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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FARMERS & MERCHANTS TRUST Co OF LONG BEACH

Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001737090-23-000001

Total Value
$354.7M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMERS & MERCHANTS BK LONG3082431047,516$56.1M15.82%
2APPLE INCAAPL139,366$18.1M5.10%
3MICROSOFT CORPMSFT56,915$13.6M3.85%
4BERKSHIRE HATHAWAY INC DELBRK-A34,351$10.6M2.99%
5FARMERS & MERCHANTS BK LONG3082431041,365$10.2M2.87%
6UNITEDHEALTH GROUP INCUNH17,132$9.1M2.56%
7NORTHROP GRUMMAN CORPNOC15,152$8.3M2.33%
8COSTCO WHSL CORP NEW22160K10517,786$8.1M2.29%
9ALPHABET INCGOOG65,244$5.8M1.62%
10EXXON MOBIL CORPXOM51,347$5.7M1.60%
11CHEVRON CORP NEWCVX31,368$5.6M1.59%
12JPMORGAN CHASE & COVYLD39,461$5.3M1.49%
13QUEEN CITY INVTS INC74823W1094,185$5.2M1.47%
14ISHARES TR46428746574,736$4.9M1.38%
15HONEYWELL INTL INC43851610622,171$4.8M1.34%
16AMERICAN WTR WKS CO INC NEW03042010329,808$4.5M1.28%
17AMAZON COM INCAMZN51,504$4.3M1.22%
18AMERICAN EXPRESS COAXP28,202$4.2M1.17%
19ORACLE CORPORCL-PD48,463$4.0M1.12%
20JOHNSON & JOHNSONJNJ22,134$3.9M1.10%
21VISA INCV18,807$3.9M1.10%
22MICROSOFT CORPMSFT16,052$3.8M1.09%
23ADOBE SYSTEMS INCORPORATEDADBE10,070$3.4M0.96%
24BOEING COBA-PA17,678$3.4M0.95%
25MOTOROLA SOLUTIONS INCMSI12,478$3.2M0.91%
26DANAHER CORPORATION23585110212,039$3.2M0.90%
27APPLE INCAAPL23,129$3.0M0.85%
28ISHARES TR46428765516,710$2.9M0.82%
29BERKSHIRE HATHAWAY INC DELBRK-A6$2.8M0.79%
30BERKSHIRE HATHAWAY INC DELBRK-A6$2.8M0.79%
31NIKE INCNKE23,730$2.8M0.78%
32NESTLE S A64106940623,848$2.8M0.78%
33GOLDMAN SACHS GROUP INCGSCE7,956$2.7M0.77%
34PROCTER AND GAMBLE CO74271810917,986$2.7M0.77%
35PFIZER INCPFE51,614$2.6M0.75%
36DISNEY WALT CO25468710629,782$2.6M0.73%
37CIGNA CORP NEW1255231007,290$2.4M0.68%
38LOWES COS INC54866110711,500$2.3M0.65%
39CONOCOPHILLIPSCOP18,549$2.2M0.62%
40MONDELEZ INTL INC60920710530,672$2.0M0.58%
41TJX COS INC NEW87254010924,955$2.0M0.56%
42ISHARES TR46428749928,904$1.9M0.55%
43WASTE MGMT INC DEL94106L10912,246$1.9M0.54%
44LOCKHEED MARTIN CORPLMT3,827$1.9M0.52%
45NEWMONT CORPNEMCL38,757$1.8M0.52%
46SPDR S&P MIDCAP 400 ETF TRMDY4,035$1.8M0.50%
47SPDR S&P 500 ETF TRSPY4,662$1.8M0.50%
483M COMMM14,706$1.8M0.50%
49CHEVRON CORP NEWCVX9,111$1.6M0.46%
50ABBVIE INCABBV9,243$1.5M0.42%
51MARATHON PETE CORPMARA12,750$1.5M0.42%
52MASTERCARD INCORPORATEDMA4,208$1.5M0.41%
