Farmers & Merchants Trust Co of Chambersburg PA
BankCIK
1697375
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 SPYHypothetical 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, 2025Top Position
6.8%
+1.0 pts
Top 5
24.5%
+0.3 pts
Top 10
41.6%
+0.1 pts
HHI
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 CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORCL | Oracle Corp | +5,296 | 22,713 | $3,341,309 | |
| MET | Metlife Inc | +2,475 | 32,425 | $2,293,096 | |
| MDT | Medtronic plc | +1,858 | 8,886 | $769,971 | |
| GLD | Spdr Gold Trust | +1,659 | 21,093 | $9,076,106 | |
| MSFT | Microsoft Corp | +1,077 | 14,827 | $5,488,510 | |
| NEE | Nextera Energy Inc | +647 | 15,476 | $1,437,410 | |
| IBM | International Business Machines Corp | +620 | 12,509 | $3,032,056 | |
| AMD | Advanced Micro Devices Inc | +500 | 2,422 | $492,707 | |
| PG | PROCTER & GAMBLE Co | +365 | 10,285 | $1,485,565 | |
| APD | Air Products & Chemicals, Inc. | +278 | 3,901 | $1,133,201 | |
| V | Visa Inc. | +251 | 12,606 | $3,810,037 | |
| AAPL | Apple Inc. | +114 | 16,424 | $4,168,246 | |
| SLV | iShares Silver Trust | +54 | 634 | $43,200 | |
| LLY | ELI LILLY & Co | +8 | 346 | $318,240 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FRAF | Franklin Financial Services Corp /Pa/ | −18,579 | 1,134 | $57,924 | |
| QCOM | Qualcomm Inc/De | −11,832 | 9,435 | $1,215,039 | |
| WMT | Walmart Inc. | −7,372 | 43,129 | $5,360,072 | |
| JCI | Johnson Controls International plc | −3,474 | 10,606 | $1,388,855 | |
| GOOGL | Alphabet Inc. | −3,162 | 15,716 | $4,519,292 | |
| RTX | RTX Corp | −2,822 | 19,465 | $3,754,798 | |
| JNJ | Johnson & Johnson | −2,401 | 19,495 | $4,765,357 | |
| NUE | Nucor Corp | −1,945 | 10,308 | $1,743,082 | |
| BNY | Bank of New York Mellon Corp | −1,700 | 2,265 | $268,696 | |
| ETN | Eaton Corp plc | −1,692 | 5,150 | $1,842,000 | |
| AVGO | Broadcom Inc. | −1,554 | 14,904 | $4,612,937 | |
| MDLZ | Mondelez International, Inc. | −1,550 | 100 | $5,764 | |
| PEG | Public Service Enterprise Group Inc | −1,541 | 12,282 | $994,227 | |
| CVX | Chevron Corp | −1,489 | 23,281 | $4,816,838 | |
| PPL | PPL Corp | −1,378 | 48,231 | $1,842,424 | |
| ABBV | AbbVie Inc. | −1,335 | 17,915 | $3,896,333 | |
| TRV | Travelers Companies, Inc. | −1,216 | 9,220 | $2,689,289 | |
| SO | Southern Co | −933 | 27,399 | $2,644,551 | |
| NVDA | Nvidia Corp | −767 | 43,406 | $7,570,006 | |
| SPY | Spdr S&P 500 ETF Trust | −754 | 1,683 | $1,094,522 | |
| JPM | Jpmorgan Chase & Co | −721 | 17,564 | $5,166,626 | |
| VLO | Valero Energy Corp/Tx | −550 | 5,783 | $1,428,863 | |
| DIS | Walt Disney Co | −430 | 945 | $91,079 | |
| PM | Philip Morris International Inc. | −415 | 1,950 | $322,413 | |
| MRK | Merck & Co., Inc. | −410 | 4,190 | $504,015 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MFC | Manulife Financial Corp | 854 | $29,411 | |
| AZN | Astrazeneca PLC | 84 | $16,566 | |
| WAT | Waters Corp /De/ | 32 | $9,529 | |
| PSIX | Power Solutions International, Inc. | 120 | $7,305 | |
| RDDT | Reddit, Inc. | 30 | $4,039 | |
| FLEX | Flex Ltd. | 60 | $3,927 | |
| VSNT | Versant Media Group, Inc. | 52 | $1,925 | |
| MTRN | MATERION Corp | 10 | $1,446 | |
| P | Everpure, Inc. | 20 | $1,180 | |
| SOLS | Solstice Advanced Materials Inc. | 10 | $761 | |
| DJT | Trump Media & Technology Group Corp. | 10 | $92 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FULT | Fulton Financial Corp | 1,200 | $23,196 | |
| CC | Chemours Co | 500 | $5,895 | |
| CVLT | Commvault Systems Inc | 30 | $3,760 | |
| WGS | GeneDx Holdings Corp. | 20 | $2,601 | |
| TTE | TotalEnergies SE | 36 | $2,355 | |
| JG | Aurora Mobile Ltd | 200 | $1,250 | |
| FNB | Fnb Corp/Pa/ | 65 | $1,111 | |
| NIO | NIO Inc. | 200 | $1,020 | |
| No positions match the current search. | ||||
246 positions ·
