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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
XLV icon
351
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$112K ﹤0.01%
803
– –
APP icon
352
Applovin
APP
$105B
$107K ﹤0.01%
+149
New +$68.7K
BSX icon
353
Boston Scientific
BSX
$74.6B
$106K ﹤0.01%
1,089
+40
+4% +$4.14K
JXN icon
354
Jackson Financial
JXN
$9.05B
$106K ﹤0.01%
1,046
– –
NXT icon
355
Nextpower Inc
NXT
$16B
$105K ﹤0.01%
1,425
+5
+0.4% +$322
FMHI icon
356
First Trust Municipal High Income ETF
FMHI
$1.01B
$105K ﹤0.01%
2,200
– –
MSI icon
357
Motorola Solutions
MSI
$76.7B
$104K ﹤0.01%
227
– –
YUMC icon
358
Yum China
YUMC
$16.2B
$103K ﹤0.01%
2,400
– –
DFAC icon
359
Dimensional US Core Equity 2 ETF
DFAC
$49.8B
$102K ﹤0.01%
2,654
– –
SPG icon
360
Simon Property Group
SPG
$71.8B
$102K ﹤0.01%
543
-25
-4% -$4.32K
KLAC icon
361
KLA
KLAC
$278B
$101K ﹤0.01%
940
– –
MCK icon
362
McKesson
MCK
$100B
$101K ﹤0.01%
131
+2
+2% +$1.41K
PGR icon
363
Progressive
PGR
$121B
$101K ﹤0.01%
408
– –
ANET icon
364
Arista Networks
ANET
$262B
$98.8K ﹤0.01%
678
– –
GSK icon
365
GSK
GSK
$101B
$98K ﹤0.01%
2,270
-1,792
-44% -$70K
IEMG icon
366
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$97.7K ﹤0.01%
1,482
-115
-7% -$7.17K
BNDX icon
367
Vanguard Total International Bond ETF
BNDX
$83B
$97.6K ﹤0.01%
1,974
-1,056
-35% -$52.1K
EOG icon
368
EOG Resources
EOG
$74.2B
$97.4K ﹤0.01%
869
– –
JEPI icon
369
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$97.1K ﹤0.01%
1,700
– –
DVN icon
370
Devon Energy
DVN
$48.7B
$96.5K ﹤0.01%
2,752
– –
FAST icon
371
Fastenal
FAST
$59B
$96K ﹤0.01%
1,958
– –
ADSK icon
372
Autodesk
ADSK
$51.8B
$93.7K ﹤0.01%
295
– –
URI icon
373
United Rentals
URI
$70.2B
$93.6K ﹤0.01%
98
– –
VFH icon
374
Vanguard Financials ETF
VFH
$13.9B
$93.3K ﹤0.01%
711
– –
IYC icon
375
iShares US Consumer Discretionary ETF
IYC
$1.22B
$90.5K ﹤0.01%
864
– –
13 14
15
16 17

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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.