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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | IAU | ISHARES GOLD TR | Financial Services | 75.0 | $6K | 0.00% | NEW | — | $80.00 | +8.3% |
| 302 | EWG | ISHARES INC | — | 136.0 | $6K | 0.00% | — | — | $44.12 | +1.0% |
| 303 | IYZ | ISHARES TR | — | 150.0 | $6K | 0.00% | — | — | $40.00 | +8.5% |
| 304 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 193.0 | $6K | 0.00% | — | — | $31.09 | +45.7% |
| 305 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 100.0 | $6K | 0.00% | — | — | $60.00 | +4.0% |
| 306 | PGR | PROGRESSIVE CORP | Financial Services | 28.0 | $6K | 0.00% | — | — | $214.29 | +1.6% |
| 307 | OPPJ | WISDOMTREE TR | — | 105.0 | $6K | 0.00% | NEW | — | $57.14 | +1.1% |
| 308 | BCRX | BIOCRYST PHARMACEUTICALS INC | Healthcare | 500.0 | $5K | 0.00% | — | — | $10.00 | -1.3% |
| 309 | CLS | CELESTICA INC | Technology | 13.0 | $5K | 0.00% | NEW | — | $384.62 | -17.5% |
| 310 | RDDT | REDDIT INC | Communication Services | 30.0 | $5K | 0.00% | — | — | $166.67 | -7.6% |
| 311 | SSNC | SS&C TECH HLDGS | Technology | 78.0 | $5K | 0.00% | — | — | $64.10 | +30.2% |
| 312 | TFC | TRUIST FINL CORP | Financial Services | 104.0 | $5K | 0.00% | -490.0 | -82.5% | $48.08 | +4.6% |
| 313 | IHY | VANECK ETF TRUST | — | 240.0 | $5K | 0.00% | — | — | $20.83 | +4.3% |
| 314 | VPG | VISHAY PRECISION GROUP INC | Technology | 35.0 | $5K | 0.00% | NEW | — | $142.86 | -53.6% |
| 315 | WLDN | WILLDAN GROUP INC | Industrials | 65.0 | $5K | 0.00% | — | — | $76.92 | +14.2% |
| 316 | AZN | ASTRAZENECA PLC | Healthcare | 27.0 | $5K | 0.00% | -57.0 | -67.9% | $185.19 | -11.2% |
| 317 | APH | AMPHENOL CORP | Technology | 20.0 | $4K | 0.00% | — | — | $200.00 | -19.3% |
| 318 | LNG | CHENIERE ENERGY INC | Energy | 18.0 | $4K | 0.00% | NEW | — | $222.22 | +26.4% |
| 319 | DFIV | DIMENSIONAL ETF TRUST | — | 77.0 | $4K | 0.00% | NEW | — | $51.95 | +11.7% |
| 320 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 250.0 | $4K | 0.00% | — | — | $16.00 | +19.9% |
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%