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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 2024 · Filed April 18, 2024 · Accession 0001737090-24-000003

Total Value
$404.9M
Positions
300
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (300)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMERS & MERCHANTS BK LONG3082431047,286$35.0M8.64%
2MICROSOFT CORPMSFT59,733$25.1M6.21%
3APPLE INCAAPL132,084$22.6M5.59%
4BERKSHIRE HATHAWAY INC DELBRK-A36,088$15.2M3.75%
5COSTCO WHSL CORP NEW22160K10516,779$12.3M3.04%
6AMAZON COM INCAMZN57,804$10.4M2.58%
7ISHARES TR464287465130,226$10.4M2.57%
8EXXON MOBIL CORPXOM86,992$10.1M2.50%
9ALPHABET INCGOOG61,898$9.3M2.31%
10JPMORGAN CHASE & COVYLD42,598$8.5M2.11%
11UNITEDHEALTH GROUP INCUNH16,860$8.3M2.06%
12BERKSHIRE HATHAWAY INC DELBRK-A11$7.0M1.72%
13FARMERS & MERCHANTS BK LONG3082431041,365$6.6M1.62%
14AMERICAN EXPRESS COAXP27,619$6.3M1.55%
15ORACLE CORPORCL-PD46,708$5.9M1.45%
16ADOBE INCADBE10,557$5.3M1.32%
17QUEEN CITY INVTS INC74823W1094,242$5.1M1.27%
18VISA INCV17,980$5.0M1.24%
19CHEVRON CORP NEWCVX31,392$5.0M1.22%
20HONEYWELL INTL INC43851610622,826$4.7M1.16%
21MOTOROLA SOLUTIONS INCMSI12,673$4.5M1.11%
22JOHNSON & JOHNSONJNJ25,417$4.0M0.99%
23ISHARES TR46428765518,301$3.8M0.95%
24NORTHROP GRUMMAN CORPNOC7,724$3.7M0.91%
25BOEING COBA-PA19,081$3.7M0.91%
26AMERICAN WTR WKS CO INC NEW03042010329,387$3.6M0.89%
27GOLDMAN SACHS GROUP INCGSCE8,014$3.3M0.83%
28DANAHER CORPORATION23585110212,914$3.2M0.80%
29MICROSOFT CORPMSFT7,101$3.0M0.74%
30ELI LILLY & COLLY3,687$2.9M0.71%
31WEC ENERGY GROUP INCWEC34,076$2.8M0.69%
32THE CIGNA GROUP1255231007,429$2.7M0.67%
33LOWES COS INC54866110710,574$2.7M0.67%
34PROCTER AND GAMBLE CO74271810916,557$2.7M0.66%
35WASTE MGMT INC DEL94106L10912,331$2.6M0.65%
36MARATHON PETE CORPMARA12,510$2.5M0.62%
37NESTLE S A64106940623,051$2.5M0.61%
38MONDELEZ INTL INC60920710534,991$2.4M0.60%
39CONOCOPHILLIPSCOP18,548$2.4M0.58%
40TJX COS INC NEW87254010923,261$2.4M0.58%
41NIKE INCNKE23,924$2.2M0.56%
42APPLE INCAAPL12,955$2.2M0.55%
43ISHARES TR46428749926,366$2.2M0.55%
44ALPHABET INCGOOG13,427$2.0M0.50%
45REPUBLIC SVCS INC76075910010,560$2.0M0.50%
46ISHARES TR46428888517,200$1.8M0.44%
47MASTERCARD INCORPORATEDMA3,699$1.8M0.44%
48VANGUARD INDEX FDS9229087696,722$1.7M0.43%
49ACCENTURE PLC IRELANDACN4,968$1.7M0.43%
50DISNEY WALT CO25468710613,605$1.7M0.41%
51LOCKHEED MARTIN CORPLMT3,641$1.7M0.41%
52SPDR S&P MIDCAP 400 ETF TRMDY2,958$1.6M0.41%
53FORTIVE CORPFTV19,100$1.6M0.41%
54BANK NEW YORK MELLON CORP06405810027,871$1.6M0.40%
55BROADCOM INCAVGO1,183$1.6M0.39%
