Latest Farmers & Merchants Trust Co of Chambersburg PA Stock Portfolio
Farmers & Merchants Trust Co of Chambersburg PA Performance:
2025 Q4: -2.95%YTD: 8.98%2024: 12.34%
Performance for 2025 Q4 is -2.95%, and YTD is 8.98%, and 2024 is 12.34%.
About Farmers & Merchants Trust Co of Chambersburg PA and 13F Hedge Fund Stock Holdings
On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Farmers & Merchants Trust Co of Chambersburg PA reported an equity portfolio of $357.2 Millions as of 31 Dec, 2025.
The top stock holdings of Farmers & Merchants Trust Co of Chambersburg PA are BIV, IJR, AAXJ. The fund has invested 9.9% of it's portfolio in VANGUARD BD INDEX FDS and 5% of portfolio in ISHARES TR.
The fund managers got completely rid off INTERCONTINENTAL EXCHANGE IN (ICE), VANGUARD WORLD FD (VAW) and TRANE TECHNOLOGIES PLC (TT) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), TOYOTA MOTOR CORP (TM) and VANGUARD WORLD FD (VAW). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in ISHARES TR (IJR), APPLIED DIGITAL CORP (APLD) and REGAL REXNORD CORPORATION (RRX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES SILVER TRUST (SLV), SELECT SECTOR SPDR TR (XLB) and ASML HOLDING N V.
The top stock holdings of Farmers & Merchants Trust Co of Chambersburg PA are BIV, IJR, AAXJ. The fund has invested 9.9% of it's portfolio in VANGUARD BD INDEX FDS and 5% of portfolio in ISHARES TR.
The fund managers got completely rid off INTERCONTINENTAL EXCHANGE IN (ICE), VANGUARD WORLD FD (VAW) and TRANE TECHNOLOGIES PLC (TT) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), TOYOTA MOTOR CORP (TM) and VANGUARD WORLD FD (VAW). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in ISHARES TR (IJR), APPLIED DIGITAL CORP (APLD) and REGAL REXNORD CORPORATION (RRX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES SILVER TRUST (SLV), SELECT SECTOR SPDR TR (XLB) and ASML HOLDING N V.
Farmers & Merchants Trust Co of Chambersburg PA Annual Return Estimates Vs S&P 500
Our best estimate is that Farmers & Merchants Trust Co of Chambersburg PA made a return of -2.95% in the last quarter. In trailing 12 months, it's portfolio return was 8.98%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 79,000 |
| applied digital corp | 10,000 |
| regal rexnord corporation | 7,000 |
| invesco exch traded fd tr ii | 6,000 |
| vanguard whitehall fds | 5,000 |
| qnity electronics inc | 5,000 |
| gorilla technology group inc | 4,000 |
| amphenol corp new | 3,000 |
New stocks bought by Farmers & Merchants Trust Co of Chambersburg PA
Additions
| Ticker | % Inc. |
|---|---|
| ishares silver trust | 274 |
| select sector spdr tr | 215 |
| select sector spdr tr | 100 |
| select sector spdr tr | 100 |
| select sector spdr tr | 100 |
| select sector spdr tr | 97.42 |
| asml holding n v | 75.00 |
| ishares tr | 23.7 |
Additions to existing portfolio by Farmers & Merchants Trust Co of Chambersburg PA
Reductions
| Ticker | % Reduced |
|---|---|
| unitedhealth group inc | -89.04 |
| toyota motor corp | -88.89 |
| vanguard world fd | -87.88 |
| ishares tr | -80.00 |
| novo-nordisk a s | -56.77 |
| astrazeneca plc | -53.7 |
| kinross gold corp | -35.19 |
| zimmer biomet holdings inc | -34.15 |
Farmers & Merchants Trust Co of Chambersburg PA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| intercontinental exchange in | -2,422,000 |
| vanguard world fd | -84,000 |
| uipath inc | -3,000 |
| nvent electric plc | -17,000 |
| rio tinto plc | -10,000 |
| vanguard world fd | -105,000 |
| trane technologies plc | -53,000 |
| constellation brands inc | -13,000 |
Farmers & Merchants Trust Co of Chambersburg PA got rid off the above stocks
Sector Distribution
Farmers & Merchants Trust Co of Chambersburg PA has about 62.6% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Consumer Defensive
- Healthcare
- Utilities
- Industrials
- Energy
- Consumer Cyclical
- Communication Services
| Sector | % |
|---|---|
| Others | 62.6 |
| Technology | 10.8 |
| Financial Services | 6.2 |
| Consumer Defensive | 3.5 |
| Healthcare | 3.3 |
| Utilities | 3.2 |
| Industrials | 3 |
| Energy | 2.2 |
| Consumer Cyclical | 2.2 |
| Communication Services | 2 |
Market Cap. Distribution
Farmers & Merchants Trust Co of Chambersburg PA has about 36% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 62.6 |
| MEGA-CAP | 21.4 |
| LARGE-CAP | 14.6 |
Stocks belong to which Index?
About 34.9% of the stocks held by Farmers & Merchants Trust Co of Chambersburg PA either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 64.1 |
| S&P 500 | 34.9 |
Farmers & Merchants Trust Co of Chambersburg PA Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA has 333 stocks in it's portfolio. About 35.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Farmers & Merchants Trust Co of Chambersburg PA last quarter.
Last Reported on: 02 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.24 | 16,310 | 4,434,000 | reduced | -4.83 | ||
| AAXJ | ishares tr | 2.88 | 143,955 | 10,280,000 | added | 2.22 | ||
| AAXJ | ishares tr | 0.57 | 17,947 | 2,045,000 | added | 23.7 | ||
| AAXJ | ishares tr | 0.21 | 9,179 | 740,000 | added | 20.05 | ||
| AAXJ | ishares tr | 0.01 | 442 | 43,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 1.23 | 19,250 | 4,398,000 | reduced | -0.99 | ||
| ABT | abbott labs | 0.14 | 3,932 | 493,000 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.04 | 495 | 133,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 648 | 29,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 374 | 26,000 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.00 | 251 | 16,000 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.00 | 100 | 4,000 | unchanged | 0.00 | ||
| ADI | analog devices inc | 0.00 | 57.00 | 15,000 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.01 | 175 | 45,000 | unchanged | 0.00 | ||
| AEP | american elec pwr co inc | 0.00 | 15.00 | 2,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 240 | 5,000 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.00 | 35.00 | 2,000 | unchanged | 0.00 | ||
| AGX | argan inc | 0.00 | 27.00 | 8,000 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.56 | 38,406 | 1,982,000 | reduced | -0.67 | ||
| AGZD | wisdomtree tr | 0.29 | 18,107 | 1,036,000 | unchanged | 0.00 | ||