Filed: 7/10/2025ACC: 0001697375-25-000006
๐ What this filing means
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA filed this quarterly 13FโHR report disclosing 339 equity positions with a total reported market value of $319.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
339
Positions
$319.7K
Total AUM (reported)
3.28M
Total Shares
Allocation by class
COM$107.5K33.6%
INTERMED TERM$32.4K10.1%
20 YR TR BD ETF$15.4K4.8%
ENHANCED INTL$8.6K2.7%
SM CP VAL ETF$8.4K2.6%
MCAP VL IDXVIP$8.2K2.6%
EAFE VALUE ETF$8.1K2.5%
Portfolio Concentration
Top 3$56.4K17.6%
4โ10$55.0K17.2%
11โ25$75.3K23.6%
Rest$133.1K41.6%
Top 3 weight
17.6%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 3.28M
Sole
Full voting authority
3.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole339
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings339
Rows:
Vanguard Bd Index Fds
SOLEShares418.33K
TypeSH
Market value$32.4K
10.12%
Sole
418.33K
Shared
0.00
None
0.00
iShares Tr
SOLEShares174.39K
TypeSH
Market value$15.4K
4.81%
Sole
174.39K
Shared
0.00
None
0.00
Fidelity Covington Trust
SOLEShares259.17K
TypeSH
Market value$8.6K
2.70%
Sole
259.17K
Shared
0.00
None
0.00
Vanguard Index Fd
SOLEShares43.15K
TypeSH
Market value$8.4K
2.63%
Sole
43.15K
Shared
0.00
None
0.00
Vanguard Index Fd
SOLEShares50.08K
TypeSH
Market value$8.2K
2.58%
Sole
50.08K
Shared
0.00
None
0.00
iShares Tr
SOLEShares127.12K
TypeSH
Market value$8.1K
2.52%
Sole
127.12K
Shared
0.00
None
0.00
Vanguard Index Fd
SOLEShares28.77K
TypeSH
Market value$8.0K
2.49%
Sole
28.77K
Shared
0.00
None
0.00
Vanguard Scottsdale Fds
SOLEShares91.46K
TypeSH
Market value$7.6K
2.37%
Sole
91.46K
Shared
0.00
None
0.00
SPDR Series Trust
SOLEShares80.80K
TypeSH
Market value$7.4K
2.32%
Sole
80.80K
Shared
0.00
None
0.00
Vanguard Index Fd
SOLEShares25.69K
TypeSH
Market value$7.3K
2.29%
Sole
25.69K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares45.79K
TypeSH
Market value$7.2K
2.26%
Sole
45.79K
Shared
0.00
None
0.00
SPDR Series Trust
SOLEShares280.78K
TypeSH
Market value$7.2K
2.24%
Sole
280.78K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares13.20K
TypeSH
Market value$6.6K
2.05%
Sole
13.20K
Shared
0.00
None
0.00
SPDR Gold Tr
SOLEShares19.48K
TypeSH
Market value$5.9K
1.86%
Sole
19.48K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares19.51K
TypeSH
Market value$5.7K
1.77%
Sole
19.51K
Shared
0.00
None
0.00
Select Sector SPDR Tr
SOLEShares21.13K
TypeSH
Market value$5.4K
1.67%
Sole
21.13K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares18.11K
TypeSH
Market value$5.0K
1.56%
Sole
18.11K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares48.65K
TypeSH
Market value$4.8K
1.49%
Sole
48.65K
Shared
0.00
None
0.00
Visa Inc
SOLEShares11.94K
TypeSH
Market value$4.2K
1.33%
Sole
11.94K
Shared
0.00
None
0.00
Select Sector SPDR Tr
SOLEShares78.68K
TypeSH
Market value$4.1K
1.29%
Sole
78.68K
Shared
0.00
None
