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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
+9.38%
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
$3.43B
AUM Growth
+$282M
Cap. Flow
+$55.2M
Cap. Flow %
1.61%
Top 10 Hldgs %
35.86%
Holding
1,779
New
32
Increased
501
Reduced
306
Closed
50

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$12.6M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.95M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$2.09M
2
AVGO icon
Broadcom
AVGO
+$1.9M
3
ROP icon
Roper Technologies
ROP
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

Rank Sector Weight
1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHM icon
401
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$70.5K ﹤0.01%
1,475
-947
-39% -$44.9K
LNG icon
402
Cheniere Energy
LNG
$55.5B
$69.4K ﹤0.01%
285
– –
ANET icon
403
Arista Networks
ANET
$262B
$69.4K ﹤0.01%
678
+14
+2% +$1.21K
FTSM icon
404
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$68.9K ﹤0.01%
1,150
– –
LW icon
405
Lamb Weston
LW
$7.41B
$67.6K ﹤0.01%
1,304
– –
MUR icon
406
Murphy Oil
MUR
$4.98B
$67.3K ﹤0.01%
2,990
-2
-0.1% -$45
ARTY
407
iShares Future AI & Tech ETF
ARTY
$4.08B
$67.1K ﹤0.01%
1,637
– –
ARCC icon
408
Ares Capital
ARCC
$14.5B
$65.9K ﹤0.01%
3,000
– –
LH icon
409
Labcorp
LH
$26.2B
$64.1K ﹤0.01%
244
-1
-0.4% -$244
WES icon
410
Western Midstream Partners
WES
$20.1B
$60.6K ﹤0.01%
1,566
– –
MCO icon
411
Moody's
MCO
$83.1B
$60.2K ﹤0.01%
120
– –
IGV icon
412
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$59.1K ﹤0.01%
+540
New +$53.4K
PH icon
413
Parker-Hannifin
PH
$133B
$58.7K ﹤0.01%
84
-522
-86% -$330K
KBWB icon
414
Invesco KBW Bank ETF
KBWB
$6.84B
$58.7K ﹤0.01%
819
– –
CTRA
415
DELISTED
Coterra Energy
CTRA
$58.5K ﹤0.01%
2,305
– –
PAA icon
416
Plains All American Pipeline
PAA
$16.5B
$57.6K ﹤0.01%
3,146
– –
KKR icon
417
KKR & Co
KKR
$102B
$57.2K ﹤0.01%
430
– –
SHW icon
418
Sherwin-Williams
SHW
$87.3B
$57K ﹤0.01%
166
-1
-0.6% -$346
AMCR icon
419
Amcor
AMCR
$21.5B
$56.7K ﹤0.01%
1,235
+10
+0.8% +$461
TDG icon
420
TransDigm Group
TDG
$68.5B
$56.3K ﹤0.01%
37
+3
+9% +$4.21K
FVD icon
421
First Trust Value Line Dividend Fund
FVD
$8.37B
$55.6K ﹤0.01%
1,243
– –
BABA icon
422
Alibaba
BABA
$292B
$55.2K ﹤0.01%
487
– –
CDNS icon
423
Cadence Design Systems
CDNS
$89.6B
$55.2K ﹤0.01%
179
-1
-0.6% -$291
ES icon
424
Eversource Energy
ES
$27.1B
$54.1K ﹤0.01%
850
– –
EUFN icon
425
iShares MSCI Europe Financials ETF
EUFN
$4.29B
$54K ﹤0.01%
1,708
– –
15 16
17
18 19

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Farmers & Merchants Investments Inc held 1,779 positions worth $3.43B, up 9% from $3.15B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.6%. Farmers & Merchants Investments Inc opened 32 new positions and exited 50, leaving the 1,779-position portfolio largely intact.

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

  • Farmers & Merchants Investments Inc's largest Q2 2025 buy was Ralliant Corp: 13,656 shares worth $662K.
  • Farmers & Merchants Investments Inc added most to Salesforce in Q2 2025, an estimated $12.6M increase.
  • Farmers & Merchants Investments Inc's biggest Q2 2025 reduction was Oracle, cutting an estimated $2.09M.
  • Farmers & Merchants Investments Inc fully exited iShares Intermediate Government/Credit Bond ETF in Q2 2025, selling an estimated $256K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 36% of its $3.43B portfolio in Q2 2025.
  • Farmers & Merchants Investments Inc opened 32 new positions and closed 50 in Q2 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 9% quarter-over-quarter to $3.43B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.