Portfolio (Quarterly)
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Farmers & Merchants Trust Co of Chambersburg PA
· CIK 0001697375| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | GLPI | GAMING & LEISURE P | Real Estate | 3,752.0 | $167K | 0.04% | — | — | $44.51 | -4.9% |
| 122 | FAST | FASTENAL CO | Industrials | 3,340.0 | $160K | 0.04% | — | — | $47.90 | +6.7% |
| 123 | EQIX | EQUINIX INC | Real Estate | 150.0 | $156K | 0.04% | — | — | $1040.00 | +3.5% |
| 124 | VEA | VANGUARD TAX-MANAGED FDS | — | 2,097.0 | $149K | 0.04% | — | — | $71.05 | +3.3% |
| 125 | DE | DEERE & CO | Industrials | 233.0 | $148K | 0.04% | — | — | $635.19 | -2.0% |
| 126 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 3,468.0 | $147K | 0.04% | -500.0 | -12.6% | $42.39 | +16.6% |
| 127 | TPR | TAPESTRY INC | Consumer Cyclical | 1,000.0 | $146K | 0.04% | — | — | $146.00 | -15.6% |
| 128 | UPS | UNITED PARCEL SVCS INC | Industrials | 1,296.0 | $139K | 0.04% | — | — | $107.25 | -1.4% |
| 129 | ITOT | ISHARES TR | — | 842.0 | $138K | 0.04% | — | — | $163.90 | +3.1% |
| 130 | SUN | SUNOCO LP/SUNOCO FIN CORP | Energy | 2,000.0 | $135K | 0.03% | — | — | $67.50 | +11.8% |
| 131 | LRCX | LAM RESEARCH CORP | Technology | 298.0 | $129K | 0.03% | -162.0 | -35.2% | $432.89 | -26.4% |
| 132 | IWO | ISHARES TR | — | 325.0 | $128K | 0.03% | — | — | $393.85 | -1.8% |
| 133 | MCD | MCDONALDS CORP | Consumer Cyclical | 460.0 | $124K | 0.03% | — | — | $269.57 | -3.5% |
| 134 | DLN | WISDOMTREE TR | — | 1,245.0 | $120K | 0.03% | — | — | $96.39 | +4.5% |
| 135 | CSCO | CISCO SYS INC | Technology | 1,019.0 | $120K | 0.03% | -700.0 | -40.7% | $117.76 | -4.8% |
| 136 | — | SPACE EXPLORATION TECHN CORP | — | 700.0 | $120K | 0.03% | NEW | — | $171.43 | — |
| 137 | SHOP | SHOPIFY INC | Technology | 1,000.0 | $114K | 0.03% | — | — | $114.00 | +35.4% |
| 138 | DTE | DTE ENERGY CO | Utilities | 732.0 | $112K | 0.03% | NEW | — | $153.01 | -11.0% |
| 139 | AMGN | AMGEN INC | Healthcare | 295.0 | $107K | 0.03% | -120.0 | -28.9% | $362.71 | +20.5% |
| 140 | — | BERKSHIRE HATHAWAY INC DEL | — | 211.0 | $106K | 0.03% | +20.0 | +10.5% | $502.37 | — |
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%