Farmers & Merchants Trust Co of Long Beach
•CIK: 1737090•Filing: Q4 2025
**Farmers & Merchants Trust Co of Long Beach** manages $438M across a diversified portfolio of 189 positions. The fund exhibits significant concentration in technology and financial sectors, notably holding FMBL at $48.6M. Key allocations include substantial positions in AAPL ($31.5M), MSFT ($29.1M), and GOOGL ($18.4M). This structure suggests a core investment thesis focused on established market leaders and cyclical financial names.
Total AUM
$437.9M
QoQ Performance
-7.5%
Positions
165
Top 10 Concentration
46.4%
Latest Filing
Q4 2025
Top Holdings Allocation
FMBL
AAPL
MSFT
FMBL11.1%
AAPL7.2%
MSFT6.6%
GOOGL4.2%
BRK/B3.6%
AMZN3.2%
JPM3.0%
EFA2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.1%
Technology25.9%
Financial14.7%
Consumer9.0%
Healthcare5.2%
Industrial3.7%
Energy1.9%
ETF1.2%
🚪 Exited Positionssold since Q3 2025
+19 more exited positions
Changes from Q3 2025
NEW11 new positions
↑24 increased
↓106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023