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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
VGT icon
151
Vanguard Information Technology ETF
VGT
$150B
$105K 0.03%
1,120
– –
MDLZ icon
152
Mondelez International
MDLZ
$80.8B
$103K 0.03%
1,650
– –
INTU icon
153
Intuit
INTU
$92.3B
$102K 0.03%
150
– –
WFC icon
154
Wells Fargo
WFC
$266B
$101K 0.03%
1,210
– –
SUN icon
155
Sunoco
SUN
$14.3B
$100K 0.03%
2,000
– –
XEL icon
156
Xcel Energy
XEL
$49.4B
$99K 0.03%
1,225
– –
SWKS icon
157
Skyworks Solutions
SWKS
$10.4B
$98K 0.03%
1,277
-425
-25% -$31.7K
BRK.B icon
158
Berkshire Hathaway Class B
BRK.B
$1.09T
$96K 0.03%
191
– –
GD icon
159
General Dynamics
GD
$106B
$95K 0.03%
280
– –
SPH icon
160
Suburban Propane Partners
SPH
$1.19B
$93K 0.03%
5,000
– –
MA icon
161
Mastercard
MA
$490B
$92K 0.03%
162
– –
GSK icon
162
GSK
GSK
$101B
$87K 0.02%
2,020
– –
VHT icon
163
Vanguard Health Care ETF
VHT
$19B
$84K 0.02%
325
– –
PBA icon
164
Pembina Pipeline
PBA
$28.4B
$81K 0.02%
2,000
– –
BSV icon
165
Vanguard Short-Term Bond ETF
BSV
$45.7B
$80K 0.02%
1,019
– –
PENN icon
166
PENN Entertainment
PENN
$2.53B
$79K 0.02%
4,100
– –
UNH icon
167
UnitedHealth
UNH
$361B
$79K 0.02%
228
-46
-17% -$13.9K
GLW icon
168
Corning
GLW
$142B
$76K 0.02%
925
– –
CL icon
169
Colgate-Palmolive
CL
$73.8B
$74K 0.02%
920
– –
TSM icon
170
TSMC
TSM
$2.24T
$74K 0.02%
266
– –
TMUS icon
171
T-Mobile US
TMUS
$194B
$72K 0.02%
300
– –
AMP icon
172
Ameriprise Financial
AMP
$49.7B
$68K 0.02%
138
– –
DRI icon
173
Darden Restaurants
DRI
$25.6B
$68K 0.02%
355
-50
-12% -$10.3K
DVY icon
174
iShares Select Dividend ETF
DVY
$23.9B
$67K 0.02%
468
– –
PAYX icon
175
Paychex
PAYX
$43.1B
$63K 0.02%
500
– –
5 6
7
8 9

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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.