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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 2024 · Filed January 15, 2025 · Accession 0001737090-25-000001

Total Value
$402.7M
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMERS & MERCHANTS BK LONG3082431045,020$28.6M7.11%
2APPLE INCAAPL109,350$27.4M6.80%
3MICROSOFT CORPMSFT55,603$23.4M5.82%
4BERKSHIRE HATHAWAY INC DELBRK-A35,513$16.1M4.00%
5AMAZON COM INCAMZN53,802$11.8M2.93%
6COSTCO WHSL CORP NEW22160K10512,548$11.5M2.85%
7ALPHABET INCGOOG52,661$10.0M2.48%
8JPMORGAN CHASE & CO.VYLD40,167$9.6M2.39%
9ISHARES TR464287465124,734$9.4M2.34%
10UNITEDHEALTH GROUP INCUNH16,399$8.3M2.06%
11FARMERS & MERCHANTS BK LONG3082431041,358$7.7M1.92%
12BERKSHIRE HATHAWAY INC DELBRK-A11$7.5M1.86%
13AMERICAN EXPRESS COAXP24,721$7.3M1.82%
14ORACLE CORPORCL-PD41,746$7.0M1.73%
15MOTOROLA SOLUTIONS INCMSI12,852$5.9M1.48%
16QUEEN CITY INVTS INC74823W1094,293$5.8M1.44%
17VISA INCV18,215$5.8M1.43%
18HONEYWELL INTL INC43851610622,902$5.2M1.28%
19EXXON MOBIL CORPXOM46,734$5.0M1.25%
20ADOBE INCADBE10,498$4.7M1.16%
21APPLE INCAAPL18,090$4.5M1.12%
22GOLDMAN SACHS GROUP INCGSCE7,597$4.4M1.08%
23AMERICAN WTR WKS CO INC NEW03042010334,389$4.3M1.06%
24CHEVRON CORP NEWCVX28,247$4.1M1.02%
25ISHARES TR46428765518,216$4.0M1.00%
26JOHNSON & JOHNSONJNJ26,794$3.9M0.96%
27WALMART INCWMT42,695$3.9M0.96%
28DANAHER CORPORATION23585110213,799$3.2M0.79%
29MICROSOFT CORPMSFT7,483$3.2M0.78%
30BROADCOM INCAVGO13,252$3.1M0.76%
31PROCTER AND GAMBLE CO74271810917,412$2.9M0.72%
32BOEING COBA-PA16,476$2.9M0.72%
33NORTHROP GRUMMAN CORPNOC6,160$2.9M0.72%
34LOWES COS INC5486611079,838$2.4M0.60%
35ELI LILLY & COLLY2,840$2.2M0.54%
36THE CIGNA GROUP1255231007,769$2.1M0.53%
37MONDELEZ INTL INC60920710534,475$2.1M0.51%
38WASTE MGMT INC DEL94106L10910,130$2.0M0.51%
39REPUBLIC SVCS INC76075910010,067$2.0M0.50%
40MASTERCARD INCORPORATEDMA3,747$2.0M0.49%
41BANK NEW YORK MELLON CORP06405810025,080$1.9M0.48%
42ISHARES TR46428749921,777$1.9M0.48%
43VANGUARD INDEX FDS9229087696,541$1.9M0.47%
44CONOCOPHILLIPSCOP18,835$1.9M0.46%
45META PLATFORMS INCMETA3,092$1.8M0.45%
46ALPHABET INCGOOG9,036$1.7M0.43%
47SPDR S&P MIDCAP 400 ETF TRMDY2,958$1.7M0.42%
48HOME DEPOT INCHD4,297$1.7M0.42%
49ISHARES TR46428888517,200$1.7M0.41%
50NVIDIA CORPORATIONNVDA12,066$1.6M0.40%
51DISNEY WALT CO25468710614,385$1.6M0.40%
523M COMMM12,203$1.6M0.39%
53COSTCO WHSL CORP NEW22160K1051,702$1.6M0.39%
54AMAZON COM INCAMZN6,936$1.5M0.38%
55MARATHON PETE CORPMARA10,856$1.5M0.38%
56FORTIVE CORPFTV19,413$1.5M0.36%
57ALPHABET INCGOOG7,155$1.4M0.34%
58NIKE INCNKE17,859$1.4M0.34%
59VANGUARD INDEX FDS9229083632,443$1.3M0.33%
60CURTISS WRIGHT CORPCW3,652$1.3M0.32%
