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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 Q4 2023 · Filed October 20, 2023 · Accession 0001737090-23-000005

Total Value
$338.9M
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMERS & MERCHANTS BK LONG3082431047,265$35.3M10.42%
2APPLE INCAAPL128,980$22.1M6.52%
3MICROSOFT CORPMSFT58,925$18.6M5.49%
4BERKSHIRE HATHAWAY INC DELBRK-A35,739$12.5M3.69%
5ISHARES TR464287465146,807$10.1M2.99%
6COSTCO WHSL CORP NEW22160K10516,821$9.5M2.80%
7UNITEDHEALTH GROUP INCUNH16,521$8.3M2.46%
8ALPHABET INCGOOG60,615$7.9M2.34%
9AMAZON COM INCAMZN58,711$7.5M2.20%
10FARMERS & MERCHANTS BK LONG3082431041,365$6.6M1.96%
11EXXON MOBIL CORPXOM50,905$6.0M1.77%
12BERKSHIRE HATHAWAY INC DELBRK-A11$5.8M1.73%
13CHEVRON CORP NEWCVX32,385$5.5M1.61%
14JPMORGAN CHASE & COVYLD37,396$5.4M1.60%
15ADOBE INCADBE10,259$5.2M1.54%
16QUEEN CITY INVTS INC74823W1094,185$5.1M1.50%
17ORACLE CORPORCL-PD44,634$4.7M1.40%
18HONEYWELL INTL INC43851610622,469$4.2M1.22%
19VISA INCV17,582$4.0M1.19%
20AMERICAN EXPRESS COAXP26,940$4.0M1.19%
21JOHNSON & JOHNSONJNJ24,511$3.8M1.13%
22BOEING COBA-PA18,711$3.6M1.06%
23AMERICAN WTR WKS CO INC NEW03042010327,720$3.4M1.01%
24MOTOROLA SOLUTIONS INCMSI11,557$3.1M0.93%
25ISHARES TR46428765517,148$3.0M0.89%
26PROCTER AND GAMBLE CO74271810919,557$2.9M0.84%
27NORTHROP GRUMMAN CORPNOC6,463$2.8M0.84%
28DANAHER CORPORATION23585110211,132$2.8M0.82%
29MICROSOFT CORPMSFT8,045$2.5M0.75%
30GOLDMAN SACHS GROUP INCGSCE7,655$2.5M0.73%
31NESTLE S A64106940621,810$2.5M0.73%
32APPLE INCAAPL12,873$2.2M0.65%
33TJX COS INC NEW87254010924,738$2.2M0.65%
34DISNEY WALT CO25468710627,015$2.2M0.65%
35NIKE INCNKE22,739$2.2M0.64%
36CONOCOPHILLIPSCOP18,023$2.2M0.64%
37MONDELEZ INTL INC60920710530,781$2.1M0.63%
38THE CIGNA GROUP1255231007,419$2.1M0.63%
39LOWES COS INC54866110710,179$2.1M0.62%
40MARATHON PETE CORPMARA12,760$1.9M0.57%
41WASTE MGMT INC DEL94106L10912,501$1.9M0.56%
42ELI LILLY & COLLY3,513$1.9M0.56%
43ISHARES TR46428749926,314$1.8M0.54%
44ALPHABET INCGOOG13,340$1.8M0.52%
45ACCENTURE PLC IRELANDACN5,079$1.6M0.46%
46REPUBLIC SVCS INC76075910010,660$1.5M0.45%
47LOCKHEED MARTIN CORPLMT3,706$1.5M0.45%
48MASTERCARD INCORPORATEDMA3,722$1.5M0.43%
49ISHARES TR46428888517,000$1.5M0.43%
50PFIZER INCPFE43,022$1.4M0.42%
51SPDR S&P MIDCAP 400 ETF TRMDY3,106$1.4M0.42%
52COMCAST CORP NEWCCZ30,691$1.4M0.40%
53CHEVRON CORP NEWCVX7,998$1.3M0.40%
54ABBVIE INCABBV8,941$1.3M0.39%
553M COMMM13,922$1.3M0.38%
56FORTIVE CORPFTV16,908$1.3M0.37%
57AMGEN INCAMGN4,601$1.2M0.36%
58ISHARES TR46428723432,549$1.2M0.36%
59SPDR S&P 500 ETF TRSPY2,788$1.2M0.35%
60NEWMONT CORPNEMCL31,871$1.2M0.35%
61HOME DEPOT INCHD3,840$1.2M0.34%
62WALMART INCWMT7,064$1.1M0.33%
63EXXON MOBIL CORPXOM9,405$1.1M0.33%
64BANK NEW YORK MELLON CORP06405810025,256$1.1M0.32%
65SOUTHERN COSOMN16,161$1.0M0.31%
66ZIMMER BIOMET HOLDINGS INCZBH8,777$984,9540.29%
67BROADCOM INCAVGO1,181$981,5370.29%
