Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2023 · Filed July 25, 2023 · Accession 0001737090-23-000003

Total Value
$373.6M
Positions
290
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (290)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMERS & MERCHANTS BK LONG3082431047,249$39.4M10.54%
2APPLE INCAAPL136,258$26.4M7.07%
3MICROSOFT CORPMSFT61,378$20.9M5.59%
4ISHARES TR464287465176,969$12.8M3.43%
5BERKSHIRE HATHAWAY INC DELBRK-A36,294$12.4M3.31%
6COSTCO WHSL CORP NEW22160K10517,210$9.3M2.48%
7UNITEDHEALTH GROUP INCUNH16,584$8.0M2.13%
8AMAZON COM INCAMZN59,562$7.8M2.08%
9FARMERS & MERCHANTS BK LONG3082431041,365$7.4M1.98%
10ALPHABET INCGOOG60,788$7.3M1.95%
11NORTHROP GRUMMAN CORPNOC15,659$7.1M1.91%
12BERKSHIRE HATHAWAY INC DELBRK-A11$5.7M1.52%
13JPMORGAN CHASE & COVYLD38,669$5.6M1.51%
14EXXON MOBIL CORPXOM52,250$5.6M1.50%
15ORACLE CORPORCL-PD46,783$5.6M1.49%
16QUEEN CITY INVTS INC74823W1094,185$5.4M1.44%
17ADOBE SYSTEMS INCORPORATEDADBE10,655$5.2M1.39%
18CHEVRON CORP NEWCVX32,699$5.1M1.38%
19AMERICAN EXPRESS COAXP27,809$4.8M1.30%
20HONEYWELL INTL INC43851610622,612$4.7M1.26%
21VISA INCV18,102$4.3M1.15%
22JOHNSON & JOHNSONJNJ25,272$4.2M1.12%
23AMERICAN WTR WKS CO INC NEW03042010328,956$4.1M1.11%
24BOEING COBA-PA18,903$4.0M1.07%
25MOTOROLA SOLUTIONS INCMSI12,030$3.5M0.94%
26ISHARES TR46428765516,867$3.2M0.85%
27APPLE INCAAPL15,810$3.1M0.82%
28DANAHER CORPORATION23585110211,554$2.8M0.74%
29DISNEY WALT CO25468710631,041$2.8M0.74%
30PROCTER AND GAMBLE CO74271810918,077$2.7M0.73%
31NESTLE S A64106940622,313$2.7M0.72%
32NIKE INCNKE23,731$2.6M0.70%
33GOLDMAN SACHS GROUP INCGSCE7,973$2.6M0.69%
34LOWES COS INC54866110710,891$2.5M0.66%
35MONDELEZ INTL INC60920710532,318$2.4M0.63%
36MICROSOFT CORPMSFT6,653$2.3M0.61%
37WASTE MGMT INC DEL94106L10912,251$2.1M0.57%
38TJX COS INC NEW87254010924,738$2.1M0.56%
39THE CIGNA GROUP1255231007,419$2.1M0.56%
40CONOCOPHILLIPSCOP18,607$1.9M0.52%
41ISHARES TR46428749926,287$1.9M0.51%
42PFIZER INCPFE48,243$1.8M0.47%
43LOCKHEED MARTIN CORPLMT3,744$1.7M0.46%
44REPUBLIC SVCS INC76075910010,660$1.6M0.44%
45ISHARES TR46428888517,000$1.6M0.43%
46ALPHABET INCGOOG13,340$1.6M0.43%
47NEWMONT CORPNEMCL36,935$1.6M0.42%
48LILLY ELI & COLLY3,344$1.6M0.42%
49ACCENTURE PLC IRELANDACN5,079$1.6M0.42%
50SCHWAB STRATEGIC TR80852410230,020$1.6M0.42%
51SPDR S&P MIDCAP 400 ETF TRMDY3,123$1.5M0.40%
52MARATHON PETE CORPMARA12,760$1.5M0.40%
53MASTERCARD INCORPORATEDMA3,755$1.5M0.40%
543M COMMM14,744$1.5M0.39%
55FORTIVE CORPFTV17,609$1.3M0.35%
