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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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.19T
$25.9M 0.76%
146,022
+1,749
+1% +$289K
JNJ icon
27
Johnson & Johnson
JNJ
$629B
$25.8M 0.75%
169,051
+6,670
+4% +$1.03M
V icon
28
Visa
V
$671B
$25.7M 0.75%
72,321
-2,209
-3% -$770K
EMR icon
29
Emerson Electric
EMR
$91.4B
$25.3M 0.74%
189,657
+57
+0% +$6.54K
PEP icon
30
PepsiCo
PEP
$189B
$23.9M 0.7%
181,021
+7,376
+4% +$994K
ABT icon
31
Abbott
ABT
$192B
$23.6M 0.69%
173,817
-5,595
-3% -$738K
PG icon
32
Procter & Gamble
PG
$335B
$23.1M 0.67%
144,911
+247
+0.2% +$40.3K
TSM icon
33
TSMC
TSM
$2.23T
$23.1M 0.67%
101,911
+5,422
+6% +$1M
GS icon
34
Goldman Sachs
GS
$302B
$22.3M 0.65%
31,479
+286
+0.9% +$166K
CSCO icon
35
Cisco
CSCO
$488B
$21.7M 0.63%
313,249
-2,410
-0.8% -$148K
ROP icon
36
Roper Technologies
ROP
$39.1B
$21.7M 0.63%
38,292
-2,992
-7% -$1.69M
TXN icon
37
Texas Instruments
TXN
$253B
$21.6M 0.63%
103,868
-22
-0% -$3.91K
VOO icon
38
Vanguard S&P 500 ETF
VOO
$1.03T
$21M 0.61%
37,013
+3,077
+9% +$1.62M
APD icon
39
Air Products & Chemicals
APD
$67.7B
$20.9M 0.61%
74,225
+1,300
+2% +$356K
MCD icon
40
McDonald's
MCD
$195B
$20.7M 0.6%
70,819
-1,253
-2% -$386K
UNH icon
41
UnitedHealth
UNH
$364B
$20.5M 0.6%
65,753
+4,315
+7% +$1.65M
VCSH icon
42
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$20M 0.58%
252,138
+14,000
+6% +$1.1M
PANW icon
43
Palo Alto Networks
PANW
$315B
$19.7M 0.57%
96,053
+5,529
+6% +$1.03M
DIS icon
44
Walt Disney
DIS
$178B
$19.6M 0.57%
157,918
+2,570
+2% +$267K
UNP icon
45
Union Pacific
UNP
$174B
$19.4M 0.57%
84,301
-2,433
-3% -$540K
BAC icon
46
Bank of America
BAC
$453B
$19.3M 0.56%
408,611
+18,255
+5% +$768K
CVS icon
47
CVS Health
CVS
$121B
$18.4M 0.54%
266,774
+4,430
+2% +$290K
COF icon
48
Capital One
COF
$136B
$18.3M 0.53%
85,784
-2,391
-3% -$446K
CVX icon
49
Chevron
CVX
$386B
$17.2M 0.5%
119,856
+223
+0.2% +$31.4K
SYK icon
50
Stryker
SYK
$133B
$17.1M 0.5%
43,270
-1,084
-2% -$406K
1
2
3 4 5

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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 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.