68TELEDYNE TECHNOLOGIES INCTDY2,379$972,0110.29%
69STARBUCKS CORPSBUX10,469$955,5050.28%
70WELLS FARGO CO NEW94974610123,213$948,4830.28%
71PEPSICO INCPEP5,538$938,3580.28%
72SALESFORCE INCCRM4,490$910,4820.27%
73META PLATFORMS INCMETA3,027$908,9600.27%
74NEW JERSEY RES CORPNJR22,301$906,0890.27%
75ISHARES TR4642871688,254$888,4600.26%
76VERIZON COMMUNICATIONS INCVZ27,195$881,4060.26%
77VANGUARD INDEX FDS9229083632,124$834,0940.25%
78MERCK & CO INCMRK7,876$810,8340.24%
79COSTCO WHSL CORP NEW22160K1051,432$809,0220.24%
80PHILIP MORRIS INTL INC7181721098,311$769,4320.23%
81RTX CORPORATIONRTX10,326$743,1980.22%
82ABBOTT LABSABLZF7,587$734,8000.22%
83ALPHABET INCGOOG5,534$724,1790.21%
84AT&T INCT-PC48,196$723,9150.21%
85MCKESSON CORPMCK1,619$704,0220.21%
86CALIFORNIA WTR SVC GROUP13078810214,718$696,3080.21%
87CURTISS WRIGHT CORPCW3,548$694,0950.20%
88ISHARES TR4642874084,500$692,2800.20%
89AMERIPRISE FINL INC03076C1062,095$690,6790.20%
90ISHARES TR4642874736,504$678,6270.20%
91IDEXX LABS INC45168D1041,510$660,2770.19%
92ORACLE CORPORCL-PD6,206$657,3390.19%
93FRANKLIN RESOURCES INCBEN26,464$650,4850.19%
94VISA INCV2,802$644,4880.19%
95ISHARES TR4642872001,487$638,5620.19%
96MARATHON PETE CORPMARA4,180$632,6010.19%
97ISHARES TR4642874658,966$617,9360.18%
98SHELL PLCRYDAF9,516$612,6400.18%
99COCA COLA COKO10,857$607,7740.18%
100ROPER TECHNOLOGIES INCROP1,227$594,2110.18%
101EDISON INTL2810201079,326$590,2420.17%
102UNION PAC CORPUNP2,886$587,8280.17%
103AMAZON COM INCAMZN4,568$580,6840.17%
104KEMPER CORPKMPB13,776$579,0050.17%
105UNITEDHEALTH GROUP INCUNH1,108$558,6420.16%
106BERKSHIRE HATHAWAY INC DELBRK-A1$531,4770.16%
107TRANE TECHNOLOGIES PLCTT2,536$514,5790.15%
108PARKER-HANNIFIN CORPPH1,313$511,4390.15%
109KIMBERLY-CLARK CORPKMB4,216$509,5030.15%
110INTERNATIONAL BUSINESS MACHSINTR3,615$507,1840.15%
111NEXTERA ENERGY INCNEE-PW8,791$503,6360.15%
112PALO ALTO NETWORKS INCPANW2,140$501,7010.15%
113SPDR S&P 500 ETF TRSPY1,158$495,0210.15%
114TESLA INCTSLA1,954$488,9290.14%
115ATI INCATI11,827$486,6810.14%
116JPMORGAN CHASE & COVYLD3,355$486,5420.14%
117FIRST TR EXCHANGE-TRADED FD33739Q4088,032$477,2610.14%
118MCDONALDS CORPMCD1,777$468,1320.14%
119INVESCO QQQ TRIVZ1,265$453,2110.13%
120ADOBE INCADBE841$428,8250.13%
121HONEYWELL INTL INC4385161062,313$427,3030.13%
122SEMPRASREA6,256$425,5950.13%
123BLACKROCK INCBLK653$422,1570.12%
124ISHARES TR4642876552,367$418,3430.12%
125MOTOROLA SOLUTIONS INCMSI1,496$407,2710.12%
126AB ACTIVE ETFS INC00039J20216,442$404,4730.12%
127DISNEY WALT CO2546871064,942$400,5490.12%
128THERMO FISHER SCIENTIFIC INCTMO779$394,3060.12%
129ISHARES TR464287200889$381,7630.11%
130CISCO SYS INCCSCO7,021$377,4480.11%
131ALTRIA GROUP INCMO8,915$374,8750.11%
132AMER STATES WTR CO0298991014,715$370,9760.11%
133JOHNSON & JOHNSONJNJ2,379$370,5290.11%
134MIDDLESEX WTR CO5966801085,579$369,6080.11%
135VANGUARD WORLD FD9219108161,612$365,7620.11%
136AB ACTIVE ETFS INC00039J1037,264$364,6520.11%
