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
KMI icon
176
Kinder Morgan
KMI
$71.7B
$55K 0.02%
2,000
– –
PANW icon
177
Palo Alto Networks
PANW
$321B
$55K 0.02%
300
– –
CSX icon
178
CSX Corp
CSX
$93.2B
$54K 0.02%
1,500
– –
CWB icon
179
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.74B
$54K 0.02%
604
– –
IWB icon
180
iShares Russell 1000 ETF
IWB
$50.5B
$54K 0.02%
145
– –
CCI icon
181
Crown Castle
CCI
$32.3B
$51K 0.01%
574
– –
IWM icon
182
iShares Russell 2000 ETF
IWM
$82.4B
$51K 0.01%
209
– –
IWN icon
183
iShares Russell 2000 Value ETF
IWN
$14.7B
$50K 0.01%
276
– –
BDX icon
184
Becton Dickinson
BDX
$49.7B
$49K 0.01%
250
– –
NVO
185
Novo Nordisk
NVO
$201B
$49K 0.01%
955
-1,254
-57% -$64.1K
VB icon
186
Vanguard Morningstar Small-Cap ETF
VB
$83.3B
$49K 0.01%
189
– –
CBRE icon
187
CBRE Group
CBRE
$43.5B
$48K 0.01%
300
– –
TSN icon
188
Tyson Foods
TSN
$19.8B
$47K 0.01%
800
– –
ADP icon
189
Automatic Data Processing
ADP
$108B
$45K 0.01%
175
– –
NLY icon
190
Annaly Capital Management
NLY
$17.6B
$45K 0.01%
2,000
– –
MXI icon
191
iShares Global Materials ETF
MXI
$356M
$43K 0.01%
442
– –
SHEL icon
192
Shell
SHEL
$248B
$41K 0.01%
564
– –
UBER icon
193
Uber
UBER
$154B
$41K 0.01%
500
– –
AWK icon
194
American Water Works
AWK
$27.1B
$39K 0.01%
300
– –
CMCSA icon
195
Comcast
CMCSA
$91.8B
$39K 0.01%
1,300
– –
MTB icon
196
M&T Bank
MTB
$36.7B
$39K 0.01%
196
– –
GSLC icon
197
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16.1B
$37K 0.01%
281
– –
IEFA icon
198
iShares Core MSCI EAFE ETF
IEFA
$196B
$37K 0.01%
419
– –
MS icon
199
Morgan Stanley
MS
$344B
$37K 0.01%
210
– –
SLV icon
200
iShares Silver Trust
SLV
$31.5B
$37K 0.01%
580
+425
+274% +$21.3K
6 7
8
9 10

Similar funds

FIG
Fortress Investment Group New York $394M AUM 22.99% 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
IVLAV
Index Venture Life Associates VI St. Helier, Jersey $396M AUM 176.22% 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.