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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
+9.38%
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
$3.43B
AUM Growth
+$282M
Cap. Flow
+$55.2M
Cap. Flow %
1.61%
Top 10 Hldgs %
35.86%
Holding
1,779
New
32
Increased
501
Reduced
306
Closed
50

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$12.6M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.95M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$2.09M
2
AVGO icon
Broadcom
AVGO
+$1.9M
3
ROP icon
Roper Technologies
ROP
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

Rank Sector Weight
1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMI icon
251
Kinder Morgan
KMI
$70.6B
$402K 0.01%
13,684
+579
+4% +$15.9K
FITB
252
Fifth Third Bancorp
FITB
$52.7B
$392K 0.01%
9,540
+70
+0.7% +$2.63K
PIPR icon
253
Piper Sandler
PIPR
$5.35B
$392K 0.01%
5,640
– –
AMT icon
254
American Tower
AMT
$80.3B
$388K 0.01%
1,757
+2
+0.1% +$432
BX icon
255
Blackstone
BX
$111B
$383K 0.01%
2,559
-310
-11% -$42.6K
WERN icon
256
Werner Enterprises
WERN
$2.3B
$372K 0.01%
13,588
– –
MDY icon
257
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$361K 0.01%
637
– –
BN icon
258
Brookfield
BN
$108B
$349K 0.01%
8,463
– –
CME icon
259
CME Group
CME
$94.7B
$337K 0.01%
1,221
– –
AXP icon
260
American Express
AXP
$231B
$335K 0.01%
1,051
-8
-0.8% -$2.25K
TD icon
261
Toronto Dominion Bank
TD
$205B
$335K 0.01%
4,560
-550
-11% -$35.9K
VKTX icon
262
Viking Therapeutics
VKTX
$3.89B
$335K 0.01%
12,625
– –
XEL icon
263
Xcel Energy
XEL
$49.4B
$332K 0.01%
4,876
-99
-2% -$6.87K
PLTR icon
264
Palantir
PLTR
$419B
$329K 0.01%
2,412
+80
+3% +$9.38K
SCHX icon
265
Schwab US Large- Cap ETF
SCHX
$75B
$326K 0.01%
13,320
-243
-2% -$5.49K
RF icon
266
Regions Financial
RF
$27B
$325K 0.01%
13,818
– –
OKE icon
267
Oneok
OKE
$58.3B
$324K 0.01%
3,965
-100
-2% -$8.34K
SYF icon
268
Synchrony
SYF
$25.9B
$316K 0.01%
4,736
-22
-0.5% -$1.23K
KNX icon
269
Knight Transportation
KNX
$11.9B
$316K 0.01%
7,135
+19
+0.3% +$808
HBI
270
DELISTED
Hanesbrands
HBI
$309K 0.01%
67,456
-34,192
-34% -$165K
MFC icon
271
Manulife Financial
MFC
$73B
$304K 0.01%
9,503
-4,136
-30% -$127K
ACN icon
272
Accenture
ACN
$110B
$303K 0.01%
1,013
– –
XLE icon
273
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$302K 0.01%
7,122
– –
GM icon
274
General Motors
GM
$76.6B
$300K 0.01%
6,106
-1,073
-15% -$50.9K
TRV icon
275
Travelers Companies
TRV
$77B
$296K 0.01%
1,108
– –
9 10
11
12 13

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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
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Farmers & Merchants Investments Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Farmers & Merchants Investments Inc held 1,779 positions worth $3.43B, up 9% from $3.15B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.6%. Farmers & Merchants Investments Inc opened 32 new positions and exited 50, leaving the 1,779-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 17% a quarter earlier, followed by Financials and Industrials.

  • Farmers & Merchants Investments Inc's largest Q2 2025 buy was Ralliant Corp: 13,656 shares worth $662K.
  • Farmers & Merchants Investments Inc added most to Salesforce in Q2 2025, an estimated $12.6M increase.
  • Farmers & Merchants Investments Inc's biggest Q2 2025 reduction was Oracle, cutting an estimated $2.09M.
  • Farmers & Merchants Investments Inc fully exited iShares Intermediate Government/Credit Bond ETF in Q2 2025, selling an estimated $256K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 36% of its $3.43B portfolio in Q2 2025.
  • Farmers & Merchants Investments Inc opened 32 new positions and closed 50 in Q2 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 9% quarter-over-quarter to $3.43B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.