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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 4 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 2,922.0 $1.3M 0.30% NEW $449.72 -16.5%
62 IVE ISHARES TR 5,992.0 $1.3M 0.29% NEW $212.07 +6.7%
63 TDY TELEDYNE TECHNOLOGIES INC Technology 2,379.0 $1.2M 0.28% NEW $510.73 +19.9%
64 FTV FORTIVE CORP Technology 21,955.0 $1.2M 0.28% NEW $55.21 +9.4%
65 SO SOUTHERN CO Utilities 13,819.0 $1.2M 0.28% NEW $87.20 +9.8%
66 LMT LOCKHEED MARTIN CORP Industrials 2,451.0 $1.2M 0.27% NEW $483.67 +1.6%
67 NKE NIKE INC Consumer Cyclical 18,230.0 $1.2M 0.27% NEW $63.71 -34.4%
68 T AT&T INC Communication Services 45,464.0 $1.1M 0.26% NEW $24.84 -9.9%
69 VEU VANGUARD INTL EQUITY INDEX F 14,714.0 $1.1M 0.25% NEW $73.56 +12.2%
70 COP CONOCOPHILLIPS Energy 10,877.0 $1.0M 0.23% NEW $93.61 +14.2%
71 TRFM ETF SER SOLUTIONS 20,871.0 $995K 0.23% NEW $47.65 +26.8%
72 GSY INVESCO ACTIVELY MANAGED EXC 19,489.0 $979K 0.22% NEW $50.25 -0.3%
73 NJR NEW JERSEY RES CORP Utilities 21,000.0 $969K 0.22% NEW $46.12 +22.6%
74 CRM SALESFORCE INC Technology 3,613.0 $957K 0.22% NEW $264.91 -42.3%
75 IWS ISHARES TR 6,518.0 $919K 0.21% NEW $141.05 +15.7%
76 PANW PALO ALTO NETWORKS INC Technology 4,959.0 $913K 0.21% NEW $184.20 +54.9%
77 TAFI AB ACTIVE ETFS INC 36,061.0 $909K 0.21% NEW $25.21 +0.0%
78 DVY ISHARES TR 6,231.0 $879K 0.20% NEW $141.14 +10.4%
79 MRK MERCK & CO INC Healthcare 8,120.0 $855K 0.20% NEW $105.26 +14.6%
80 KO COCA COLA CO Consumer Defensive 11,916.0 $833K 0.19% NEW $69.91 +15.3%
Page 4 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%