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Funds / Farmers & Merchants Trust Co Of Long Beach
Institutional Fund

Farmers & Merchants Trust Co Of Long Beach

Long Beach, CACIK 17370905 filings on record

Portfolio Value
$425.72M
Q1 2026
Holdings
187
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-2.8%
from $437.90M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Farmers & Merchants Bk Long11.3%
  • Apple Inc6.9%
  • Microsoft Corp5.0%
  • Alphabet Inc4.0%
  • Berkshire Hathaway Inc Del3.6%
  • Amazon Com Inc3.1%
  • Other66.2%

Portfolio Holdings

187 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Farmers & Merchants Bk Long5.8K$48.09M11.3%13Reduced
2Apple Inc115.0K$29.18M6.9%756Reduced
3Microsoft Corp57.8K$21.39M5.0%2.3KReduced
4Alphabet Inc58.7K$16.88M4.0%+29Added
5Berkshire Hathaway Inc Del31.9K$15.30M3.6%+335Added
6Amazon Com Inc62.9K$13.09M3.1%+1.7KAdded
7Costco Whsl Corp New13.0K$12.96M3.0%76Reduced
8Jpmorgan Chase & Co.41.1K$12.08M2.8%+959Added
9Ishares Tr124.1K$12.05M2.8%635Reduced
10Nvidia Corporation54.1K$9.44M2.2%+2.9KAdded

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