53ISHARES TR46428888517,000$1.4M0.40%
54REPUBLIC SVCS INC76075910010,650$1.4M0.39%
55ACCENTURE PLC IRELANDACN5,082$1.4M0.38%
56SCHWAB STRATEGIC TR80852410230,020$1.3M0.38%
57LILLY ELI & COLLY3,406$1.2M0.35%
58US BANCORP DELUSB-PS28,320$1.2M0.35%
59ISHARES TR46428723432,572$1.2M0.35%
60HOME DEPOT INCHD3,884$1.2M0.35%
61SOUTHERN COSOMN16,535$1.2M0.33%
62AMAZON COM INCAMZN13,955$1.2M0.33%
63BANK NEW YORK MELLON CORP06405810025,673$1.2M0.33%
64FORTIVE CORPFTV18,121$1.2M0.33%
65STARBUCKS CORPSBUX11,301$1.1M0.32%
66NEW JERSEY RES CORPNJR22,301$1.1M0.31%
67RAYTHEON TECHNOLOGIES CORPRTX10,954$1.1M0.31%
68EXXON MOBIL CORPXOM9,675$1.1M0.30%
69ALPHABET INCGOOG11,940$1.1M0.30%
70ZIMMER BIOMET HOLDINGS INCZBH8,100$1.0M0.29%
71PEPSICO INCPEP5,655$1.0M0.29%
72AMGEN INCAMGN3,799$997,7690.28%
73TELEDYNE TECHNOLOGIES INCTDY2,379$951,3850.27%
74WALMART INCWMT6,533$926,3140.26%
75ISHARES TR4642871687,506$905,2230.26%
76CALIFORNIA WTR SVC GROUP13078810214,718$892,4990.25%
77PHILIP MORRIS INTL INC7181721098,784$889,0280.25%
78JOHNSON & JOHNSONJNJ4,929$870,7070.25%
79ABBOTT LABSABLZF7,714$846,9200.24%
80VERIZON COMMUNICATIONS INCVZ21,449$845,0900.24%
81ISHARES TR4642874085,587$810,5060.23%
82COMCAST CORP NEWCCZ22,311$780,2150.22%
83WELLS FARGO CO NEW94974610118,885$779,7610.22%
84BROADCOM INCAVGO1,383$773,2760.22%
85NEXTERA ENERGY INCNEE-PW9,047$756,3290.21%
86VANGUARD INDEX FDS9229083632,150$755,3810.21%
87VANGUARD INDEX FDS9229087445,321$746,9080.21%
88ISHARES TR4642875984,911$744,7530.21%
89SALESFORCE INCCRM5,519$731,7640.21%
90UNION PAC CORPUNP3,490$722,6740.20%
91COSTCO WHSL CORP NEW22160K1051,575$718,9870.20%
92ISHARES TR4642874736,579$693,0310.20%
93HONEYWELL INTL INC4385161063,214$688,7600.19%
94SEMPRASREA4,428$684,3030.19%
95KEMPER CORPKMPB13,776$677,7790.19%
96ALPHABET INCGOOG7,506$662,2540.19%
97EDISON INTL28102010710,316$656,3030.19%
98AMERIPRISE FINL INC03076C1062,092$651,3860.18%
99JPMORGAN CHASE & COVYLD4,789$642,2040.18%
100MERCK & CO INCMRK5,689$631,1940.18%
101VISA INCV2,938$610,3980.17%
102MCKESSON CORPMCK1,619$607,3190.17%
103AT&T INCT-PC32,308$594,7900.17%
104CURTISS WRIGHT CORPCW3,548$592,4800.17%
105TARGET CORPTGT3,927$585,2800.16%
106ISHARES TR4642872001,518$583,2300.16%
107THERMO FISHER SCIENTIFIC INCTMO1,055$580,9770.16%
108SPDR GOLD TRGLD3,402$577,1150.16%
109UNITEDHEALTH GROUP INCUNH1,086$575,7750.16%
110AMGEN INCAMGN2,133$560,2110.16%