56HOME DEPOT INCHD3,860$1.5M0.37%
57META PLATFORMS INCMETA2,944$1.4M0.35%
58SALESFORCE INCCRM4,600$1.4M0.34%
59SPDR S&P 500 ETF TRSPY2,625$1.4M0.34%
60PFIZER INCPFE48,954$1.4M0.34%
61ABBVIE INCABBV7,442$1.4M0.33%
623M COMMM12,411$1.3M0.33%
63COMCAST CORP NEWCCZ30,045$1.3M0.32%
64AMGEN INCAMGN4,544$1.3M0.32%
65WELLS FARGO CO NEW94974610122,103$1.3M0.32%
66CHEVRON CORP NEWCVX8,085$1.3M0.31%
67NEWMONT CORPNEMCL35,506$1.3M0.31%
68WALMART INCWMT20,770$1.2M0.31%
69ZIMMER BIOMET HOLDINGS INCZBH9,369$1.2M0.31%
70SOUTHERN COSOMN15,161$1.1M0.27%
71VANGUARD INDEX FDS9229083632,261$1.1M0.27%
72EXXON MOBIL CORPXOM9,276$1.1M0.27%
73COSTCO WHSL CORP NEW22160K1051,423$1.0M0.26%
74VERIZON COMMUNICATIONS INCVZ24,448$1.0M0.25%
75TELEDYNE TECHNOLOGIES INCTDY2,379$1.0M0.25%
76ISHARES TR4642872001,844$969,4460.24%
77NEW JERSEY RES CORPNJR22,301$956,9350.24%
78STARBUCKS CORPSBUX10,390$949,5420.23%
79MERCK & CO INCMRK7,189$948,5880.23%
80RTX CORPORATIONRTX9,587$935,0200.23%
81CURTISS WRIGHT CORPCW3,652$934,6920.23%
82AMERIPRISE FINL INC03076C1062,095$918,5310.23%
83VANGUARD INTL EQUITY INDEX F92204277515,598$914,8220.23%
84AMAZON COM INCAMZN4,851$875,0230.22%
85MCKESSON CORPMCK1,619$869,1600.21%
86KEMPER CORPKMPB13,776$853,0090.21%
87MARATHON PETE CORPMARA4,180$842,2700.21%
88ISHARES TR4642874736,649$833,3190.21%
89XCEL ENERGY INCXELLL15,382$826,7820.20%
90ABBOTT LABSABLZF7,231$821,8750.20%
91PEPSICO INCPEP4,514$789,9950.20%
92ISHARES TR4642871686,362$783,6710.19%
93PHILIP MORRIS INTL INC7181721098,412$770,7070.19%
94ORACLE CORPORCL-PD6,121$768,8580.19%
95IDEXX LABS INC45168D1041,420$766,7000.19%
96AB ACTIVE ETFS INC00039J20230,529$765,9720.19%
97TRANE TECHNOLOGIES PLCTT2,536$761,3070.19%
98ALPHABET INCGOOG4,978$751,3290.19%
99INVESCO QQQ TRIVZ1,685$748,1560.18%
100ISHARES TR4642874084,000$747,2400.18%
101INTEL CORPINTC16,848$744,1760.18%
102FRANKLIN RESOURCES INCBEN26,464$743,9030.18%
103AT&T INCT-PC41,668$733,3560.18%
104PARKER-HANNIFIN CORPPH1,313$729,7520.18%
105VANGUARD INDEX FDS9229085538,390$725,5670.18%
106UNION PAC CORPUNP2,931$720,8200.18%
107ISHARES TR46428835612,373$711,9420.18%
108ISHARES TR4642874658,716$696,0590.17%
109ROPER TECHNOLOGIES INCROP1,236$693,1980.17%
110CALIFORNIA WTR SVC GROUP13078810214,718$684,0920.17%
111VISA INCV2,425$676,7690.17%
112COCA COLA COKO10,815$661,6610.16%
113SHELL PLCRYDAF9,699$650,2200.16%
114ADVANCED MICRO DEVICES INCAMD3,523$635,8660.16%
115BERKSHIRE HATHAWAY INC DELBRK-A1$634,4400.16%
116EDISON INTL2810201078,707$615,8460.15%
117PALO ALTO NETWORKS INCPANW2,166$615,4250.15%
118SPDR S&P 500 ETF TRSPY1,158$605,7150.15%
