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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
+1.42%
1 Year Est. Return
+18.41%
3 Year Est. Return
+60.91%
5 Year Est. Return
+87.82%
10 Year Est. Return
–
AUM
$357M
AUM Growth
+$3.25M
Cap. Flow
+$408K
Cap. Flow %
0.11%
Top 10 Hldgs %
35.25%
Holding
342
New
9
Increased
25
Reduced
76
Closed
9

Top Buys

Rank Stock Value
1
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.12M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$960K
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$953K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$581K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$536K

Top Sells

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$2.42M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$577K
3
AVGO icon
Broadcom
AVGO
+$358K
4
FRAF icon
Franklin Financial Services
FRAF
+$346K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$248K

Sector Composition

Rank Sector Weight
1 Miscellaneous 62.81%
2 Technology 10.92%
3 Financials 6.57%
4 Consumer Staples 3.48%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
126
Walt Disney
DIS
$181B
$156K 0.04%
1,375
– –
AGG icon
127
iShares Core US Aggregate Bond ETF
AGG
$136B
$149K 0.04%
1,495
– –
UNP icon
128
Union Pacific
UNP
$162B
$147K 0.04%
635
-270
-30% -$61.6K
MCD icon
129
McDonald's
MCD
$163B
$144K 0.04%
470
– –
DLN icon
130
WisdomTree US LargeCap Dividend Fund
DLN
$6.14B
$137K 0.04%
1,560
-400
-20% -$34.9K
AMGN icon
131
Amgen
AMGN
$228B
$136K 0.04%
415
– –
CSCO icon
132
Cisco
CSCO
$424B
$135K 0.04%
1,749
– –
DHR icon
133
Danaher
DHR
$156B
$135K 0.04%
589
– –
FAST icon
134
Fastenal
FAST
$56.8B
$134K 0.04%
3,340
– –
ACN icon
135
Accenture
ACN
$112B
$133K 0.04%
495
– –
VEA icon
136
Vanguard FTSE Developed Markets ETF
VEA
$231B
$131K 0.04%
2,097
– –
ALL icon
137
Allstate
ALL
$56.1B
$129K 0.04%
619
– –
UPS icon
138
United Parcel Service
UPS
$79.5B
$129K 0.04%
1,296
– –
TPR icon
139
Tapestry
TPR
$22.9B
$128K 0.04%
1,000
– –
OTIS icon
140
Otis Worldwide
OTIS
$24.5B
$123K 0.03%
1,407
-24
-2% -$2.15K
NOC icon
141
Northrop Grumman
NOC
$68.7B
$120K 0.03%
210
-95
-31% -$55.1K
SDY icon
142
State Street SPDR S&P Dividend ETF
SDY
$20.4B
$116K 0.03%
837
– –
EQIX icon
143
Equinix
EQIX
$99.8B
$115K 0.03%
150
– –
WFC icon
144
Wells Fargo
WFC
$242B
$113K 0.03%
1,210
– –
HSY icon
145
Hershey
HSY
$31.7B
$109K 0.03%
600
– –
DE icon
146
Deere & Co
DE
$181B
$108K 0.03%
233
– –
IWO icon
147
iShares Russell 2000 Growth ETF
IWO
$14B
$105K 0.03%
325
-150
-32% -$48.8K
SUN icon
148
Sunoco
SUN
$13.7B
$105K 0.03%
2,000
– –
GIS icon
149
General Mills
GIS
$17.2B
$100K 0.03%
2,158
– –
GSK icon
150
GSK
GSK
$96.5B
$99K 0.03%
2,020
– –
4 5
6
7 8

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Farmers & Merchants Trust Co of Chambersburg PA's Q4 2025 Portfolio in Review

As of Q4 2025, Farmers & Merchants Trust Co of Chambersburg PA held 342 positions worth $357M, up 0.92% from $354M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Farmers & Merchants Trust Co of Chambersburg PA's Q4 2025 filing shows 9 new, 25 increased, 76 reduced and 9 closed positions. Its largest new stake was iShares Core S&P Mid-Cap ETF: 1,201 shares worth $79K. The largest sale was Intercontinental Exchange, an estimated $2.42M.

By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, up from 61% a quarter earlier, followed by Technology and Financials.

  • Farmers & Merchants Trust Co of Chambersburg PA's largest Q4 2025 buy was iShares Core S&P Mid-Cap ETF: 1,201 shares worth $79K.
  • Farmers & Merchants Trust Co of Chambersburg PA added most to State Street Utilities Select Sector SPDR ETF in Q4 2025, an estimated $2.12M increase.
  • Farmers & Merchants Trust Co of Chambersburg PA's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $577K.
  • Farmers & Merchants Trust Co of Chambersburg PA fully exited Intercontinental Exchange in Q4 2025, selling an estimated $2.42M.
  • Farmers & Merchants Trust Co of Chambersburg PA's ten largest holdings make up 35% of its $357M portfolio in Q4 2025.
  • Farmers & Merchants Trust Co of Chambersburg PA opened 9 new positions and closed 9 in Q4 2025.
  • Farmers & Merchants Trust Co of Chambersburg PA's portfolio value rose 0.92% quarter-over-quarter to $357M.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q4 2025, filed 2 Feb 2026.