61NEWMONT CORPNEMCL33,494$1.2M0.31%
62SOUTHERN COSOMN14,281$1.2M0.29%
63CHEVRON CORP NEWCVX8,095$1.2M0.29%
64INVESCO QQQ TRIVZ2,236$1.1M0.28%
65AMERIPRISE FINL INC03076C1062,095$1.1M0.28%
66SALESFORCE INCCRM3,335$1.1M0.28%
67TELEDYNE TECHNOLOGIES INCTDY2,379$1.1M0.27%
68TESLA INCTSLA2,677$1.1M0.27%
69LOCKHEED MARTIN CORPLMT2,217$1.1M0.27%
70ISHARES TR4642872001,826$1.1M0.27%
71PHILIP MORRIS INTL INC7181721098,805$1.1M0.26%
72NEW JERSEY RES CORPNJR21,500$1.0M0.25%
73STARBUCKS CORPSBUX10,921$996,5410.25%
74AMGEN INCAMGN3,822$996,1660.25%
75EXXON MOBIL CORPXOM9,101$978,9940.24%
76SPDR S&P 500 ETF TRSPY1,625$952,3800.24%
77TRANE TECHNOLOGIES PLCTT2,536$936,6710.23%
78AT&T INCT-PC41,102$935,8920.23%
79PFIZER INCPFE35,193$933,6700.23%
80ORACLE CORPORCL-PD5,510$918,1860.23%
81VISA INCV2,900$916,5160.23%
82KEMPER CORPKMPB13,776$915,2770.23%
83VANGUARD INTL EQUITY INDEX F92204277515,162$870,4500.22%
84ISHARES TR4642874736,609$854,8080.21%
85RTX CORPORATIONRTX7,275$841,8630.21%
86COMCAST CORP NEWCCZ22,423$841,5350.21%
87INVESCO ACTIVELY MANAGED EXCIVZ16,414$822,5050.20%
88FIRST TR EXCHANGE-TRADED FD33739Q20016,883$821,6950.20%
89JPMORGAN CHASE & CO.VYLD3,422$820,2870.20%
90ISHARES TR4642871686,231$818,0670.20%
91VERIZON COMMUNICATIONS INCVZ20,433$817,1150.20%
92ISHARES TR4642874084,154$792,9150.20%
93PALO ALTO NETWORKS INCPANW4,332$788,2500.20%
94AB ACTIVE ETFS INC00039J20231,304$781,0340.19%
95PEPSICO INCPEP4,924$748,7430.19%
96FIRST TR EXCHANGE-TRADED FD33739Q40812,519$748,2600.19%
97UNION PAC CORPUNP3,217$733,6040.18%
98ABBVIE INCABBV4,104$729,2800.18%
99ISHARES TR46428835612,710$728,0280.18%
100MCDONALDS CORPMCD2,508$727,0440.18%
101MERCK & CO INCMRK7,095$705,8100.18%
102VANGUARD INDEX FDS9229085537,920$705,5130.18%
103VANGUARD INTL EQUITY INDEX F92204285815,786$695,2150.17%
104MOTOROLA SOLUTIONS INCMSI1,498$692,4200.17%
105BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.17%
106SPDR S&P 500 ETF TRSPY1,158$678,6800.17%
107ETF SER SOLUTIONS26922B68317,342$658,1860.16%
108ATI INCATI11,827$650,9580.16%
109ROPER TECHNOLOGIES INCROP1,236$642,5340.16%
110AMERICAN EXPRESS COAXP2,128$631,5690.16%
111ISHARES TR46428723414,722$615,6740.15%
112CALIFORNIA WTR SVC GROUP13078810213,500$611,9550.15%
113SPDR GOLD TRGLD2,525$611,3780.15%
114SHELL PLCRYDAF9,551$598,3700.15%
115BANK AMERICA CORP06050510413,548$595,4340.15%
116IDEXX LABS INC45168D1041,420$587,0840.15%
117MARATHON PETE CORPMARA4,180$583,1100.14%
118COCA COLA COKO9,174$571,1730.14%
119NETFLIX INCNFLX640$570,4440.14%
120ALPHABET INCGOOG2,935$558,9410.14%
121EDISON INTL2810201076,926$552,9710.14%
122ALTRIA GROUP INCMO10,560$552,1820.14%
123PIMCO ETF TR72201R8335,441$545,9490.14%