119ATI INCATI11,827$605,1870.15%
120MOTOROLA SOLUTIONS INCMSI1,702$604,1750.15%
121UNITEDHEALTH GROUP INCUNH1,194$590,6710.15%
122JPMORGAN CHASE & COVYLD2,803$561,4400.14%
123ISHARES TR46428723413,640$560,3310.14%
124AMERICAN EXPRESS COAXP2,409$548,5050.14%
125INTERNATIONAL BUSINESS MACHSINTR2,854$544,9990.13%
126BLACKROCK INCBLK653$544,4060.13%
127FIRST TR EXCHANGE-TRADED FD33739Q4088,924$532,0480.13%
128MCDONALDS CORPMCD1,878$529,5020.13%
129NEXTERA ENERGY INCNEE-PW8,021$512,6220.13%
130GE AEROSPACE3696043012,897$508,5100.13%
131ETF SER SOLUTIONS26922B68314,969$503,5160.12%
132ADOBE INCADBE992$500,5630.12%
133KIMBERLY-CLARK CORPKMB3,856$498,7730.12%
134TARGET CORPTGT2,761$489,2760.12%
135FIRST TR EXCHANGE-TRADED FD33739Q20010,127$488,6270.12%
136FIRST TR EXCHANGE-TRADED FD33739Q4088,032$478,8670.12%
137ISHARES TR4642876552,175$457,4020.11%
138THERMO FISHER SCIENTIFIC INCTMO786$456,8310.11%
139ASML HOLDING N VASMLF468$454,1790.11%
140ISHARES TR4642875982,500$447,7750.11%
141ISHARES TR4642878043,902$431,2490.11%
142ALLIANT ENERGY CORPLNT8,488$427,7950.11%
143DISNEY WALT CO2546871063,472$424,8330.10%
144BANK AMERICA CORP06050510411,174$423,7180.10%
145TESLA INCTSLA2,374$417,3250.10%
146SEMPRASREA5,796$416,3260.10%
147NOVO-NORDISK A SNONOF3,240$416,0160.10%
148JANUS DETROIT STR TR47103U8868,521$413,2680.10%
149NETFLIX INCNFLX657$399,0150.10%
150ALTRIA GROUP INCMO9,015$393,2340.10%
151PHILLIPS 66PSX2,388$390,0550.10%
152EAGLE MATLS INC26969P1081,434$389,6890.10%
153VANGUARD INTL EQUITY INDEX F9220428589,086$379,5220.09%
154HONEYWELL INTL INC4385161061,787$366,7810.09%
155CISCO SYS INCCSCO7,329$365,7900.09%
156US BANCORP DELUSB-PS8,140$363,8580.09%
157VANGUARD INDEX FDS9229086111,878$360,3500.09%
158INTUITIVE SURGICAL INCISRG895$357,1850.09%
159MARRIOTT INTL INC NEW5719032021,412$356,2610.09%
160AMERICAN BUSINESS BK LOS ANG02475L1059,213$340,8810.08%
161AMER STATES WTR CO0298991014,715$340,6110.08%
162SHERWIN WILLIAMS COSHW950$329,9630.08%
163INVESCO ACTIVELY MANAGED ETFIVZ6,582$328,3750.08%
164VALERO ENERGY CORPVLO1,910$326,0170.08%
165LOWES COS INC5486611071,273$324,2710.08%
166UNITED PARCEL SERVICE INCUPS2,164$321,6350.08%
167NVIDIA CORPORATIONNVDA350$316,2460.08%
168GENERAL DYNAMICS CORPGD1,116$315,2580.08%
169VANGUARD WORLD FD9219108161,095$313,8370.08%
170ROCKWELL AUTOMATION INCROK1,066$310,5570.08%
171AVISTA CORPAVA8,856$310,1370.08%
172AB ACTIVE ETFS INC00039J1036,063$306,3020.08%
173ISHARES TR464287200581$305,4490.08%
174ISHARES TR4642877212,260$305,2350.08%
175TRAVELERS COMPANIES INCTRV1,300$299,1820.07%
