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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
+3.44%
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
$3.62B
AUM Growth
+$91.3M
Cap. Flow
+$8.7M
Cap. Flow %
0.24%
Top 10 Hldgs %
37.46%
Holding
1,768
New
31
Increased
320
Reduced
340
Closed
47

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.4M
2
META icon
Meta Platforms (Facebook)
META
+$10.8M
3
AMZN icon
Amazon
AMZN
+$3.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.91M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.73M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$5.9M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.35M
3
CMCSA icon
Comcast
CMCSA
+$5.24M
4
DAL icon
Delta Air Lines
DAL
+$3.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

Rank Sector Weight
1 Technology 18.81%
2 Financials 13.94%
3 Healthcare 7.66%
4 Industrials 7.45%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCAR icon
426
PACCAR
PCAR
$68.8B
$51.1K ﹤0.01%
467
+4
+0.9% +$410
FDS icon
427
Factset
FDS
$10.2B
$49.9K ﹤0.01%
172
– –
BAX icon
428
Baxter International
BAX
$14B
$49.8K ﹤0.01%
2,607
+500
+24% +$10K
EQIX icon
429
Equinix
EQIX
$106B
$49.8K ﹤0.01%
65
– –
DASH icon
430
DoorDash
DASH
$93.7B
$49.4K ﹤0.01%
218
– –
HLT icon
431
Hilton Worldwide
HLT
$72.2B
$49.1K ﹤0.01%
171
-1
-0.6% -$272
XRP
432
Bitwise XRP ETF
XRP
$229M
$48.7K ﹤0.01%
+2,374
New +$53.2K
VRT icon
433
Vertiv
VRT
$111B
$48.6K ﹤0.01%
300
– –
SPYG icon
434
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.5B
$47.9K ﹤0.01%
449
– –
TDG icon
435
TransDigm Group
TDG
$68.9B
$47.9K ﹤0.01%
36
+1
+3% +$1.31K
PFF icon
436
iShares Preferred and Income Securities ETF
PFF
$13.3B
$46.4K ﹤0.01%
1,500
– –
XPO icon
437
XPO
XPO
$24.7B
$46.3K ﹤0.01%
341
+4
+1% +$545
CCL icon
438
Carnival Corporation Ltd
CCL
$38.9B
$46.3K ﹤0.01%
1,516
– –
RDDT icon
439
Reddit
RDDT
$30.4B
$46K ﹤0.01%
200
– –
STLD icon
440
Steel Dynamics
STLD
$37.3B
$44.7K ﹤0.01%
264
-59
-18% -$9.37K
GSK icon
441
GSK
GSK
$101B
$44.6K ﹤0.01%
910
-1,360
-60% -$63.4K
Q
442
Qnity Electronics Inc
Q
$29.8B
$44.6K ﹤0.01%
+546
New +$46.4K
DD icon
443
DuPont de Nemours
DD
$19.5B
$44.5K ﹤0.01%
369
-512
-58% -$57.6K
VPL icon
444
Vanguard FTSE Pacific ETF
VPL
$8.65B
$43.9K ﹤0.01%
486
– –
EBAY icon
445
eBay
EBAY
$46.5B
$43.5K ﹤0.01%
500
– –
APO icon
446
Apollo Global Management
APO
$84.8B
$43.1K ﹤0.01%
298
+5
+2% +$664
PWR icon
447
Quanta Services
PWR
$101B
$43K ﹤0.01%
102
– –
ALL icon
448
Allstate
ALL
$65.9B
$41.4K ﹤0.01%
199
– –
IDXX icon
449
Idexx Laboratories
IDXX
$44.7B
$41.3K ﹤0.01%
61
+1
+2% +$681
SPTM icon
450
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$41.3K ﹤0.01%
500
– –
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 Q4 2025 Portfolio in Review

As of Q4 2025, Farmers & Merchants Investments Inc held 1,768 positions worth $3.62B, up 2.6% from $3.53B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.4%. Farmers & Merchants Investments Inc opened 31 new positions and exited 47, leaving the 1,768-position portfolio largely intact.

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

  • Farmers & Merchants Investments Inc's largest Q4 2025 buy was Solstice Advanced Materials: 12,080 shares worth $587K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $11.4M increase.
  • Farmers & Merchants Investments Inc's biggest Q4 2025 reduction was JPMorgan Chase, cutting an estimated $5.9M.
  • Farmers & Merchants Investments Inc fully exited Hanesbrands in Q4 2025, selling an estimated $260K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.62B portfolio in Q4 2025.
  • Farmers & Merchants Investments Inc opened 31 new positions and closed 47 in Q4 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.6% quarter-over-quarter to $3.62B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2025, filed 3 Feb 2026.