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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
AIG icon
476
American International
AIG
$39.8B
$37.5K ﹤0.01%
477
-5
-1% -$400
SAN icon
477
Banco Santander
SAN
$211B
$36.7K ﹤0.01%
3,500
+1,500
+75% +$14K
J icon
478
Jacobs Solutions
J
$16.8B
$35.5K ﹤0.01%
237
– –
VONG icon
479
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$35.4K ﹤0.01%
294
+50
+20% +$5.73K
CMG icon
480
Chipotle Mexican Grill
CMG
$41.3B
$35.3K ﹤0.01%
900
-500
-36% -$22.5K
DHI icon
481
D.R. Horton
DHI
$41.9B
$35.1K ﹤0.01%
207
– –
ULVM icon
482
VictoryShares US Value Momentum ETF
ULVM
$272M
$35K ﹤0.01%
+386
New +$33.6K
MSCI icon
483
MSCI
MSCI
$41.8B
$34.6K ﹤0.01%
61
– –
RWR icon
484
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$34.6K ﹤0.01%
345
– –
HIG icon
485
Hartford Financial Services
HIG
$37.8B
$34.4K ﹤0.01%
258
– –
PSA icon
486
Public Storage
PSA
$61.4B
$34.4K ﹤0.01%
119
-300
-72% -$86.1K
CBRE icon
487
CBRE Group
CBRE
$44B
$34.2K ﹤0.01%
217
– –
HPQ icon
488
HP
HPQ
$28.6B
$34.2K ﹤0.01%
1,255
– –
ABNB icon
489
Airbnb
ABNB
$111B
$34.1K ﹤0.01%
281
– –
BKR icon
490
Baker Hughes
BKR
$63B
$33.6K ﹤0.01%
690
– –
WTW icon
491
Willis Towers Watson
WTW
$31B
$33.5K ﹤0.01%
97
– –
USHY icon
492
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$33.4K ﹤0.01%
883
+388
+78% +$14.5K
ADM icon
493
Archer Daniels Midland
ADM
$38.6B
$33.3K ﹤0.01%
558
-2,212
-80% -$129K
WDAY icon
494
Workday
WDAY
$51B
$33.2K ﹤0.01%
138
– –
UITB icon
495
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$33.2K ﹤0.01%
+699
New +$32.9K
NRG icon
496
NRG Energy
NRG
$25.2B
$32.7K ﹤0.01%
202
+23
+13% +$3.58K
AXON
497
Axon Enterprise
AXON
$50B
$32.3K ﹤0.01%
45
– –
PAVE icon
498
Global X US Infrastructure Development ETF
PAVE
$14.3B
$31.9K ﹤0.01%
670
-53
-7% -$2.44K
USIG icon
499
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$31.8K ﹤0.01%
608
+12
+2% +$619
F icon
500
Ford
F
$55.4B
$31.5K ﹤0.01%
2,630
– –
18 19
20
21 22

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SP
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GCM
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SHCM
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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.