Farmers & Merchants Trust Co of Chambersburg PA

Bank

CIK

1697375

Location

CHAMBERSBURG, PA

Portfolio Value

Small $141,266,472

Diversification

Diversified

Filing Date

Global Rank

#5,187 / 8,517 ▼ 600

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

+18.1%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+165.9%

SPY

+75.3%

Annualised alpha

+18.0%

Max drawdown

−12.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

254 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.2%

−14.4 pts

Top 5

23.5%

−13.7 pts

Top 10

40.8%

−9.8 pts

HHI

270

Diversified−323

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.3%	$38,542,330	45
Financial Services	16.3%	$23,008,020	41
Healthcare	8.7%	$12,347,772	20
Consumer Defensive	8.2%	$11,584,368	18
Industrials	7.2%	$10,234,028	32
Unclassified	6.5%	$9,251,102	6
Energy	6.3%	$8,874,626	20
Consumer Cyclical	5.9%	$8,345,870	17
Utilities	5.8%	$8,251,500	19
Communication Services	4.5%	$6,380,868	12
Basic Materials	2.6%	$3,722,443	15
Real Estate	0.5%	$723,545	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
FRAF	Franklin Financial Services Corp /Pa/	+1,941	3,075	$192,495
ORRF	Orrstown Financial Services Inc	+877	5,529	$225,749
PPL	PPL Corp	+525	48,756	$1,772,280
ABBV	AbbVie Inc.	+468	18,383	$4,625,898
PEG	Public Service Enterprise Group Inc	+348	12,630	$1,025,050
MDT	Medtronic plc	+348	9,234	$722,375
ABT	Abbott Laboratories	+272	4,204	$381,470
NVDA	Nvidia Corp	+253	43,659	$8,735,729
GLD	Spdr Gold Trust	+231	21,324	$7,855,335
AAPL	Apple Inc.	+161	16,585	$4,799,035
VLO	Valero Energy Corp/Tx	+114	5,897	$1,535,814
SLV	iShares Silver Trust	+100	734	$39,246
APD	Air Products & Chemicals, Inc.	+98	3,999	$1,172,426
PLTR	Palantir Technologies Inc.	+75	125	$14,583
KLAC	Kla Corp	+36	40	$12,068
DKS	Dick's Sporting Goods, Inc.	+31	15,647	$3,548,896
BLK	BlackRock, Inc.	+26	1,253	$1,204,834
TSLA	Tesla, Inc.	+25	155	$65,193
BRK-B	Berkshire Hathaway Inc	+20	211	$105,582
TRV	Travelers Companies, Inc.	+20	9,240	$3,050,308
GS	Goldman Sachs Group Inc	+8	3,781	$3,823,989
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NUE	Nucor Corp	−1,768	8,540	$1,902,285
INTC	Intel Corp	−1,600	255	$35,605
STLD	Steel Dynamics Inc	−1,300	220	$50,481
GOOGL	Alphabet Inc.	−1,096	15,667	$5,598,915
CSCO	Cisco Systems, Inc.	−700	1,019	$119,691
AVGO	Broadcom Inc.	−692	14,212	$5,368,583
IBM	International Business Machines Corp	−690	11,819	$3,323,620
MET	Metlife Inc	−610	31,815	$2,691,867
AMAT	Applied Materials Inc /De	−570	3,970	$2,870,310
JPM	Jpmorgan Chase & Co	−543	17,021	$5,571,483