56ZIMMER BIOMET HOLDINGS INCZBH8,995$1.3M0.35%
57ISHARES TR46428723432,613$1.3M0.35%
58CHEVRON CORP NEWCVX8,187$1.3M0.34%
59COMCAST CORP NEWCCZ29,803$1.2M0.33%
60ABBVIE INCABBV8,883$1.2M0.32%
61HOME DEPOT INCHD3,850$1.2M0.32%
62BROADCOM INCAVGO1,362$1.2M0.32%
63SOUTHERN COSOMN16,427$1.2M0.31%
64SALESFORCE INCCRM5,368$1.1M0.30%
65BANK NEW YORK MELLON CORP06405810025,384$1.1M0.30%
66SPDR S&P 500 ETF TRSPY2,541$1.1M0.30%
67RAYTHEON TECHNOLOGIES CORPRTX11,053$1.1M0.29%
68AMGEN INCAMGN4,764$1.1M0.28%
69WALMART INCWMT6,724$1.1M0.28%
70NEW JERSEY RES CORPNJR22,301$1.1M0.28%
71STARBUCKS CORPSBUX10,393$1.0M0.28%
72PEPSICO INCPEP5,444$1.0M0.27%
73WELLS FARGO CO NEW94974610123,005$981,8530.26%
74TELEDYNE TECHNOLOGIES INCTDY2,379$978,0300.26%
75VERIZON COMMUNICATIONS INCVZ26,138$972,0720.26%
76EXXON MOBIL CORPXOM9,053$970,9340.26%
77ISHARES TR4642871688,254$935,1780.25%
78MERCK & CO INCMRK7,895$911,0040.24%
79META PLATFORMS INCMETA3,099$889,3510.24%
80VANGUARD INDEX FDS9229083632,150$875,6520.23%
81ISHARES TR46428746511,746$851,5850.23%
82COSTCO WHSL CORP NEW22160K1051,579$850,1020.23%
83ABBOTT LABSABLZF7,713$840,8710.23%
84PHILIP MORRIS INTL INC7181721098,343$814,4430.22%
85ORACLE CORPORCL-PD6,742$802,9040.21%
86AT&T INCT-PC48,354$771,2460.21%
87CALIFORNIA WTR SVC GROUP13078810214,718$759,8900.20%
88IDEXX LABS INC45168D1041,510$758,3670.20%
89VANGUARD INDEX FDS9229087445,321$756,1140.20%
90ISHARES TR4642874084,600$741,4740.20%
91ALPHABET INCGOOG6,083$728,1350.19%
92ISHARES TR4642874736,579$722,6370.19%
93VISA INCV3,007$714,1020.19%
94FRANKLIN RESOURCES INCBEN26,464$706,8530.19%
95AMERIPRISE FINL INC03076C1062,095$695,8750.19%
96MCKESSON CORPMCK1,619$691,8140.19%
97NEXTERA ENERGY INCNEE-PW9,176$680,8590.18%
98KEMPER CORPKMPB13,776$664,8290.18%
99ISHARES TR4642872001,487$662,7700.18%
100CURTISS WRIGHT CORPCW3,548$651,6250.17%
101AMAZON COM INCAMZN4,971$648,0190.17%
102AB ACTIVE ETFS INC00039J20225,795$643,8430.17%
103COCA COLA COKO10,352$623,3970.17%
104EDISON INTL2810201078,926$619,9100.17%
105UNION PAC CORPUNP3,021$618,1570.17%
106ROPER TECHNOLOGIES INCROP1,227$589,9410.16%
107SHELL PLCRYDAF9,516$574,5760.15%
108UNITEDHEALTH GROUP INCUNH1,162$558,5030.15%
109KIMBERLY-CLARK CORPKMB4,028$556,1050.15%
110PALO ALTO NETWORKS INCPANW2,100$536,5710.14%
111JPMORGAN CHASE & COVYLD3,689$536,5280.14%
112ATI INCATI11,827$523,1080.14%
113HONEYWELL INTL INC4385161062,503$519,3720.14%
114FIRST TR EXCHANGE-TRADED FD33739Q4088,733$518,8270.14%
115BERKSHIRE HATHAWAY INC DELBRK-A1$517,8100.14%