124ISHARES TR4642873095,370$545,2160.14%
125EATON CORP PLCETN1,639$543,9340.14%
126JANUS DETROIT STR TR47103U88611,084$542,1180.13%
127FRANKLIN RESOURCES INCBEN26,464$536,9540.13%
128UNITEDHEALTH GROUP INCUNH1,055$533,6820.13%
129CISCO SYS INCCSCO8,768$519,0650.13%
130ISHARES TR4642876221,603$516,4220.13%
131INTERNATIONAL BUSINESS MACHSINTR2,328$511,7640.13%
132ABBOTT LABSABLZF4,467$505,2620.13%
133SALESFORCE INCCRM1,511$505,1720.13%
134ISHARES TR4642876552,220$490,5310.12%
135DISNEY WALT CO2546871064,314$480,3630.12%
136KIMBERLY-CLARK CORPKMB3,661$479,7370.12%
137ADVANCED MICRO DEVICES INCAMD3,863$466,6110.12%
138ISHARES TR4642875982,500$462,8250.11%
139INTUITIVE SURGICAL INCISRG874$456,1930.11%
140SEMPRASREA5,056$443,5120.11%
141ADOBE INCADBE994$442,0110.11%
142NEXTERA ENERGY INCNEE-PW6,029$432,2190.11%
143BLACKROCK INCBLK419$429,5210.11%
144ISHARES TR4642878043,702$426,5440.11%
145FIRST TR EXCHANGE-TRADED FD33739Q4087,019$419,5250.10%
146NESTLE S A6410694064,944$408,5020.10%
147AMERICAN BUSINESS BK LOS ANG02475L1059,213$405,3720.10%
148UNITED PARCEL SERVICE INCUPS3,099$390,7830.10%
149TARGET CORPTGT2,790$377,1520.09%
150GE AEROSPACE3696043012,245$374,4430.09%
151VANGUARD INDEX FDS9229086111,878$372,1820.09%
152ASML HOLDING N VASMLF533$369,4110.09%
153AMER STATES WTR CO0298991014,715$366,4490.09%
154WELLS FARGO CO NEW9497461015,117$359,4180.09%
155ILLINOIS TOOL WKS INC4523081091,417$359,2940.09%
156COLGATE PALMOLIVE COCL3,897$354,2760.09%
157EAGLE MATLS INC26969P1081,434$353,8530.09%
158ISHARES TR4642877212,193$349,8270.09%
159HONEYWELL INTL INC4385161061,524$344,2560.09%
160VANGUARD WORLD FD921910816995$341,6920.08%
161ISHARES U S ETF TR46431W5076,724$339,5620.08%
162INTEL CORPINTC16,662$334,0730.08%
163HOME DEPOT INCHD838$325,9730.08%
164CHIPOTLE MEXICAN GRILL INCCMG5,387$324,8360.08%
165POST HLDGS INCPOST2,800$320,4880.08%
166SHERWIN WILLIAMS COSHW941$319,8740.08%
167ALLSTATE CORPALL-PJ1,625$313,2830.08%
168TRAVELERS COMPANIES INCTRV1,300$313,1570.08%
169THERMO FISHER SCIENTIFIC INCTMO600$312,1380.08%
170TC ENERGY CORPTRPRF6,690$311,2850.08%
171AMERICAN CENTY ETF TR0250728773,198$308,7020.08%
172AVISTA CORPAVA8,356$306,0800.08%
173ISHARES TR4642874654,016$303,6490.08%
174BERKSHIRE HATHAWAY INC DELBRK-A651$295,0850.07%
175AMGEN INCAMGN1,132$295,0440.07%
176GENERAL DYNAMICS CORPGD1,116$294,0540.07%
177MIDDLESEX WTR CO5966801085,579$293,6220.07%
178LOWES COS INC5486611071,184$292,2110.07%
179HILTON WORLDWIDE HLDGS INCHLT1,177$290,9070.07%
180US BANCORP DELUSB-PS6,065$290,0880.07%
181BROADCOM INCAVGO1,240$287,4810.07%
182CHURCH & DWIGHT CO INCCHD2,742$287,1140.07%
183PHILLIPS 66PSX2,498$284,5970.07%
184MASTERCARD INCORPORATEDMA536$282,2410.07%
