Farmers & Merchants Trust Co of Chambersburg PA

CIK 0001697375 · Q1 2026

13F Equity AUM

$368K

-99.9% QoQ

Positions

346

+13 QoQ

AUM Rank

#12,136

Top 98%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #4,451 · Top 54%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 25.5%Top 10: 38.0%Top 20: 54.6%

BIV10.3%

TLT5.6%

VBR3.3%

VBK3.2%

EFV3.1%

VOE2.9%

FENI2.5%

GQ92.5%

VCIT2.3%

BIL2.3%

Others (336)62.0%

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

Sector Allocation

Financial Services71.9%

Technology9.0%

Consumer Defensive3.3%

Healthcare3.1%

Energy2.8%

Industrials2.6%

Utilities2.3%

Consumer Cyclical2.1%

Other2.8%

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

Position Sizing

Positions: 346Median: 0.01%Avg: 0.29%

0–0.5%

287(11.1%)

0.5–1%

25(18.3%)

1–3%

29(45.2%)

3–5%

3(9.6%)

5%+

2(15.9%)

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

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Portfolio Overlap

Shared: 340Unique: 6vs 20 funds

4.7%Low

346

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.4%

BANK OF AMERICA CORP /DE/

7.1%

6.7%

10.5%

7.7%

7.5%

VANGUARD CAPITAL MANAGEMENT LLC

6.7%

GEODE CAPITAL MANAGEMENT, LLC

6.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New14Increased40Decreased81Exited0

New Positions

IEMG0.6%

+34K

MFC0.0%

+854

SOLS0.0%

+10

PSIX0.0%

+120

NLR0.0%

MKOR0.0%

+100

WAT0.0%

+32

VSNT0.0%

+52

RDDT0.0%

+30

MTRN0.0%

+10

Increased

BIV10.3%

+36K(+8%)

TLT5.6%

+31K(+15%)

SJNK2.2%

+29K(+10%)

FLOT1.1%

+18K(+28%)

DGS0.5%

+14K(+75%)

DON0.7%

+12K(+32%)

VBR3.3%

+10K(+22%)

EFV3.1%

+9K(+6%)

EFG0.8%

+8K(+46%)

VBK3.2%

+8K(+26%)

Decreased

FRAF0.0%

-18,579(-94%)

QCOM0.3%

-11,832(-56%)

XLE0.9%

-7,471(-12%)

WMT1.5%

-7,372(-15%)

FENI2.5%

-5,017(-2%)

JCI0.4%

-3,474(-25%)

XLI0.8%

-3,230(-15%)

GOOGL1.2%

-3,162(-17%)

XLU1.6%

-2,986(-2%)

RTX1.0%

-2,822(-13%)

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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