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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
PHM icon
576
Pultegroup
PHM
$24.9B
$18.5K ﹤0.01%
140
– –
TPVG icon
577
TriplePoint Venture Growth BDC
TPVG
$221M
$18.5K ﹤0.01%
3,200
-2,500
-44% -$16.6K
MTD icon
578
Mettler-Toledo International
MTD
$28.7B
$18.4K ﹤0.01%
15
– –
EXPE icon
579
Expedia Group
EXPE
$39.4B
$18.4K ﹤0.01%
86
– –
AWK icon
580
American Water Works
AWK
$27.1B
$18.2K ﹤0.01%
131
– –
TDY icon
581
Teledyne Technologies
TDY
$31.2B
$18.2K ﹤0.01%
31
– –
AVB icon
582
AvalonBay Communities
AVB
$26.3B
$18.2K ﹤0.01%
94
– –
CIEN icon
583
Ciena
CIEN
$62.7B
$17.9K ﹤0.01%
123
+7
+6% +$713
CW icon
584
Curtiss-Wright
CW
$25.4B
$17.9K ﹤0.01%
33
+2
+6% +$985
ES icon
585
Eversource Energy
ES
$27.2B
$17.8K ﹤0.01%
250
-600
-71% -$39.3K
GXO icon
586
GXO Logistics
GXO
$5.56B
$17.8K ﹤0.01%
336
+235
+233% +$12.1K
AEE icon
587
Ameren
AEE
$30.2B
$17.7K ﹤0.01%
170
– –
CIM
588
Chimera Investment
CIM
$993M
$17.6K ﹤0.01%
1,333
– –
EME icon
589
Emcor
EME
$36.7B
$17.5K ﹤0.01%
27
-11
-29% -$6.67K
NTAP icon
590
NetApp
NTAP
$40.2B
$17.5K ﹤0.01%
148
– –
CSGS
591
DELISTED
CSG Systems International
CSGS
$17.5K ﹤0.01%
272
– –
UIVM icon
592
VictoryShares International Value Momentum ETF
UIVM
$349M
$17.5K ﹤0.01%
+286
New +$17.2K
CNP icon
593
CenterPoint Energy
CNP
$26.7B
$17.5K ﹤0.01%
450
– –
LDOS icon
594
Leidos
LDOS
$17.9B
$17.2K ﹤0.01%
91
– –
ATO icon
595
Atmos Energy
ATO
$28.7B
$17.1K ﹤0.01%
100
– –
DXCM icon
596
DexCom
DXCM
$34.5B
$17K ﹤0.01%
253
– –
CFG icon
597
Citizens Financial Group
CFG
$31.2B
$17K ﹤0.01%
320
– –
UTHR icon
598
United Therapeutics
UTHR
$21.5B
$16.8K ﹤0.01%
40
+3
+8% +$1.01K
QSR icon
599
Restaurant Brands International
QSR
$26.7B
$16.7K ﹤0.01%
261
– –
FE icon
600
FirstEnergy
FE
$27.1B
$16.7K ﹤0.01%
365
– –
22 23
24
25 26

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AP
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SP
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GCM
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ZP
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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
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BG
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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.