Portfolio (Quarterly)
Guide ↗
Farmers & Merchants Trust Co of Chambersburg PA
· CIK 0001697375| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Hldg LTD | Consumer Cyclical | 1,750 | $220K | 0.06% | SOLD |
| 2 | GLW | Corning Inc | Technology | 925 | $126K | 0.03% | SOLD |
| 3 | INTU | Intuit | Technology | 150 | $65K | 0.02% | SOLD |
| 4 | — | Nuveen PA Invt Quality Mun F | — | 5,000 | $60K | 0.02% | SOLD |
| 5 | OLLI | Ollies Bargain Outlet Hldgs | Consumer Defensive | 200 | $18K | 0.01% | SOLD |
| 6 | VDE | Vanguard World Fd | — | 100 | $17K | 0.01% | SOLD |
| 7 | XYL | Xylem Inc | Industrials | 121 | $14K | 0.00% | SOLD |
| 8 | IVV | iShares Tr | — | 10 | $7K | 0.00% | SOLD |
| 9 | PFE | Pfizer Inc | Healthcare | 255 | $7K | 0.00% | SOLD |
| 10 | PSIX | Power Solutions Intl Inc | Industrials | 120 | $7K | 0.00% | SOLD |
| 11 | UNH | UnitedHealth Group Inc | Healthcare | 25 | $7K | 0.00% | SOLD |
| 12 | DD | DuPont de Nemours Inc | Basic Materials | 116 | $5K | 0.00% | SOLD |
| 13 | KTOS | Kratos Defense & Sec Solutio | Industrials | 60 | $4K | 0.00% | SOLD |
| 14 | CCL | Carnival Corp | Consumer Cyclical | 100 | $3K | 0.00% | SOLD |
| 15 | VFC | V F Corp | Consumer Cyclical | 100 | $2K | 0.00% | SOLD |
| 16 | SOLS | Solstice Advanced Matls Inc | Basic Materials | 10 | $1K | — | SOLD |
| 17 | DJT | Trump Media & Technology Gro | Communication Services | 10 | — | — | SOLD |
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%