We are live on ! Find out more
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 Technology 10.92%
2 Financials 6.57%
3 Consumer Staples 3.48%
4 Healthcare 3.34%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
126
Walt Disney
DIS
$180B
$156K 0.04%
1,375
– –
AGG icon
127
iShares Core US Aggregate Bond ETF
AGG
$138B
$149K 0.04%
1,495
– –
UNP icon
128
Union Pacific
UNP
$177B
$147K 0.04%
635
-270
-30% -$61.6K
MCD icon
129
McDonald's
MCD
$193B
$144K 0.04%
470
– –
DLN icon
130
WisdomTree US LargeCap Dividend Fund
DLN
$6.44B
$137K 0.04%
1,560
-400
-20% -$34.9K
AMGN icon
131
Amgen
AMGN
$227B
$136K 0.04%
415
– –
CSCO icon
132
Cisco
CSCO
$444B
$135K 0.04%
1,749
– –
DHR icon
133
Danaher
DHR
$144B
$135K 0.04%
589
– –
FAST icon
134
Fastenal
FAST
$59.5B
$134K 0.04%
3,340
– –
ACN icon
135
Accenture
ACN
$109B
$133K 0.04%
495
– –
VEA icon
136
Vanguard FTSE Developed Markets ETF
VEA
$239B
$131K 0.04%
2,097
– –
ALL icon
137
Allstate
ALL
$65.2B
$129K 0.04%
619
– –
UPS icon
138
United Parcel Service
UPS
$89.3B
$129K 0.04%
1,296
– –
TPR icon
139
Tapestry
TPR
$26.4B
$128K 0.04%
1,000
– –
OTIS icon
140
Otis Worldwide
OTIS
$27.7B
$123K 0.03%
1,407
-24
-2% -$2.15K
NOC icon
141
Northrop Grumman
NOC
$81.6B
$120K 0.03%
210
-95
-31% -$55.1K
SDY icon
142
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$116K 0.03%
837
– –
EQIX icon
143
Equinix
EQIX
$106B
$115K 0.03%
150
– –
WFC icon
144
Wells Fargo
WFC
$266B
$113K 0.03%
1,210
– –
HSY icon
145
Hershey
HSY
$37.4B
$109K 0.03%
600
– –
DE icon
146
Deere & Co
DE
$166B
$108K 0.03%
233
– –
IWO icon
147
iShares Russell 2000 Growth ETF
IWO
$15B
$105K 0.03%
325
-150
-32% -$48.8K
SUN icon
148
Sunoco
SUN
$14.3B
$105K 0.03%
2,000
– –
GIS icon
149
General Mills
GIS
$20.6B
$100K 0.03%
2,158
– –
GSK icon
150
GSK
GSK
$101B
$99K 0.03%
2,020
– –
4 5
6
7 8

Similar funds

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
DI
DKRT Investments Toronto $395M AUM 6.47% 1-Year Est. Return
AC
Arjuna Capital Durham, North Carolina $393M AUM 20.42% 1-Year Est. Return
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
RC
Riposte Capital New York $392M AUM 69.08% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return

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 Technology at 11% of assets, down from 11% a quarter earlier, followed by Financials and Consumer Staples.

  • 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.