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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 8 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FIXD FIRST TR EXCHNG TRADED FD VI 7,954.0 $347K 0.07% +2K +27.1% $43.61 -1.3%
142 AVA AVISTA CORP Utilities 8,356.0 $342K 0.07% $40.91 -7.7%
143 IEFA ISHARES TR 3,528.0 $341K 0.07% $96.58 +5.0%
144 IDA IDACORP INC Utilities 2,237.0 $338K 0.07% $151.30 -9.0%
145 ISRG INTUITIVE SURGICAL INC Healthcare 835.0 $332K 0.07% $397.68 -6.5%
146 J P MORGAN EXCHANGE TRADED F 6,561.0 $332K 0.07% +1K +21.9% $50.57
147 CL COLGATE PALMOLIVE CO Consumer Defensive 3,587.0 $329K 0.07% $91.68 -0.4%
148 EXP EAGLE MATLS INC Basic Materials 1,437.0 $323K 0.07% $225.00 -11.6%
149 JEPI J P MORGAN EXCHANGE TRADED F 5,700.0 $322K 0.07% $56.48 +2.9%
150 MUB ISHARES TR 2,979.0 $321K 0.07% +972.0 +48.4% $107.62 -1.9%
151 YUM YUM BRANDS INC Consumer Cyclical 2,002.0 $320K 0.07% -190.0 -8.7% $159.86 -2.2%
152 SHW SHERWIN WILLIAMS CO Basic Materials 920.0 $317K 0.07% $344.32 +1.8%
153 JEPQ J P MORGAN EXCHANGE TRADED F 5,115.0 $314K 0.07% NEW $61.46 -2.8%
154 MSEX MIDDLESEX WTR CO Utilities 5,579.0 $313K 0.07% $56.16 +4.5%
155 TT TRANE TECHNOLOGIES PLC Industrials 635.0 $312K 0.07% +7.0 +1.1% $491.16 -7.3%
156 NEE NEXTERA ENERGY INC Utilities 3,497.0 $307K 0.07% +21.0 +0.6% $87.77 -4.0%
157 VEA VANGUARD TAX-MANAGED FDS 4,280.0 $305K 0.07% NEW $71.25 +3.6%
158 TMO THERMO FISHER SCIENTIFIC INC Healthcare 605.0 $303K 0.07% $501.36 +25.3%
159 EIX EDISON INTL Utilities 4,070.0 $303K 0.07% $74.45 +0.4%
160 USB US BANCORP Financial Services 4,956.0 $299K 0.06% $60.40 +3.3%
Page 8 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%