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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
RMD icon
526
ResMed
RMD
$32.9B
$24K ﹤0.01%
93
– –
HNI icon
527
HNI Corp
HNI
$3.56B
$23.9K ﹤0.01%
486
– –
ETR icon
528
Entergy
ETR
$49.9B
$23.6K ﹤0.01%
284
– –
MLM icon
529
Martin Marietta Materials
MLM
$32.7B
$23.6K ﹤0.01%
43
– –
ODFL icon
530
Old Dominion Freight Line
ODFL
$44.7B
$23.4K ﹤0.01%
144
– –
A icon
531
Agilent Technologies
A
$42.2B
$23.2K ﹤0.01%
197
– –
VMC icon
532
Vulcan Materials
VMC
$36B
$23K ﹤0.01%
88
– –
VICI icon
533
VICI Properties
VICI
$29B
$22.3K ﹤0.01%
685
– –
PNR icon
534
Pentair
PNR
$10.7B
$22.2K ﹤0.01%
216
+113
+110% +$10.6K
NVR icon
535
NVR
NVR
$17B
$22.2K ﹤0.01%
3
– –
DXCM icon
536
DexCom
DXCM
$34.5B
$22.1K ﹤0.01%
253
– –
HAL icon
537
Halliburton
HAL
$27.4B
$21.9K ﹤0.01%
1,076
– –
IT icon
538
Gartner
IT
$11.6B
$21.8K ﹤0.01%
54
-1
-2% -$418
EFX icon
539
Equifax
EFX
$21.8B
$21.8K ﹤0.01%
84
+2
+2% +$509
CSGP icon
540
CoStar Group
CSGP
$13.4B
$21.7K ﹤0.01%
270
– –
COWZ icon
541
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
$21.2K ﹤0.01%
385
-281
-42% -$14.9K
KDP icon
542
Keurig Dr Pepper
KDP
$42.3B
$21K ﹤0.01%
635
+50
+9% +$1.69K
NTR icon
543
Nutrien
NTR
$32.2B
$21K ﹤0.01%
360
-1,976
-85% -$112K
IRM icon
544
Iron Mountain
IRM
$37.7B
$20.6K ﹤0.01%
201
-4
-2% -$377
MPWR icon
545
Monolithic Power Systems
MPWR
$67B
$20.5K ﹤0.01%
28
– –
EME icon
546
Emcor
EME
$36.7B
$20.3K ﹤0.01%
38
+5
+15% +$2.21K
BOND icon
547
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
$20.3K ﹤0.01%
220
– –
PWV icon
548
Invesco Large Cap Value ETF
PWV
$1.79B
$19.9K ﹤0.01%
320
– –
BP icon
549
BP
BP
$110B
$19.9K ﹤0.01%
664
– –
SONY icon
550
Sony
SONY
$138B
$19.8K ﹤0.01%
760
– –
20 21
22
23 24

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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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BG
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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.