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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
SAIC icon
251
Saic
SAIC
$5.27B
$401K 0.01%
4,040
– –
XEL icon
252
Xcel Energy
XEL
$49.3B
$388K 0.01%
4,810
-66
-1% -$4.78K
TEL icon
253
TE Connectivity
TEL
$62.5B
$387K 0.01%
1,765
-1,564
-47% -$313K
BN icon
254
Brookfield
BN
$109B
$387K 0.01%
8,463
– –
KMI icon
255
Kinder Morgan
KMI
$71.1B
$386K 0.01%
13,630
-54
-0.4% -$1.48K
MDY icon
256
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$380K 0.01%
637
– –
TD icon
257
Toronto Dominion Bank
TD
$204B
$365K 0.01%
4,560
– –
RF icon
258
Regions Financial
RF
$27B
$364K 0.01%
13,817
-1
-0% -$26
WERN icon
259
Werner Enterprises
WERN
$2.31B
$358K 0.01%
13,588
– –
GM icon
260
General Motors
GM
$76.1B
$357K 0.01%
5,856
-250
-4% -$13.9K
SCHX icon
261
Schwab US Large- Cap ETF
SCHX
$74.9B
$351K 0.01%
13,320
– –
AXP icon
262
American Express
AXP
$230B
$347K 0.01%
1,046
-5
-0.5% -$1.59K
AMT icon
263
American Tower
AMT
$80.9B
$338K 0.01%
1,757
– –
SYF icon
264
Synchrony
SYF
$25.9B
$335K 0.01%
4,711
-25
-0.5% -$1.81K
VKTX icon
265
Viking Therapeutics
VKTX
$3.87B
$332K 0.01%
12,625
– –
CME icon
266
CME Group
CME
$94.9B
$330K 0.01%
1,220
-1
-0.1% -$272
AMAT icon
267
Applied Materials
AMAT
$442B
$321K 0.01%
1,569
– –
XLE icon
268
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$318K 0.01%
7,122
– –
STT icon
269
State Street
STT
$52.1B
$315K 0.01%
2,719
– –
TRV icon
270
Travelers Companies
TRV
$77.1B
$309K 0.01%
1,108
– –
OGE icon
271
OGE Energy
OGE
$9.69B
$304K 0.01%
6,579
+6,415
+3,912% +$287K
MFC icon
272
Manulife Financial
MFC
$72.6B
$296K 0.01%
9,503
– –
CGXU icon
273
Capital Group International Focus Equity ETF
CGXU
$6.63B
$295K 0.01%
9,950
– –
XLF icon
274
State Street Financial Select Sector SPDR ETF
XLF
$59B
$288K 0.01%
5,343
+210
+4% +$11.1K
XYL icon
275
Xylem
XYL
$28B
$285K 0.01%
1,935
+5
+0.3% +$693
9 10
11
12 13

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AP
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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 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.