111META PLATFORMS INCMETA4,623$556,3310.16%
112KIMBERLY-CLARK CORPKMB4,058$550,8730.16%
113ORACLE CORPORCL-PD6,596$539,1570.15%
114FIRST TR EXCHANGE-TRADED FD33739Q4088,733$519,0890.15%
115INTERNATIONAL BUSINESS MACHSINTR3,634$511,9940.14%
116MARATHON PETE CORPMARA4,180$486,5100.14%
117AMER STATES WTR CO0298991015,181$479,5010.14%
118BLACKROCK INCBLK647$458,4830.13%
119ALTRIA GROUP INCMO9,833$449,4660.13%
120DISNEY WALT CO2546871065,168$448,9950.13%
121ISHARES TR4642876552,547$444,0940.13%
122SPDR S&P 500 ETF TRSPY1,158$442,8530.12%
123MIDDLESEX WTR CO5966801085,579$438,8990.12%
124TRANE TECHNOLOGIES PLCTT2,610$438,7140.12%
125ISHARES TR4642872001,141$438,3830.12%
126AVISTA CORPAVA9,856$437,0150.12%
127UNITED PARCEL SERVICE INCUPS2,502$434,9470.12%
128MOTOROLA SOLUTIONS INCMSI1,626$419,0360.12%
129ISHARES TR4642874656,366$417,8640.12%
130SHELL PLCRYDAF7,295$415,4500.12%
131DEERE & CODE951$407,7500.11%
132FORD MTR CO DEL34537086035,033$407,4330.11%
133PARKER-HANNIFIN CORPPH1,309$380,9190.11%
134VANGUARD WORLD FD9219108162,205$379,4140.11%
135BANK AMERICA CORP06050510411,405$377,7330.11%
136PFIZER INCPFE7,368$377,5360.11%
137AMERICAN EXPRESS COAXP2,534$374,3980.11%
138AMERICAN BUSINESS BK LOS ANG02475L1059,213$366,6770.10%
139POST HLDGS INCPOST4,060$366,4550.10%
140COCA COLA COKO5,700$362,5770.10%
141ALLIANT ENERGY CORPLNT6,500$358,8650.10%
142ATI INCATI11,827$353,1540.10%
143GENERAL MLS INC3703341044,178$350,3250.10%
144HUNTINGTON INGALLS INDS INC4464131061,516$349,7100.10%
145MCDONALDS CORPMCD1,303$343,3790.10%
146CONSOLIDATED EDISON INCED3,515$335,0140.09%
147ISHARES TR4642878043,457$327,1700.09%
148CISCO SYS INCCSCO6,801$323,9990.09%
149FIRST TR EXCHANGE-TRADED FD33739Q4085,029$298,9230.08%
150FRANKLIN RESOURCES INCBEN11,300$298,0940.08%
151BERKSHIRE HATHAWAY INC DELBRK-A960$296,5440.08%
152ADOBE SYSTEMS INCORPORATEDADBE879$295,8090.08%
153DANAHER CORPORATION2358511021,106$293,5540.08%
154PALO ALTO NETWORKS INCPANW2,100$293,0340.08%
155TRAVELERS COMPANIES INCTRV1,555$291,5460.08%
156AMERICAN WTR WKS CO INC NEW0304201031,890$288,0730.08%
157VANGUARD INDEX FDS9229087511,561$286,5050.08%
158AMER STATES WTR CO0298991013,000$277,6500.08%
159TESLA INCTSLA2,189$269,6410.08%
160TC ENERGY CORPTRPRF6,690$266,6630.08%
161LAUDER ESTEE COS INC5184391041,073$266,2220.08%
162GENERAL DYNAMICS CORPGD1,064$263,9890.07%
163PHILLIPS 66PSX2,500$260,2000.07%
164WEC ENERGY GROUP INCWEC2,759$258,6830.07%
