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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
VFH icon
151
Vanguard Financials ETF
VFH
$13.9B
$105K 0.03%
825
– –
HSY icon
152
Hershey
HSY
$37.3B
$100K 0.03%
600
– –
VIG icon
153
Vanguard Dividend Appreciation ETF
VIG
$115B
$97K 0.03%
472
+417
+758% +$80.8K
WFC icon
154
Wells Fargo
WFC
$266B
$97K 0.03%
1,210
– –
BRK.B icon
155
Berkshire Hathaway Class B
BRK.B
$1.09T
$93K 0.03%
191
– –
SPH icon
156
Suburban Propane Partners
SPH
$1.18B
$93K 0.03%
5,000
– –
VGT icon
157
Vanguard Information Technology ETF
VGT
$151B
$93K 0.03%
1,120
– –
MA icon
158
Mastercard
MA
$490B
$91K 0.03%
162
– –
DRI icon
159
Darden Restaurants
DRI
$25.6B
$88K 0.03%
405
– –
TPR icon
160
Tapestry
TPR
$26.3B
$88K 0.03%
1,000
– –
UNH icon
161
UnitedHealth
UNH
$362B
$85K 0.03%
274
-70
-20% -$26.8K
CL icon
162
Colgate-Palmolive
CL
$74B
$84K 0.03%
920
– –
VOO icon
163
Vanguard S&P 500 ETF
VOO
$1.04T
$84K 0.03%
149
+124
+496% +$65.2K
XEL icon
164
Xcel Energy
XEL
$49.5B
$83K 0.03%
1,225
– –
GD icon
165
General Dynamics
GD
$106B
$82K 0.03%
280
-4
-1% -$1.1K
VHT icon
166
Vanguard Health Care ETF
VHT
$19.1B
$81K 0.03%
325
– –
BSV icon
167
Vanguard Short-Term Bond ETF
BSV
$45.7B
$80K 0.03%
1,019
-245
-19% -$19.2K
CCI icon
168
Crown Castle
CCI
$31.9B
$80K 0.03%
781
-1,236
-61% -$125K
GSK icon
169
GSK
GSK
$101B
$78K 0.02%
2,020
– –
IVW icon
170
iShares S&P 500 Growth ETF
IVW
$77.9B
$77K 0.02%
+695
New +$68.8K
PBA icon
171
Pembina Pipeline
PBA
$28.5B
$75K 0.02%
2,000
– –
AMP icon
172
Ameriprise Financial
AMP
$49.7B
$74K 0.02%
138
– –
PAYX icon
173
Paychex
PAYX
$43.2B
$73K 0.02%
500
-200
-29% -$30.1K
PENN icon
174
PENN Entertainment
PENN
$2.54B
$73K 0.02%
4,100
– –
TMUS icon
175
T-Mobile US
TMUS
$194B
$71K 0.02%
300
– –
5 6
7
8 9

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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.