Latest Farmers & Merchants Trust Co of Chambersburg PA Stock Portfolio
Farmers & Merchants Trust Co of Chambersburg PA Performance:
2025 Q3: 4.54%YTD: 9.37%2024: 13.16%
Performance for 2025 Q3 is 4.54%, and YTD is 9.37%, and 2024 is 13.16%.
About Farmers & Merchants Trust Co of Chambersburg PA and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Farmers & Merchants Trust Co of Chambersburg PA reported an equity portfolio of $354 Millions as of 30 Sep, 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 WELLINGTON FD and 5% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (IJR), VANGUARD INDEX FD (VB) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD SPECIALIZED FUNDS (VIG), VANGUARD INDEX FDS (VB) and AT&T INC (T). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in ISHARES BITCOIN TR ETF, PALANTIR TECHNOLOGIES INC (PLTR) and SOFI TECHNOLOGIES INC (SOFI). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN FINL SVCS CORP (FRAF), INTEL CORP (INTC) and ISHARES TR (AAXJ).
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 WELLINGTON FD and 5% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (IJR), VANGUARD INDEX FD (VB) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD SPECIALIZED FUNDS (VIG), VANGUARD INDEX FDS (VB) and AT&T INC (T). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in ISHARES BITCOIN TR ETF, PALANTIR TECHNOLOGIES INC (PLTR) and SOFI TECHNOLOGIES INC (SOFI). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN FINL SVCS CORP (FRAF), INTEL CORP (INTC) and ISHARES TR (AAXJ).
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 4.54% in the last quarter. In trailing 12 months, it's portfolio return was 8.38%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares bitcoin tr etf | 13,000 |
| volatility shs tr | 11,000 |
| palantir technologies inc | 9,000 |
| sofi technologies inc | 7,000 |
| willdan group inc | 6,000 |
| kratos defense & sec solutio | 5,000 |
| ralliant corp | 5,000 |
| tutor perini corp | 3,000 |
New stocks bought by Farmers & Merchants Trust Co of Chambersburg PA
Additions
| Ticker | % Inc. |
|---|---|
| franklin finl svcs corp | 2,373 |
| intel corp | 627 |
| ishares tr | 66.8 |
| ishares tr | 32.87 |
| spdr series trust | 28.07 |
| ishares tr | 27.31 |
| spdr series trust | 18.98 |
| international business machs | 16.94 |
Additions to existing portfolio by Farmers & Merchants Trust Co of Chambersburg PA
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard specialized funds | -88.35 |
| vanguard index fds | -83.22 |
| vanguard index fds | -69.08 |
| at&t inc | -60.09 |
| ishares tr | -38.93 |
| chemours co | -31.69 |
| crown castle inc | -26.5 |
| lowes cos inc | -25.39 |
Farmers & Merchants Trust Co of Chambersburg PA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| outdoor holding co | -26,000 |
| ishares tr | -59,000 |
| sailpoint inc | -17,000 |
| ishares tr | -77,000 |
| oreilly automotive inc | -45,000 |
| ishares tr | -70,000 |
| the trade desk inc | -22,000 |
| ishares tr | -14,000 |
Farmers & Merchants Trust Co of Chambersburg PA got rid off the above stocks
Sector Distribution
Farmers & Merchants Trust Co of Chambersburg PA has about 61.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 61.4 |
| Technology | 11.2 |
| Financial Services | 6.9 |
| Consumer Defensive | 3.6 |
| Healthcare | 3.3 |
| Utilities | 3.2 |
| Industrials | 3.1 |
| Consumer Cyclical | 2.4 |
| Energy | 2.2 |
| Communication Services | 1.7 |
Market Cap. Distribution
Farmers & Merchants Trust Co of Chambersburg PA has about 37.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 61.4 |
| MEGA-CAP | 21.6 |
| LARGE-CAP | 15.6 |
Stocks belong to which Index?
About 36.1% of the stocks held by Farmers & Merchants Trust Co of Chambersburg PA either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 63.1 |
| S&P 500 | 36.1 |
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 34.9% of the portfolio is in top 10 stocks. ICE 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: 27 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.23 | 17,138 | 4,364,000 | added | 5.47 | ||
| AAXJ | ishares tr | 2.70 | 140,824 | 9,552,000 | added | 10.78 | ||
| AAXJ | ishares tr | 0.47 | 14,508 | 1,652,000 | added | 66.8 | ||
| AAXJ | ishares tr | 0.17 | 7,646 | 621,000 | added | 27.31 | ||
| AAXJ | ishares tr | 0.01 | 442 | 41,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 1.27 | 19,443 | 4,502,000 | added | 4.24 | ||
| ABT | abbott labs | 0.15 | 3,932 | 527,000 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.03 | 495 | 122,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 648 | 29,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 374 | 25,000 | unchanged | 0.00 | ||
| ACWV | ishares | 0.00 | 251 | 16,000 | unchanged | 0.00 | ||
| ACWV | ishares | 0.00 | 100 | 4,000 | unchanged | 0.00 | ||
| ADI | analog devices inc | 0.00 | 57.00 | 14,000 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.01 | 175 | 51,000 | 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 | 7,000 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.57 | 38,664 | 2,022,000 | reduced | -3.49 | ||