137AMERICAN EXPRESS COAXP2,329$347,4630.10%
138UNITED PARCEL SERVICE INCUPS2,219$345,8750.10%
139ADVANCED MICRO DEVICES INCAMD3,330$342,3900.10%
140FIRST TR EXCHANGE-TRADED FD33739Q4085,748$341,5900.10%
141INTEL CORPINTC9,396$334,0270.10%
142BERKSHIRE HATHAWAY INC DELBRK-A937$328,2310.10%
143GENERAL ELECTRIC CO3696043012,959$327,1170.10%
144ISHARES TR4642878043,457$326,0980.10%
145ISHARES TR4642875982,125$322,6170.10%
146AVISTA CORPAVA9,856$319,0380.09%
147ALLIANT ENERGY CORPLNT6,500$314,9250.09%
148TARGET CORPTGT2,844$314,4610.09%
149BANK AMERICA CORP06050510411,418$312,6240.09%
150AMGEN INCAMGN1,133$304,5050.09%
151MARRIOTT INTL INC NEW5719032021,540$302,7020.09%
152PHILLIPS 66PSX2,488$298,9330.09%
153ETF SER SOLUTIONS26922B68310,928$294,6120.09%
154ASML HOLDING N VASMLF497$292,5640.09%
155AMERICAN BUSINESS BK LOS ANG02475L1059,213$285,0500.08%
156NOVO-NORDISK A SNONOF3,028$275,3660.08%
157ROCKWELL AUTOMATION INCROK958$273,8630.08%
158US BANCORP DELUSB-PS8,278$273,6700.08%
159NETFLIX INCNFLX719$271,4940.08%
160BP PLCBPPFF7,002$271,1170.08%
161VALERO ENERGY CORPVLO1,910$270,6660.08%
162GENERAL MLS INC3703341044,188$267,9900.08%
163VANGUARD BD INDEX FDS9219378273,559$267,5300.08%
164BRISTOL-MYERS SQUIBB COCELG-RI4,607$267,3900.08%
165LOWES COS INC5486611071,258$261,4620.08%
166INTUITIVE SURGICAL INCISRG888$259,5530.08%
167DANAHER CORPORATION2358511021,000$248,1000.07%
168GENERAL DYNAMICS CORPGD1,106$244,3920.07%
169ISHARES TR4642883564,449$243,9830.07%
170POST HLDGS INCPOST2,800$240,0720.07%
171SHERWIN WILLIAMS COSHW941$240,0020.07%
172CHURCH & DWIGHT CO INCCHD2,607$238,8790.07%
173EAGLE MATLS INC26969P1081,434$238,7890.07%
174ISHARES TR4642877212,260$237,1190.07%
175FORD MTR CO DEL34537086019,043$236,5140.07%
176AMER STATES WTR CO0298991013,000$236,0400.07%
177TC ENERGY CORPTRPRF6,690$230,2020.07%
178TRAVELERS COMPANIES INCTRV1,407$229,7770.07%
179BOEING COBA-PA1,187$227,5240.07%
180JPMORGAN CHASE & COVYLD9,154$226,1030.07%
181PFIZER INCPFE6,579$218,2250.06%
182LINDE PLCLIN579$215,5900.06%
183AMERICAN WTR WKS CO INC NEW0304201031,737$215,0920.06%
184EASTMAN CHEM COEMN2,800$214,8160.06%
185WEC ENERGY GROUP INCWEC2,659$214,1820.06%
186EXTRA SPACE STORAGE INCEXR1,745$212,1570.06%
187IDACORP INCIDA2,230$208,8390.06%
188ILLINOIS TOOL WKS INC452308109872$200,8300.06%
189JANUS DETROIT STR TR47103U8864,171$200,0820.06%
190COLGATE PALMOLIVE COCL2,759$196,1920.06%
191DUPONT DE NEMOURS INCDD2,618$195,2760.06%
192MORGAN STANLEYMS-PQ2,333$190,5360.06%
193FORTIVE CORPFTV2,550$189,1080.06%
194WARNER BROS DISCOVERY INCWBD17,362$188,5510.06%
195ISHARES TR464287614686$182,4690.05%
196HOME DEPOT INCHD590$178,2740.05%
197ZOETIS INCZTS1,024$178,1550.05%
198PROCTER AND GAMBLE CO7427181091,120$163,3630.05%
199ALPHABET INCGOOG1,160$152,9460.05%
200BARINGS BDC INCBBDC16,629$148,1640.04%
201GENERAL DYNAMICS CORPGD666$147,1660.04%
202ISHARES TR464287614540$143,6340.04%
