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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | CCI | Crown Castle Inc | Real Estate | 574.0 | $51K | 0.01% | NEW | — | $88.85 | -10.5% |
| 182 | IWM | iShares Tr | — | 209.0 | $51K | 0.01% | NEW | — | $244.02 | +22.5% |
| 183 | IWN | iShares Tr | — | 276.0 | $50K | 0.01% | NEW | — | $181.16 | +21.5% |
| 184 | BDX | Becton Dickinson & Co | Healthcare | 250.0 | $49K | 0.01% | NEW | — | $196.00 | -22.8% |
| 185 | NVO | Novo-Nordisk A S | Healthcare | 955.0 | $49K | 0.01% | NEW | — | $51.31 | -7.2% |
| 186 | VB | Vanguard Index Fds | — | 189.0 | $49K | 0.01% | NEW | — | $259.26 | +15.6% |
| 187 | CBRE | CBRE Group Inc | Real Estate | 300.0 | $48K | 0.01% | NEW | — | $160.00 | -15.9% |
| 188 | TSN | Tyson Foods Inc | Consumer Defensive | 800.0 | $47K | 0.01% | NEW | — | $58.75 | -1.6% |
| 189 | ADP | Automatic Data Processing In | Industrials | 175.0 | $45K | 0.01% | NEW | — | $257.14 | -15.9% |
| 190 | — | Annaly Capital Management In Com New | — | 2,000.0 | $45K | 0.01% | NEW | — | $22.50 | — |
| 191 | MXI | iShares Tr | — | 442.0 | $43K | 0.01% | NEW | — | $97.29 | +9.8% |
| 192 | SHEL | Shell PLC | Energy | 564.0 | $41K | 0.01% | NEW | — | $72.70 | +6.4% |
| 193 | UBER | Uber Technologies Inc | Technology | 500.0 | $41K | 0.01% | NEW | — | $82.00 | -11.9% |
| 194 | AWK | American Wtr Wks Co Inc New | Utilities | 300.0 | $39K | 0.01% | NEW | — | $130.00 | +0.0% |
| 195 | CMCSA | Comcast Corp New | Communication Services | 1,300.0 | $39K | 0.01% | NEW | — | $30.00 | -24.4% |
| 196 | MTB | M & T Bk Corp | Financial Services | 196.0 | $39K | 0.01% | NEW | — | $198.98 | +19.0% |
| 197 | GSLC | Goldman Sachs ETF Tr | — | 281.0 | $37K | 0.01% | NEW | — | $131.67 | +5.8% |
| 198 | SLV | iShares Silver Trust | Financial Services | 580.0 | $37K | 0.01% | NEW | — | $63.79 | -17.9% |
| 199 | IEFA | iShares Tr | — | 419.0 | $37K | 0.01% | NEW | — | $88.31 | +8.8% |
| 200 | MS | Morgan Stanley | Financial Services | 210.0 | $37K | 0.01% | NEW | — | $176.19 | +25.5% |
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
23.3%
Consumer Defensive
8.7%
Healthcare
8.4%
Industrials
7.4%
Consumer Cyclical
5.7%
Utilities
5.6%
Energy
5.5%
Communication Services
5.1%
Basic Materials
2.5%