Farmers & Merchants Trust Co of Long Beach
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.4ptsvs SPY
Invested
$425.7M
Holdings
186
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FMBL
FARMERS & MERCHANTS BK LONG
Q1 2026: Exited (was 2.7k shares)
11.3%
02
$AAPL
APPLE INC
Q1 2026: Increased +40.3% (29.2k → 41.0k shares)
6.9%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +31.4% (14.5k → 19.0k shares)
5.0%
04
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 12.0k shares)
4.0%
05
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Exited (was 786 shares)
3.6%
06
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 12.2k shares)
3.1%
07
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: Exited (was 3.2k shares)
3.0%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 6.5k shares)
2.8%
09
$EFA
ISHARES TR
Q1 2026: Exited (was 8.4k shares)
2.8%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1937.7% (4.6k → 93.0k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:17 UTC.