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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTL INC 12,987.0 $2.9M 0.63% NEW $223.91
2 HONEYWELL AEROSPACE INC 12,982.0 $2.9M 0.62% NEW $221.09
3 CRWD CROWDSTRIKE HLDGS INC Technology 495.0 $378K 0.08% NEW $190.78 -0.1%
4 JEPQ J P MORGAN EXCHANGE TRADED F 5,115.0 $314K 0.07% NEW $61.46 -3.3%
5 VEA VANGUARD TAX-MANAGED FDS 4,280.0 $305K 0.07% NEW $71.25 +2.5%
6 XLK SELECT SECTOR SPDR TR 1,422.0 $271K 0.06% NEW $190.52 -5.5%
7 IEMG ISHARES INC 3,252.0 $269K 0.06% NEW $82.84 -2.8%
8 WMB WILLIAMS COS INC Energy 3,534.0 $263K 0.06% NEW $74.34 -4.5%
9 GEV GE VERNOVA INC Utilities 217.0 $255K 0.06% NEW $1174.86 -19.8%
10 UCON FIRST TR EXCHNG TRADED FD VI 9,872.0 $246K 0.05% NEW $24.88 -1.2%
11 ADI ANALOG DEVICES INC Technology 591.0 $235K 0.05% NEW $397.17 -6.5%
12 IGIB ISHARES TR 4,376.0 $233K 0.05% NEW $53.17 -1.8%
13 TXN TEXAS INSTRS INC Technology 751.0 $224K 0.05% NEW $298.07 -13.1%
14 OEF ISHARES TR 600.0 $220K 0.05% NEW $365.87 +3.0%
15 XLI SELECT SECTOR SPDR TR 1,160.0 $215K 0.05% NEW $185.23 -3.4%
16 VO VANGUARD INDEX FDS 2,652.0 $214K 0.05% NEW $80.57 +2.8%
17 LRCX LAM RESEARCH CORP Technology 486.0 $211K 0.04% NEW $433.33 -28.4%
18 RY ROYAL BK CDA Financial Services 1,004.0 $208K 0.04% NEW $206.97 -1.4%
19 DON WISDOMTREE TR 3,606.0 $204K 0.04% NEW $56.52 +3.1%
20 BOND PIMCO ETF TR 2,206.0 $203K 0.04% NEW $92.21 -1.7%
Page 1 of 2  ·  22 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%