176POST HLDGS INCPOST2,800$297,5840.07%
177GENERAL MLS INC3703341044,188$293,0340.07%
178MIDDLESEX WTR CO5966801085,579$292,8970.07%
179AMGEN INCAMGN1,024$291,1430.07%
180LINDE PLCLIN624$289,7350.07%
181VANGUARD INTL EQUITY INDEX F9220427182,472$288,8280.07%
182AMERICAN CENTY ETF TR0250728773,078$288,4390.07%
183DANAHER CORPORATION2358511021,138$284,1810.07%
184ALLSTATE CORPALL-PJ1,625$281,1410.07%
185EASTMAN CHEM COEMN2,800$280,6160.07%
186EATON CORP PLCETN893$279,2230.07%
187TC ENERGY CORPTRPRF6,878$276,4950.07%
188CHURCH & DWIGHT CO INCCHD2,607$271,9360.07%
189JPMORGAN CHASE & COVYLD9,175$261,3950.06%
190BP PLCBPPFF6,884$259,3890.06%
191EXTRA SPACE STORAGE INCEXR1,745$256,5150.06%
192JOHNSON & JOHNSONJNJ1,618$255,9510.06%
193VANGUARD BALANCED INDEX FD I9219378273,333$255,5410.06%
194AMERICAN WTR WKS CO INC NEW0304201031,960$239,5310.06%
195CVS HEALTH CORPCVS3,002$239,4390.06%
196FISERV INCFISV1,467$234,4550.06%
197ILLINOIS TOOL WKS INC452308109869$233,1780.06%
198FORTIVE CORPFTV2,700$232,2540.06%
199COLGATE PALMOLIVE COCL2,559$230,4370.06%
200INTUITINTU352$228,8000.06%
201HOME DEPOT INCHD592$227,0910.06%
202ISHARES TR464287614671$226,1600.06%
203CANADIAN NATL RY CO1363751021,714$225,7500.06%
204ISHARES U S ETF TR46431W5074,458$224,9500.06%
205SPDR GOLD TRGLD1,087$223,6170.06%
206PAYPAL HLDGS INCPYPL3,274$219,3250.05%
207AMER STATES WTR CO0298991013,000$216,7200.05%
208BRISTOL-MYERS SQUIBB COCELG-RI3,935$213,3950.05%
209MORGAN STANLEYMS-PQ2,256$212,4240.05%
210BOEING COBA-PA1,098$211,9030.05%
211SEAGATE TECHNOLOGY HLDNGS PLSE2,250$209,3620.05%
212IDACORP INCIDA2,230$207,1440.05%
213WISDOMTREE TRWT4,184$204,0530.05%
214FEDEX CORPFDX703$203,6870.05%
215DUPONT DE NEMOURS INCDD2,637$202,1780.05%
216PFIZER INCPFE6,644$184,3710.05%
217GENERAL DYNAMICS CORPGD647$182,7710.05%
218ISHARES TR464287614540$182,0070.04%
219BROADCOM INCAVGO136$180,2550.04%
220ALPHABET INCGOOG1,160$176,6210.04%
221ZOETIS INCZTS1,036$175,3010.04%
222CATERPILLAR INCCAT470$172,2220.04%
223GOLDMAN SACHS GROUP INCGSCE410$171,2520.04%
224PROCTER AND GAMBLE CO7427181091,046$169,7130.04%
225MASTERCARD INCORPORATEDMA342$164,6960.04%
226BERKSHIRE HATHAWAY INC DELBRK-A388$163,1610.04%
227BARINGS BDC INCBBDC17,112$159,1410.04%
228NEWMONT CORPNEMCL4,162$149,1660.04%
229FORD MTR CO DEL34537086010,899$144,7380.04%
230WARNER BROS DISCOVERY INCWBD15,942$139,1730.03%
231DYNEX CAP INCDX-PC10,971$136,5880.03%
232AGNC INVT CORP00123Q10413,630$134,9370.03%
233SALESFORCE INCCRM444$133,7230.03%
234SILA REALTY TRUST INCSILA29,985$131,9340.03%
235NORTHROP GRUMMAN CORPNOC251$120,1430.03%
