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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
ADI icon
376
Analog Devices
ADI
$186B
$87.2K ﹤0.01%
355
-770
-68% -$185K
BABA icon
377
Alibaba
BABA
$293B
$87K ﹤0.01%
487
– –
DD icon
378
DuPont de Nemours
DD
$19.4B
$86.2K ﹤0.01%
881
-57
-6% -$5.37K
VLO icon
379
Valero Energy
VLO
$98.3B
$85.1K ﹤0.01%
500
+149
+42% +$22.2K
MUR icon
380
Murphy Oil
MUR
$4.99B
$84.9K ﹤0.01%
2,990
– –
AZN icon
381
AstraZeneca
AZN
$244B
$84.9K ﹤0.01%
553
– –
PNC icon
382
PNC Financial Services
PNC
$102B
$84.6K ﹤0.01%
421
– –
CRWD icon
383
CrowdStrike
CRWD
$230B
$83.9K ﹤0.01%
684
– –
MPC icon
384
Marathon Petroleum
MPC
$99.8B
$82.1K ﹤0.01%
426
-5
-1% -$879
MUNI icon
385
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$81.3K ﹤0.01%
1,555
– –
TT icon
386
Trane Technologies
TT
$105B
$77.2K ﹤0.01%
183
– –
CB icon
387
Chubb
CB
$133B
$76.2K ﹤0.01%
270
-5
-2% -$1.38K
LW icon
388
Lamb Weston
LW
$7.43B
$75.7K ﹤0.01%
1,304
– –
ARTY
389
iShares Future AI & Tech ETF
ARTY
$4.07B
$74.9K ﹤0.01%
1,637
– –
CEG icon
390
Constellation Energy
CEG
$98.7B
$74.7K ﹤0.01%
227
– –
CHD icon
391
Church & Dwight Co
CHD
$24.1B
$74.5K ﹤0.01%
850
– –
ICE icon
392
Intercontinental Exchange
ICE
$87.1B
$74.5K ﹤0.01%
442
– –
LQD icon
393
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$73K ﹤0.01%
655
-43
-6% -$4.73K
SBAC icon
394
SBA Communications
SBAC
$19.9B
$72.9K ﹤0.01%
377
– –
DAKT icon
395
Daktronics
DAKT
$986M
$71.4K ﹤0.01%
3,415
– –
SHM icon
396
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$71.1K ﹤0.01%
1,474
-1
-0.1% -$48
LH icon
397
Labcorp
LH
$26.2B
$70K ﹤0.01%
244
– –
FTGC icon
398
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.07B
$69.8K ﹤0.01%
2,694
-200
-7% -$5.07K
FTSM icon
399
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$68.9K ﹤0.01%
1,150
– –
NEM icon
400
Newmont
NEM
$120B
$67.4K ﹤0.01%
800
+100
+14% +$6.97K
14 15
16
17 18

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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.