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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 Q2 2023 · Filed April 24, 2023 · Accession 0001737090-23-000002

Total Value
$360.6M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMERS & MERCHANTS BK LONG3082431047,516$45.5M12.61%
2APPLE INCAAPL129,830$21.4M5.94%
3MICROSOFT CORPMSFT53,180$15.3M4.25%
4ISHARES TR464287465179,228$12.8M3.56%
5BERKSHIRE HATHAWAY INC DELBRK-A34,357$10.6M2.94%
6COSTCO WHSL CORP NEW22160K10517,242$8.6M2.38%
7FARMERS & MERCHANTS BK LONG3082431041,365$8.3M2.29%
8UNITEDHEALTH GROUP INCUNH16,491$7.8M2.16%
9NORTHROP GRUMMAN CORPNOC15,660$7.2M2.01%
10ALPHABET INCGOOG58,201$6.0M1.67%
11QUEEN CITY INVTS INC74823W1094,185$6.0M1.65%
12EXXON MOBIL CORPXOM51,940$5.7M1.58%
13CHEVRON CORP NEWCVX31,588$5.2M1.43%
14AMAZON COM INCAMZN49,755$5.1M1.43%
15JPMORGAN CHASE & COVYLD37,909$4.9M1.37%
16MICROSOFT CORPMSFT15,999$4.6M1.28%
17AMERICAN EXPRESS COAXP27,793$4.6M1.27%
18HONEYWELL INTL INC43851610622,447$4.3M1.19%
19AMERICAN WTR WKS CO INC NEW03042010329,186$4.3M1.19%
20ORACLE CORPORCL-PD45,925$4.3M1.18%
21VISA INCV18,632$4.2M1.17%
22ADOBE SYSTEMS INCORPORATEDADBE10,476$4.0M1.12%
23BOEING COBA-PA18,474$3.9M1.09%
24APPLE INCAAPL22,992$3.8M1.05%
25MOTOROLA SOLUTIONS INCMSI12,152$3.5M0.96%
26JOHNSON & JOHNSONJNJ22,139$3.4M0.95%
27DISNEY WALT CO25468710632,157$3.2M0.89%
28ISHARES TR46428765516,815$3.0M0.83%
29NIKE INCNKE23,902$2.9M0.81%
30DANAHER CORPORATION23585110211,620$2.9M0.81%
31BERKSHIRE HATHAWAY INC DELBRK-A6$2.8M0.77%
32BERKSHIRE HATHAWAY INC DELBRK-A6$2.8M0.77%
33NESTLE S A64106940622,063$2.7M0.75%
34PROCTER AND GAMBLE CO74271810918,044$2.7M0.74%
35GOLDMAN SACHS GROUP INCGSCE7,755$2.5M0.70%
36LOWES COS INC54866110711,099$2.2M0.62%
37MONDELEZ INTL INC60920710531,752$2.2M0.61%
38PFIZER INCPFE49,008$2.0M0.55%
39WASTE MGMT INC DEL94106L10912,251$2.0M0.55%
40TJX COS INC NEW87254010924,738$1.9M0.54%
41THE CIGNA GROUP1255231007,298$1.9M0.52%
42LOCKHEED MARTIN CORPLMT3,925$1.9M0.51%
43ISHARES TR46428749926,260$1.8M0.51%
44NEWMONT CORPNEMCL37,307$1.8M0.51%
45CONOCOPHILLIPSCOP18,219$1.8M0.50%
46MARATHON PETE CORPMARA12,760$1.7M0.48%
47ISHARES TR46428888517,000$1.6M0.44%
483M COMMM14,813$1.6M0.43%
49MASTERCARD INCORPORATEDMA4,152$1.5M0.42%
50CHEVRON CORP NEWCVX9,108$1.5M0.41%
51ACCENTURE PLC IRELANDACN5,094$1.5M0.40%
52ABBVIE INCABBV9,134$1.5M0.40%
53REPUBLIC SVCS INC76075910010,660$1.4M0.40%
54SPDR S&P MIDCAP 400 ETF TRMDY3,135$1.4M0.40%
55AMAZON COM INCAMZN13,909$1.4M0.40%
