What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001697375
Total reported value
$394.0M
$394.0M
335 檔
23.8%
According to the latest 13F quarterly dataset, Farmers & Merchants Trust Co of Chambersburg PA managed an equity portfolio of $394.0M at the end of Q1 2026, spanning 335 distinct U.S. exchange-listed positions.
In Q1 2026, Farmers & Merchants Trust Co of Chambersburg PA adopted a defensive or profit-taking posture, trimming 71 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 335 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 10.34% | -0.57% | +7.88% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.57% | -0.27% | +15.15% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.35% | +0.19% | +21.84% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.16% | +0.46% | +26.10% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.10% | -0.08% | +6.42% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.93% | +0.05% | +6.65% | |
| 7 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.54% | -0.01% | -1.96% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.47% | -0.48% | +8.54% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.31% | -0.12% | +6.61% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.30% | -0.13% | +8.44% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.22% | -0.11% | +9.91% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.16% | -1.74% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.01% | +0.20% | +10.69% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.59% | -0.12% | -2.29% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.11% | +7.83% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.47% | +0.47% | -5.92% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.46% | -0.22% | -14.60% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.44% | +0.13% | +0.64% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | — | -3.94% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | +0.30% | +1.51% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.31% | -0.34% | -6.01% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.07% | -10.97% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | +0.10% | -9.44% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.24% | -0.06% | -1.77% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.19% | -16.75% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.17% | -0.06% | +6.31% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.14% | +0.04% | +28.25% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.09% | +0.70% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.12% | -0.07% | +7.85% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 1.06% | +0.11% | -6.94% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.05% | -0.10% | -2.44% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.05% | +2.03% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 1.03% | +0.01% | -2.45% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.09% | -12.66% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.91% | -0.07% | +30.41% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.16% | -12.13% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.05% | -0.48% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.87% | +0.10% | -4.21% | |
| 39 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.84% | +0.06% | -1.76% | |
| 40 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.83% | +0.01% | -0.60% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.83% | +0.06% | -14.63% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.83% | +0.01% | -4.93% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.83% | +0.01% | +5.21% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.79% | +0.11% | +45.61% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.12% | -3.34% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.76% | -0.03% | +10.11% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.74% | +0.12% | +30.73% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.73% | +0.04% | -11.65% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.72% | +0.03% | +31.50% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.72% | -0.06% | -3.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small-cap Value ETF | +0.6% | +21.84% | Add |
| 2 | VBK | Vanguard Small-cap Grwth ETF | +0.6% | +26.10% | Add |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | +15.15% | Add |
| 4 | BIV | Vanguard Intermediate-term B | +0.4% | +7.88% | Add |
| 5 | GLD | Spdr Gold Shares | +0.3% | +8.54% | Add |
| 6 | CVX | Chevron CORP | +0.3% | -6.01% | Trim |
| 7 | FLOT | Ishares Floating Rate Bond E | +0.2% | +28.25% | Add |
| 8 | DGS | Wisdomtree Em Small Cap | +0.2% | +74.99% | Add |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +6.42% | Add |
| 10 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +45.61% | Add |
| 11 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +6.65% | Add |
| 12 | DON | Wisdomtree US Midcap Dividen | +0.2% | +31.50% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.2% | -2.35% | Trim |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +8.44% | Add |
| 15 | XLE | Ss Energy Select Sector | +0.1% | -12.13% | Trim |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +30.66% | Add |
| 17 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +30.73% | Add |
| 18 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +9.91% | Add |
| 19 | VLO | Valero Energy CORP | +0.1% | -8.68% | Trim |
| 20 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 21 | COST | Costco Wholesale CORP | +0.1% | -3.34% | Trim |
| 22 | VCIT | Vanguard Int-term Corporate | +0.1% | +6.61% | Add |
| 23 | NEE | Nextera Energy Inc | +0.1% | +4.36% | Add |
| 24 | APD | Air Products & Chemicals Inc | +0.1% | +7.67% | Add |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +28.82% | Add |
| 26 | IEF | Ishares 7-10 Year Treasury B | 0% | +7.85% | Add |
| 27 | JEPI | Jpmorgan Equity Premium Inco | 0% | +10.11% | Add |
| 28 | XLB | Ss Materials Select Sector | 0% | +0.46% | Add |
| 29 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -2.29% | Trim |
| 31 | JNJ | Johnson & Johnson | 0% | -10.97% | Trim |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +6.31% | Add |
| 33 | SO | Southern Co/the | 0% | -3.29% | Trim |
| 34 | XTL | Ss Spdr S&p Telecom ETF | 0% | -11.26% | Trim |
| 35 | MDT | Medtronic plc | 0% | +26.44% | Add |
| 36 | PSX | Phillips 66 | 0% | -8.51% | Trim |
| 37 | COP | Conocophillips | 0% | -5.16% | Trim |
| 38 | XLP | Ss Consumer Staples Sel Sect | 0% | -1.77% | Trim |
| 39 | PPL | Ppl CORP | 0% | -2.78% | Trim |
| 40 | AMD | Advanced Micro Devices | 0% | +26.01% | Add |
| 41 | GLW | Corning Inc | 0% | — | Unchanged |
| 42 | KO | Coca-cola Co/the | 0% | -2.78% | Trim |
| 43 | DLR | Digital Realty Trust Inc | 0% | — | Unchanged |
| 44 | BHP | Bhp Group Ltd-spon Adr | 0% | — | Unchanged |
| 45 | EQIX | Equinix Inc | 0% | — | Unchanged |
| 46 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 47 | MO | Altria Group Inc | 0% | — | Unchanged |
| 48 | SUN | Sunoco LP | 0% | — | Unchanged |
| 49 | EXC | Exelon CORP | 0% | -1.35% | Trim |
| 50 | DE | Deere & Co | 0% | — | Unchanged |
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 335 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIV, TLT, VBR) accounted for 23.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
IEMG
市值: $2.4M
Top Position Liquidated / Trimmed
IJH
前期市值: $79.0K
During Q1 2026, Farmers & Merchants Trust Co of Chambersburg PA's top holdings by market value included BIV (10.3%)、TLT (5.6%)、VBR (3.4%). The largest single position, BIV, represented 10.3% of total portfolio value.
In Q1 2026, Farmers & Merchants Trust Co of Chambersburg PA made 125 total portfolio adjustments, initiating 8 new buys, adding to 38 positions, trimming 71 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.