185FLEXSHARES TRFLEX11,805$274,5840.07%
186BRISTOL-MYERS SQUIBB COCELG-RI4,823$272,7880.07%
187ISHARES TR464287614671$269,4600.07%
188ISHARES TR464287200456$268,4380.07%
189VANGUARD INTL EQUITY INDEX F9220427182,334$267,1960.07%
190ISHARES TR4642875074,245$264,5050.07%
191TJX COS INC NEW8725401092,183$263,7280.07%
192EXTRA SPACE STORAGE INCEXR1,745$261,0520.06%
193ACCENTURE PLC IRELANDACN731$257,1580.06%
194JOHNSON & JOHNSONJNJ1,750$253,0850.06%
195ISHARES GOLD TRIAU5,078$251,4110.06%
196CITIGROUP INCC-PR3,561$250,6580.06%
197AB ACTIVE ETFS INC00039J1034,924$247,9230.06%
198DANAHER CORPORATION2358511021,067$244,9290.06%
199IDACORP INCIDA2,230$243,6940.06%
200TEXAS ROADHOUSE INCTXRH1,350$243,5800.06%
201MORGAN STANLEYMS-PQ1,933$243,0160.06%
202BLACKSTONE INCBX1,400$241,3880.06%
203GENERAL MLS INC3703341043,701$236,0120.06%
204ISHARES TR46435G5163,063$233,2160.06%
205AMER STATES WTR CO0298991013,000$233,1600.06%
206WEC ENERGY GROUP INCWEC2,472$232,4660.06%
207BELLRING BRANDS INCBRBR3,000$226,0200.06%
208BP PLCBPPFF7,612$225,0100.06%
209FISERV INCFISV1,093$224,5240.06%
210AMERICAN WTR WKS CO INC NEW0304201031,803$224,4550.06%
211ISHARES TR464287614540$216,8530.05%
212MARRIOTT INTL INC NEW571903202766$213,6680.05%
213WISDOMTREE TRWT4,184$213,2580.05%
214SERVICENOW INCNOW198$209,9030.05%
215GOLDMAN SACHS GROUP INCGSCE366$209,5780.05%
216INTUITINTU331$208,0330.05%
217PROCTER AND GAMBLE CO7427181091,239$207,7180.05%
218STRYKER CORPORATIONSYK560$201,6280.05%
219BOEING COBA-PA1,134$200,7180.05%
220PAYPAL HLDGS INCPYPL2,340$199,7190.05%
221ISHARES TR4642873091,900$192,9070.05%
222FORTIVE CORPFTV2,520$189,0000.05%
223BLACKROCK INCBLK178$182,4690.05%
224ISHARES TR464287408950$181,3360.05%
225MARRIOTT INTL INC NEW571903202626$174,6160.04%
226ZIMMER BIOMET HOLDINGS INCZBH1,652$174,5000.04%
227NIKE INCNKE2,265$171,3920.04%
228ZOETIS INCZTS1,046$170,4240.04%
229BARINGS BDC INCBBDC17,797$170,3170.04%
230ISHARES TR4642878041,400$161,3080.04%
231YUM BRANDS INCYUM1,180$158,3080.04%
232WARNER BROS DISCOVERY INCWBD14,901$157,5030.04%
233ACCENTURE PLC IRELANDACN446$156,8980.04%
234PFIZER INCPFE5,522$146,4980.04%
235DYNEX CAP INCDX-PC11,514$145,6520.04%
236NEWMONT CORPNEMCL3,812$141,8820.04%
237LOCKHEED MARTIN CORPLMT286$138,9780.03%
238NEXTERA ENERGY INCNEE-PW1,928$138,2180.03%
239CATERPILLAR INCCAT381$138,2110.03%
240LINDE PLCLIN327$136,9050.03%
241RTX CORPORATIONRTX1,114$128,9120.03%
242GENERAL DYNAMICS CORPGD487$128,3190.03%
243TJX COS INC NEW8725401091,055$127,4540.03%
244AGNC INVT CORP00123Q10413,363$123,0730.03%
245CME GROUP INCCME522$121,2240.03%
246VERIZON COMMUNICATIONS INCVZ2,949$117,9300.03%
247STARBUCKS CORPSBUX1,236$112,7850.03%
