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FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $4.13B
1-Year Est. Return 32.58%
This Fund
S&P 500
This Quarter Est. Return
+7.4%
1 Year Est. Return
+32.58%
3 Year Est. Return
+77.81%
5 Year Est. Return
+94.45%
10 Year Est. Return
+341.63%
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
-$123M
Cap. Flow %
-3.48%
Top 10 Hldgs %
37.25%
Holding
1,780
New
51
Increased
361
Reduced
333
Closed
43

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.2M
2
JPM icon
JPMorgan Chase
JPM
+$3.16M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.26M
2
MSFT icon
Microsoft
MSFT
+$6.98M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RAL
226
Ralliant Corp
RAL
$7.98B
$599K 0.02%
13,709
+53
+0.4% +$2.36K
VHT icon
227
Vanguard Health Care ETF
VHT
$19B
$593K 0.02%
2,283
– –
DE icon
228
Deere & Co
DE
$165B
$592K 0.02%
1,294
-3
-0.2% -$1.48K
LMT icon
229
Lockheed Martin
LMT
$138B
$592K 0.02%
1,185
-30
-2% -$13.6K
TSCO icon
230
Tractor Supply
TSCO
$18.7B
$572K 0.02%
10,060
-155
-2% -$9.13K
GRMN
231
Garmin
GRMN
$60.4B
$566K 0.02%
2,300
-660
-22% -$152K
TFC icon
232
Truist Financial
TFC
$64.7B
$560K 0.02%
12,242
+260
+2% +$11.7K
BNY
233
Bank of New York Mellon
BNY
$110B
$557K 0.02%
5,116
– –
NTRS icon
234
Northern Trust
NTRS
$34.7B
$556K 0.02%
4,133
– –
BIIB icon
235
Biogen
BIIB
$31.1B
$552K 0.02%
3,942
-5
-0.1% -$676
QQQ icon
236
Invesco QQQ Trust
QQQ
$487B
$531K 0.02%
885
+142
+19% +$81.3K
UL icon
237
Unilever
UL
$134B
$521K 0.01%
7,812
-54
-0.7% -$3.73K
PIPR icon
238
Piper Sandler
PIPR
$5.37B
$489K 0.01%
5,640
– –
UMBF icon
239
UMB Financial
UMBF
$11.5B
$480K 0.01%
4,058
+5
+0.1% +$576
OMC icon
240
Omnicom Group
OMC
$23.7B
$479K 0.01%
5,876
-100
-2% -$7.55K
DVY icon
241
iShares Select Dividend ETF
DVY
$23.9B
$468K 0.01%
3,294
– –
TTE icon
242
TotalEnergies
TTE
$193B
$466K 0.01%
7,803
-1
-0% -$62
SU icon
243
Suncor Energy
SU
$76B
$456K 0.01%
10,915
– –
PLTR icon
244
Palantir
PLTR
$421B
$452K 0.01%
2,477
+65
+3% +$10.5K
VLTO icon
245
Veralto
VLTO
$23.5B
$448K 0.01%
4,205
– –
MPLX icon
246
MPLX
MPLX
$60.6B
$434K 0.01%
8,690
– –
BX icon
247
Blackstone
BX
$110B
$427K 0.01%
2,502
-57
-2% -$9.77K
FITB
248
Fifth Third Bancorp
FITB
$52.6B
$422K 0.01%
9,470
-70
-0.7% -$3.06K
ET icon
249
Energy Transfer Partners
ET
$72.5B
$421K 0.01%
24,546
-100
-0.4% -$1.75K
EFG icon
250
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$412K 0.01%
3,615
– –
8 9
10
11 12

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SP
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GCM
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ZP
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SHCM
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CA
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ICP
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BG
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Farmers & Merchants Investments Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Farmers & Merchants Investments Inc held 1,780 positions worth $3.53B, up 2.8% from $3.43B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Farmers & Merchants Investments Inc withdrew a net $123M in Q3 2025, closing 43 positions and reducing 333 holdings. Its most notable exit was Juniper Networks, an estimated $657K position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Financials and Industrials.

Against the trend, Farmers & Merchants Investments Inc opened a new position in Applovin worth $107K.

  • Farmers & Merchants Investments Inc's largest Q3 2025 buy was Applovin: 149 shares worth $107K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $14.2M increase.
  • Farmers & Merchants Investments Inc's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.26M.
  • Farmers & Merchants Investments Inc fully exited Juniper Networks in Q3 2025, selling an estimated $657K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.53B portfolio in Q3 2025.
  • Farmers & Merchants Investments Inc opened 51 new positions and closed 43 in Q3 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.8% quarter-over-quarter to $3.53B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.