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Portfolio (Quarterly) Guide ↗

FARMERS & MERCHANTS TRUST Co OF LONG BEACH

· CIK 0001737090
13F Portfolio $465M AUM 324 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 60 Added 54 Reduced 9 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASML ASML HLDG NV Technology 590.0 $1.2M 0.25% +6.0 +1.0% $1989.44 -11.9%
22 CSCO CISCO SYS INC Technology 9,959.0 $1.2M 0.25% +578.0 +6.2% $117.46 -5.3%
23 GLW CORNING INC Technology 3,840.0 $981K 0.21% +482.0 +14.3% $255.43 -42.2%
24 KO COCA COLA CO Consumer Defensive 12,056.0 $980K 0.21% +248.0 +2.1% $81.27 +12.7%
25 EEM ISHARES TR 13,849.0 $947K 0.20% +685.0 +5.2% $68.41 -2.0%
26 T AT&T INC Communication Services 45,652.0 $945K 0.20% +535.0 +1.2% $20.70 +24.4%
27 PM PHILIP MORRIS INTL INC Consumer Defensive 5,121.0 $926K 0.20% +244.0 +5.0% $180.91 +6.5%
28 CMF ISHARES TR 13,975.0 $806K 0.17% +4K +44.6% $57.64 -1.8%
29 AMAT APPLIED MATLS INC Technology 1,052.0 $761K 0.16% +16.0 +1.5% $723.00 -33.5%
30 NFLX NETFLIX INC. Communication Services 9,938.0 $710K 0.15% +50.0 +0.5% $71.40 +15.1%
31 IWF ISHARES TR 5,674.0 $705K 0.15% +4K +283.6% $124.17 -1.8%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 2,364.0 $665K 0.14% +222.0 +10.4% $281.21 -17.3%
33 CAT CATERPILLAR INC Industrials 615.0 $655K 0.14% +24.0 +4.1% $1064.90 -23.7%
34 BLK BLACKROCK INC Financial Services 670.0 $644K 0.14% +41.0 +6.5% $961.56 +22.3%
35 MCD MCDONALDS CORP Consumer Cyclical 2,372.0 $641K 0.14% +32.0 +1.4% $270.31 -0.2%
36 UNP UNION PAC CORP Industrials 2,288.0 $622K 0.13% +14.0 +0.6% $272.00 +13.7%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 14,503.0 $614K 0.13% +2K +12.4% $42.34 +18.6%
38 MS MORGAN STANLEY Financial Services 2,778.0 $581K 0.12% +236.0 +9.3% $209.04 +2.9%
39 VYMI VANGUARD WHITEHALL FDS 5,700.0 $560K 0.12% +1K +32.6% $98.20 +7.6%
40 ABT ABBOTT LABORATORIES Healthcare 5,603.0 $508K 0.11% +120.0 +2.2% $90.74 +27.2%
Page 2 of 3  ·  60 positions

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 32.7%
Financial Services 16.5%
Communication Services 8.6%
Healthcare 8.3%
Industrials 8.1%
Consumer Defensive 7.9%
Consumer Cyclical 7.7%
Energy 5.3%
Utilities 4.2%
Basic Materials 0.7%