56SCHWAB STRATEGIC TR80852410230,020$1.4M0.40%
57ISHARES TR46428723432,613$1.3M0.36%
58FORTIVE CORPFTV17,744$1.2M0.34%
59ALPHABET INCGOOG11,540$1.2M0.33%
60NEW JERSEY RES CORPNJR22,301$1.2M0.33%
61STARBUCKS CORPSBUX11,232$1.2M0.32%
62COMCAST CORP NEWCCZ30,739$1.2M0.32%
63BANK NEW YORK MELLON CORP06405810025,549$1.2M0.32%
64SOUTHERN COSOMN16,535$1.2M0.32%
65LILLY ELI & COLLY3,344$1.1M0.32%
66ZIMMER BIOMET HOLDINGS INCZBH8,704$1.1M0.31%
67HOME DEPOT INCHD3,764$1.1M0.31%
68RAYTHEON TECHNOLOGIES CORPRTX11,094$1.1M0.30%
69US BANCORP DELUSB-PS30,102$1.1M0.30%
70EXXON MOBIL CORPXOM9,716$1.1M0.30%
71TELEDYNE TECHNOLOGIES INCTDY2,379$1.1M0.30%
72SALESFORCE INCCRM5,255$1.0M0.29%
73VERIZON COMMUNICATIONS INCVZ26,604$1.0M0.29%
74PEPSICO INCPEP5,511$1.0M0.28%
75AT&T INCT-PC50,626$974,5500.27%
76WALMART INCWMT6,437$949,1350.26%
77AMGEN INCAMGN3,858$932,6710.26%
78ISHARES TR4642871687,683$900,2930.25%
79BROADCOM INCAVGO1,372$880,1920.24%
80ISHARES TR46428746512,046$861,5290.24%
81CALIFORNIA WTR SVC GROUP13078810214,718$856,5870.24%
82JOHNSON & JOHNSONJNJ5,434$842,2700.23%
83PHILIP MORRIS INTL INC7181721098,343$811,3560.23%
84VANGUARD INDEX FDS9229083632,150$808,5500.22%
85META PLATFORMS INCMETA3,667$777,1830.22%
86COSTCO WHSL CORP NEW22160K1051,556$773,1290.21%
87ABBOTT LABSABLZF7,481$757,5260.21%
88IDEXX LABS INC45168D1041,510$755,1200.21%
89KEMPER CORPKMPB13,776$752,9960.21%
90ALPHABET INCGOOG7,136$740,2170.21%
91VANGUARD INDEX FDS9229087445,321$734,8830.20%
92EDISON INTL28102010710,326$728,9120.20%
93FRANKLIN RESOURCES INCBEN26,464$712,9400.20%
94NEXTERA ENERGY INCNEE-PW9,091$700,7340.19%
95ISHARES TR4642874736,579$698,6890.19%
96ISHARES TR4642874084,600$698,0960.19%
97ISHARES TR4642875984,523$688,6710.19%
98VISA INCV2,962$667,8120.19%
99WELLS FARGO CO NEW94974610117,830$666,4850.18%
100AMERIPRISE FINL INC03076C1062,095$642,1170.18%
101UNION PAC CORPUNP3,184$640,8110.18%
102SPDR S&P 500 ETF TRSPY1,529$625,9570.17%
103CURTISS WRIGHT CORPCW3,548$625,3700.17%
104ISHARES TR4642872001,506$619,0860.17%
105THERMO FISHER SCIENTIFIC INCTMO1,062$612,1040.17%
106MERCK & CO INCMRK5,746$611,3160.17%
107JPMORGAN CHASE & COVYLD4,672$608,8080.17%
108ORACLE CORPORCL-PD6,532$606,9530.17%
109MCKESSON CORPMCK1,619$576,4440.16%
110MARATHON PETE CORPMARA4,180$563,5890.16%
111KIMBERLY-CLARK CORPKMB4,102$550,5700.15%
112ROPER TECHNOLOGIES INCROP1,227$540,7260.15%
113UNITEDHEALTH GROUP INCUNH1,114$526,4650.15%
114TARGET CORPTGT3,156$522,7280.14%
115AMGEN INCAMGN2,153$520,4870.14%
116FIRST TR EXCHANGE-TRADED FD33739Q4088,733$519,7000.14%
