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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 6 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCD MCDONALDS CORP Consumer Cyclical 2,372.0 $641K 0.14% +32.0 +1.4% $270.31 -0.8%
102 CWT CALIFORNIA WTR SVC GROUP Utilities 13,000.0 $632K 0.14% $48.65 +4.0%
103 UNP UNION PAC CORP Industrials 2,288.0 $622K 0.13% +14.0 +0.6% $272.00 +13.8%
104 VZ VERIZON COMMUNICATIONS INC Communication Services 14,503.0 $614K 0.13% +2K +12.4% $42.34 +18.7%
105 SBUX STARBUCKS CORP Consumer Cyclical 5,973.0 $610K 0.13% -2K -22.7% $102.19 +3.5%
106 VNLA JANUS DETROIT STR TR 12,319.0 $602K 0.13% -313.0 -2.5% $48.86 +0.2%
107 MS MORGAN STANLEY Financial Services 2,778.0 $581K 0.12% +236.0 +9.3% $209.04 +3.7%
108 AWR AMER STATES WTR CO Utilities 6,915.0 $571K 0.12% $82.63 +9.2%
109 IWD ISHARES TR 2,327.0 $564K 0.12% $242.43 +6.5%
110 VYMI VANGUARD WHITEHALL FDS 5,700.0 $560K 0.12% +1K +32.6% $98.20 +7.9%
111 IYW ISHARES TR 2,107.0 $531K 0.11% $252.23 -2.5%
112 ABT ABBOTT LABORATORIES Healthcare 5,603.0 $508K 0.11% +120.0 +2.2% $90.74 +28.0%
113 GD GENERAL DYNAMICS CORP Industrials 1,433.0 $508K 0.11% $354.24 +6.3%
114 C CITIGROUP INC Financial Services 3,567.0 $499K 0.11% $139.96 -4.8%
115 SHEL SHELL PLC Energy 6,366.0 $494K 0.11% +40.0 +0.6% $77.54 +18.9%
116 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,006.0 $480K 0.10% +89.0 +9.7% $477.57 -12.6%
117 PEP PEPSICO INC Consumer Defensive 3,527.0 $478K 0.10% -600.0 -14.5% $135.40 +5.1%
118 GLD SPDR GOLD TR Financial Services 1,225.0 $451K 0.10% $368.38 +16.2%
119 CRM SALESFORCE INC Technology 2,835.0 $444K 0.10% -670.0 -19.1% $156.66 +31.3%
120 TRP TC ENERGY CORP Energy 6,690.0 $443K 0.10% $66.29 -6.7%
Page 6 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%