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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
ACGL icon
526
Arch Capital
ACGL
$33.5B
$25.7K ﹤0.01%
283
– –
FIX icon
527
Comfort Systems
FIX
$60.8B
$25.6K ﹤0.01%
31
+2
+7% +$1.35K
RMD icon
528
ResMed
RMD
$32.9B
$25.5K ﹤0.01%
93
– –
FICO icon
529
Fair Isaac
FICO
$24B
$25.4K ﹤0.01%
17
– –
VRSK icon
530
Verisk Analytics
VRSK
$24.2B
$25.4K ﹤0.01%
101
– –
A icon
531
Agilent Technologies
A
$42.2B
$25.3K ﹤0.01%
197
– –
CBOE icon
532
Cboe Global Markets
CBOE
$30.6B
$25.3K ﹤0.01%
103
– –
ICF icon
533
iShares Select U.S. REIT ETF
ICF
$2.11B
$25K ﹤0.01%
405
– –
WAB icon
534
Wabtec
WAB
$50.3B
$24.3K ﹤0.01%
121
– –
ELV icon
535
Elevance Health
ELV
$86.4B
$24.2K ﹤0.01%
75
– –
DDOG icon
536
Datadog
DDOG
$90.6B
$24.2K ﹤0.01%
+170
New +$23.4K
NVR icon
537
NVR
NVR
$17B
$24.1K ﹤0.01%
3
– –
IQV icon
538
IQVIA
IQV
$39.8B
$23.2K ﹤0.01%
122
– –
BP icon
539
BP
BP
$110B
$22.9K ﹤0.01%
664
– –
CSGP icon
540
CoStar Group
CSGP
$13.4B
$22.8K ﹤0.01%
270
– –
HNI icon
541
HNI Corp
HNI
$3.56B
$22.8K ﹤0.01%
486
– –
P
542
Everpure Inc
P
$39B
$22.6K ﹤0.01%
270
+14
+5% +$931
VICI icon
543
VICI Properties
VICI
$29B
$22.3K ﹤0.01%
685
– –
SONY icon
544
Sony
SONY
$138B
$21.9K ﹤0.01%
760
– –
HAL icon
545
Halliburton
HAL
$27.4B
$21.8K ﹤0.01%
886
-190
-18% -$4.2K
EFX icon
546
Equifax
EFX
$21.8B
$21.5K ﹤0.01%
84
– –
VTR icon
547
Ventas
VTR
$46.3B
$21.3K ﹤0.01%
305
+15
+5% +$1.01K
MOO icon
548
VanEck Agribusiness ETF
MOO
$972M
$21.2K ﹤0.01%
+289
New +$21.4K
NTR icon
549
Nutrien
NTR
$32.2B
$21.1K ﹤0.01%
360
– –
PWV icon
550
Invesco Large Cap Value ETF
PWV
$1.79B
$20.9K ﹤0.01%
320
– –
20 21
22
23 24

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AP
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SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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.