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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 7 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NKE NIKE INC Consumer Cyclical 7,871.0 $416K 0.10% -10K -56.8% $52.82 -20.7%
122 WBD WARNER BROS DISCOVERY INC Communication Services 14,951.0 $411K 0.10% $27.46 -0.9%
123 VYMI VANGUARD WHITEHALL FDS 4,300.0 $405K 0.10% NEW $94.24 +3.7%
124 C CITIGROUP INC Financial Services 3,564.0 $404K 0.10% +25.0 +0.7% $113.41 +27.1%
125 ISRG INTUITIVE SURGICAL INC Healthcare 838.0 $386K 0.09% $460.99 -12.6%
126 IYW ISHARES TR 2,107.0 $382K 0.09% $181.42 +34.7%
127 IJH ISHARES TR 5,660.0 $382K 0.09% +765.0 +15.6% $67.53 +12.6%
128 MO ALTRIA GROUP INC Consumer Defensive 5,653.0 $373K 0.09% $65.99 +9.0%
129 VWO VANGUARD INTL EQUITY INDEX F 6,820.0 $369K 0.09% -2K -18.0% $54.05 +9.3%
130 ITW ILLINOIS TOOL WKS INC Industrials 1,393.0 $363K 0.09% $260.29 +1.5%
131 NESTLE S A 3,649.0 $356K 0.08% -120.0 -3.2% $97.59
132 AMAT APPLIED MATLS INC Technology 1,036.0 $354K 0.08% $341.79 +72.5%
133 YUM YUM BRANDS INC Consumer Cyclical 2,192.0 $341K 0.08% +48.0 +2.2% $155.48 -2.0%
134 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,116.0 $339K 0.08% -52.0 -4.5% $304.08 +13.3%
135 ALL ALLSTATE CORP Financial Services 1,618.0 $335K 0.08% $207.34 +13.8%
136 AVA AVISTA CORP Utilities 8,356.0 $335K 0.08% $40.14 +2.0%
137 NEAR ISHARES U S ETF TR 6,530.0 $332K 0.08% -5K -43.0% $50.83 -0.4%
138 JEPI J P MORGAN EXCHANGE TRADED F 5,700.0 $323K 0.08% NEW $56.68 -0.7%
139 ETN EATON CORP PLC Industrials 903.0 $323K 0.08% $357.67 +14.7%
140 NEE NEXTERA ENERGY INC Utilities 3,476.0 $323K 0.08% -61.0 -1.7% $92.88 -6.2%
Page 7 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%