Arkolith/Funds/Farmers & Merchants Trust Co of Long Beach

Farmers & Merchants Trust Co of Long Beach

CIK 1737090Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Farmers & Merchants Trust Co of Long Beach holds a focused book of 200 stocks worth $464.8M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Farmers & Merchants Bank. Their largest long position is Farmers & Merchants Bank at 11% of the equity book.

Opened
22
bought for the first time
Added to
73
already held, bought more
Trimmed
64
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
44%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

Information Technology
27%
ETF / fund or unclassified
27%
Financials
15%
Consumer Discretionary
9%
Health Care
6%
Utilities
4%
Energy
3%
Industrials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Farmers & Merchants Trust Co of Long Beach

Manager / fundShared namesTheir $ in those
Kestra Advisory Services, LLC78 / 80$8.0B
Integrated Wealth Concepts LLC78 / 80$3.6B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC77 / 80$17.2B
ASSETMARK, INC77 / 80$13.2B
MML INVESTORS SERVICES, LLC77 / 80$13.0B
NewEdge Advisors, LLC77 / 80$12.0B
Lido Advisors, LLC77 / 80$12.0B
COMMERCE BANK77 / 80$11.6B

Ranked by how many of Farmers & Merchants Trust Co of Long Beach's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

200 positions
#SecurityValueShares% PortLast moveHistory
1Farmers & Merchants BK Long
COM
$52.0M5.8K
11.2%
−0.5%
Reduced · −29 sh
2Apple Inc
COM
$32.7M113.1K
7.0%
−1.6%
Reduced · −2K sh
3Microsoft Corp
COM
$21.3M57.1K
4.6%
−1.1%
Reduced · −626 sh
4Alphabet Inc
CAP STK CL A
$20.7M58.1K
4.5%
−1.1%
Reduced · −644 sh
5Berkshire Hathaway Inc Del
CL B NEW
$15.7M31.5K
3.4%
−1.5%
Reduced · −467 sh
6Amazon Com Inc
COM
$15.0M63.0K
3.2%
+0.3%
Added · +177 sh
7JPMorgan Chase & Co
COM
$13.6M41.5K
2.9%
+1.0%
Added · +404 sh
8Ishares TR
MSCI EAFE ETF
$12.1M116.3K
2.6%
−6.3%
Reduced · −8K sh
9Costco Wholesale Corporation
COM
$11.9M12.7K
2.6%
−2.1%
Reduced · −276 sh
10Nvidia Corporation
COM
$11.2M55.7K
2.4%
+2.9%
Added · +2K sh
11Queen City Invts Inc
CAP STK
$9.0M4.3K
1.9%
Held
12Berkshire Hathaway Inc Del
CL A
$9.0M12
1.9%
Held
13Broadcom Inc
COM
$8.4M22.3K
1.8%
+52%
Added · +8K sh
14Goldman Sachs Group Inc
COM
$7.8M7.7K
1.7%
+0.1%
Added · +4 sh
15Visa Inc
COM CL A
$7.7M22.3K
1.6%
+0.6%
Added · +128 sh
16Ishares TR
RUSSELL 2000 ETF
$7.0M23.4K
1.5%
+7.3%
Added · +2K sh
17Johnson & Johnson
COM
$6.6M26.1K
1.4%
−0.4%
Reduced · −116 sh
18Unitedhealth Group Inc
COM
$6.6M15.8K
1.4%
−0.9%
Reduced · −148 sh
19Exxon Mobil Corp Com
COM
$5.8M42.8K
1.3%
−1.5%
Reduced · −647 sh
20Motorola Solutions Inc
COM NEW
$5.5M13.1K
1.2%
+0.7%
Added · +87 sh
21Walmart Inc
COM
$5.0M44.0K
1.1%
−0.6%
Reduced · −256 sh
22Oracle Corp
COM
$4.9M33.3K
1.0%
−0.7%
Reduced · −250 sh
23Chevron Corporation
COM
$4.9M29.3K
1.0%
−1.8%
Reduced · −536 sh
24Boeing Co
COM
$4.7M21.6K
1.0%
−1.1%
Reduced · −242 sh
25American Express Co
COM
$4.7M13.8K
1.0%
−0.5%
Reduced · −74 sh
26Alphabet Inc
CAP STK CL C
$4.2M11.9K
0.9%
−1.5%
Reduced · −180 sh
27American WTR WKS Co Inc New
COM
$4.2M31.8K
0.9%
+0.7%
Added · +210 sh
28Bank Of NY Mellon Corp
COM
$3.9M26.7K
0.8%
−0.7%
Reduced · −201 sh
29Marathon Pete Corp
COM
$3.7M14.3K
0.8%
Held
30Eli Lilly & Co
COM
$3.4M2.8K
0.7%
+1.6%
Added · +44 sh
31Advanced Micro Devices Inc
COM
$3.3M5.7K
0.7%
−12%
Reduced · −809 sh
32Danaher Corp Del
COM
$3.3M17.1K
0.7%
−1.1%
Reduced · −186 sh
33Honeywell Intl Inc
COM
$2.9M13.0K
0.6%
New
New position
34Honeywell Aerospace Inc
COM
$2.9M13.0K
0.6%
New
New position
35Curtiss Wright Corp
COM
$2.8M3.7K
0.6%
Held
36State STR SPDR S&P 500 ETF T
TR UNIT
$2.6M3.5K
0.6%
−0.6%
Reduced · −20 sh
37Ishares TR
RUS MID CAP ETF
$2.6M23.3K
0.6%
−0.1%
Reduced · −22 sh
38Procter & Gamble Co
COM
$2.6M17.4K
0.5%
+0.8%
Added · +140 sh
39Lowes Cos Inc
COM
$2.5M11.1K
0.5%
−0.2%
Reduced · −25 sh
40Mastercard Incorporated
CL A
$2.4M4.6K
0.5%
−1.6%
Reduced · −76 sh
41Ati Inc
COM
$2.3M11.8K
0.5%
Held
42Ishares TR
CORE S&P500 ETF
$2.2M3.0K
0.5%
+27%
Added · +640 sh
43Intel Corp
COM
$2.2M16.0K
0.5%
−5.6%
Reduced · −944 sh
44Meta Platforms Inc
CL A
$2.2M3.9K
0.5%
+3.1%
Added · +118 sh
45Waste Mgmt Inc Del
COM
$2.2M9.9K
0.5%
+0.3%
Added · +30 sh
46Seagate Technology HLDNGS PL
ORD SHS
$2.2M2.2K
0.5%
~0%
Added · +1 sh
47Ishares TR
EAFE GRWTH ETF
$2.1M17.3K
0.5%
+0.4%
Added · +71 sh
48Republic Svcs Inc
COM
$2.1M9.9K
0.5%
Held
49Northrop Grumman Corp
COM
$2.1M4.0K
0.4%
−0.6%
Reduced · −23 sh
50Vanguard Index FDS
MRNGSTR TTL STK
$2.0M5.3K
0.4%
−7.7%
Reduced · −448 sh
Showing 50 of 200 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Farmers & Merchants Trust Co of Long Beach owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1737090/holdings"
Ask your agent
Use Arkolith to show Farmers & Merchants Trust Co of Long Beach's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 2026324$464.8M13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026302$425.7M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026306$437.9M13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025326$473.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.