Latest imported 13F data

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

Other69.3%
Technology12.2%
Financial4.5%
Consumer3.6%
Healthcare3.2%
Energy2.0%
Industrial1.8%
Utilities1.4%

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 2023Q3 2023Q2 2023Q1 2023Q4 2022