0.00
Select Sector SPDR Tr
SOLEShares50.81K
TypeSH
Market value$4.1K
1.29%
Sole
50.81K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares18.14K
TypeSH
Market value$4.0K
1.24%
Sole
18.14K
Shared
0.00
None
0.00
Vanguard Scottsdale Fds
SOLEShares48.37K
TypeSH
Market value$3.8K
1.20%
Sole
48.37K
Shared
0.00
None
0.00
Select Sector SPDR Tr
SOLEShares34.34K
TypeSH
Market value$3.7K
1.17%
Sole
34.34K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares20.68K
TypeSH
Market value$3.6K
1.14%
Sole
20.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Bd Index FdsSOLE | INTERMED TERM | 418.33K | SH | $32.4K 10.12% | 418.33K | 0.00 | 0.00 |
iShares TrSOLE | 20 YR TR BD ETF | 174.39K | SH | $15.4K 4.81% | 174.39K | 0.00 | 0.00 |
Fidelity Covington TrustSOLE | ENHANCED INTL | 259.17K | SH | $8.6K 2.70% | 259.17K | 0.00 | 0.00 |
Vanguard Index FdSOLE | SM CP VAL ETF | 43.15K | SH | $8.4K 2.63% | 43.15K | 0.00 | 0.00 |
Vanguard Index FdSOLE | MCAP VL IDXVIP | 50.08K | SH | $8.2K 2.58% | 50.08K | 0.00 | 0.00 |
iShares TrSOLE | EAFE VALUE ETF | 127.12K | SH | $8.1K 2.52% | 127.12K | 0.00 | 0.00 |
Vanguard Index FdSOLE | SML CP GRW ETF | 28.77K | SH | $8.0K 2.49% | 28.77K | 0.00 | 0.00 |
Vanguard Scottsdale FdsSOLE | INT-TERM CORP | 91.46K | SH | $7.6K 2.37% | 91.46K | 0.00 | 0.00 |
SPDR Series TrustSOLE | BLOOMBERG 1-3 MO | 80.80K | SH | $7.4K 2.32% | 80.80K | 0.00 | 0.00 |
Vanguard Index FdSOLE | MCAP GR IDXVIP | 25.69K | SH | $7.3K 2.29% | 25.69K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 45.79K | SH | $7.2K 2.26% | 45.79K | 0.00 | 0.00 |
SPDR Series TrustSOLE | BLOOMBERG SHT TE | 280.78K | SH | $7.2K 2.24% | 280.78K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 13.20K | SH | $6.6K 2.05% | 13.20K | 0.00 | 0.00 |
SPDR Gold TrSOLE | GOLD SHS | 19.48K | SH | $5.9K 1.86% | 19.48K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | COM | 19.51K | SH | $5.7K 1.77% | 19.51K | 0.00 | 0.00 |
Select Sector SPDR TrSOLE | TECHNOLOGY | 21.13K | SH | $5.4K 1.67% | 21.13K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 18.11K | SH | $5.0K 1.56% | 18.11K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 48.65K | SH | $4.8K 1.49% | 48.65K | 0.00 | 0.00 |
Visa IncSOLE | COM CL A | 11.94K | SH | $4.2K 1.33% | 11.94K | 0.00 | 0.00 |
Select Sector SPDR TrSOLE | FINANCIAL | 78.68K | SH | $4.1K 1.29% | 78.68K | 0.00 | 0.00 |
Select Sector SPDR TrSOLE | SBI CONS STPLS | 50.81K | SH | $4.1K 1.29% | 50.81K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 18.14K | SH | $4.0K 1.24% | 18.14K | 0.00 | 0.00 |
Vanguard Scottsdale FdsSOLE | SHRT TRM CORP BD | 48.37K | SH | $3.8K 1.20% | 48.37K | 0.00 | 0.00 |
Select Sector SPDR TrSOLE | COMMUNICATION | 34.34K | SH | $3.7K 1.17% | 34.34K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL A | 20.68K | SH | $3.6K 1.14% | 20.68K | 0.00 | 0.00 |
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