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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
-0.14%
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
$3.62B
AUM Growth
+$5.21M
Cap. Flow
+$66.4M
Cap. Flow %
1.83%
Top 10 Hldgs %
36.8%
Holding
1,788
New
67
Increased
260
Reduced
349
Closed
28

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.6M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.2M
3
CRM icon
Salesforce
CRM
+$5.06M
4
MSFT icon
Microsoft
MSFT
+$4.36M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.27M

Top Sells

Rank Stock Value
1
ALB icon
Albemarle
ALB
+$1.67M
2
WMT icon
Walmart Inc
WMT
+$1.43M
3
ATI icon
ATI
ATI
+$1.03M
4
WCC
WESCO International
WCC
+$878K
5
WFC icon
Wells Fargo
WFC
+$580K

Sector Composition

Rank Sector Weight
1 Technology 17.39%
2 Financials 13.14%
3 Industrials 7.95%
4 Healthcare 7.23%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGXU icon
276
Capital Group International Focus Equity ETF
CGXU
$6.63B
$293K 0.01%
9,950
– –
CASY icon
277
Casey's General Stores
CASY
$31.4B
$291K 0.01%
400
– –
CRH icon
278
CRH
CRH
$65.7B
$280K 0.01%
2,661
+40
+2% +$4.7K
JBHT icon
279
JB Hunt Transport Services
JBHT
$26.5B
$276K 0.01%
1,303
-1
-0.1% -$213
GM icon
280
General Motors
GM
$76.1B
$275K 0.01%
3,689
-10
-0.3% -$795
CTVA icon
281
Corteva
CTVA
$50.3B
$274K 0.01%
3,272
+10
+0.3% +$753
VYM icon
282
Vanguard High Dividend Yield ETF
VYM
$84.1B
$273K 0.01%
1,840
– –
BX icon
283
Blackstone
BX
$110B
$268K 0.01%
2,332
– –
MU icon
284
Micron Technology
MU
$1.09T
$267K 0.01%
791
+11
+1% +$4.31K
TEL icon
285
TE Connectivity
TEL
$62.5B
$259K 0.01%
1,241
– –
PFG icon
286
Principal Financial Group
PFG
$24.5B
$255K 0.01%
2,825
+90
+3% +$8.23K
AXP icon
287
American Express
AXP
$231B
$254K 0.01%
840
-101
-11% -$33.9K
FCX icon
288
Freeport-McMoran
FCX
$95.1B
$250K 0.01%
4,248
– –
IJS icon
289
iShares S&P Small-Cap 600 Value ETF
IJS
$8.4B
$249K 0.01%
2,100
– –
UL icon
290
Unilever
UL
$134B
$243K 0.01%
4,266
-3,301
-44% -$221K
MKL icon
291
Markel Group
MKL
$22.8B
$239K 0.01%
125
– –
PII icon
292
Polaris
PII
$3.93B
$239K 0.01%
4,389
-202
-4% -$12.7K
MFDX icon
293
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$472M
$239K 0.01%
6,000
– –
VBK icon
294
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$234K 0.01%
773
+300
+63% +$94.3K
MRSH
295
Marsh
MRSH
$89.6B
$232K 0.01%
1,337
– –
ED icon
296
Consolidated Edison
ED
$39.9B
$230K 0.01%
2,034
-1
-0% -$108
XYL icon
297
Xylem
XYL
$28.1B
$229K 0.01%
1,919
-20
-1% -$2.62K
VPU
298
Vanguard Utilities ETF
VPU
$8.5B
$229K 0.01%
1,157
– –
BNY
299
Bank of New York Mellon
BNY
$110B
$228K 0.01%
1,921
-3,195
-62% -$380K
PLD icon
300
Prologis
PLD
$134B
$227K 0.01%
1,717
– –
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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CA
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ICP
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BG
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Farmers & Merchants Investments Inc's Q1 2026 Portfolio in Review

As of Q1 2026, Farmers & Merchants Investments Inc held 1,788 positions worth $3.62B, up 0.14% from $3.62B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Farmers & Merchants Investments Inc's Q1 2026 filing shows 67 new, 260 increased, 349 reduced and 28 closed positions. Its largest new stake was State Street SPDR Russell 1000 Low Volatility Focus ETF: 2,332 shares worth $313K. The largest sale was Albemarle, an estimated $1.67M.

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

  • Farmers & Merchants Investments Inc's largest Q1 2026 buy was State Street SPDR Russell 1000 Low Volatility Focus ETF: 2,332 shares worth $313K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $6.6M increase.
  • Farmers & Merchants Investments Inc's biggest Q1 2026 reduction was Albemarle, cutting an estimated $1.67M.
  • Farmers & Merchants Investments Inc fully exited KLA in Q1 2026, selling an estimated $114K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.62B portfolio in Q1 2026.
  • Farmers & Merchants Investments Inc opened 67 new positions and closed 28 in Q1 2026.
  • Farmers & Merchants Investments Inc's portfolio value rose 0.14% quarter-over-quarter to $3.62B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2026, filed 23 Apr 2026.