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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 3 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WM WASTE MGMT INC DEL Industrials 9,825.0 $2.2M 0.49% NEW $219.71 +2.5%
42 RSG REPUBLIC SVCS INC Industrials 9,857.0 $2.1M 0.48% NEW $211.93 +1.8%
43 CEG CONSTELLATION ENERGY CORP Utilities 5,841.0 $2.1M 0.47% NEW $353.27 -24.4%
44 CW CURTISS WRIGHT CORP Industrials 3,652.0 $2.0M 0.46% NEW $551.27 +37.8%
45 EFG ISHARES TR 17,204.0 $2.0M 0.45% NEW $113.92 +6.6%
46 MMM 3M CO Industrials 12,006.0 $1.9M 0.44% NEW $160.10 +4.0%
47 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,958.0 $1.8M 0.41% NEW $603.28 +14.4%
48 HD HOME DEPOT INC Consumer Cyclical 5,069.0 $1.7M 0.40% NEW $344.10 -0.4%
49 VST VISTRA CORP Utilities 10,541.0 $1.7M 0.39% NEW $161.33 +0.7%
50 AMGN AMGEN INC Healthcare 5,179.0 $1.7M 0.39% NEW $327.31 +8.0%
51 IVV ISHARES TR 2,368.0 $1.6M 0.37% NEW $684.94 +7.3%
52 WFC WELLS FARGO & CO Financial Services 17,307.0 $1.6M 0.37% NEW $93.20 -9.5%
53 ABBV ABBVIE INC Healthcare 7,029.0 $1.6M 0.37% NEW $228.49 +3.1%
54 RTX RTX CORPORATION Industrials 8,568.0 $1.6M 0.36% NEW $183.40 +1.8%
55 MDLZ MONDELEZ INTL INC Consumer Defensive 28,855.0 $1.6M 0.35% NEW $53.83 +15.5%
56 DIS DISNEY WALT CO Communication Services 13,249.0 $1.5M 0.34% NEW $113.77 -10.1%
57 VOO VANGUARD INDEX FDS 2,269.0 $1.4M 0.33% NEW $627.13 +7.6%
58 AMD ADVANCED MICRO DEVICES INC Technology 6,550.0 $1.4M 0.32% NEW $214.16 +136.4%
59 IVW ISHARES TR 11,070.0 $1.4M 0.31% NEW $123.26 +7.7%
60 ATI ATI INC Industrials 11,831.0 $1.4M 0.31% NEW $114.76 +71.1%
Page 3 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%