Latest Farmers & Merchants Trust Co of Chambersburg PA Stock Portfolio
Farmers & Merchants Trust Co of Chambersburg PA Performance:
2025 Q2: 4.53%YTD: 4.09%2024: 12.29%
Performance for 2025 Q2 is 4.53%, and YTD is 4.09%, and 2024 is 12.29%.
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 $319.7 Millions as of 30 Jun, 2025.
The top stock holdings of Farmers & Merchants Trust Co of Chambersburg PA are BIV, IJR, . The fund has invested 10.1% of it's portfolio in VANGUARD BD INDEX FDS and 4.8% of portfolio in ISHARES TR.
The fund managers got completely rid off VERTEX PHARMACEUTIALS INC (VRTX), ISHARES TR (AMPS) and FLEXTRONICS INTL LTD (FLEX) stocks. They significantly reduced their stock positions in FRANKLIN FINL SVCS CORP (FRAF), CVS HEALTH CORP (CVS) and DELL TECHNOLOGIES INC (DELL). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in ISHARES TR (IJR), VANGUARD INDEX FD (VB) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), VANGUARD SPECIALIZED FUNDS (VIG) and ADVANCED MICRO DEVICES INC (AMD).
The top stock holdings of Farmers & Merchants Trust Co of Chambersburg PA are BIV, IJR, . The fund has invested 10.1% of it's portfolio in VANGUARD BD INDEX FDS and 4.8% of portfolio in ISHARES TR.
The fund managers got completely rid off VERTEX PHARMACEUTIALS INC (VRTX), ISHARES TR (AMPS) and FLEXTRONICS INTL LTD (FLEX) stocks. They significantly reduced their stock positions in FRANKLIN FINL SVCS CORP (FRAF), CVS HEALTH CORP (CVS) and DELL TECHNOLOGIES INC (DELL). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in ISHARES TR (IJR), VANGUARD INDEX FD (VB) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), VANGUARD SPECIALIZED FUNDS (VIG) and ADVANCED MICRO DEVICES INC (AMD).
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 4.53% in the last quarter. In trailing 12 months, it's portfolio return was 7.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 77,000 |
| ishares tr | 70,000 |
| vanguard index fd | 60,000 |
| ishares tr | 59,000 |
| spdr series trust | 50,000 |
| vanguard world fd | 33,000 |
| ishares tr | 14,000 |
| ishares tr | 11,000 |
New stocks bought by Farmers & Merchants Trust Co of Chambersburg PA
Additions
| Ticker | % Inc. |
|---|---|
| oreilly automotive inc | 16,566 |
| vanguard specialized funds | 758 |
| advanced micro devices inc | 698 |
| vanguard index fd | 496 |
| ishares tr | 280 |
| invesco qqq tr | 266 |
| ishares tr | 226 |
| vanguard index fd | 223 |
Additions to existing portfolio by Farmers & Merchants Trust Co of Chambersburg PA
Reductions
| Ticker | % Reduced |
|---|---|
| franklin finl svcs corp | -96.83 |
| cvs health corp | -95.29 |
| dell technologies inc | -79.52 |
| fmc corp | -72.14 |
| texas instrs inc | -69.69 |
| analog devices inc | -68.68 |
| crown castle inc | -61.28 |
| general mls inc | -61.25 |
Farmers & Merchants Trust Co of Chambersburg PA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -143,000 |
| tilray brands inc | -3,000 |
| uranium energy corp | -20,000 |
| flextronics intl ltd | -83,000 |
| vishay intertechonology inc | -29,000 |
| nuveen amt free qlty mun inc | -15,000 |
| ford mtr co | -13,000 |
| hp inc | -31,000 |
Farmers & Merchants Trust Co of Chambersburg PA got rid off the above stocks
Sector Distribution
Farmers & Merchants Trust Co of Chambersburg PA has about 61.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 61.5 |
| Technology | 10.9 |
| Financial Services | 6.9 |
| Consumer Defensive | 3.9 |
| Industrials | 3.3 |
| Utilities | 3.1 |
| Healthcare | 3 |
| Consumer Cyclical | 2.4 |
| Energy | 2.2 |
| Communication Services | 1.5 |
Market Cap. Distribution
Farmers & Merchants Trust Co of Chambersburg PA has about 37.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 61.5 |
| MEGA-CAP | 21.3 |
| LARGE-CAP | 16.2 |
Stocks belong to which Index?
About 36.4% of the stocks held by Farmers & Merchants Trust Co of Chambersburg PA either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 62.8 |
| S&P 500 | 36.4 |
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 339 stocks in it's portfolio. About 34.8% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Farmers & Merchants Trust Co of Chambersburg PA last quarter.
Last Reported on: 10 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIV | vanguard bd index fds | 10.12 | 418,329 | 32,354,000 | added | 17.32 | ||
Historical Trend of VANGUARD BD INDEX FDS Position Held By Farmers & Merchants Trust Co of Chambersburg PAWhat % of Portfolio is BIV?:Number of BIV shares held:Change in No. of Shares Held: | ||||||||
| IJR | ishares tr | 4.81 | 174,391 | 15,390,000 | added | 25.63 | ||
| fidelity covington trust | 2.70 | 259,172 | 8,620,000 | added | 0.49 | |||
| VB | vanguard index fd | 2.63 | 43,154 | 8,415,000 | added | 11.42 | ||
| VB | vanguard index fd | 2.58 | 50,079 | 8,236,000 | added | 11.52 | ||
| AAXJ | ishares tr | 2.52 | 127,117 | 8,069,000 | added | 6.27 | ||
| VB | vanguard index fd | 2.49 | 28,772 | 7,968,000 | added | 10.37 | ||
| BNDW | vanguard scottsdale fds | 2.37 | 91,461 | 7,584,000 | added | 10.23 | ||
| BIL | spdr series trust | 2.32 | 80,802 | 7,412,000 | added | 10.26 | ||
| VB | vanguard index fd | 2.29 | 25,692 | 7,307,000 | added | 0.98 | ||
| NVDA | nvidia corporation | 2.26 | 45,789 | 7,234,000 | reduced | -10.95 | ||
| BIL | spdr series trust | 2.24 | 280,784 | 7,154,000 | added | 11.37 | ||
| MSFT | microsoft corp | 2.05 | 13,201 | 6,566,000 | added | 0.49 | ||
| GLD | spdr gold tr | 1.86 | 19,475 | 5,937,000 | added | 0.2 | ||
| JPM | jpmorgan chase & co. | 1.77 | 19,506 | 5,655,000 | added | 0.14 | ||
| XLB | select sector spdr tr | 1.67 | 21,132 | 5,351,000 | added | 3.66 | ||
| AVGO | broadcom inc | 1.56 | 18,108 | 4,991,000 | reduced | -13.6 | ||
| WMT | walmart inc | 1.49 | 48,654 | 4,757,000 | reduced | -2.00 | ||
| V | visa inc | 1.33 | 11,940 | 4,239,000 | reduced | -0.38 | ||
| XLB | select sector spdr tr | 1.29 | 78,680 | 4,120,000 | reduced | -0.46 | ||