TSN	Tyson Foods, Inc.	−525	275	$15,743
VZ	Verizon Communications Inc	−500	3,468	$146,835
TFC	Truist Financial Corp	−490	104	$5,181
SYY	Sysco Corp	−475	2,070	$173,010
JNJ	Johnson & Johnson	−420	19,075	$4,844,477
SO	Southern Co	−373	27,026	$2,586,658
PEP	Pepsico Inc	−355	3,152	$426,780
CMCSA	Comcast Corp	−300	1,000	$24,550
PAYX	Paychex Inc	−300	200	$19,666
XOM	ExxonMobil Holdings Corp	−300	13,986	$1,912,165
MSFT	Microsoft Corp	−283	14,544	$5,425,202
KO	Coca Cola Co	−280	10,220	$830,579
PANW	Palo Alto Networks Inc	−270	30	$10,230
T	At&T Inc.	−225	100	$2,070
DHR	Danaher Corp /De/	−210	379	$72,191
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	700	$119,602
DTE	Dte Energy Co	732	$111,534
NMZ	Nuveen Municipal High Income Opportunity Fund	5,879	$62,141
DTM	DT Midstream, Inc.	377	$55,320
GEV	GE Vernova Inc.	30	$35,245
CSQ	Calamos Strategic Total Return Fund	940	$19,326
B	Barrick Mining Corp	400	$14,692
CFG	Citizens Financial Group Inc/Ri	190	$13,313
CHW	Calamos Global Dynamic Income Fund	1,375	$12,251
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	400	$12,056
HBAN	Huntington Bancshares Inc /Md/	600	$10,638
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	500	$10,335
TTE	TotalEnergies SE	91	$7,076
BE	Bloom Energy Corp	20	$6,054
ENS	EnerSys	25	$5,845
IAU	Ishares Gold Trust	75	$5,663
VPG	Vishay Precision Group, Inc.	35	$5,246
CLS	Celestica Inc	13	$4,742
LNG	Cheniere Energy, Inc.	18	$4,302
FRVO	Fervo Energy Co	50	$1,461
WPM	Wheaton Precious Metals Corp.	10	$1,123
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	492,315	$37,996,871
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	92,428	$8,470,101
XLB	State Street Materials Select Sector SPDR ETF	45,210	$2,259,143
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	31,685	$1,904,268
BABA	Alibaba Group Holding Ltd	1,750	$219,555
VEA	Vanguard FTSE Developed Markets ETF	2,097	$134,375
GLW	Corning Inc /Ny	925	$125,772
INTU	Intuit Inc.	150	$64,857
VB	Vanguard Morningstar Small-Cap ETF	189	$49,502
OLLI	Ollie's Bargain Outlet Holdings, Inc.	200	$18,408
XYL	Xylem Inc.	121	$14,459
VIG	Vanguard Dividend Appreciation ETF	55	$11,828
PSIX	Power Solutions International, Inc.	120	$7,305
PFE	Pfizer Inc	255	$7,160
UNH	Unitedhealth Group Inc	25	$6,764
KTOS	Kratos Defense & Security Solutions, Inc.	60	$4,230
DJT	Trump Media & Technology Group Corp.	10	$92
VFC	V F Corp	100	$2
SOLS	Solstice Advanced Materials Inc.	10	$1
NQP	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND	5,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

