Farmers & Merchants Trust Co of Chambersburg PA

CIK 0001697375 · Q2 2026

13F Equity AUM

$394K

+7.2% QoQ

Positions

358

+12 QoQ

AUM Rank

#12,264

Top 98%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,604 · Top 55%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 25.3%Top 10: 37.4%Top 20: 54.5%

BIV9.8%

TLT5.3%

VBK3.6%

VBR3.5%

EFV3.0%

VOE3.0%

FENI2.5%

NVDA2.2%

VOT2.2%

VCIT2.2%

Others (348)62.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services72.2%

Technology9.8%

Healthcare3.1%

Consumer Defensive2.9%

Industrials2.6%

Energy2.2%

Utilities2.1%

Consumer Cyclical2.1%

Other3.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 358Median: 0.01%Avg: 0.28%

0–0.5%

299(11.0%)

0.5–1%

28(21.6%)

1–3%

26(42.1%)

3–5%

3(10.2%)

5%+

2(15.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 358vs 20 funds

0%Low

358

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New39Increased55Decreased74Exited29

New Positions

DTE0.0%

+732

SPACE EXPLORATION TE…0.0%

+700

NMZ0.0%

+6K

GEV0.0%

+30

DTM0.0%

+377

HBAN0.0%

+600

RING0.0%

IJT0.0%

CFG0.0%

+190

BE0.0%

+20

Increased

BIV9.8%

+9K(+2%)

FLOT1.2%

+9K(+11%)

SPYV1.6%

+8K(+9%)

SJNK2.1%

+5K(+2%)

TLT5.3%

+5K(+2%)

IWF0.2%

+5K(+300%)

SPYG1.7%

+4K(+7%)

VO0.1%

+3K(+300%)

EFG0.9%

+3K(+10%)

EFV3.0%

+2K(+1%)

Decreased

FENI2.5%

-2,269(-1%)

NUE0.5%

-1,768(-17%)

INTC0.0%

-1,600(-86%)

STLD0.0%

-1,300(-86%)

CSCO0.0%

-700(-41%)

AVGO1.4%

-692(-5%)

IBM0.8%

-690(-6%)

XLF1.0%

-675(-1%)

MET0.7%

-610(-2%)

AMAT0.7%

-570(-13%)

Exited

-1,750

-925

-1,201

-150

-5,000

-604

-1,200

-100

-100

-20

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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