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Portfolio (Quarterly) Guide ↗

FARMERS & MERCHANTS TRUST Co OF LONG BEACH

· CIK 0001737090
13F Portfolio $438M AUM 306 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 189 New
Page 9 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ROST ROSS STORES INC Consumer Cyclical 1,282.0 $231K 0.05% NEW $180.14 +26.9%
162 AVUV AMERICAN CENTY ETF TR 2,260.0 $230K 0.05% NEW $101.98 +20.8%
163 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,970.0 $228K 0.05% NEW $76.67 +23.5%
164 LIN LINDE PLC Basic Materials 534.0 $228K 0.05% NEW $426.39 +21.0%
165 MELI MERCADOLIBRE INC Consumer Cyclical 113.0 $228K 0.05% NEW $2014.25 -17.6%
166 EXR EXTRA SPACE STORAGE INC Real Estate 1,745.0 $227K 0.05% NEW $130.22 +12.0%
167 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,354.0 $225K 0.05% NEW $166.00 +12.7%
168 ROK ROCKWELL AUTOMATION INC Industrials 564.0 $219K 0.05% NEW $389.07 +18.3%
169 UPS UNITED PARCEL SVCS INC Industrials 2,208.0 $219K 0.05% NEW $99.19 +7.0%
170 POST POST HLDGS INC Consumer Defensive 2,200.0 $218K 0.05% NEW $99.05 -8.3%
171 NSC NORFOLK SOUTHN CORP Industrials 751.0 $217K 0.05% NEW $288.72 +5.2%
172 MUB ISHARES TR 2,007.0 $215K 0.05% NEW $107.11 +0.3%
173 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 706.0 $215K 0.05% NEW $303.89 +45.1%
174 TGT TARGET CORP Consumer Defensive 2,179.0 $213K 0.05% NEW $97.75 +44.5%
175 WEC WEC ENERGY GROUP INC Utilities 2,016.0 $213K 0.05% NEW $105.46 +8.2%
176 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,532.0 $212K 0.05% NEW $83.85 +17.7%
177 ACN ACCENTURE PLC IRELAND Technology 790.0 $212K 0.05% NEW $268.30 -51.9%
178 PNC PNC FINL SVCS GROUP INC Financial Services 1,010.0 $211K 0.05% NEW $208.73 +14.9%
179 ASTRAZENECA PLC 2,272.0 $209K 0.05% NEW $91.93
180 OEF ISHARES TR 600.0 $206K 0.05% NEW $342.97 +4.8%
Page 9 of 10  ·  189 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 32.0%
Financial Services 16.4%
Communication Services 9.5%
Industrials 9.3%
Consumer Cyclical 8.0%
Consumer Defensive 7.7%
Healthcare 7.5%
Energy 4.4%
Utilities 4.2%
Basic Materials 0.7%