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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 9 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ECL ECOLAB INC Basic Materials 945.0 $251K 0.06% $266.02 +4.6%
162 AVUV AMERICAN CENTY ETF TR 2,260.0 $250K 0.06% $110.47 +11.2%
163 VTV VANGUARD INDEX FDS 1,254.0 $246K 0.06% $196.20 +10.5%
164 CMI CUMMINS INC Industrials 457.0 $246K 0.06% $538.02 +28.5%
165 PH PARKER-HANNIFIN CORP Industrials 268.0 $240K 0.06% $895.24 +7.3%
166 SRE SEMPRA Utilities 2,442.0 $237K 0.06% -200.0 -7.6% $97.17 -5.7%
167 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,532.0 $236K 0.06% $93.32 +6.1%
168 WEC WEC ENERGY GROUP INC Utilities 2,016.0 $233K 0.06% $115.77 -0.5%
169 EXR EXTRA SPACE STORAGE INC Real Estate 1,745.0 $229K 0.05% $131.13 +10.4%
170 GILD GILEAD SCIENCES INC Healthcare 1,640.0 $229K 0.05% NEW $139.37 -10.1%
171 NOW SERVICENOW INC Technology 2,183.0 $228K 0.05% NEW $104.55 -10.5%
172 AZN ASTRAZENECA PLC Healthcare 1,136.0 $224K 0.05% NEW $197.22 -7.2%
173 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,354.0 $224K 0.05% $165.14 +11.4%
174 POST POST HLDGS INC Consumer Defensive 2,200.0 $217K 0.05% $98.86 -7.5%
175 NSC NORFOLK SOUTHN CORP Industrials 751.0 $216K 0.05% $287.00 +5.9%
176 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,970.0 $215K 0.05% $72.46 +30.9%
177 MUB ISHARES TR 2,007.0 $213K 0.05% $106.15 +1.3%
178 PSX PHILLIPS 66 Energy 1,159.0 $211K 0.05% NEW $182.18 -7.2%
179 PNC PNC FINL SVCS GROUP INC Financial Services 1,010.0 $210K 0.05% $208.09 +14.8%
180 ROK ROCKWELL AUTOMATION INC Industrials 579.0 $208K 0.05% +15.0 +2.7% $358.88 +28.1%
Page 9 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%