$133,544,732 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 246 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 21,093 | $9,076,106 | 6.80% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 43,406 | $7,570,006 | 5.67% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,827 | $5,488,510 | 4.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 43,129 | $5,360,072 | 4.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 17,564 | $5,166,626 | 3.87% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 23,281 | $4,816,838 | 3.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 19,495 | $4,765,357 | 3.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 14,904 | $4,612,937 | 3.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 15,716 | $4,519,292 | 3.38% | |
| AAPL |
Apple Inc.
Technology
|
Added | 16,424 | $4,168,246 | 3.12% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 17,915 | $3,896,333 | 2.92% | |
| V |
Visa Inc.
Financial Services
|
Added | 12,606 | $3,810,037 | 2.85% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 19,465 | $3,754,798 | 2.81% | |
| ORCL |
Oracle Corp
Technology
|
Added | 22,713 | $3,341,309 | 2.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 15,656 | $3,260,675 | 2.44% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,773 | $3,191,920 | 2.39% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Reduced | 15,616 | $3,096,496 | 2.32% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 12,509 | $3,032,056 | 2.27% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,898 | $2,887,654 | 2.16% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 9,220 | $2,689,289 | 2.01% | |
| SO |
Southern Co
Utilities
|
Reduced | 27,399 | $2,644,551 | 1.98% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 14,286 | $2,423,762 | 1.81% | |
| MET |
Metlife Inc
Financial Services
|
Added | 32,425 | $2,293,096 | 1.72% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 48,231 | $1,842,424 | 1.38% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 5,150 | $1,842,000 | 1.38% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 10,308 | $1,743,082 | 1.31% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 4,540 | $1,551,726 | 1.16% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 10,285 | $1,485,565 | 1.11% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 15,476 | $1,437,410 | 1.08% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 5,783 | $1,428,863 | 1.07% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 10,606 | $1,388,855 | 1.04% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 9,435 | $1,215,039 | 0.91% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 1,227 | $1,180,018 | 0.88% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 3,901 | $1,133,201 | 0.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,683 | $1,094,522 | 0.82% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 12,282 | $994,227 | 0.74% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 10,500 | $798,525 | 0.60% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 8,886 | $769,971 | 0.58% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 3,507 | $544,602 | 0.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,190 | $504,015 | 0.38% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,422 | $492,707 | 0.37% | |
| WM |
Waste Management Inc
Industrials
|
Held | 1,968 | $452,226 | 0.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 765 | $437,679 | 0.33% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 1,477 | $412,452 | 0.31% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 3,932 | $403,698 | 0.30% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 1,617 | $394,839 | 0.30% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 1,350 | $387,450 | 0.29% | |
| PSX |
Phillips 66
Energy
|
Reduced | 2,117 | $385,675 | 0.29% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 1,950 | $322,413 | 0.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 346 | $318,240 | 0.24% |