165LOWES COS INC5486611071,255$250,0460.07%
166CVS HEALTH CORPCVS2,682$249,9350.07%
167ADVANCED MICRO DEVICES INCAMD3,759$243,4700.07%
168VALERO ENERGY CORPVLO1,900$241,0340.07%
169IDACORP INCIDA2,230$240,5050.07%
170INTUITIVE SURGICAL INCISRG906$240,4070.07%
171COLGATE PALMOLIVE COCL3,044$239,8360.07%
172BP PLCBPPFF6,839$238,8860.07%
173DUKE ENERGY CORP NEWDUKB2,268$233,5810.07%
174NATIONAL WESTN LIFE GROUP IN638517102820$230,4200.06%
175SPDR SER TR78464A6983,917$230,0840.06%
176EASTMAN CHEM COEMN2,800$228,0320.06%
177WALGREENS BOOTS ALLIANCE INC9314271086,000$224,1600.06%
178SHERWIN WILLIAMS COSHW938$222,6150.06%
179ASML HOLDING N VASMLF397$216,9200.06%
180WENDYS CO95058W1009,546$216,0250.06%
181ALPHABET INCGOOG2,360$209,4020.06%
182CHURCH & DWIGHT CO INCCHD2,597$209,3440.06%
183PAYPAL HLDGS INCPYPL2,920$207,9620.06%
184ROCKWELL AUTOMATION INCROK800$206,0560.06%
185EAGLE MATLS INC26969P1081,542$204,8540.06%
186CANADIAN NATL RY CO1363751021,714$203,7600.06%
187PNC FINL SVCS GROUP INC6934751051,280$202,1630.06%
188ELEVANCE HEALTH INCELV389$199,5450.06%
189MARRIOTT INTL INC NEW5719032021,337$199,0650.06%
190CANADIAN PAC RY LTD13645T1002,635$196,5440.06%
191CARTER VALIDUS MISSION CRITISILA29,985$195,2030.06%
192HOME DEPOT INCHD615$194,2530.05%
193NEWMONT CORPNEMCL4,095$193,2840.05%
194ILLINOIS TOOL WKS INC452308109866$190,7790.05%
195ISHARES TR464287614849$181,8890.05%
196GENERAL DYNAMICS CORPGD731$181,3680.05%
197BOEING COBA-PA942$179,4410.05%
198SCHWAB STRATEGIC TR8085248543,627$178,5570.05%
199COCA COLA COKO2,764$175,8180.05%
200JPMORGAN CHASE & COVYLD8,061$175,3260.05%
201FORTIVE CORPFTV2,725$175,0810.05%
202PEPSICO INCPEP951$171,8070.05%
203CATERPILLAR INCCAT694$166,2540.05%
204RAYTHEON TECHNOLOGIES CORPRTX1,620$163,4900.05%
205INTEL CORPINTC6,026$159,2670.04%
206GENERAL ELECTRIC CO3696043011,894$158,6980.04%
207GOLDMAN SACHS GROUP INCGSCE420$144,2190.04%
208ABBVIE INCABBV869$140,4390.04%
209UNITED PARCEL SERVICE INCUPS803$139,5930.04%
210KIMBERLY-CLARK CORPKMB993$134,7990.04%
211VERIZON COMMUNICATIONS INCVZ3,409$134,3140.04%
212TRAVELERS COMPANIES INCTRV694$130,1180.04%
213MASTERCARD INCORPORATEDMA358$124,4870.04%
214MERCK & CO INCMRK1,112$123,3760.03%
215ISHARES TR464287614540$115,6890.03%
216NORTHROP GRUMMAN CORPNOC202$110,2130.03%
217WALMART INCWMT759$107,6180.03%
218ZIMMER BIOMET HOLDINGS INCZBH827$105,4420.03%
219AT&T INCT-PC5,634$103,7210.03%
220SHELL PLCRYDAF1,800$102,5100.03%
