Farmers & Merchants Trust Co of Chambersburg PA — 13F Holdings & Portfolio

CIK 1697375 · latest 13F-HR filed 2026-04-29

Farmers & Merchants Trust Co of Chambersburg PA manages $367.5K in 13F-reported U.S. long-equity assets across 335 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BIV (10.34%), TLT (5.57%), VBR (3.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 12, added to 118, and trimmed 112.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$367.5K

Long-equity book

Holdings

335

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+14 / −12 / ↑118 / ↓112

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • iShares Tr$2.6K +14.5%
  • Vanguard Bd Index Fds$2.5K +6.9%
  • Vanguard Index Fds$2.5K +25.0%
  • Vanguard Index Fds$2.4K +26.2%
  • SPDR Gold Tr$1.4K +17.8%
Show all 118

Top Trims

  • Qualcomm Inc-$2.4K -66.6%
  • Alphabet Inc-$1.4K -23.5%
  • Microsoft Corp-$1.2K -17.5%
  • Broadcom Inc-$1.1K -19.0%
  • Franklin Finl Svcs Corp-$932 -94.1%
Show all 112

New Positions

  • iShares Inc$2.4K
  • Manulife Finl Corp$29
  • Astrazeneca PLC$16
  • Waters Corp$10
  • Power Solutions Intl Inc$7
Show all 14

Exited Positions

  • iShares Tr$79
  • SPDR Series Trust$54
  • Fulton Finl Corp PA$23
  • Astrazeneca PLC$16
  • SPDR Index Shs Fds$13
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Vanguard Bd Index Fds BIV 921937819 $38.0K 10.34% 492,315 SH
2 iShares Tr TLT 464287432 $20.5K 5.57% 236,117 SH
3 Vanguard Index Fds VBR 922908611 $12.3K 3.35% 56,580 SH
4 Vanguard Index Fds VBK 922908595 $11.6K 3.16% 38,458 SH
5 iShares Tr EFV 464288877 $11.4K 3.10% 153,190 SH
6 Vanguard Index Fds VOE 922908512 $10.8K 2.93% 58,505 SH
7 Fidelity Covington Trust FENI 31609A404 $9.3K 2.54% 250,856 SH
8 SPDR Gold Tr GLD 78463V107 $9.1K 2.47% 21,093 SH
9 Vanguard Scottsdale Fds VCIT 92206C870 $8.5K 2.31% 102,499 SH
10 SPDR Series Trust BIL 78468R663 $8.5K 2.30% 92,428 SH
11 SPDR Series Trust SJNK 78468R408 $8.2K 2.22% 326,417 SH
12 Nvidia Corporation NVDA 67066G104 $7.6K 2.06% 43,406 SH
13 Vanguard Index Fds VOT 922908538 $7.4K 2.01% 28,748 SH
14 Select Sector SPDR Tr XLU 81369Y886 $5.9K 1.59% 127,610 SH
15 Microsoft Corp MSFT 594918104 $5.5K 1.49% 14,827 SH
16 Select Sector SPDR Tr XLK 81369Y803 $5.4K 1.47% 40,703 SH
17 Walmart Inc WMT 931142103 $5.4K 1.46% 43,129 SH
18 SPDR Series Trust SPYV 78464A508 $5.3K 1.44% 93,697 SH
19 JPMorgan Chase & Co JPM 46625H100 $5.2K 1.41% 17,564 SH
20 SPDR Series Trust SPYG 78464A409 $5.1K 1.38% 51,717 SH
21 Chevron Corporation CVX 166764100 $4.8K 1.31% 23,281 SH
22 Johnson & Johnson JNJ 478160104 $4.8K 1.30% 19,495 SH
23 Broadcom Inc AVGO 11135F101 $4.6K 1.26% 14,904 SH
24 Select Sector SPDR Tr XLP 81369Y308 $4.6K 1.24% 55,547 SH
25 Alphabet Inc GOOGL 02079K305 $4.5K 1.23% 15,716 SH
26 Vanguard Scottsdale Fds VCSH 92206C409 $4.3K 1.17% 54,084 SH
27 iShares Tr FLOT 46429B655 $4.2K 1.14% 82,235 SH
28 Apple Inc AAPL 037833100 $4.2K 1.13% 16,424 SH
29 iShares Tr IEF 464287440 $4.1K 1.12% 43,097 SH
30 Abbvie Inc ABBV 00287Y109 $3.9K 1.06% 17,915 SH
31 Select Sector SPDR Tr XLC 81369Y852 $3.9K 1.05% 34,895 SH
32 Visa Inc V 92826C839 $3.8K 1.04% 12,606 SH
33 Select Sector SPDR Tr XLF 81369Y605 $3.8K 1.03% 76,954 SH
34 RTX Corporation RTX 75513E101 $3.8K 1.02% 19,465 SH
35 Oracle Corp ORCL 68389X105 $3.3K 0.91% 22,713 SH
36 Select Sector SPDR Tr XLE 81369Y506 $3.3K 0.90% 54,116 SH
37 Amazon Com Inc AMZN 023135106 $3.3K 0.89% 15,656 SH
38 Goldman Sachs Group Inc GS 38141G104 $3.2K 0.87% 3,773 SH
39 Dicks Sporting Goods Inc DKS 253393102 $3.1K 0.84% 15,616 SH
40 Select Sector SPDR Tr XLRE 81369Y860 $3.1K 0.83% 74,849 SH
41 Select Sector SPDR Tr XLI 81369Y704 $3.0K 0.83% 18,851 SH
42 Select Sector SPDR Tr XLV 81369Y209 $3.0K 0.83% 20,695 SH
43 International Business Machs IBM 459200101 $3.0K 0.83% 12,509 SH
44 iShares Tr EFG 464288885 $2.9K 0.79% 26,133 SH
45 Costco Wholesale Corporation COST 22160K105 $2.9K 0.79% 2,898 SH
46 J P Morgan Exchange Traded F JEPI 46641Q332 $2.8K 0.76% 49,298 SH
47 iShares Tr IWP 464287481 $2.7K 0.74% 21,236 SH
48 Travelers Companies Inc TRV 89417E109 $2.7K 0.73% 9,220 SH
49 WisdomTree Tr DON 97717W505 $2.7K 0.72% 50,505 SH
50 Southern Co SO 842587107 $2.6K 0.72% 27,399 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-29 $367.5K 335 0001697375-26-000003
2026-03-31 2026-04-23 $357.2K 333 0001697375-26-000002