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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PHO | INVESCO EXCHANGE TRADED FD T | — | 100.0 | $7K | 0.00% | NEW | — | $70.00 | +3.1% |
| 22 | ENS | ENERSYS | Industrials | 25.0 | $6K | 0.00% | NEW | — | $240.00 | -20.4% |
| 23 | IAU | ISHARES GOLD TR | Financial Services | 75.0 | $6K | 0.00% | NEW | — | $80.00 | +8.3% |
| 24 | OPPJ | WISDOMTREE TR | — | 105.0 | $6K | 0.00% | NEW | — | $57.14 | +1.1% |
| 25 | BE | BLOOM ENERGY CORP | Industrials | 20.0 | $6K | 0.00% | NEW | — | $300.00 | -27.4% |
| 26 | CLS | CELESTICA INC | Technology | 13.0 | $5K | 0.00% | NEW | — | $384.62 | -17.5% |
| 27 | VPG | VISHAY PRECISION GROUP INC | Technology | 35.0 | $5K | 0.00% | NEW | — | $142.86 | -53.6% |
| 28 | LNG | CHENIERE ENERGY INC | Energy | 18.0 | $4K | 0.00% | NEW | — | $222.22 | +26.4% |
| 29 | DFIV | DIMENSIONAL ETF TRUST | — | 77.0 | $4K | 0.00% | NEW | — | $51.95 | +11.7% |
| 30 | VYM | VANGUARD WHITEHALL FDS | — | 16.0 | $3K | 0.00% | NEW | — | $187.50 | -12.3% |
| 31 | — | CARNIVAL CORP LTD | — | 100.0 | $3K | 0.00% | NEW | — | $30.00 | — |
| 32 | SMH | VANECK ETF TRUST | — | 5.0 | $3K | 0.00% | NEW | — | $600.00 | -4.5% |
| 33 | SPYM | SPDR SERIES TRUST | — | 21.0 | $2K | 0.00% | NEW | — | $95.24 | -4.7% |
| 34 | QQQM | INVESCO EXCH TRADED FD TR II | — | 6.0 | $2K | 0.00% | NEW | — | $333.33 | -10.9% |
| 35 | RING | ISHARES INC | — | 8.0 | $1K | — | NEW | — | $125.00 | -27.2% |
| 36 | IJT | ISHARES TR | — | 4.0 | $1K | — | NEW | — | $250.00 | -30.7% |
| 37 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 10.0 | $1K | — | NEW | — | $100.00 | +58.0% |
| 38 | IJS | ISHARES TR | — | 5.0 | $1K | — | NEW | — | $200.00 | -31.0% |
| 39 | SLVP | ISHARES INC | — | 17.0 | $1K | — | NEW | — | $58.82 | -28.8% |
| 40 | FRVO | FERVO ENERGY CO | — | 50.0 | $1K | — | NEW | — | $20.00 | -20.2% |
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%