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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
PEG icon
501
Public Service Enterprise Group
PEG
$37.8B
$28.6K ﹤0.01%
340
+10
+3% +$807
F icon
502
Ford
F
$55.4B
$28.5K ﹤0.01%
2,630
-80
-3% -$815
HBAN icon
503
Huntington Bancshares
HBAN
$35.9B
$28.3K ﹤0.01%
1,690
-10
-0.6% -$151
VONE icon
504
Vanguard Russell 1000 ETF
VONE
$8.74B
$28.1K ﹤0.01%
100
– –
LEN icon
505
Lennar Class A
LEN
$21.1B
$27.8K ﹤0.01%
251
-16
-6% -$1.73K
DIA icon
506
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$27.8K ﹤0.01%
63
-62
-50% -$25.7K
CPBI icon
507
Central Plains Bancshares
CPBI
$87.6M
$27.7K ﹤0.01%
1,833
– –
CPK icon
508
Chesapeake Utilities
CPK
$3.26B
$27.4K ﹤0.01%
228
– –
DHI icon
509
D.R. Horton
DHI
$41.9B
$26.7K ﹤0.01%
207
-3
-1% -$369
VONG icon
510
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$26.6K ﹤0.01%
244
– –
BKR icon
511
Baker Hughes
BKR
$63B
$26.5K ﹤0.01%
690
– –
RDVY icon
512
First Trust Rising Dividend Achievers ETF
RDVY
$25.8B
$26.2K ﹤0.01%
+418
New +$24.6K
EWJ icon
513
iShares MSCI Japan ETF
EWJ
$23.2B
$26.1K ﹤0.01%
348
– –
IYM icon
514
iShares US Basic Materials ETF
IYM
$1.01B
$25.9K ﹤0.01%
185
– –
ACGL icon
515
Arch Capital
ACGL
$33.5B
$25.8K ﹤0.01%
283
– –
BXMX
516
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$25.7K ﹤0.01%
1,850
– –
TTWO icon
517
Take-Two Interactive
TTWO
$45.2B
$25.5K ﹤0.01%
105
-1
-0.9% -$225
FTCS icon
518
First Trust Capital Strength ETF
FTCS
$8.02B
$25.4K ﹤0.01%
+279
New +$24.8K
WAB icon
519
Wabtec
WAB
$50.3B
$25.3K ﹤0.01%
121
– –
GUT
520
Gabelli Utility Trust
GUT
$580M
$25.2K ﹤0.01%
4,344
-175
-4% -$947
KD icon
521
Kyndryl
KD
$3.04B
$24.8K ﹤0.01%
591
+24
+4% +$868
ICF icon
522
iShares Select U.S. REIT ETF
ICF
$2.11B
$24.8K ﹤0.01%
405
– –
IWY icon
523
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$24.7K ﹤0.01%
100
– –
BHP icon
524
BHP
BHP
$222B
$24K ﹤0.01%
500
-300
-38% -$14.4K
CBOE icon
525
Cboe Global Markets
CBOE
$30.6B
$24K ﹤0.01%
103
– –
19 20
21
22 23

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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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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.