221NESTLE S A641069406880$101,9050.03%
222INTEL CORPINTC3,797$100,3540.03%
223BROADCOM INCAVGO176$98,4060.03%
224CNL HEALTHCARE PPTYS INC12612C10816,372$85,7910.02%
225NIKE INCNKE706$82,6090.02%
226COMCAST CORP NEWCCZ2,300$80,4310.02%
227STARBUCKS CORPSBUX768$76,1850.02%
228MONDELEZ INTL INC6092071051,104$73,5810.02%
229US BANCORP DELUSB-PS1,665$72,6100.02%
230CISCO SYS INCCSCO1,480$70,5070.02%
231ISHARES TR464287804726$68,7080.02%
232GENERAL ELECTRIC CO369604301725$60,7470.02%
233SALESFORCE INCCRM444$58,8690.02%
234PROCTER AND GAMBLE CO742718109375$56,8350.02%
235META PLATFORMS INCMETA471$56,6800.02%
2363M COMMM454$54,4430.02%
237WASTE MGMT INC DEL94106L109344$53,9660.02%
238FS ENERGY & PWR FDFSSL15,233$53,7730.02%
239SCHWAB STRATEGIC TR8085248541,054$51,8880.01%
240SPDR S&P MIDCAP 400 ETF TRMDY114$50,4780.01%
241ISHARES TR464287168410$49,4460.01%
242ILLINOIS TOOL WKS INC452308109220$48,4660.01%
243CATERPILLAR INCCAT200$47,9120.01%
244WIRELESS TELECOM GROUP INC97652410825,000$44,7500.01%
245MCDONALDS CORPMCD166$43,7450.01%
246CIGNA CORP NEW125523100121$40,0920.01%
247ABBOTT LABSABLZF337$36,9990.01%
248BANK NEW YORK MELLON CORP064058100781$35,5510.01%
249LOCKHEED MARTIN CORPLMT73$35,5130.01%
250CONOCOPHILLIPSCOP292$34,4560.01%
251UNION PAC CORPUNP149$30,8530.01%
252SPDR GOLD TRGLD178$30,1950.01%
253JPMORGAN CHASE & COVYLD1,265$27,5130.01%
254TARGET CORPTGT173$25,7830.01%
255OPKO HEALTH INCOPK20,000$25,0000.01%
256BLACKROCK INCBLK35$24,8020.01%
257ACCENTURE PLC IRELANDACN88$23,4810.01%
258PARKER-HANNIFIN CORPPH80$23,2800.01%
259COLGATE PALMOLIVE COCL267$21,0360.01%
260DUKE ENERGY CORP NEWDUKB200$20,5980.01%
261SOUTHERN COSOMN275$19,6370.01%
262ISHARES TR464288885200$16,7520.00%
263PHILLIPS 66PSX139$14,4670.00%
264INTERNATIONAL BUSINESS MACHSINTR100$14,0890.00%
265CANADIAN PAC RY LTD13645T100173$12,9040.00%
266FORD MTR CO DEL3453708601,094$12,7230.00%
267PHILIP MORRIS INTL INC718172109107$10,8290.00%
268CVS HEALTH CORPCVS114$10,6230.00%
269ASML HOLDING N VASMLF19$10,3810.00%
270MARRIOTT INTL INC NEW57190320254$8,0400.00%
271NON INVASIVE MONITORING SYSNIMU192,818$6,4590.00%
272ALTRIA GROUP INCMO100$4,5710.00%
273NEXTERA ENERGY INCNEE-PW36$3,0090.00%
274SPDR SER TR78464A69810$5870.00%
275ADVANCED MICRO DEVICES INCAMD9$5820.00%
276ELEVANCE HEALTH INCELV1$5120.00%
277INTERNATIONAL DISPENSING CORINTR14,000$3080.00%
278MUSCLEPHARM CORP62733520117,320$120.00%