Data as of Q4 2025 (Dec 31, 2025)

Farmers & Merchants Trust Co of Chambersburg PA

โ€ขCIK: 1697375โ€ขFiling: Q4 2025

**Farmers & Merchants Trust Co of Chambersburg PA** manages $357M across a diversified portfolio of 333 positions. The fund exhibits notable allocations to fixed income and value-oriented equity, highlighted by a $17.9M position in TLT and a $35.5M holding in BIV. Further concentration includes significant stakes in EFV ($10.3M), VBR ($9.8M), and VOE ($9.7M). This structure suggests a tactical approach balancing credit exposure with established market value plays.

Total AUM
$357.2M
QoQ Performance
+0.9%
Positions
268
Top 10 Concentration
35.4%
Latest Filing
Q4 2025

Top Holdings Allocation

BIV
TLT
BIV9.9%
TLT5.0%
EFV2.9%
VBR2.8%
VOE2.7%
FENI2.6%
VBK2.6%
NVDA2.3%

๐Ÿ“ˆ Biggest Buys

XLU
Select Sector SPDR Tr
+215.5%
1.6% of portfolio
XLK
Select Sector SPDR Tr
+100.9%
1.7% of portfolio
XLE
Select Sector SPDR Tr
+97.4%
0.8% of portfolio
XLY
Select Sector SPDR Tr
+100.6%
0.7% of portfolio
XLB
Select Sector SPDR Tr
+100.1%
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

SPY
SPDR S&P 500 ETF TR
-25.9%
0.5% of portfolio
FRAF
Franklin Finl Svcs Corp
-26.3%
0.3% of portfolio
AVGO
Broadcom Inc
-5.7%
1.6% of portfolio
GOOGL
Alphabet Inc
-4.4%
1.7% of portfolio
FENI
Fidelity Covington Trust
-2.5%
2.6% of portfolio

Sector Breakdown

Other70.5%
Technology12.2%
Financial4.5%
Consumer3.6%
Healthcare3.2%
Industrial1.8%
Utilities1.4%
Energy0.9%

๐Ÿšช Exited Positionssold since Q3 2025

ICE
Intercontinental Exchange In
SOLD
$2.4M
VFH
Vanguard World Fd
SOLD
$108.0K
VGT
Vanguard World Fd
SOLD
$105.0K
VHT
Vanguard World Fd
SOLD
$84.0K
UNH
UnitedHealth Group Inc
SOLD
$79.0K
+129 more exited positions

Changes from Q3 2025

NEW1 new position
โ†‘25 increased
โ†“63 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023