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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 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ATI ATI INC Industrials 11,831.0 $2.3M 0.50% $197.10 +7.3%
42 IVV ISHARES TR 2,984.0 $2.2M 0.48% +640.0 +27.3% $748.89 +2.8%
43 INTC INTEL CORP Technology 16,004.0 $2.2M 0.48% -944.0 -5.6% $139.63 -36.3%
44 META META PLATFORMS INC Communication Services 3,944.0 $2.2M 0.48% +118.0 +3.1% $563.29 +0.3%
45 WM WASTE MGMT INC DEL Industrials 9,855.0 $2.2M 0.47% $222.88 +0.7%
46 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,233.0 $2.2M 0.46% $965.00 -15.4%
47 EFG ISHARES TR 17,275.0 $2.1M 0.46% $124.42 +1.2%
48 RSG REPUBLIC SVCS INC Industrials 9,857.0 $2.1M 0.45% $213.08 +4.2%
49 NOC NORTHROP GRUMMAN CORP Industrials 4,037.0 $2.1M 0.44% -23.0 -0.6% $509.31 +6.9%
50 VTI VANGUARD INDEX FDS 5,334.0 $2.0M 0.42% -448.0 -7.8% $370.04 +2.2%
51 AMGN AMGEN INC Healthcare 5,313.0 $1.9M 0.41% +154.0 +3.0% $362.12 +22.3%
52 HD HOME DEPOT INC Consumer Cyclical 5,298.0 $1.9M 0.40% $352.68 -4.9%
53 ABBV ABBVIE INC Healthcare 7,355.0 $1.9M 0.40% +292.0 +4.1% $251.64 +5.3%
54 IVW ISHARES TR 13,425.0 $1.8M 0.40% +155.0 +1.2% $137.53 +1.0%
55 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,516.0 $1.8M 0.38% -361.0 -12.6% $703.34 -1.3%
56 IVE ISHARES TR 7,792.0 $1.8M 0.38% +445.0 +6.1% $227.06 +4.5%
57 VST VISTRA CORP Utilities 10,963.0 $1.7M 0.37% +233.0 +2.2% $158.63 -12.8%
58 MMM 3M CO Industrials 10,599.0 $1.7M 0.37% $161.91 +10.6%
59 MDLZ MONDELEZ INTL INC Consumer Defensive 29,462.0 $1.7M 0.37% +1K +4.8% $57.84 +10.0%
60 PANW PALO ALTO NETWORKS INC Technology 4,880.0 $1.7M 0.36% -83.0 -1.7% $341.02 +1.8%
Page 3 of 10  ·  200 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%