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CIK: 0001697375
Total reported value
$394.0M
$394.0M
432 檔
10.5%
The Q1 2024 SEC filing reveals that Farmers & Merchants Trust Co of Chambersburg PA held a total portfolio value of $394.0M, covering 432 public equity positions.
During Q1 2024, Farmers & Merchants Trust Co of Chambersburg PA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 432 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.66% | -0.57% | +327.24% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.85% | -0.27% | +28382.17% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.65% | -0.01% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.11% | -19.63% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.36% | +0.05% | +14.20% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.32% | +0.19% | +11.90% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.27% | +0.46% | +9.09% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.19% | -0.08% | +16.84% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.16% | +0.20% | +12.97% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +0.16% | -20.55% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.93% | -0.34% | -0.66% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | — | -12.55% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.71% | -0.04% | +2.72% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.07% | -1.44% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.64% | -0.48% | +0.94% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.22% | +186.01% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | +0.05% | -3.20% | |
| 18 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.48% | +0.06% | -22.18% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.45% | +0.11% | -11.09% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.41% | -0.12% | — | |
| 21 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.41% | -0.11% | — | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.39% | -0.13% | — | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.38% | -0.16% | +4.71% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | +0.10% | -19.69% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.19% | -4.68% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.09% | -21.04% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.23% | +0.01% | +6.30% | |
| 28 | NUE | Nucor CORP | Stock-Materials | 1.22% | +0.01% | -10.88% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 1.19% | +0.01% | -9.39% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.13% | -0.06% | +67.38% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.13% | +0.01% | -0.76% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.05% | -11.69% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 1.11% | +0.06% | -4.54% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 1.08% | +0.05% | -11.73% | |
| 35 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.05% | +0.04% | -10.34% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 1.03% | +0.01% | +0.01% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.98% | -0.12% | +3.64% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.98% | — | +20566.67% | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 0.98% | — | +7.53% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.97% | +0.47% | -9.72% | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.96% | -0.01% | +10.23% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.07% | -2.41% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.95% | -0.03% | -12.32% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.11% | -4.37% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.02% | -8.70% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.87% | +0.01% | -4.18% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.84% | +0.01% | +2.76% | |
| 48 | VLO | Valero Energy CORP | Stock-Energy | 0.83% | — | -6.33% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.01% | -4.34% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.78% | -0.06% | +3109.73% |
According to official SEC Form 13F filings, Farmers & Merchants Trust Co of Chambersburg PA reported a total U.S. public equity portfolio value of $394.0M across 432 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, TLT, FENI) accounted for 10.5% of total reported equity market value during Q1 2024.
During Q1 2024, Farmers & Merchants Trust Co of Chambersburg PA's top holdings by market value included BIV (6.7%)、TLT (2.9%)、FENI (2.6%). The largest single position, BIV, represented 6.7% of total portfolio value.
In Q1 2024, Farmers & Merchants Trust Co of Chambersburg PA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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