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  Name: FARMERS & MERCHANTS TRUST Co OF LONG BEACH
  City: LONG BEACH
  State: CA
  Zip: 90802
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $404,923,000
  Total Value Change : $26,315,000
  Securities Held Change : 9
   
All Securities Held : 194
  New Positions : 14
  Closed Positions : 6
  Increased Positions : 67
  Unchanged Positions : 39
  Decreased Positions : 74

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XEL)1 Year Chart         XEL Xcel Energy Inc 83 New $55.46 $827,000 15,382 0.2% 827,000 15,382 0.003    Electric Utilities
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 96 New $82.89 $726,000 8,390 0.18% 726,000 8,390 0.002    Closed - End Fund - E...
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 112 New $0.00 $530,000 10,982 0.13% 530,000 10,982 0.009    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 138 New $188.19 $360,000 1,878 0.09% 360,000 1,878 0.002    Closed - End Fund - E...
   (GSY)1 Year Chart         GSY Invesco Ultra Short Duratio... 143 New $49.97 $330,000 6,608 0.08% 330,000 6,608 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 146 New $898.78 $317,000 351 0.08% 317,000 351 0    Semiconductor - Speci...
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 157 New $118.23 $289,000 2,472 0.07% 289,000 2,472 0.001    Closed - End Fund - Debt
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 158 New $92.43 $288,000 3,078 0.07% 288,000 3,078 0.003    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 170 New $354.79 $246,000 670 0.06% 246,000 670 0    Farm & Construction M...
   (FISV)1 Year Chart         FISV Fiserv Inc 172 New $154.22 $234,000 1,467 0.06% 234,000 1,467 0    Business Software & S...
   (INTU)1 Year Chart         INTU Intuit Inc 173 New $632.31 $229,000 352 0.06% 229,000 352 0    Application Software
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 175 New $0.00 $225,000 4,458 0.06% 225,000 4,458 0.005    N/A
   (STX)1 Year Chart         STX Seagate Technology 179 New $94.01 $209,000 2,250 0.05% 209,000 2,250 0.001    Data Storage Devices
   (FDX)1 Year Chart         FDX Fedex Corp 181 New $265.73 $205,000 706 0.05% 205,000 706 0    AirDelivery & Freight...
      14 Records Found
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Page 1 of 1
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