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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MELI MERCADOLIBRE INC Consumer Cyclical 243.0 $412K 0.09% -46.0 -15.9% $1697.39 +17.1%
42 WBD WARNER BROS DISCOVERY INC Communication Services 14,321.0 $382K 0.08% -630.0 -4.2% $26.66 +8.6%
43 ETN EATON CORP PLC Industrials 874.0 $372K 0.08% -29.0 -3.2% $426.12 -3.0%
44 NESTLE S A 3,596.0 $370K 0.08% -53.0 -1.4% $102.99
45 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,030.0 $357K 0.08% -162.0 -3.9% $88.60 -37.4%
46 YUM YUM BRANDS INC Consumer Cyclical 2,002.0 $320K 0.07% -190.0 -8.7% $159.86 -2.1%
47 CMI CUMMINS INC Industrials 412.0 $294K 0.06% -45.0 -9.8% $713.21 -19.8%
48 ROK ROCKWELL AUTOMATION INC Industrials 564.0 $279K 0.06% -15.0 -2.6% $495.08 -12.6%
49 NEAR ISHARES U S ETF TR 5,231.0 $265K 0.06% -1K -19.9% $50.66 -0.1%
50 IJH ISHARES TR 3,386.0 $261K 0.06% -2K -40.2% $77.11 -1.2%
51 NSC NORFOLK SOUTHN CORP Industrials 746.0 $235K 0.05% -5.0 -0.7% $314.59 +11.9%
52 AGNC AGNC INVT CORP Real Estate 11,000.0 $120K 0.03% -2K -15.4% $10.90 -0.0%
53 BBDC BARINGS BDC INC Financial Services 12,500.0 $106K 0.02% -4K -26.5% $8.52 +10.0%
54 NON INVASIVE MONITORING SYS 154,255.0 $11K 0.00% -39K -20.0% $0.07
Page 3 of 3  ·  54 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%