117DISNEY WALT CO2546871065,111$511,7640.14%
118UNITED PARCEL SERVICE INCUPS2,526$490,0180.14%
119INTERNATIONAL BUSINESS MACHSINTR3,721$487,7850.14%
120TRANE TECHNOLOGIES PLCTT2,618$481,6590.13%
121SPDR S&P 500 ETF TRSPY1,158$474,0730.13%
122HONEYWELL INTL INC4385161062,473$472,6390.13%
123ISHARES TR4642872001,141$469,0420.13%
124ATI INCATI11,827$466,6930.13%
125MOTOROLA SOLUTIONS INCMSI1,626$465,2470.13%
126ISHARES TR4642883568,045$461,9430.13%
127AB ACTIVE ETFS INC00039J20218,339$461,2250.13%
128AMER STATES WTR CO0298991015,181$460,5390.13%
129ISHARES TR4642876552,547$454,3840.13%
130VANGUARD WORLD FD9219108162,205$450,9440.13%
131SEMPRASREA2,928$442,5960.12%
132PARKER-HANNIFIN CORPPH1,313$441,3120.12%
133MIDDLESEX WTR CO5966801085,579$435,8310.12%
134ALTRIA GROUP INCMO9,446$421,4800.12%
135BLACKROCK INCBLK629$420,8760.12%
136SHELL PLCRYDAF7,295$419,7540.12%
137PALO ALTO NETWORKS INCPANW2,100$419,4540.12%
138AVISTA CORPAVA9,856$418,3870.12%
139AMERICAN EXPRESS COAXP2,523$416,1680.12%
140FIRST TR EXCHANGE-TRADED FD33739Q4086,913$411,3920.11%
141TESLA INCTSLA1,975$409,7330.11%
142MCDONALDS CORPMCD1,387$387,8190.11%
143INVESCO QQQ TRIVZ1,165$373,8830.10%
144DEERE & CODE903$372,8300.10%
145FORD MTR CO DEL34537086028,985$365,2110.10%
146GENERAL MLS INC3703341044,188$357,9060.10%
147COCA COLA COKO5,700$353,5710.10%
148ADOBE SYSTEMS INCORPORATEDADBE916$352,9980.10%
149ALLIANT ENERGY CORPLNT6,500$347,1000.10%
150HUNTINGTON INGALLS INDS INC4464131061,658$343,2390.10%
151ISHARES TR4642878043,457$334,2910.09%
152BANK AMERICA CORP06050510411,418$326,5540.09%
153CISCO SYS INCCSCO6,071$317,3610.09%
154ADVANCED MICRO DEVICES INCAMD3,220$315,5920.09%
155ASML HOLDING N VASMLF450$306,3190.08%
156AMERICAN BUSINESS BK LOS ANG02475L1059,213$304,0290.08%
157PFIZER INCPFE7,331$299,1040.08%
158BERKSHIRE HATHAWAY INC DELBRK-A946$292,0960.08%
159POST HLDGS INCPOST3,162$284,1680.08%
160AB ACTIVE ETFS INC00039J1035,644$283,3000.08%
161DANAHER CORPORATION2358511021,121$282,5360.08%
162AMERICAN WTR WKS CO INC NEW0304201031,890$276,8660.08%
163TRAVELERS COMPANIES INCTRV1,585$271,6840.08%
164BOEING COBA-PA1,278$271,4850.08%
165AMER STATES WTR CO0298991013,000$266,6700.07%
166VALERO ENERGY CORPVLO1,910$266,6360.07%
167WARNER BROS DISCOVERY INCWBD17,658$266,6350.07%
168LAUDER ESTEE COS INC5184391041,080$266,1760.07%
169LOWES COS INC5486611071,310$261,9600.07%
170TC ENERGY CORPTRPRF6,690$260,3070.07%
171BP PLCBPPFF6,839$259,4710.07%
172MARRIOTT INTL INC NEW5719032021,540$255,7010.07%
