Portfolio (Quarterly)
Guide ↗
Farmers & Merchants Trust Co of Chambersburg PA
· CIK 0001697375| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VO | VANGUARD INDEX FDS | — | 4,192.0 | $338K | 0.09% | +3K | +300.0% | $80.63 | +3.1% |
| 42 | ORRF | ORRSTOWN FINL SVCS INC | Financial Services | 5,529.0 | $226K | 0.06% | +877.0 | +18.9% | $40.88 | +3.2% |
| 43 | FRAF | FRANKLIN FINL SVCS CORP | Financial Services | 3,075.0 | $193K | 0.05% | +2K | +171.2% | $62.76 | -1.1% |
| 44 | — | BERKSHIRE HATHAWAY INC DEL | — | 211.0 | $106K | 0.03% | +20.0 | +10.5% | $502.37 | — |
| 45 | TSLA | TESLA INC | Consumer Cyclical | 155.0 | $65K | 0.02% | +25.0 | +19.2% | $419.35 | -15.4% |
| 46 | SLV | ISHARES SILVER TR | Financial Services | 734.0 | $39K | 0.01% | +100.0 | +15.8% | $53.13 | +18.1% |
| 47 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 125.0 | $15K | 0.00% | +75.0 | +150.0% | $120.00 | +54.9% |
| 48 | KLAC | KLA CORP | Technology | 40.0 | $12K | 0.00% | +36.0 | +900.0% | $300.00 | -38.7% |
| 49 | VYMI | VANGUARD WHITEHALL FDS | — | 103.0 | $10K | 0.00% | +43.0 | +71.7% | $97.09 | +8.2% |
| 50 | — | TOTALENERGIES SE | — | 91.0 | $7K | 0.00% | +55.0 | +152.8% | $76.92 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
27.3%
Financial Services
22.8%
Healthcare
8.8%
Consumer Defensive
8.2%
Industrials
7.2%
Energy
6.2%
Consumer Cyclical
5.9%
Utilities
5.9%
Communication Services
4.5%
Basic Materials
2.6%