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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
MRSH
276
Marsh
MRSH
$89.6B
$293K 0.01%
1,338
– –
CTAS icon
277
Cintas
CTAS
$80.9B
$292K 0.01%
1,310
– –
STT icon
278
State Street
STT
$52B
$289K 0.01%
2,719
-7
-0.3% -$647
AMAT icon
279
Applied Materials
AMAT
$440B
$287K 0.01%
1,569
– –
CGXU icon
280
Capital Group International Focus Equity ETF
CGXU
$6.63B
$270K 0.01%
9,950
– –
XLF icon
281
State Street Financial Select Sector SPDR ETF
XLF
$59B
$269K 0.01%
5,133
– –
ADI icon
282
Analog Devices
ADI
$188B
$268K 0.01%
1,125
– –
EPD icon
283
Enterprise Products Partners
EPD
$82.3B
$265K 0.01%
8,535
– –
CTVA icon
284
Corteva
CTVA
$50.3B
$264K 0.01%
3,546
-13
-0.4% -$866
FNDF icon
285
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
$260K 0.01%
6,500
-16
-0.2% -$603
SFNC icon
286
Simmons First National
SFNC
$3.47B
$258K 0.01%
13,588
– –
MKL icon
287
Markel Group
MKL
$22.7B
$250K 0.01%
125
– –
XYL icon
288
Xylem
XYL
$28B
$250K 0.01%
1,930
+5
+0.3% +$606
VYM icon
289
Vanguard High Dividend Yield ETF
VYM
$84.1B
$245K 0.01%
1,840
– –
EXR icon
290
Extra Space Storage
EXR
$31.3B
$243K 0.01%
1,647
+5
+0.3% +$728
IMCB icon
291
iShares Morningstar Mid-Cap ETF
IMCB
$1.72B
$240K 0.01%
3,012
– –
LNT icon
292
Alliant Energy
LNT
$18.3B
$235K 0.01%
3,886
– –
CAG icon
293
Conagra Brands
CAG
$7.32B
$235K 0.01%
11,474
-489
-4% -$11.5K
PFG icon
294
Principal Financial Group
PFG
$24.4B
$231K 0.01%
2,905
-718
-20% -$55.1K
MFDX icon
295
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$472M
$216K 0.01%
6,000
– –
IJS icon
296
iShares S&P Small-Cap 600 Value ETF
IJS
$8.39B
$209K 0.01%
2,100
– –
CRH icon
297
CRH
CRH
$65.3B
$205K 0.01%
2,236
– –
VPU
298
Vanguard Utilities ETF
VPU
$8.51B
$204K 0.01%
1,157
– –
ED icon
299
Consolidated Edison
ED
$40B
$204K 0.01%
2,030
– –
CASY icon
300
Casey's General Stores
CASY
$31.4B
$203K 0.01%
397
+4
+1% +$1.84K
10 11
12
13 14

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SP
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GCM
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ZP
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SHCM
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ICP
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BG
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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.