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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
SNPS icon
426
Synopsys
SNPS
$79.3B
$53.3K ﹤0.01%
104
– –
HWM icon
427
Howmet Aerospace
HWM
$112B
$52.3K ﹤0.01%
281
– –
DASH icon
428
DoorDash
DASH
$93.9B
$52.3K ﹤0.01%
+212
New +$42.5K
SHY icon
429
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$51.7K ﹤0.01%
624
– –
DAKT icon
430
Daktronics
DAKT
$986M
$51.6K ﹤0.01%
3,415
– –
AON icon
431
Aon
AON
$76B
$51.4K ﹤0.01%
144
– –
CCI icon
432
Crown Castle
CCI
$32.4B
$50.9K ﹤0.01%
495
– –
NOC icon
433
Northrop Grumman
NOC
$81.6B
$48.5K ﹤0.01%
97
– –
CNI icon
434
Canadian National Railway
CNI
$77.2B
$48.3K ﹤0.01%
464
– –
FTNT icon
435
Fortinet
FTNT
$121B
$48.1K ﹤0.01%
455
-5
-1% -$504
MAR icon
436
Marriott International
MAR
$91.9B
$48.1K ﹤0.01%
176
-1
-0.6% -$251
WU icon
437
Western Union
WU
$2.34B
$47.8K ﹤0.01%
5,675
+5,431
+2,226% +$51.6K
BUFR icon
438
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$47.6K ﹤0.01%
1,497
– –
VST icon
439
Vistra
VST
$49.1B
$47.3K ﹤0.01%
244
-3
-1% -$444
TRP icon
440
TC Energy
TRP
$65.4B
$47.2K ﹤0.01%
968
– –
VLO icon
441
Valero Energy
VLO
$98.2B
$47.2K ﹤0.01%
351
-3
-0.8% -$374
QLD icon
442
ProShares Ultra QQQ
QLD
$14.4B
$47.1K ﹤0.01%
800
– –
AJG icon
443
Arthur J. Gallagher & Co
AJG
$65.2B
$46.7K ﹤0.01%
146
+18
+14% +$5.93K
PFF icon
444
iShares Preferred and Income Securities ETF
PFF
$13.3B
$46K ﹤0.01%
1,500
-18,009
-92% -$542K
HLT icon
445
Hilton Worldwide
HLT
$72.1B
$45.8K ﹤0.01%
172
-2
-1% -$476
COIN icon
446
Coinbase
COIN
$40.5B
$45.6K ﹤0.01%
+130
New +$30.4K
RHI icon
447
Robert Half
RHI
$4.47B
$45.2K ﹤0.01%
1,100
– –
PCAR icon
448
PACCAR
PCAR
$68.7B
$44K ﹤0.01%
463
-3
-0.6% -$277
VOOG icon
449
Vanguard S&P 500 Growth ETF
VOOG
$27.4B
$43.2K ﹤0.01%
654
+216
+49% +$12.9K
MKC icon
450
McCormick & Company Non-Voting
MKC
$14.7B
$42.9K ﹤0.01%
566
-18
-3% -$1.35K
16 17
18
19 20

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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.