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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 8 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHW SHERWIN WILLIAMS CO Basic Materials 920.0 $298K 0.07% NEW $324.03 +2.8%
142 EXP EAGLE MATLS INC Basic Materials 1,437.0 $297K 0.07% NEW $206.68 +13.0%
143 EIX EDISON INTL Utilities 4,890.0 $293K 0.07% NEW $60.02 +23.7%
144 ETN EATON CORP PLC Industrials 903.0 $288K 0.07% NEW $318.51 +27.0%
145 NEE NEXTERA ENERGY INC Utilities 3,537.0 $284K 0.07% NEW $80.28 +9.1%
146 CL COLGATE PALMOLIVE CO Consumer Defensive 3,587.0 $283K 0.07% NEW $79.02 +16.3%
147 IDA IDACORP INC Utilities 2,237.0 $283K 0.07% NEW $126.56 +16.4%
148 MSEX MIDDLESEX WTR CO Utilities 5,579.0 $281K 0.06% NEW $50.42 +7.1%
149 J P MORGAN EXCHANGE TRADED F 5,384.0 $272K 0.06% NEW $50.59
150 CAT CATERPILLAR INC Industrials 474.0 $272K 0.06% NEW $572.87 +73.6%
151 USB US BANCORP DEL Financial Services 5,053.0 $270K 0.06% NEW $53.36 +12.6%
152 AMAT APPLIED MATLS INC Technology 1,036.0 $266K 0.06% NEW $256.99 +129.2%
153 BX BLACKSTONE INC Financial Services 1,698.0 $262K 0.06% NEW $154.14 -26.7%
154 ECL ECOLAB INC Basic Materials 945.0 $248K 0.06% NEW $262.52 +5.2%
155 TT TRANE TECHNOLOGIES PLC Industrials 628.0 $244K 0.06% NEW $389.20 +24.1%
156 MAR MARRIOTT INTL INC NEW Consumer Cyclical 784.0 $243K 0.06% NEW $310.24 +23.6%
157 VTV VANGUARD INDEX FDS 1,254.0 $240K 0.06% NEW $190.99 +13.9%
158 PH PARKER-HANNIFIN CORP Industrials 268.0 $236K 0.05% NEW $878.96 +9.3%
159 CMI CUMMINS INC Industrials 457.0 $233K 0.05% NEW $510.45 +36.1%
160 SRE SEMPRA Utilities 2,642.0 $233K 0.05% NEW $88.29 +5.0%
Page 8 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%