116TESLA INCTSLA1,965$514,3780.14%
117SPDR S&P 500 ETF TRSPY1,158$513,3180.14%
118PARKER-HANNIFIN CORPPH1,313$512,1220.14%
119MOTOROLA SOLUTIONS INCMSI1,690$495,6430.13%
120INTERNATIONAL BUSINESS MACHSINTR3,645$487,7370.13%
121MARATHON PETE CORPMARA4,180$487,3880.13%
122ISHARES TR4642883568,552$487,0360.13%
123TRANE TECHNOLOGIES PLCTT2,536$485,0350.13%
124ISHARES TR4642875983,069$484,3800.13%
125ISHARES TR4642876552,547$476,9760.13%
126ADOBE SYSTEMS INCORPORATEDADBE963$470,8970.13%
127DISNEY WALT CO2546871065,213$465,4160.12%
128UNITED PARCEL SERVICE INCUPS2,541$455,4740.12%
129MIDDLESEX WTR CO5966801085,579$450,0020.12%
130MCDONALDS CORPMCD1,487$443,7350.12%
131AMERICAN EXPRESS COAXP2,543$442,9900.12%
132JOHNSON & JOHNSONJNJ2,604$431,0140.12%
133ISHARES TR4642872423,984$430,8290.12%
134INVESCO QQQ TRIVZ1,165$430,3740.12%
135BLACKROCK INCBLK618$427,1240.11%
136SEMPRASREA2,928$426,2870.11%
137AMER STATES WTR CO0298991014,715$410,2050.11%
138THERMO FISHER SCIENTIFIC INCTMO779$406,4430.11%
139ALTRIA GROUP INCMO8,846$400,7230.11%
140ISHARES TR464287200889$396,2360.11%
141FORD MTR CO DEL34537086025,598$387,2970.10%
142AVISTA CORPAVA9,856$387,0450.10%
143TARGET CORPTGT2,885$380,5310.10%
144VANGUARD WORLD FD9219108161,612$379,3350.10%
145ADVANCED MICRO DEVICES INCAMD3,330$379,3200.10%
146HUNTINGTON INGALLS INDS INC4464131061,658$377,3600.10%
147AB ACTIVE ETFS INC00039J1037,264$364,4340.10%
148CISCO SYS INCCSCO7,021$363,2660.10%
149ASML HOLDING N VASMLF493$357,3010.10%
150FIRST TR EXCHANGE-TRADED FD33739Q4085,875$349,0330.09%
151ISHARES TR4642878043,457$344,4900.09%
152ALLIANT ENERGY CORPLNT6,500$341,1200.09%
153BANK AMERICA CORP06050510411,507$330,1350.09%
154DEERE & CODE803$325,3670.09%
155INTUITIVE SURGICAL INCISRG949$324,5010.09%
156BERKSHIRE HATHAWAY INC DELBRK-A946$322,5860.09%
157GENERAL ELECTRIC CO3696043012,931$321,9700.09%
158GENERAL MLS INC3703341044,188$321,2190.09%
159LOWES COS INC5486611071,418$320,0420.09%
160INTEL CORPINTC9,396$314,2020.08%
161BRISTOL-MYERS SQUIBB COCELG-RI4,607$294,6170.08%
162VANGUARD BD INDEX FDS9219378273,833$289,6590.08%
163MARRIOTT INTL INC NEW5719032021,540$282,8820.08%
164NETFLIX INCNFLX641$282,3540.08%
165AMERICAN WTR WKS CO INC NEW0304201031,945$277,6480.07%
166BOEING COBA-PA1,311$276,8300.07%
167DANAHER CORPORATION2358511021,148$275,5200.07%
168TC ENERGY CORPTRPRF6,690$270,3420.07%
169TRAVELERS COMPANIES INCTRV1,545$268,3040.07%
170EAGLE MATLS INC26969P1081,434$267,3260.07%
171PFIZER INCPFE7,220$264,8290.07%
