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Farmers & Merchants Trust Co of Chambersburg PA

Bank
Location
CHAMBERSBURG, PA
Portfolio Value
Small $133,544,732
Diversification
Diversified
Filing Date
Global Rank
#5,109 / 8,617 ▲ 2 · as of Mar 2026
Top Industry
Semiconductors 11.7%
3Y Alpha vs SPY
-2.6%
Period ended 4 months ago
Filed Apr 29, 2026 · 3mo
25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+62.1%
SPY
+69.4%
Annualised alpha
-1.8%
Max drawdown
−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

246 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.8%
+1.0 pts
Top 5
24.5%
+0.3 pts
Top 10
41.6%
+0.1 pts
HHI
275
Jun 2023 → Mar 2026 · range 196 – 275
Diversified+3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 24.8% $33,180,632
Financial Services 15.2% $20,301,313
Consumer Defensive 9.3% $12,390,780
Healthcare 8.6% $11,548,836
Unclassified 7.8% $10,373,618
Energy 7.7% $10,334,801
Industrials 7.2% $9,560,383
Utilities 6.3% $8,408,825
Consumer Cyclical 5.7% $7,674,178
Communication Services 4.0% $5,394,845
Basic Materials 2.7% $3,663,527
Real Estate 0.5% $712,994

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
14 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
11 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
8 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
246 positions · $133,544,732 total · as of Mar 31, 2026
Showing 1–50 of 246 positions by value · page 1 of 5
Ticker Company Shares Value (USD) % of Portfolio History