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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
CAG icon
301
Conagra Brands
CAG
$7.34B
$205K 0.01%
11,174
-300
-3% -$5.75K
ED icon
302
Consolidated Edison
ED
$40B
$204K 0.01%
2,030
– –
MS icon
303
Morgan Stanley
MS
$344B
$195K 0.01%
1,228
+150
+14% +$22.1K
IPG
304
DELISTED
Interpublic Group of Companies
IPG
$185K 0.01%
6,613
– –
DEO icon
305
Diageo
DEO
$52.8B
$183K 0.01%
1,921
– –
SWX icon
306
Southwest Gas
SWX
$6.68B
$182K 0.01%
2,329
+3
+0.1% +$234
ILCB icon
307
iShares Morningstar US Equity ETF
ILCB
$1.33B
$181K 0.01%
1,959
– –
AVEM icon
308
Avantis Emerging Markets Equity ETF
AVEM
$27.1B
$180K 0.01%
2,400
– –
MUB icon
309
iShares National Muni Bond ETF
MUB
$45.9B
$178K 0.01%
1,674
– –
DRI icon
310
Darden Restaurants
DRI
$25.4B
$176K 0.01%
924
– –
GEHC icon
311
GE HealthCare
GEHC
$33.1B
$175K 0.01%
2,333
-46
-2% -$3.43K
JBHT icon
312
JB Hunt Transport Services
JBHT
$26.5B
$175K 0.01%
1,304
– –
PRU icon
313
Prudential Financial
PRU
$42.8B
$175K ﹤0.01%
1,683
– –
SOLV icon
314
Solventum
SOLV
$14.6B
$174K ﹤0.01%
2,385
-98
-4% -$7.18K
VFC icon
315
VF Corp
VFC
$5.83B
$170K ﹤0.01%
11,794
-1,083
-8% -$14.6K
FCX icon
316
Freeport-McMoran
FCX
$94.7B
$167K ﹤0.01%
4,248
– –
RSPT icon
317
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.02B
$165K ﹤0.01%
3,710
– –
MNST icon
318
Monster Beverage
MNST
$91.7B
$165K ﹤0.01%
4,902
– –
INTU icon
319
Intuit
INTU
$92.7B
$159K ﹤0.01%
233
– –
GRID
320
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$158K ﹤0.01%
1,048
– –
VBK icon
321
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.9B
$157K ﹤0.01%
528
+267
+102% +$77.1K
RSG icon
322
Republic Services
RSG
$66B
$153K ﹤0.01%
665
– –
MGV icon
323
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$151K ﹤0.01%
1,093
– –
EFV icon
324
iShares MSCI EAFE Value ETF
EFV
$30.1B
$150K ﹤0.01%
2,212
– –
NOW icon
325
ServiceNow
NOW
$127B
$149K ﹤0.01%
810
– –
11 12
13
14 15

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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 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.