172CHURCH & DWIGHT CO INCCHD2,607$261,2990.07%
173AMER STATES WTR CO0298991013,000$261,0000.07%
174NORTHROP GRUMMAN CORPNOC571$260,2610.07%
175LIFE STORAGE INC COM53223X1071,950$259,2720.07%
176AMGEN INCAMGN1,153$255,9890.07%
177SHERWIN WILLIAMS COSHW941$249,8540.07%
178AMERICAN BUSINESS BK LOS ANG02475L1059,213$248,7510.07%
179BP PLCBPPFF7,002$247,1000.07%
180ISHARES TR4642877212,260$246,0460.07%
181POST HLDGS INCPOST2,800$242,6200.06%
182US BANCORP DELUSB-PS7,290$240,8610.06%
183PHILLIPS 66PSX2,509$239,3080.06%
184ISHARES TR464287614860$236,6540.06%
185NOVO-NORDISK A SNONOF1,459$236,1090.06%
186WEC ENERGY GROUP INCWEC2,659$234,6300.06%
187COLGATE PALMOLIVE COCL3,044$234,5090.06%
188EASTMAN CHEM COEMN2,800$234,4160.06%
189ROCKWELL AUTOMATION INCROK702$231,2730.06%
190GENERAL DYNAMICS CORPGD1,064$228,9190.06%
191IDACORP INCIDA2,230$228,7980.06%
192VALERO ENERGY CORPVLO1,910$224,0430.06%
193CVS HEALTH CORPCVS3,202$221,3540.06%
194LINDE PLCLIN579$220,6450.06%
195ILLINOIS TOOL WKS INC452308109872$218,1390.06%
196YUM BRANDS INCYUM1,550$214,7520.06%
197WARNER BROS DISCOVERY INCWBD16,931$212,3140.06%
198LAUDER ESTEE COS INC5184391041,080$212,0900.06%
199JPMORGAN CHASE & COVYLD9,154$209,7180.06%
200CANADIAN NATL RY CO1363751021,714$207,5130.06%
201FORTIVE CORPFTV2,717$203,1500.05%
202JANUS DETROIT STR TR47103U8864,171$199,3320.05%
203ETF SER SOLUTIONS26922B6836,883$197,0710.05%
204DUKE ENERGY CORP NEWDUKB2,168$194,5560.05%
205HOME DEPOT INCHD615$191,0430.05%
206MORGAN STANLEYMS-PQ2,186$186,6840.05%
207CARTER VALIDUS MISSION CRITISILA29,985$185,9070.05%
208ZOETIS INCZTS1,024$176,3430.05%
209NEWMONT CORPNEMCL4,130$176,1850.05%
210PPG INDS INC6935061071,113$165,0570.04%
211GENERAL DYNAMICS CORPGD716$154,0470.04%
212GOLDMAN SACHS GROUP INCGSCE473$152,5610.04%
213RAYTHEON TECHNOLOGIES CORPRTX1,541$150,9560.04%
214ISHARES TR464287614540$148,5970.04%
215PEPSICO INCPEP799$147,9900.04%
216ALPHABET INCGOOG1,160$140,3250.04%
217BROADCOM INCAVGO161$139,6560.04%
218ZIMMER BIOMET HOLDINGS INCZBH952$138,6110.04%
219KIMBERLY-CLARK CORPKMB993$137,0930.04%
220MASTERCARD INCORPORATEDMA343$134,9010.04%
221DYNEX CAP INCDX-PC10,460$131,6910.04%
222AGNC INVT CORP00123Q10412,885$130,5250.03%
223BARINGS BDC INCBBDC16,390$128,4970.03%
224MERCK & CO INCMRK1,112$128,3130.03%
225UNITED PARCEL SERVICE INCUPS703$126,0120.03%
226TRAVELERS COMPANIES INCTRV694$120,5200.03%
227ABBVIE INCABBV869$117,0800.03%
228NESTLE S A641069406945$113,6560.03%
229VERIZON COMMUNICATIONS INCVZ2,877$106,9950.03%
230NIKE INCNKE938$103,5270.03%
