Farmers & Merchants Trust Co of Chambersburg PA

Farmers & Merchants Trust Co of Chambersburg PA is an institution, managing $334.3M across 300 long positions as of Q3 2025 with 60% ETF concentration.

Portfolio Value: $334.3M
Positions: 300
Top Holding: BIV at 10.51%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Farmers & Merchants Trust Co of Chambersburg PA's portfolio (37% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Intermediate-Term Bond BIV	ETF ETF	$35.2M	10.51%	+$2.5M Bought	— 450.1K shares	Q2 2023 Held for 2y 5m
2 iShares 20+ Year Treasury Bond TLT	ETF ETF	$17.7M	5.31%	+$2.2M Bought	— 198.6K shares	Q2 2023 Held for 2y 5m
3 EFV iShares MSCI EAFE Value EFV	ETF ETF	$9.6M	2.86%	+$929.7K Bought	— 140.8K shares	Q4 2022 Held for 2y 11m
4 Vanguard Small-Cap Value VBR	ETF ETF	$9.4M	2.81%	+$396.3K Bought	— 45.1K shares	Q1 2022 Held for 3y 8m
5 Vanguard Mid-Cap Value VOE	ETF ETF	$9.3M	2.77%	+$525.8K Bought	— 53.1K shares	Q1 2022 Held for 3y 8m
6 Fidelity Enhanced International FENI	ETF ETF	$9.3M	2.77%	+$113.6K Bought	— 262.4K shares	Q1 2024 Held for 1y 8m
7 Vanguard Small-Cap Growth VBK	ETF ETF	$9.0M	2.70%	+$448.2K Bought	— 30.3K shares	Q1 2023 Held for 2y 8m
8 Nvidia NVDA	Semiconductors Technology	$8.2M	2.45%	-$354.3K Sold	0.00% 43.9K shares	Q3 2020 Held for 5y 2m
9 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$8.2M	2.45%	+$481.4K Bought	— 97.2K shares	Q1 2024 Held for 1y 8m
10 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$7.9M	2.36%	+$471.7K Bought	— 85.9K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Farmers & Merchants Trust Co of Chambersburg PA's latest filing

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Market Value

$334.3M

Prior: $302.2M

Q/Q Change

+10.62%

+$32.1M

Net Flows % of MV

+4.2%

Turnover Ratio

3.25%

New Purchases

8 stocks

$41.2K

Added To

51 stocks

+$17.9M

Sold Out Of

16 stocks

$472.0K

Reduced Holdings

48 stocks

-$3.4M

Increased Positions

Position	Shares Δ	Change
1 iShares Bitcoin Trust IBIT	New	0 → 193.0 +$12.5K
2 SoFi Technologies, Inc. SOFI	New	0 → 250.0 +$6.6K
3 Willdan Group WLDN	New	0 → 65.0 +$6.3K
4 Kratos Defense & Security Solutions KTOS	New	0 → 60.0 +$5.5K
5 Ralliant Corporation RAL	New	0 → 103.0 +$4.5K

Decreased Positions

Position	Shares Δ	Change
1 iShares S&P 500 Growth ETF IVW	Sold	695.0 → 0 −$76.5K
2 iShares S&P 500 Value IVE	Sold	360.0 → 0 −$70.4K
3 Vanguard Total Stock Market VTI	Sold	197.0 → 0 −$59.9K
4 iShares Trust IGSB	Sold	1.1K → 0 −$58.8K
5 O'Reilly Automotive ORLY	Sold	500.0 → 0 −$45.1K

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Analytics

Portfolio insights and performance metrics for Farmers & Merchants Trust Co of Chambersburg PA

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Sector Allocation

ETF

59.50%

Technology

11.90%

Financial Services

7.80%

Consumer Defensive

3.80%

Healthcare

3.40%

Industrials

3.20%

Utilities

2.50%

Consumer Cyclical

2.50%

Energy

2.30%

Communication Services

1.80%

Basic Materials

1.00%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

26.21%

Large Cap ($10B - $200B)

13.63%

Mid Cap ($2B - $10B)

0.20%

Small Cap ($300M - $2B)

0.09%

Micro Cap ($50M - $300M)

0.37%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

59.49%

Portfolio Concentration

Top 10 Holdings %

36.98%

Top 20 Holdings %

53.77%

Top 50 Holdings %

84.21%

Top 100 Holdings %

96.46%