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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
GWRE icon
601
Guidewire Software
GWRE
$15.2B
$16.6K ﹤0.01%
72
+3
+4% +$682
IYR icon
602
iShares US Real Estate ETF
IYR
$4.58B
$16.5K ﹤0.01%
170
– –
JAVA icon
603
JPMorgan Active Value ETF
JAVA
$7.2B
$16.5K ﹤0.01%
239
– –
FXI icon
604
iShares China Large-Cap ETF
FXI
$4.16B
$16.5K ﹤0.01%
+400
New +$15.5K
FSLR icon
605
First Solar
FSLR
$24B
$16.3K ﹤0.01%
74
– –
JBL icon
606
Jabil
JBL
$38.8B
$16.3K ﹤0.01%
75
-1
-1% -$218
KDP icon
607
Keurig Dr Pepper
KDP
$42.3B
$16.2K ﹤0.01%
635
– –
STE icon
608
Steris
STE
$23B
$16.1K ﹤0.01%
65
– –
FANG icon
609
Diamondback Energy
FANG
$55.9B
$16K ﹤0.01%
112
– –
XLB icon
610
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
$15.9K ﹤0.01%
354
– –
DG icon
611
Dollar General
DG
$26.9B
$15.7K ﹤0.01%
152
– –
CINF icon
612
Cincinnati Financial
CINF
$26.5B
$15.7K ﹤0.01%
99
– –
WRB icon
613
W.R. Berkley
WRB
$26.2B
$15.6K ﹤0.01%
204
– –
NTNX icon
614
Nutanix
NTNX
$18.4B
$15.6K ﹤0.01%
+210
New +$15.4K
GPN icon
615
Global Payments
GPN
$25.1B
$15.6K ﹤0.01%
188
– –
WST icon
616
West Pharmaceutical
WST
$24.4B
$15.5K ﹤0.01%
59
– –
TLN
617
Talen Energy Corp
TLN
$17.2B
$15.3K ﹤0.01%
+36
New +$13K
CDW icon
618
CDW
CDW
$17.8B
$15.3K ﹤0.01%
96
– –
CPAY icon
619
Corpay
CPAY
$27.9B
$15.3K ﹤0.01%
53
– –
ACM icon
620
Aecom
ACM
$8.19B
$15.3K ﹤0.01%
117
+8
+7% +$966
APTV icon
621
Aptiv
APTV
$10.2B
$15.3K ﹤0.01%
177
– –
WSM icon
622
Williams-Sonoma
WSM
$28.5B
$15.2K ﹤0.01%
78
– –
LYV icon
623
Live Nation Entertainment
LYV
$43.3B
$15.2K ﹤0.01%
93
– –
XYZ
624
Block Inc
XYZ
$49.9B
$15.2K ﹤0.01%
+210
New +$15.7K
TER icon
625
Teradyne
TER
$64.2B
$15.1K ﹤0.01%
110
– –
23 24
25
26 27

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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 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.