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Portfolio (Quarterly) Guide ↗

FARMERS & MERCHANTS TRUST Co OF LONG BEACH

· CIK 0001737090
13F Portfolio $426M AUM 302 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 36 Added 56 Reduced 11 Exited
Page 4 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TDY TELEDYNE TECHNOLOGIES INC Technology 2,379.0 $1.4M 0.34% $605.01 +1.0%
62 VOO VANGUARD INDEX FDS 2,261.0 $1.4M 0.32% $597.55 +12.9%
63 COP CONOCOPHILLIPS Energy 10,219.0 $1.3M 0.32% -658.0 -6.0% $132.00 -18.9%
64 SO SOUTHERN CO Utilities 13,819.0 $1.3M 0.31% $96.52 -1.9%
65 AMD ADVANCED MICRO DEVICES INC Technology 6,484.0 $1.3M 0.31% -66.0 -1.0% $203.43 +150.0%
66 T AT&T INC Communication Services 45,117.0 $1.3M 0.31% -347.0 -0.8% $28.99 -22.8%
67 FTV FORTIVE CORP Technology 22,639.0 $1.3M 0.29% +684.0 +3.1% $55.28 +8.1%
68 NJR NEW JERSEY RES CORP Utilities 21,000.0 $1.2M 0.27% $54.92 +2.8%
69 TSLA TESLA INC Consumer Cyclical 3,081.0 $1.1M 0.27% +159.0 +5.4% $371.75 +1.0%
70 DIS DISNEY WALT CO Communication Services 11,516.0 $1.1M 0.26% -2K -13.1% $96.38 +5.7%
71 VEU VANGUARD INTL EQUITY INDEX F 14,464.0 $1.1M 0.26% -250.0 -1.7% $75.10 +9.4%
72 MINT PIMCO ETF TR 10,698.0 $1.1M 0.25% +3K +42.7% $100.57 +0.1%
73 TRFM ETF SER SOLUTIONS 21,322.0 $990K 0.23% +451.0 +2.2% $46.45 +29.6%
74 NFLX NETFLIX INC. Communication Services 9,888.0 $951K 0.22% +2K +33.3% $96.15 -25.2%
75 IWS ISHARES TR 6,518.0 $950K 0.22% $145.74 +11.5%
76 DVY ISHARES TR 6,115.0 $926K 0.22% -116.0 -1.9% $151.41 +2.4%
77 GSY INVESCO ACTIVELY MANAGED EXC 18,118.0 $908K 0.21% -1K -7.0% $50.12 -0.0%
78 TAFI AB ACTIVE ETFS INC 36,061.0 $908K 0.21% $25.18 +0.1%
79 KO COCA COLA CO Consumer Defensive 11,808.0 $898K 0.21% -108.0 -0.9% $76.05 +6.2%
80 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,232.0 $874K 0.20% $391.76 +147.8%
Page 4 of 10  ·  187 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 28.6%
Financial Services 16.4%
Industrials 10.1%
Communication Services 9.2%
Consumer Defensive 8.8%
Consumer Cyclical 7.6%
Healthcare 7.5%
Energy 6.6%
Utilities 4.4%
Basic Materials 0.7%