173LIFE STORAGE INC53223X1071,950$255,6250.07%
174PHILLIPS 66PSX2,510$254,4630.07%
175NORTHROP GRUMMAN CORPNOC548$253,0220.07%
176WEC ENERGY GROUP INCWEC2,659$252,0460.07%
177ALPHABET INCGOOG2,360$245,4400.07%
178GENERAL DYNAMICS CORPGD1,064$242,8150.07%
179IDACORP INCIDA2,230$241,5750.07%
180EASTMAN CHEM COEMN2,800$236,1520.07%
181INTUITIVE SURGICAL INCISRG912$232,9880.06%
182CHURCH & DWIGHT CO INCCHD2,607$230,4840.06%
183COLGATE PALMOLIVE COCL3,044$228,7560.06%
184EAGLE MATLS INC26969P1081,542$226,2880.06%
185ILLINOIS TOOL WKS INC452308109872$212,2880.06%
186NETFLIX INCNFLX613$211,7790.06%
187SHERWIN WILLIAMS COSHW941$211,5080.06%
188ISHARES TR464287614860$210,1230.06%
189ISHARES TR4642877212,260$209,7500.06%
190DUKE ENERGY CORP NEWDUKB2,168$209,1460.06%
191PAYPAL HLDGS INCPYPL2,718$206,4040.06%
192ROCKWELL AUTOMATION INCROK702$206,0010.06%
193LINDE PLCLIN579$205,7990.06%
194YUM BRANDS INCYUM1,550$204,7240.06%
195JPMORGAN CHASE & COVYLD9,154$203,1270.06%
196CANADIAN NATL RY CO1363751021,714$202,2000.06%
197VANGUARD BD INDEX FDS9219378272,633$201,3980.06%
198CVS HEALTH CORPCVS2,702$200,7850.06%
199NEWMONT CORPNEMCL4,080$200,0010.06%
200JANUS DETROIT STR TR47103U8864,171$199,1650.06%
201INTEL CORPINTC6,096$199,1560.06%
202CARTER VALIDUS MISSION CRITISILA29,985$185,9070.05%
203FORTIVE CORPFTV2,717$185,2170.05%
204DUPONT DE NEMOURS INCDD2,571$184,5200.05%
205SCHWAB STRATEGIC TR8085248543,627$182,9090.05%
206HOME DEPOT INCHD615$181,4980.05%
207GENERAL ELECTRIC CO3696043011,894$181,0660.05%
208PEPSICO INCPEP951$173,3670.05%
209RAYTHEON TECHNOLOGIES CORPRTX1,741$170,4960.05%
210ZOETIS INCZTS1,024$170,4340.05%
211GENERAL DYNAMICS CORPGD725$165,4520.05%
212MORGAN STANLEYMS-PQ1,793$157,4250.04%
213UNITED PARCEL SERVICE INCUPS803$155,7730.04%
214COCA COLA COKO2,502$155,1990.04%
215PPG INDS INC6935061071,114$148,8080.04%
216GOLDMAN SACHS GROUP INCGSCE430$140,6570.04%
217ABBVIE INCABBV869$138,4920.04%
218KIMBERLY-CLARK CORPKMB993$133,2800.04%
219VERIZON COMMUNICATIONS INCVZ3,409$132,5760.04%
220ISHARES TR464287614540$131,9380.04%
221MASTERCARD INCORPORATEDMA358$130,1000.04%
222CUMMINS INCCMI543$129,7110.04%
223INTEL CORPINTC3,797$124,0470.03%
224TRAVELERS COMPANIES INCTRV694$118,9580.03%
225MERCK & CO INCMRK1,112$118,3050.03%
226ZIMMER BIOMET HOLDINGS INCZBH882$113,9540.03%
227BROADCOM INCAVGO176$112,9110.03%
228WALMART INCWMT759$111,9140.03%
229AT&T INCT-PC5,634$108,4540.03%
230NESTLE S A641069406875$106,7570.03%
231SHELL PLCRYDAF1,800$103,5720.03%
