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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
KNX icon
276
Knight Transportation
KNX
$11.9B
$282K 0.01%
7,135
– –
FNDF icon
277
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
$279K 0.01%
6,500
– –
PII icon
278
Polaris
PII
$3.92B
$271K 0.01%
4,660
-251
-5% -$13.5K
MRSH
279
Marsh
MRSH
$89.5B
$269K 0.01%
1,337
-1
-0.1% -$206
CTAS icon
280
Cintas
CTAS
$80.5B
$269K 0.01%
1,310
– –
CRH icon
281
CRH
CRH
$65.8B
$268K 0.01%
2,236
– –
EPD icon
282
Enterprise Products Partners
EPD
$82.1B
$267K 0.01%
8,535
– –
CTVA icon
283
Corteva
CTVA
$50.2B
$266K 0.01%
3,928
+382
+11% +$27.7K
LNT icon
284
Alliant Energy
LNT
$18.3B
$262K 0.01%
3,886
– –
SFNC icon
285
Simmons First National
SFNC
$3.47B
$260K 0.01%
13,588
– –
HBI
286
DELISTED
Hanesbrands
HBI
$260K 0.01%
39,504
-27,952
-41% -$154K
VYM icon
287
Vanguard High Dividend Yield ETF
VYM
$84.2B
$259K 0.01%
1,840
– –
IMCB icon
288
iShares Morningstar Mid-Cap ETF
IMCB
$1.73B
$250K 0.01%
3,012
– –
ACN icon
289
Accenture
ACN
$109B
$250K 0.01%
1,013
– –
OKE icon
290
Oneok
OKE
$58.7B
$246K 0.01%
3,365
-600
-15% -$45.9K
MKL icon
291
Markel Group
MKL
$22.7B
$239K 0.01%
125
– –
IJS icon
292
iShares S&P Small-Cap 600 Value ETF
IJS
$8.4B
$232K 0.01%
2,100
– –
EXR icon
293
Extra Space Storage
EXR
$31.3B
$232K 0.01%
1,647
– –
PFG icon
294
Principal Financial Group
PFG
$24.5B
$227K 0.01%
2,735
-170
-6% -$13.6K
CASY icon
295
Casey's General Stores
CASY
$31.3B
$226K 0.01%
400
+3
+0.8% +$1.57K
STX icon
296
Seagate
STX
$208B
$225K 0.01%
955
+22
+2% +$3.75K
MFDX icon
297
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$472M
$223K 0.01%
6,000
– –
VPU
298
Vanguard Utilities ETF
VPU
$8.51B
$219K 0.01%
1,157
– –
ORLY icon
299
O'Reilly Automotive
ORLY
$74.9B
$206K 0.01%
1,915
-5
-0.3% -$503
PLD icon
300
Prologis
PLD
$134B
$206K 0.01%
1,798
+229
+15% +$25.2K
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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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.