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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
LOW icon
26
Lowe's Companies
LOW
$121B
$30.3M 0.84%
125,618
-629
-0.5% -$151K
BRK.A icon
27
Berkshire Hathaway Class A
BRK.A
$1.09T
$28.7M 0.79%
38
-2
-5% -$1.49M
GS icon
28
Goldman Sachs
GS
$302B
$28.1M 0.78%
31,920
+294
+0.9% +$240K
TSM icon
29
TSMC
TSM
$2.23T
$27.9M 0.77%
91,680
+1,737
+2% +$510K
EMR icon
30
Emerson Electric
EMR
$91.4B
$24.1M 0.67%
181,856
+349
+0.2% +$46.3K
PEP icon
31
PepsiCo
PEP
$189B
$23.7M 0.65%
164,843
-1,434
-0.9% -$211K
V icon
32
Visa
V
$671B
$23.5M 0.65%
66,872
-558
-0.8% -$190K
CSCO icon
33
Cisco
CSCO
$488B
$23.3M 0.64%
302,120
-674
-0.2% -$50K
VOO icon
34
Vanguard S&P 500 ETF
VOO
$1.03T
$22.8M 0.63%
36,368
-747
-2% -$464K
ABT icon
35
Abbott
ABT
$192B
$21.6M 0.6%
172,482
-1,152
-0.7% -$147K
BAC icon
36
Bank of America
BAC
$453B
$21.5M 0.59%
390,379
+4,277
+1% +$226K
RTX icon
37
RTX Corp
RTX
$300B
$21.2M 0.59%
115,429
-710
-0.6% -$123K
COF icon
38
Capital One
COF
$136B
$20.5M 0.57%
84,711
+1,018
+1% +$227K
MCD icon
39
McDonald's
MCD
$195B
$20.4M 0.56%
66,766
-1,239
-2% -$379K
UNH icon
40
UnitedHealth
UNH
$364B
$20.3M 0.56%
61,587
-343
-0.6% -$116K
CVS icon
41
CVS Health
CVS
$121B
$20.2M 0.56%
254,994
+5,258
+2% +$415K
PG icon
42
Procter & Gamble
PG
$335B
$19.2M 0.53%
133,984
-4,627
-3% -$682K
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$19M 0.53%
238,760
+30,100
+14% +$2.4M
UNP icon
44
Union Pacific
UNP
$174B
$18.5M 0.51%
79,928
-1,479
-2% -$338K
ABBV icon
45
AbbVie
ABBV
$440B
$18.5M 0.51%
80,766
-3,777
-4% -$860K
IWM icon
46
iShares Russell 2000 ETF
IWM
$82.2B
$17.8M 0.49%
72,416
-616
-0.8% -$151K
TXN icon
47
Texas Instruments
TXN
$253B
$17.6M 0.49%
101,689
-927
-0.9% -$159K
APD icon
48
Air Products & Chemicals
APD
$67.7B
$17.3M 0.48%
69,988
-1,629
-2% -$413K
PANW icon
49
Palo Alto Networks
PANW
$315B
$17.1M 0.47%
92,978
+2,335
+3% +$471K
CVX icon
50
Chevron
CVX
$386B
$16.6M 0.46%
109,020
-12,758
-10% -$1.94M
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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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.