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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
SPYG icon
451
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.6B
$42.8K ﹤0.01%
449
– –
RCL icon
452
Royal Caribbean
RCL
$83B
$42.6K ﹤0.01%
136
+4
+3% +$952
SRE icon
453
Sempra
SRE
$56.5B
$42.1K ﹤0.01%
556
– –
MCHP icon
454
Microchip Technology
MCHP
$42.4B
$41.7K ﹤0.01%
592
-436
-42% -$24K
APO icon
455
Apollo Global Management
APO
$84.9B
$41.6K ﹤0.01%
293
+5
+2% +$663
STLD icon
456
Steel Dynamics
STLD
$37.2B
$41.3K ﹤0.01%
323
– –
AIG icon
457
American International
AIG
$39.8B
$41.3K ﹤0.01%
482
-35
-7% -$2.91K
NFG icon
458
National Fuel Gas
NFG
$7.73B
$41K ﹤0.01%
484
+10
+2% +$807
PWR icon
459
Quanta Services
PWR
$102B
$40.8K ﹤0.01%
108
+11
+11% +$3.53K
NEM icon
460
Newmont
NEM
$120B
$40.8K ﹤0.01%
700
+50
+8% +$2.67K
IR icon
461
Ingersoll Rand
IR
$32.7B
$40.6K ﹤0.01%
488
– –
ALL icon
462
Allstate
ALL
$66B
$40.1K ﹤0.01%
199
– –
TPVG icon
463
TriplePoint Venture Growth BDC
TPVG
$221M
$40K ﹤0.01%
5,700
+1,000
+21% +$6.55K
VPL icon
464
Vanguard FTSE Pacific ETF
VPL
$8.64B
$39.9K ﹤0.01%
486
– –
SGOL icon
465
abrdn Physical Gold Shares ETF
SGOL
$7.42B
$39.6K ﹤0.01%
1,255
-100
-7% -$3.13K
VRT icon
466
Vertiv
VRT
$111B
$38.5K ﹤0.01%
300
– –
IEF icon
467
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$38.3K ﹤0.01%
400
-58
-13% -$5.48K
NXPI icon
468
NXP Semiconductors
NXPI
$58.4B
$38.2K ﹤0.01%
175
– –
QYLD icon
469
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
$37.6K ﹤0.01%
2,250
– –
SPTM icon
470
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$37.4K ﹤0.01%
+500
New +$34.7K
AXON
471
Axon Enterprise
AXON
$49.8B
$37.3K ﹤0.01%
45
+3
+7% +$2.04K
EBAY icon
472
eBay
EBAY
$46.5B
$37.2K ﹤0.01%
500
– –
ABNB icon
473
Airbnb
ABNB
$111B
$37.2K ﹤0.01%
281
– –
CI icon
474
Cigna
CI
$73.5B
$37K ﹤0.01%
112
+94
+522% +$30.3K
IWB icon
475
iShares Russell 1000 ETF
IWB
$50.5B
$36K ﹤0.01%
106
– –
17 18
19
20 21

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AP
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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.