DOSSIER · 13F-HR · Q1 2026
Farmers & Merchants Trust Co of Long Beach
Farmers & Merchants Trust of Long Beach's hedge fund based in Boston, MA — $426M in tracked AUM across 302 positions as of Q1 2026.
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Farmers & Merchants Trust of Long Beach·Boston, MA·Hedge Fund
CIK 0001737090 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Farmers & Merchants Trust Co of Long Beach
1. Portfolio Overview
The most striking feature of this filing is the dramatic expansion in portfolio size. Between the report dates of September 30, 2025, and December 31, 2025, the total portfolio value surged by 168.7%, growing from approximately $162.99 million to $437.90 million. This massive capital infusion coincides with a significant shift in management strategy, evidenced by the overhaul ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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