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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
TRP icon
426
TC Energy
TRP
$65.8B
$52.7K ﹤0.01%
968
– –
SHY icon
427
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$51.8K ﹤0.01%
624
– –
AON icon
428
Aon
AON
$75.7B
$51.3K ﹤0.01%
144
– –
EQIX icon
429
Equinix
EQIX
$106B
$50.9K ﹤0.01%
65
-25
-28% -$19.5K
BUFR icon
430
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$50K ﹤0.01%
1,497
– –
SLV icon
431
iShares Silver Trust
SLV
$31.3B
$49.6K ﹤0.01%
+1,170
New +$42K
FDS icon
432
Factset
FDS
$10.2B
$49.3K ﹤0.01%
172
-240
-58% -$91.7K
IONQ icon
433
IonQ
IONQ
$18.2B
$49.2K ﹤0.01%
+800
New +$37.6K
GLW icon
434
Corning
GLW
$137B
$48.8K ﹤0.01%
595
– –
BAX icon
435
Baxter International
BAX
$14B
$48K ﹤0.01%
2,107
-19,148
-90% -$486K
CCI icon
436
Crown Castle
CCI
$32.2B
$47.8K ﹤0.01%
495
– –
VOOG icon
437
Vanguard S&P 500 Growth ETF
VOOG
$27.4B
$47.5K ﹤0.01%
654
– –
PFF icon
438
iShares Preferred and Income Securities ETF
PFF
$13.3B
$47.4K ﹤0.01%
1,500
– –
VST icon
439
Vistra
VST
$49.1B
$47.4K ﹤0.01%
242
-2
-0.8% -$396
SPYG icon
440
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.5B
$46.9K ﹤0.01%
449
– –
SGOL icon
441
abrdn Physical Gold Shares ETF
SGOL
$7.42B
$46.2K ﹤0.01%
1,255
– –
TDG icon
442
TransDigm Group
TDG
$68.9B
$46.1K ﹤0.01%
35
-2
-5% -$2.86K
RDDT icon
443
Reddit
RDDT
$30.4B
$46K ﹤0.01%
200
– –
MAR icon
444
Marriott International
MAR
$91.9B
$45.8K ﹤0.01%
176
– –
PCAR icon
445
PACCAR
PCAR
$68.8B
$45.5K ﹤0.01%
463
– –
EBAY icon
446
eBay
EBAY
$46.5B
$45.5K ﹤0.01%
500
– –
WU icon
447
Western Union
WU
$2.34B
$45.3K ﹤0.01%
5,675
– –
VRT icon
448
Vertiv
VRT
$111B
$45.3K ﹤0.01%
300
– –
AJG icon
449
Arthur J. Gallagher & Co
AJG
$65B
$45.2K ﹤0.01%
146
– –
NFG icon
450
National Fuel Gas
NFG
$7.75B
$45.2K ﹤0.01%
489
+5
+1% +$436
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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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.