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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
+8.03%
1 Year Est. Return
+18.41%
3 Year Est. Return
+60.91%
5 Year Est. Return
+87.82%
10 Year Est. Return
–
AUM
$320M
AUM Growth
+$37.4M
Cap. Flow
+$18M
Cap. Flow %
5.62%
Top 10 Hldgs %
34.83%
Holding
422
New
17
Increased
62
Reduced
90
Closed
83

Top Buys

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.7M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.1M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.81M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.8M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.42M

Top Sells

Rank Stock Value
1
FRAF icon
Franklin Financial Services
FRAF
+$1.22M
2
NVDA icon
NVIDIA
NVDA
+$708K
3
AVGO icon
Broadcom
AVGO
+$619K
4
CVS icon
CVS Health
CVS
+$465K
5
PEP icon
PepsiCo
PEP
+$313K

Sector Composition

Rank Sector Weight
1 Technology 11.02%
2 Financials 7.33%
3 Consumer Staples 3.87%
4 Industrials 3.22%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPD icon
126
Enterprise Products Partners
EPD
$82.3B
$155K 0.05%
5,000
– –
QQQ icon
127
Invesco QQQ Trust
QQQ
$487B
$152K 0.05%
275
+200
+267% +$99.5K
ACN icon
128
Accenture
ACN
$110B
$148K 0.05%
495
-100
-17% -$30.5K
BMY icon
129
Bristol-Myers Squibb
BMY
$132B
$148K 0.05%
3,200
– –
BHP icon
130
BHP
BHP
$225B
$144K 0.05%
3,000
– –
OTIS icon
131
Otis Worldwide
OTIS
$27.8B
$142K 0.04%
1,431
– –
FAST icon
132
Fastenal
FAST
$59.6B
$140K 0.04%
3,340
– –
MCD icon
133
McDonald's
MCD
$194B
$137K 0.04%
470
– –
IWO icon
134
iShares Russell 2000 Growth ETF
IWO
$15.1B
$136K 0.04%
475
– –
UPS icon
135
United Parcel Service
UPS
$89.5B
$133K 0.04%
1,321
– –
CMI icon
136
Cummins
CMI
$87.4B
$131K 0.04%
400
– –
GIS icon
137
General Mills
GIS
$20.6B
$127K 0.04%
2,455
-3,880
-61% -$214K
SWKS icon
138
Skyworks Solutions
SWKS
$10.5B
$127K 0.04%
1,702
– –
ALL icon
139
Allstate
ALL
$65.2B
$125K 0.04%
619
-14
-2% -$2.79K
CSCO icon
140
Cisco
CSCO
$448B
$121K 0.04%
1,749
-1,133
-39% -$69.6K
VEA icon
141
Vanguard FTSE Developed Markets ETF
VEA
$239B
$120K 0.04%
2,097
+1,320
+170% +$70.7K
EQIX icon
142
Equinix
EQIX
$106B
$119K 0.04%
150
+98
+188% +$83.1K
DE icon
143
Deere & Co
DE
$166B
$118K 0.04%
233
– –
INTU icon
144
Intuit
INTU
$92.5B
$118K 0.04%
150
– –
AMGN icon
145
Amgen
AMGN
$226B
$116K 0.04%
415
-165
-28% -$46.7K
DHR icon
146
Danaher
DHR
$144B
$116K 0.04%
589
-25
-4% -$4.85K
SHOP icon
147
Shopify
SHOP
$197B
$115K 0.04%
1,000
– –
SDY icon
148
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$114K 0.04%
837
– –
MDLZ icon
149
Mondelez International
MDLZ
$80.6B
$111K 0.03%
1,650
-207
-11% -$13.8K
SUN icon
150
Sunoco
SUN
$14.2B
$107K 0.03%
2,000
– –
4 5
6
7 8

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AC
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HBFP
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GPC
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DCM
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Farmers & Merchants Trust Co of Chambersburg PA's Q2 2025 Portfolio in Review

As of Q2 2025, Farmers & Merchants Trust Co of Chambersburg PA held 422 positions worth $320M, up 13% from $282M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Farmers & Merchants Trust Co of Chambersburg PA deployed $18M of net new capital in Q2 2025, opening 17 new positions and adding to 62 existing holdings. Its largest new stake was iShares S&P 500 Growth ETF: 695 shares worth $77K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was Franklin Financial Services, an estimated $1.22M trimmed.

  • Farmers & Merchants Trust Co of Chambersburg PA's largest Q2 2025 buy was iShares S&P 500 Growth ETF: 695 shares worth $77K.
  • Farmers & Merchants Trust Co of Chambersburg PA added most to Vanguard Intermediate-Term Bond ETF in Q2 2025, an estimated $4.7M increase.
  • Farmers & Merchants Trust Co of Chambersburg PA's biggest Q2 2025 reduction was Franklin Financial Services, cutting an estimated $1.22M.
  • Farmers & Merchants Trust Co of Chambersburg PA fully exited Vertex Pharmaceuticals in Q2 2025, selling an estimated $156K.
  • Farmers & Merchants Trust Co of Chambersburg PA's ten largest holdings make up 35% of its $320M portfolio in Q2 2025.
  • Farmers & Merchants Trust Co of Chambersburg PA opened 17 new positions and closed 83 in Q2 2025.
  • Farmers & Merchants Trust Co of Chambersburg PA's portfolio value rose 13% quarter-over-quarter to $320M.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2025, filed 10 Jul 2025.