Core MSCI Emerging Markets ETF: 33,878 shares worth $2.36M.
  • Farmers & Merchants Trust Co of Chambersburg PA added most to Vanguard Intermediate-Term Bond ETF in Q1 2026, an estimated $2.8M increase.
  • Farmers & Merchants Trust Co of Chambersburg PA's biggest Q1 2026 reduction was Qualcomm, cutting an estimated $1.73M.
  • Farmers & Merchants Trust Co of Chambersburg PA fully exited iShares Core S&P Mid-Cap ETF in Q1 2026, selling an estimated $79K.
  • Farmers & Merchants Trust Co of Chambersburg PA's ten largest holdings make up 38% of its $367M portfolio in Q1 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA opened 13 new positions and closed 11 in Q1 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA's portfolio value rose 2.9% quarter-over-quarter to $367M.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2026, filed 23 Apr 2026.