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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
F icon
476
Ford
F
$55.4B
$34.5K ﹤0.01%
2,630
– –
RWR icon
477
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$33.9K ﹤0.01%
345
– –
ADM icon
478
Archer Daniels Midland
ADM
$38.6B
$32.1K ﹤0.01%
558
– –
PAVE icon
479
Global X US Infrastructure Development ETF
PAVE
$14.3B
$32K ﹤0.01%
670
– –
VEU icon
480
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$32K ﹤0.01%
435
– –
WTW icon
481
Willis Towers Watson
WTW
$31B
$31.9K ﹤0.01%
97
– –
COIN icon
482
Coinbase
COIN
$40.6B
$31.2K ﹤0.01%
138
+8
+6% +$2.38K
CPBI icon
483
Central Plains Bancshares
CPBI
$87.6M
$31K ﹤0.01%
1,833
– –
VONE icon
484
Vanguard Russell 1000 ETF
VONE
$8.74B
$30.9K ﹤0.01%
100
– –
PSA icon
485
Public Storage
PSA
$61.4B
$30.9K ﹤0.01%
119
– –
BKR icon
486
Baker Hughes
BKR
$63B
$30.8K ﹤0.01%
677
-13
-2% -$616
WDAY icon
487
Workday
WDAY
$51B
$30.5K ﹤0.01%
142
+4
+3% +$909
DIA icon
488
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$30.3K ﹤0.01%
63
– –
BHP icon
489
BHP
BHP
$222B
$30.2K ﹤0.01%
500
– –
USHY icon
490
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$29.9K ﹤0.01%
800
-83
-9% -$3.11K
DHI icon
491
D.R. Horton
DHI
$41.9B
$29.8K ﹤0.01%
207
– –
HBAN icon
492
Huntington Bancshares
HBAN
$35.9B
$29.8K ﹤0.01%
1,715
+25
+1% +$410
VONG icon
493
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$29.7K ﹤0.01%
244
-50
-17% -$6.1K
CIEN icon
494
Ciena
CIEN
$62.7B
$29.5K ﹤0.01%
126
+3
+2% +$582
J icon
495
Jacobs Solutions
J
$16.8B
$29.4K ﹤0.01%
222
-15
-6% -$2.2K
RDVY icon
496
First Trust Rising Dividend Achievers ETF
RDVY
$25.8B
$29K ﹤0.01%
418
– –
FICO icon
497
Fair Isaac
FICO
$24B
$28.7K ﹤0.01%
17
– –
CVNA icon
498
Carvana
CVNA
$81B
$28.7K ﹤0.01%
+340
New +$25.3K
VNO icon
499
Vornado Realty Trust
VNO
$7.41B
$28.6K ﹤0.01%
858
+718
+513% +$26.2K
NRG icon
500
NRG Energy
NRG
$25.2B
$28.5K ﹤0.01%
179
-23
-11% -$3.81K
18 19
20
21 22

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SP
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GCM
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ZP
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SHCM
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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.