236ZIMMER BIOMET HOLDINGS INCZBH899$118,6500.03%
237MERCK & CO INCMRK881$116,2470.03%
238MONDELEZ INTL INC6092071051,610$112,7000.03%
239VERIZON COMMUNICATIONS INCVZ2,645$110,9840.03%
240NESTLE S A641069406932$99,0770.02%
241NIKE INCNKE896$84,2060.02%
242MORGAN STANLEYMS-PQ875$82,3900.02%
243KIMBERLY-CLARK CORPKMB618$79,9380.02%
244CATERPILLAR INCCAT200$73,2860.02%
245STARBUCKS CORPSBUX768$70,1870.02%
2463M COMMM644$68,3090.02%
247CNL HEALTHCARE PPTYS INC12612C10816,372$64,5070.02%
248WASTE MGMT INC DEL94106L109294$62,6660.02%
249PEPSICO INCPEP352$61,6030.02%
250RTX CORPORATIONRTX627$61,1510.02%
251UNITED PARCEL SERVICE INCUPS381$56,6280.01%
252AT&T INCT-PC3,060$53,8560.01%
253ILLINOIS TOOL WKS INC452308109200$53,6660.01%
254ABBVIE INCABBV271$49,3490.01%
255ZOETIS INCZTS284$48,0550.01%
256ACCENTURE PLC IRELANDACN138$47,8320.01%
257META PLATFORMS INCMETA92$44,6730.01%
258FIRST TR EXCHANGE-TRADED FD33739Q200855$41,2530.01%
259AB ACTIVE ETFS INC00039J2021,588$39,8420.01%
260PARKER-HANNIFIN CORPPH70$38,9050.01%
261UNION PAC CORPUNP151$37,1350.01%
262BANK NEW YORK MELLON CORP064058100611$35,2050.01%
263JPMORGAN CHASE & COVYLD1,209$34,4440.01%
264SPDR GOLD TRGLD156$32,0920.01%
265ABBOTT LABSABLZF267$30,3470.01%
266INTEL CORPINTC640$28,2680.01%
267CONOCOPHILLIPSCOP220$28,0010.01%
268MCDONALDS CORPMCD95$26,7850.01%
269AB ACTIVE ETFS INC00039J103525$26,5230.01%
270COLGATE PALMOLIVE COCL267$24,0430.01%
271OPKO HEALTH INCOPK20,000$24,0000.01%
272ETF SER SOLUTIONS26922B683680$22,8730.01%
273PHILLIPS 66PSX133$21,7240.01%
274TRAVELERS COMPANIES INCTRV94$21,6330.01%
275EDISON INTL281020107300$21,2190.01%
276CISCO SYS INCCSCO400$19,9640.00%
277LOCKHEED MARTIN CORPLMT43$19,5590.00%
278COCA COLA COKO317$19,3940.00%
279TARGET CORPTGT108$19,1380.00%
280ASML HOLDING N VASMLF19$18,4380.00%
281COMCAST CORP NEWCCZ390$16,9060.00%
282ISHARES TR464287499200$16,8180.00%
283ELI LILLY & COLLY20$15,5590.00%
284WEC ENERGY GROUP INCWEC175$14,3710.00%
285SOUTHERN COSOMN200$14,3480.00%
286MARRIOTT INTL INC NEW57190320254$13,6240.00%
287WARNER BROS DISCOVERY INCWBD1,224$10,6850.00%
288PHILIP MORRIS INTL INC718172109107$9,8030.00%
289NEXTERA ENERGY INCNEE-PW36$2,3000.00%
290NON INVASIVE MONITORING SYSNIMU192,818$2,2750.00%
291WALMART INCWMT27$1,6240.00%
292INVESCO ACTIVELY MANAGED ETFIVZ26$1,2970.00%
293ADVANCED MICRO DEVICES INCAMD7$1,2630.00%
294JANUS DETROIT STR TR47103U88626$1,2610.00%
295NVIDIA CORPORATIONNVDA1$9030.00%
296FEDEX CORPFDX3$8690.00%
297NOVO-NORDISK A SNONOF6$7700.00%
298NETFLIX INCNFLX1$6070.00%
299TESLA INCTSLA3$5270.00%
300MUSCLEPHARM CORP62733520117,320$200.00%