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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
CMI icon
126
Cummins
CMI
$87.4B
$169K 0.05%
400
– –
BHP icon
127
BHP
BHP
$223B
$167K 0.05%
3,000
– –
FAST icon
128
Fastenal
FAST
$59.5B
$164K 0.05%
3,340
– –
DIS icon
129
Walt Disney
DIS
$180B
$157K 0.04%
1,375
– –
EPD icon
130
Enterprise Products Partners
EPD
$82.3B
$156K 0.04%
5,000
– –
IWO icon
131
iShares Russell 2000 Growth ETF
IWO
$15B
$152K 0.04%
475
– –
AGG icon
132
iShares Core US Aggregate Bond ETF
AGG
$138B
$150K 0.04%
1,495
-953
-39% -$94.6K
SHOP icon
133
Shopify
SHOP
$196B
$149K 0.04%
1,000
– –
BMY icon
134
Bristol-Myers Squibb
BMY
$132B
$144K 0.04%
3,200
– –
MCD icon
135
McDonald's
MCD
$193B
$143K 0.04%
470
– –
ALL icon
136
Allstate
ALL
$65.2B
$133K 0.04%
619
– –
OTIS icon
137
Otis Worldwide
OTIS
$27.7B
$131K 0.04%
1,431
– –
VEA icon
138
Vanguard FTSE Developed Markets ETF
VEA
$239B
$126K 0.04%
2,097
– –
NVO
139
Novo Nordisk
NVO
$201B
$123K 0.03%
2,209
-479
-18% -$28K
ACN icon
140
Accenture
ACN
$109B
$122K 0.03%
495
– –
CSCO icon
141
Cisco
CSCO
$444B
$120K 0.03%
1,749
– –
DHR icon
142
Danaher
DHR
$144B
$117K 0.03%
589
– –
EQIX icon
143
Equinix
EQIX
$106B
$117K 0.03%
150
– –
SDY icon
144
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$117K 0.03%
837
– –
TPR icon
145
Tapestry
TPR
$26.4B
$113K 0.03%
1,000
– –
HSY icon
146
Hershey
HSY
$37.4B
$112K 0.03%
600
– –
GIS icon
147
General Mills
GIS
$20.6B
$109K 0.03%
2,158
-297
-12% -$14.9K
UPS icon
148
United Parcel Service
UPS
$89.3B
$108K 0.03%
1,296
-25
-2% -$2.26K
VFH icon
149
Vanguard Financials ETF
VFH
$13.9B
$108K 0.03%
825
– –
DE icon
150
Deere & Co
DE
$166B
$107K 0.03%
233
– –
4 5
6
7 8

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AC
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HBFP
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DCM
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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.