254 tracked positions · $141,266,472 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 254 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	43,659	+253	$8,735,729	+15.4%	6.18%
GLD	Spdr Gold Trust	Added	21,324	+231	$7,855,335	−13.5%	5.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,667	-1,096	$5,598,915	+16.2%	3.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,021	-543	$5,571,483	+7.8%	3.94%
MSFT	Microsoft Corp Technology	Reduced	14,544	-283	$5,425,202	−1.2%	3.84%
AVGO	Broadcom Inc. Technology	Reduced	14,212	-692	$5,368,583	+16.4%	3.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	43,110	-19	$4,882,638	−8.9%	3.46%
JNJ	Johnson & Johnson Healthcare	Reduced	19,075	-420	$4,844,477	+1.7%	3.43%
AAPL	Apple Inc. Technology	Added	16,585	+161	$4,799,035	+15.1%	3.40%
ABBV	AbbVie Inc. Healthcare	Added	18,383	+468	$4,625,898	+18.7%	3.27%
V	Visa Inc. Financial Services	Reduced	12,562	-44	$4,309,896	+13.1%	3.05%
CVX	Chevron Corp Energy	Reduced	23,175	-106	$3,841,488	−20.2%	2.72%
GS	Goldman Sachs Group Inc Financial Services	Added	3,781	+8	$3,823,989	+19.8%	2.71%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,573	-83	$3,711,668	+13.8%	2.63%
RTX	RTX Corp Industrials	Reduced	19,395	-70	$3,679,813	−2.0%	2.60%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Added	15,647	+31	$3,548,896	+14.6%	2.51%
IBM	International Business Machines Corp Technology	Reduced	11,819	-690	$3,323,620	+9.6%	2.35%
ORCL	Oracle Corp Technology	Reduced	22,575	-138	$3,308,366	−1.0%	2.34%
TRV	Travelers Companies, Inc. Financial Services	Added	9,240	+20	$3,050,308	+13.4%	2.16%
AMAT	Applied Materials Inc /De Technology	Reduced	3,970	-570	$2,870,310	+85.0%	2.03%
MET	Metlife Inc Financial Services	Reduced	31,815	-610	$2,691,867	+17.4%	1.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,830	-68	$2,647,380	−8.3%	1.87%
SO	Southern Co Utilities	Reduced	27,026	-373	$2,586,658	−2.2%	1.83%
ETN	Eaton Corp plc Industrials	Reduced	5,047	-103	$2,150,627	+16.8%	1.52%
XOM	ExxonMobil Holdings Corp Energy	Reduced	13,986	-300	$1,912,165	−21.1%	1.35%
NUE	Nucor Corp Basic Materials	Reduced	8,540	-1,768	$1,902,285	+9.1%	1.35%
PPL	PPL Corp Utilities	Added	48,756	+525	$1,772,280	−3.8%	1.25%
QCOM	Qualcomm Inc/De Technology	Reduced	9,433	-2	$1,743,124	+43.5%	1.23%
JCI	Johnson Controls International plc Industrials	Reduced	10,603	-3	$1,549,204	+11.5%	1.10%
VLO	Valero Energy Corp/Tx Energy	Added	5,897	+114	$1,535,814	+7.5%	1.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,171	-114	$1,491,475	+0.4%	1.06%
AMD	Advanced Micro Devices Inc Technology	Held	2,422	0	$1,406,964	+185.6%	1.00%
NEE	Nextera Energy Inc Utilities	Reduced	15,460	-16	$1,356,924	−5.6%	0.96%
BLK	BlackRock, Inc. Financial Services	Added	1,253	+26	$1,204,834	+2.1%	0.85%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	3,999	+98	$1,172,426	+3.5%	0.83%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,540	-143	$1,150,025	+5.1%	0.81%
PEG	Public Service Enterprise Group Inc Utilities	Added	12,630	+348	$1,025,050	+3.1%	0.73%
KO	Coca Cola Co Consumer Defensive	Reduced	10,220	-280	$830,579	+4.0%	0.59%
MDT	Medtronic plc Healthcare	Added	9,234	+348	$722,375	−6.2%	0.51%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,988	-202	$512,458	+1.7%	0.36%
META	Meta Platforms, Inc. Communication Services	Held	765	0	$430,916	−1.5%	0.31%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,152	-355	$426,780	−21.6%	0.30%
NSC	Norfolk Southern Corp Industrials	Held	1,350	0	$424,696	+9.6%	0.30%
LLY	ELI LILLY & Co Healthcare	Held	346	0	$415,002	+30.4%	0.29%
WM	Waste Management Inc Industrials	Reduced	1,818	-150	$405,195	−10.4%	0.29%
MPC	Marathon Petroleum Corp Energy	Reduced	1,493	-124	$381,715	−3.3%	0.27%
ABT	Abbott Laboratories Healthcare	Added	4,204	+272	$381,470	−5.5%	0.27%
CEG	Constellation Energy Corp Utilities	Reduced	1,439	-38	$357,404	−13.3%	0.25%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,950	0	$352,774	+9.4%	0.25%
ANET	Arista Networks, Inc. Technology	Held	2,000	0	$339,760	+38.4%	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.