248PEPSICO INCPEP694$105,5290.03%
249NORTHROP GRUMMAN CORPNOC224$105,1200.03%
250MORGAN STANLEYMS-PQ745$93,6610.02%
251LINDE PLCLIN223$93,3630.02%
252THERMO FISHER SCIENTIFIC INCTMO179$93,1210.02%
253MERCK & CO INCMRK881$87,6410.02%
2543M COMMM644$83,1330.02%
255COCA COLA COKO1,327$82,6190.02%
256CME GROUP INCCME343$79,6540.02%
257FISERV INCFISV374$76,8270.02%
258MONDELEZ INTL INC6092071051,250$74,6620.02%
259CATERPILLAR INCCAT200$72,5520.02%
260AT&T INCT-PC3,060$69,6760.02%
261KIMBERLY-CLARK CORPKMB518$67,8780.02%
262CONOCOPHILLIPSCOP625$61,9810.02%
263WALMART INCWMT682$61,6180.02%
264ZIMMER BIOMET HOLDINGS INCZBH574$60,6310.02%
265WASTE MGMT INC DEL94106L109294$59,3260.01%
266PIMCO ETF TR72201R833563$56,4910.01%
267STRYKER CORPORATIONSYK151$54,3670.01%
268META PLATFORMS INCMETA92$53,8660.01%
269YUM BRANDS INCYUM389$52,1880.01%
270INVESCO ACTIVELY MANAGED EXCIVZ1,025$51,3620.01%
271ILLINOIS TOOL WKS INC452308109200$50,7120.01%
272ISHARES U S ETF TR46431W507970$48,9850.01%
273COMCAST CORP NEWCCZ1,267$47,5500.01%
274ELI LILLY & COLLY60$46,3200.01%
275CNL HEALTHCARE PPTYS INC12612C10816,372$45,8420.01%
276UNITED PARCEL SERVICE INCUPS346$43,6300.01%
277ZOETIS INCZTS262$42,6870.01%
278FIRST TR EXCHANGE-TRADED FD33739Q200855$41,6120.01%
279PAYPAL HLDGS INCPYPL481$41,0530.01%
280ISHARES TR464287507650$40,5010.01%
281AB ACTIVE ETFS INC00039J2021,588$39,6200.01%
282ALSTOM02124420717,628$39,3630.01%
283MCDONALDS CORPMCD135$39,1350.01%
284SPDR GOLD TRGLD156$37,7720.01%
285ISHARES TR464287499400$35,3600.01%
286UNION PAC CORPUNP151$34,4340.01%
287BANK NEW YORK MELLON CORP064058100411$31,5770.01%
288NVIDIA CORPORATIONNVDA214$28,7380.01%
289WESTGOLD RESOURCES LTDQ9715923215,144$26,5000.01%
290AB ACTIVE ETFS INC00039J103525$26,4330.01%
291ETF SER SOLUTIONS26922B683680$25,8080.01%
292ABBVIE INCABBV138$24,5220.01%
293EDISON INTL281020107300$23,9520.01%
294CISCO SYS INCCSCO400$23,6800.01%
295TRAVELERS COMPANIES INCTRV94$22,6430.01%
296ASML HOLDING N VASMLF25$17,3270.00%
297SOUTHERN COSOMN200$16,4640.00%
298WEC ENERGY GROUP INCWEC175$16,4570.00%
299ABBOTT LABSABLZF134$15,1560.00%
300PHILLIPS 66PSX125$14,2410.00%
301BLACKSTONE INCBX78$13,4480.00%
302COLGATE PALMOLIVE COCL134$12,1810.00%
303NESTLE S A641069406120$9,9150.00%
304WARNER BROS DISCOVERY INCWBD672$7,1030.00%
305PHILIP MORRIS INTL INC71817210954$6,4980.00%
306SERVICENOW INCNOW2$2,1200.00%
307NETFLIX INCNFLX2$1,7820.00%
308JANUS DETROIT STR TR47103U88626$1,2710.00%
309TESLA INCTSLA3$1,2110.00%
310ISHARES TR46428723423$9610.00%
311ADVANCED MICRO DEVICES INCAMD7$8450.00%
312NON INVASIVE MONITORING SYSNIMU192,818$4430.00%
313DRUG FREE SOLUTION INC26219410310,000$20.00%