231MONDELEZ INTL INC6092071051,320$96,2800.03%
232COMCAST CORP NEWCCZ2,300$95,5650.03%
233SALESFORCE INCCRM444$93,7990.03%
234AT&T INCT-PC5,680$90,5960.02%
235PROCTER AND GAMBLE CO742718109589$89,3740.02%
236ZOETIS INCZTS456$78,5270.02%
237STARBUCKS CORPSBUX768$76,0780.02%
238CNL HEALTHCARE PPTYS INC12612C10816,372$75,4770.02%
239MORGAN STANLEYMS-PQ804$68,6610.02%
240PPG INDS INC693506107450$66,7350.02%
241ISHARES TR464287804662$65,9680.02%
242WALMART INCWMT409$64,2860.02%
243WASTE MGMT INC DEL94106L109344$59,6560.02%
244SPDR S&P MIDCAP 400 ETF TRMDY114$54,5950.01%
245WIRELESS TELECOM GROUP INC97652410825,000$52,5000.01%
246ILLINOIS TOOL WKS INC452308109200$50,0320.01%
247MCDONALDS CORPMCD166$49,5360.01%
248AB ACTIVE ETFS INC00039J2021,948$48,6220.01%
249META PLATFORMS INCMETA160$45,9160.01%
250ISHARES TR464287168400$45,3200.01%
251OPKO HEALTH INCOPK20,000$43,4000.01%
252YUM BRANDS INCYUM307$42,5340.01%
253CALIFORNIA WTR SVC GROUP130788102804$41,5100.01%
254CONOCOPHILLIPSCOP384$39,7860.01%
255HUNTINGTON INGALLS INDS INC446413106151$34,3670.01%
256BANK NEW YORK MELLON CORP064058100766$34,1020.01%
257LOCKHEED MARTIN CORPLMT73$33,6070.01%
258UNION PAC CORPUNP151$30,8970.01%
259ABBOTT LABSABLZF276$30,0890.01%
260PARKER-HANNIFIN CORPPH75$29,2530.01%
261JPMORGAN CHASE & COVYLD1,265$28,9810.01%
262CISCO SYS INCCSCO530$27,4220.01%
263JANUS DETROIT STR TR47103U886572$27,3350.01%
264ACCENTURE PLC IRELANDACN88$27,1550.01%
265INTEL CORPINTC797$26,6510.01%
266AB ACTIVE ETFS INC00039J103525$26,3390.01%
267BLACKROCK INCBLK35$24,1890.01%
268TARGET CORPTGT168$22,1590.01%
269COLGATE PALMOLIVE COCL267$20,5690.01%
270SOUTHERN COSOMN275$19,3180.01%
271ISHARES TR464288885200$19,0820.01%
272DUKE ENERGY CORP NEWDUKB200$17,9480.00%
273FORD MTR CO DEL3453708601,094$16,5520.00%
274WARNER BROS DISCOVERY INCWBD1,224$15,3480.00%
275ASML HOLDING N VASMLF19$13,7700.00%
276INTERNATIONAL BUSINESS MACHSINTR100$13,3810.00%
277PHILLIPS 66PSX133$12,6850.00%
278PHILIP MORRIS INTL INC718172109107$10,4450.00%
279MARRIOTT INTL INC NEW57190320254$9,9190.00%
2803M COMMM94$9,4080.00%
281ETF SER SOLUTIONS26922B683299$8,5600.00%
282CVS HEALTH CORPCVS100$6,9130.00%
283ALTRIA GROUP INCMO100$4,5300.00%
284NON INVASIVE MONITORING SYSNIMU192,818$3,3740.00%
285US BANCORP DELUSB-PS100$3,3040.00%
286NEXTERA ENERGY INCNEE-PW36$2,6710.00%
287COCA COLA COKO11$6620.00%
288ADVANCED MICRO DEVICES INCAMD5$5690.00%
289INTERNATIONAL DISPENSING CORINTR14,000$4040.00%
290MUSCLEPHARM CORP62733520117,320$510.00%