203NEWMONT CORPNEMCL3,802$140,4830.04%
204CARTER VALIDUS MISSION CRITISILA29,985$139,4300.04%
205MASTERCARD INCORPORATEDMA342$135,4010.04%
206DYNEX CAP INCDX-PC10,615$126,7430.04%
207AGNC INVT CORP00123Q10413,114$123,7960.04%
208BROADCOM INCAVGO146$121,2640.04%
209GOLDMAN SACHS GROUP INCGSCE372$120,3680.04%
210KIMBERLY-CLARK CORPKMB993$120,0040.04%
211ABBVIE INCABBV769$114,6270.03%
212MERCK & CO INCMRK1,112$114,4800.03%
213NORTHROP GRUMMAN CORPNOC235$103,4440.03%
214RTX CORPORATIONRTX1,420$102,1970.03%
215UNITED PARCEL SERVICE INCUPS646$100,6920.03%
216ZIMMER BIOMET HOLDINGS INCZBH884$99,2020.03%
217PEPSICO INCPEP552$93,5300.03%
218VERIZON COMMUNICATIONS INCVZ2,845$92,2060.03%
219SALESFORCE INCCRM444$90,0340.03%
220COMCAST CORP NEWCCZ2,000$88,6800.03%
221AT&T INCT-PC5,610$84,2620.02%
222TRAVELERS COMPANIES INCTRV494$80,6750.02%
223NESTLE S A641069406700$79,3810.02%
224STARBUCKS CORPSBUX768$70,0950.02%
225MONDELEZ INTL INC6092071051,006$69,8160.02%
226MORGAN STANLEYMS-PQ839$68,5210.02%
227WALMART INCWMT409$65,4110.02%
228NIKE INCNKE668$63,8740.02%
2293M COMMM644$60,2910.02%
230ISHARES TR464287804606$57,1630.02%
231SPDR S&P MIDCAP 400 ETF TRMDY114$52,0560.02%
232ZOETIS INCZTS284$49,4100.01%
233CNL HEALTHCARE PPTYS INC12612C10816,372$48,1350.01%
234ILLINOIS TOOL WKS INC452308109200$46,0620.01%
235WASTE MGMT INC DEL94106L109294$44,8170.01%
236ISHARES TR464287168400$43,0560.01%
237ACCENTURE PLC IRELANDACN138$42,3810.01%
238OPKO HEALTH INCOPK20,000$32,0000.01%
239JPMORGAN CHASE & COVYLD1,265$31,2450.01%
240UNION PAC CORPUNP151$30,7480.01%
241PARKER-HANNIFIN CORPPH75$29,2140.01%
242CISCO SYS INCCSCO530$28,4920.01%
243INTEL CORPINTC797$28,3330.01%
244META PLATFORMS INCMETA92$27,6190.01%
245AB ACTIVE ETFS INC00039J103525$26,3550.01%
246ABBOTT LABSABLZF267$25,8580.01%
247CONOCOPHILLIPSCOP160$19,1680.01%
248EDISON INTL281020107300$18,9870.01%
249COLGATE PALMOLIVE COCL267$18,9860.01%
250TARGET CORPTGT168$18,5750.01%
251MCDONALDS CORPMCD66$17,3870.01%
252ISHARES TR464288885200$17,2600.01%
253LOCKHEED MARTIN CORPLMT42$17,1760.01%
254PHILLIPS 66PSX133$15,9790.00%
255BANK NEW YORK MELLON CORP064058100336$14,3300.00%
256INTERNATIONAL BUSINESS MACHSINTR100$14,0300.00%
257WARNER BROS DISCOVERY INCWBD1,224$13,2920.00%
258FORD MTR CO DEL3453708601,053$13,0780.00%
259SOUTHERN COSOMN200$12,9440.00%
260ASML HOLDING N VASMLF19$11,1840.00%
261MARRIOTT INTL INC NEW57190320254$10,6140.00%
262DUPONT DE NEMOURS INCDD141$10,5170.00%
263PHILIP MORRIS INTL INC718172109107$9,9060.00%
264ETF SER SOLUTIONS26922B683299$8,0600.00%
265NON INVASIVE MONITORING SYSNIMU192,818$4,2420.00%
266NEXTERA ENERGY INCNEE-PW36$2,0620.00%
267JANUS DETROIT STR TR47103U88626$1,2470.00%
268NETFLIX INCNFLX2$7550.00%
269TESLA INCTSLA3$7500.00%
270COCA COLA COKO11$6150.00%
271ELI LILLY & COLLY1$5370.00%
272ADVANCED MICRO DEVICES INCAMD5$5140.00%
273INTERNATIONAL DISPENSING CORINTR14,000$1750.00%
274MUSCLEPHARM CORP62733520117,320$80.00%