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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 4 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RTX RTX CORPORATION Industrials 8,720.0 $1.7M 0.36% +124.0 +1.4% $189.73 +10.8%
62 TDY TELEDYNE TECHNOLOGIES INC Technology 2,379.0 $1.6M 0.34% $666.90 -6.0%
63 VOO VANGUARD INDEX FDS 2,238.0 $1.5M 0.33% -23.0 -1.0% $686.81 +2.5%
64 WFC WELLS FARGO & CO Financial Services 18,508.0 $1.5M 0.33% $82.64 +2.6%
65 CEG CONSTELLATION ENERGY CORP Utilities 6,009.0 $1.5M 0.32% +42.0 +0.7% $248.37 +12.1%
66 FTV FORTIVE CORP Technology 22,714.0 $1.4M 0.30% $61.09 -2.6%
67 SO SOUTHERN CO Utilities 13,819.0 $1.3M 0.28% $95.71 -6.0%
68 TSLA TESLA INC Consumer Cyclical 3,098.0 $1.3M 0.28% +17.0 +0.6% $420.60 -16.7%
69 TRFM ETF SER SOLUTIONS 20,318.0 $1.3M 0.28% -1K -4.7% $63.17 -5.7%
70 LMT LOCKHEED MARTIN CORP Industrials 2,449.0 $1.2M 0.27% $509.46 +9.2%
71 VEU VANGUARD INTL EQUITY INDEX F 14,111.0 $1.2M 0.25% -353.0 -2.4% $83.75 +2.8%
72 NJR NEW JERSEY RES CORP Utilities 21,000.0 $1.2M 0.25% $56.04 -4.0%
73 ASML ASML HLDG NV Technology 590.0 $1.2M 0.25% +6.0 +1.0% $1989.44 -12.3%
74 CSCO CISCO SYS INC Technology 9,959.0 $1.2M 0.25% +578.0 +6.2% $117.46 -5.4%
75 MINT PIMCO ETF TR 10,336.0 $1.0M 0.22% -362.0 -3.4% $100.81 -0.0%
76 COP CONOCOPHILLIPS Energy 10,020.0 $1.0M 0.22% -199.0 -1.9% $103.96 +26.8%
77 DIS DISNEY WALT CO Communication Services 10,684.0 $1.0M 0.22% -832.0 -7.2% $96.25 +15.6%
78 GLW CORNING INC Technology 3,840.0 $981K 0.21% +482.0 +14.3% $255.43 -42.4%
79 KO COCA COLA CO Consumer Defensive 12,056.0 $980K 0.21% +248.0 +2.1% $81.27 +12.8%
80 DVY ISHARES TR 6,095.0 $953K 0.20% $156.30 +5.0%
Page 4 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%