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Farmers & Merchants Trust Co of Chambersburg PA

Diversified strategyMomentum followerLong-term holder

Total reported value

$367.5M

Reporting period: 2026-03-31 · Number of holdings: 335

Farmers & Merchants Trust Co of Chambersburg PA disclosed 335 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $367.5M and a quarterly turnover rate of 13.5%.

Personality snowflake

Concentration
10.54
Portfolio Stability
13.52
Momentum/Contrarian
100
Sector conviction
57.94
Diversification
100
Sizing Uniformity
71.98

Recent moves

  • Trim QCOM

    -55.6%　-$2.4M

  • Add VBR

    +21.8%　$2.5M

  • Add VBK

    +26.1%　$2.4M

  • Add TLT

    +15.2%　$2.6M

  • Trim GOOGL

    -16.7%　-$1.4M

  • Add BIV

    +7.9%　$2.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BIVVanguard Intermediate-term BETF-Other10.34%+0.39%+7.88%
2TLTIshares 20+ Year Treasury BdETF-Gov Bonds5.57%+0.57%+15.15%
3VBRVanguard Small-cap Value ETFETF-Other3.35%+0.60%+21.84%
4VBKVanguard Small-cap Grwth ETFETF-Other3.16%+0.58%+26.10%
5EFVIshares Msci Eafe Value ETFETF-Other3.10%+0.22%+6.42%
6VOEVanguard Mid-cap Value ETFETF-Other2.93%+0.21%+6.65%
7FENIFidelity Enhanced Intl ETFETF-Other2.54%—-1.96%
8GLDSpdr Gold SharesETF-Commodities2.47%+0.31%+8.54%
9VCITVanguard Int-term CorporateETF-Corp Bonds2.31%+0.06%+6.61%
10BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds2.30%+0.13%+8.44%
11SJNKSs Spdr Bb St Hi Yield ETFETF-Other2.22%+0.11%+9.91%
12NVDANvidia CORPStock-Tech2.06%-0.25%-1.74%
13VOTVanguard Mid-cap Growth ETFETF-Other2.01%—+10.69%
14XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other1.59%+0.03%-2.29%
15MSFTMicrosoft CORPStock-Tech1.49%-0.37%+7.83%
16XLKSs Technology Select SectorETF-Tech1.47%-0.27%-5.92%
17WMTWalmart INCStock-Consumer Staples1.46%—-14.60%
18SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth1.44%—+0.64%
19JPMJpmorgan Chase & CoStock-Financials1.41%-0.24%-3.94%
20SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth1.38%-0.14%+1.51%
21CVXChevron CORPStock-Energy1.31%+0.25%-6.01%
22JNJJohnson & JohnsonStock-Healthcare1.30%—-10.97%
23AVGOBroadcom INCStock-Tech1.26%-0.33%-9.44%
24XLPSs Consumer Staples Sel SectETF-Other1.24%—-1.77%
25GOOGLAlphabet Inc-cl AStock-Comm Services1.23%-0.42%-16.75%
26VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds1.17%—+6.31%
27FLOTIshares Floating Rate Bond EETF-Other1.14%+0.23%+28.25%
28AAPLApple INCStock-Tech1.13%—+0.70%
29IEFIshares 7-10 Year Treasury BETF-Gov Bonds1.12%+0.04%+7.85%
30ABBVAbbvie INCStock-Healthcare1.06%-0.17%-6.94%
31XLCSs Comm Select Sector SpdrETF-Other1.05%-0.13%-2.44%
32VVisa Inc-class A SharesStock-Financials1.04%-0.17%+2.03%
33XLFSs Financial Select SectorETF-Other1.03%-0.18%-2.45%
34RTXRtx CORPStock-Industrials1.02%-0.12%-12.66%
35ORCLOracle CORPStock-Tech0.91%—+30.41%
36XLESs Energy Select SectorETF-Other0.90%+0.13%-12.13%
37AMZNAmazon.com INCStock-Consumer Disc0.89%-0.13%-0.48%
38GSGoldman Sachs Group INCStock-Financials0.87%-0.10%-4.21%
39DKSDick's Sporting Goods INCStock-Consumer Disc0.84%—-1.76%
40XLRESs Real Estate Select SectorETF-Other0.83%—-0.60%
41XLISs Industrial Select SectorETF-Other0.83%-0.13%-14.63%
42XLVSs Health Care Select SectorETF-Other0.83%-0.11%-4.93%
43IBMIntl Business Machines CORPStock-Tech0.83%-0.16%+5.21%
44EFGIshares Msci Eafe Growth ETFETF-Other0.79%+0.22%+45.61%
45COSTCostco Wholesale CORPStock-Consumer Staples0.79%+0.07%-3.34%
46JEPIJpmorgan Equity Premium IncoETF-Other0.76%—+10.11%
47IWPIshares Russell Mid-cap GrowETF-Other0.74%+0.12%+30.73%
48TRVTravelers Cos Inc/theStock-Financials0.73%-0.12%-11.65%
49DONWisdomtree US Midcap DividenETF-Other0.72%+0.17%+31.50%
50SOSouthern Co/theStock-Utilities0.72%—-3.29%
1–50 of 335

Holding changes this quarter

Farmers & Merchants Trust Co of Chambersburg PA's most significant position changes for 2026-03-31: New buy: Ishares Core Msci Emerging (IEMG); Trim: Qualcomm INC (QCOM) — shares -55.64%; Add: Vanguard Small-cap Value ETF (VBR) — shares +21.84%; Add: Vanguard Small-cap Grwth ETF (VBK) — shares +26.10%; Add: Ishares 20+ Year Treasury Bd (TLT) — shares +15.15%.