232NIKE INCNKE770$94,4320.03%
233SALESFORCE INCCRM444$88,7020.02%
234PROCTER AND GAMBLE CO742718109589$87,5780.02%
235COMCAST CORP NEWCCZ2,300$87,1930.02%
236MONDELEZ INTL INC6092071051,161$80,9440.02%
237CUMMINS INCCMI338$80,7410.02%
238STARBUCKS CORPSBUX768$79,9710.02%
239CISCO SYS INCCSCO1,480$77,3670.02%
240ZOETIS INCZTS456$75,8960.02%
241ISHARES TR464287804726$70,2040.02%
242GENERAL ELECTRIC CO369604301725$69,3100.02%
243MORGAN STANLEYMS-PQ708$62,1620.02%
244PPG INDS INC693506107450$60,1110.02%
245WASTE MGMT INC DEL94106L109344$56,1300.02%
246US BANCORP DELUSB-PS1,548$55,8050.02%
247ILLINOIS TOOL WKS INC452308109220$53,5590.01%
248SPDR S&P MIDCAP 400 ETF TRMDY114$52,2580.01%
249ISHARES TR464287168410$48,0430.01%
2503M COMMM454$47,7190.01%
251CALIFORNIA WTR SVC GROUP130788102804$46,7920.01%
252MCDONALDS CORPMCD166$46,4150.01%
253WIRELESS TELECOM GROUP INC97652410825,000$46,2500.01%
254META PLATFORMS INCMETA193$40,9040.01%
255CONOCOPHILLIPSCOP354$35,1200.01%
256BANK NEW YORK MELLON CORP064058100766$34,8070.01%
257LOCKHEED MARTIN CORPLMT73$34,5090.01%
258ABBOTT LABSABLZF319$32,3010.01%
259HUNTINGTON INGALLS INDS INC446413106151$31,2600.01%
260THE CIGNA GROUP125523100121$30,9190.01%
261UNION PAC CORPUNP151$30,3900.01%
262OPKO HEALTH INCOPK20,000$29,2000.01%
263JPMORGAN CHASE & COVYLD1,265$28,0700.01%
264TARGET CORPTGT168$27,8250.01%
265JANUS DETROIT STR TR47103U886572$27,3130.01%
266PARKER-HANNIFIN CORPPH75$25,2080.01%
267ACCENTURE PLC IRELANDACN88$25,1510.01%
268CVS HEALTH CORPCVS322$23,9270.01%
269BLACKROCK INCBLK35$23,4190.01%
270COLGATE PALMOLIVE COCL267$20,0650.01%
271DUKE ENERGY CORP NEWDUKB200$19,2940.01%
272SOUTHERN COSOMN275$19,1340.01%
273ISHARES TR464288885200$18,7360.01%
274WARNER BROS DISCOVERY INCWBD1,224$18,4820.01%
275DUPONT DE NEMOURS INCDD247$17,7270.00%
276SCHWAB STRATEGIC TR808524854339$17,0950.00%
277PHILLIPS 66PSX139$14,0910.00%
278FORD MTR CO DEL3453708601,094$13,7840.00%
279INTERNATIONAL BUSINESS MACHSINTR100$13,1090.00%
280ASML HOLDING N VASMLF19$12,9330.00%
281PHILIP MORRIS INTL INC718172109107$10,4050.00%
282MARRIOTT INTL INC NEW57190320254$8,9660.00%
283ALTRIA GROUP INCMO100$4,4620.00%
284CNL HEALTHCARE PPTYS INC12612C10816,372$4,0930.00%
285NON INVASIVE MONITORING SYSNIMU192,818$4,0490.00%
286NEXTERA ENERGY INCNEE-PW36$2,7740.00%
287YUM BRANDS INCYUM7$9240.00%
288ADVANCED MICRO DEVICES INCAMD9$8820.00%
289VANGUARD BD INDEX FDS9219378279$6880.00%
290INTERNATIONAL DISPENSING CORINTR14,000$5140.00%
291MUSCLEPHARM CORP62733520117,320$360.00%