Position changes disclosed by Farmers & Merchants Trust Co of Chambersburg PA for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VBRVanguard Small-cap Value ETF+0.6%+21.84%Add
2VBKVanguard Small-cap Grwth ETF+0.6%+26.10%Add
3TLTIshares 20+ Year Treasury Bd+0.6%+15.15%Add
4BIVVanguard Intermediate-term B+0.4%+7.88%Add
5GLDSpdr Gold Shares+0.3%+8.54%Add
6CVXChevron CORP+0.3%-6.01%Trim
7FLOTIshares Floating Rate Bond E+0.2%+28.25%Add
8DGSWisdomtree Em Small Cap+0.2%+74.99%Add
9EFVIshares Msci Eafe Value ETF+0.2%+6.42%Add
10EFGIshares Msci Eafe Growth ETF+0.2%+45.61%Add
11VOEVanguard Mid-cap Value ETF+0.2%+6.65%Add
12DONWisdomtree US Midcap Dividen+0.2%+31.50%Add
13XOMExxon Mobil CORP+0.2%-2.35%Trim
14BILSs Spdr Bb 1-3m T-bill ETF+0.1%+8.44%Add
15XLESs Energy Select Sector+0.1%-12.13%Trim
16EFAIshares Msci Eafe ETF+0.1%+30.66%Add
17IWPIshares Russell Mid-cap Grow+0.1%+30.73%Add
18SJNKSs Spdr Bb St Hi Yield ETF+0.1%+9.91%Add
19VLOValero Energy CORP+0.1%-8.68%Trim
20AMATApplied Materials INC+0.1%—Unchanged
21COSTCostco Wholesale CORP+0.1%-3.34%Trim
22VCITVanguard Int-term Corporate+0.1%+6.61%Add
23IEFIshares 7-10 Year Treasury B0%+7.85%Add
24XLUSt Sr Utl Sl Se Spdr Etf-usd0%-2.29%Trim
25IVVIshares Core S&p 500 ETF-0.1%-97.59%Trim
26JNJJohnson & Johnson-0.1%-24.67%Trim
27XLYSs Consumer Disc Select Sect-0.1%-2.99%Trim
28GSGoldman Sachs Group INC-0.1%-4.21%Trim
29ETNEaton Corporation plc-0.1%-24.73%Trim
30XLVSs Health Care Select Sector-0.1%-4.93%Trim
31TRVTravelers Cos Inc/the-0.1%-11.65%Trim
32RTXRtx CORP-0.1%-12.66%Trim
33XLISs Industrial Select Sector-0.1%-14.63%Trim
34AMZNAmazon.com INC-0.1%-0.48%Trim
35XLCSs Comm Select Sector Spdr-0.1%-2.44%Trim
36SPYGSs Spdr P S&p 500 Growth ETF-0.1%+1.51%Add
37IBMIntl Business Machines CORP-0.2%+5.21%Add
38SPYSs Spdr S&p 500 ETF Trust-us-0.2%-30.94%Trim
39VVisa Inc-class A Shares-0.2%+2.03%Add
40ABBVAbbvie INC-0.2%-6.94%Trim
41XLFSs Financial Select Sector-0.2%-2.45%Trim
42JPMJpmorgan Chase & Co-0.2%-3.94%Trim
43NVDANvidia CORP-0.3%-1.74%Trim
44FRAFFranklin Financial Services-0.3%-94.25%Trim
45XLKSs Technology Select Sector-0.3%-5.92%Trim
46AVGOBroadcom INC-0.3%-9.44%Trim
47MSFTMicrosoft CORP-0.4%+7.83%Add
48GOOGLAlphabet Inc-cl A-0.4%-16.75%Trim
49QCOMQualcomm INC-0.7%-55.64%Trim
50IEMGIshares Core Msci Emerging—NEWNew buy

FAQ

What is Farmers & Merchants Trust Co of Chambersburg PA and what type of investor is it?
Farmers & Merchants Trust Co of Chambersburg PA is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $367.5M, spread across 335 disclosed positions.
What are Farmers & Merchants Trust Co of Chambersburg PA's largest equity positions?
Based on the latest 13F filing, Farmers & Merchants Trust Co of Chambersburg PA's top holdings by market value are: 1. Vanguard Intermediate-term B (BIV) — $38.0M (10.3%) 2. Ishares 20+ Year Treasury Bd (TLT) — $20.5M (5.6%) 3. Vanguard Small-cap Value ETF (VBR) — $12.3M (3.4%) 4. Vanguard Small-cap Grwth ETF (VBK) — $11.6M (3.2%) 5. Ishares Msci Eafe Value ETF (EFV) — $11.4M (3.1%)
What changes did Farmers & Merchants Trust Co of Chambersburg PA make in its most recent portfolio filing?
In the latest reported quarter, Farmers & Merchants Trust Co of Chambersburg PA made 49 notable position adjustments: 1 new positions were initiated, 21 existing holdings were added to, 27 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Core Msci Emerging (IEMG); Trim: Qualcomm INC (QCOM) — shares -55.64%; Add: Vanguard Small-cap Value ETF (VBR) — shares +21.84%; Add: Vanguard Small-cap Grwth ETF (VBK) — shares +26.10%; Add: Ishares 20+ Year Treasury Bd (TLT) — shares +15.15%
What sectors does Farmers & Merchants Trust Co of Chambersburg PA focus on?
Farmers & Merchants Trust Co of Chambersburg PA is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.3% • Financials: 13.9% • Health Care: 13.0% • Consumer Staples: 12.4% • Energy: 9.1% • Communication Services: 6.2%