We are live on ! Find out more
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
-0.92%
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
$3.15B
AUM Growth
-$42.5M
Cap. Flow
+$24.3M
Cap. Flow %
0.77%
Top 10 Hldgs %
34.62%
Holding
1,805
New
31
Increased
470
Reduced
269
Closed
58

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$11.3M
2
UBER icon
Uber
UBER
+$7.22M
3
ASML icon
ASML
ASML
+$6.15M
4
BAH icon
Booz Allen Hamilton
BAH
+$5.12M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.13M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.92M
2
HON icon
Honeywell
HON
+$2.82M
3
FSS icon
Federal Signal
FSS
+$2.19M
4
JPM icon
JPMorgan Chase
JPM
+$1.95M
5
APH icon
Amphenol
APH
+$1.47M

Sector Composition

Rank Sector Weight
1 Technology 16.61%
2 Financials 14.52%
3 Healthcare 8.93%
4 Industrials 7.64%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BURL icon
676
Burlington
BURL
$22.4B
$10.7K ﹤0.01%
45
+21
+88% +$5.44K
GWRE icon
677
Guidewire Software
GWRE
$15.2B
$10.7K ﹤0.01%
+57
New +$11.1K
IHE icon
678
iShares US Pharmaceuticals ETF
IHE
$1.65B
$10.6K ﹤0.01%
+150
New +$10.4K
EQH icon
679
Equitable Holdings
EQH
$14.4B
$10.6K ﹤0.01%
203
+103
+103% +$5.39K
APTV icon
680
Aptiv
APTV
$10.2B
$10.5K ﹤0.01%
177
– –
FWONK icon
681
Liberty Media Series C
FWONK
$26B
$10.5K ﹤0.01%
117
– –
CF icon
682
CF Industries
CF
$17.7B
$10.5K ﹤0.01%
134
– –
GEN icon
683
Gen Digital
GEN
$17.7B
$10.5K ﹤0.01%
394
– –
GGG icon
684
Graco
GGG
$13.3B
$10.4K ﹤0.01%
125
+57
+84% +$4.82K
TRMB icon
685
Trimble
TRMB
$13.4B
$10.4K ﹤0.01%
158
– –
BUD icon
686
AB InBev
BUD
$158B
$10.3K ﹤0.01%
168
+83
+98% +$4.54K
KEY icon
687
KeyCorp
KEY
$24.6B
$10.2K ﹤0.01%
640
– –
UTHR icon
688
United Therapeutics
UTHR
$21.5B
$10.2K ﹤0.01%
33
+15
+83% +$5.14K
UNM icon
689
Unum
UNM
$14.7B
$10.1K ﹤0.01%
124
+54
+77% +$4.16K
SLVM icon
690
Sylvamo
SLVM
$1.55B
$10.1K ﹤0.01%
150
– –
NI icon
691
NiSource
NI
$20.2B
$10K ﹤0.01%
250
– –
ARE icon
692
Alexandria Real Estate Equities
ARE
$8.33B
$9.99K ﹤0.01%
108
– –
INCY icon
693
Incyte
INCY
$24.4B
$9.99K ﹤0.01%
165
– –
EL icon
694
Estee Lauder
EL
$31.6B
$9.97K ﹤0.01%
151
– –
P
695
Everpure Inc
P
$39B
$9.87K ﹤0.01%
223
+103
+86% +$6.21K
EG icon
696
Everest Group
EG
$14B
$9.81K ﹤0.01%
27
– –
DT icon
697
Dynatrace
DT
$14.7B
$9.81K ﹤0.01%
208
+108
+108% +$5.91K
IEX icon
698
IDEX
IEX
$17.6B
$9.77K ﹤0.01%
54
– –
BLDR icon
699
Builders FirstSource
BLDR
$7.91B
$9.74K ﹤0.01%
78
– –
USFD icon
700
US Foods
USFD
$23.8B
$9.69K ﹤0.01%
148
+68
+85% +$4.65K
26 27
28
29 30

Similar funds

AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
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 Q1 2025 Portfolio in Review

As of Q1 2025, Farmers & Merchants Investments Inc held 1,805 positions worth $3.15B, down 1.3% from $3.19B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.9%. Farmers & Merchants Investments Inc opened 31 new positions and exited 58, leaving the 1,805-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Healthcare.

  • Farmers & Merchants Investments Inc's largest Q1 2025 buy was iShares MSCI Europe Financials ETF: 1,708 shares worth $48.7K.
  • Farmers & Merchants Investments Inc added most to NVIDIA in Q1 2025, an estimated $11.3M increase.
  • Farmers & Merchants Investments Inc's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $2.92M.
  • Farmers & Merchants Investments Inc fully exited WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025, selling an estimated $313K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 35% of its $3.15B portfolio in Q1 2025.
  • Farmers & Merchants Investments Inc opened 31 new positions and closed 58 in Q1 2025.
  • Farmers & Merchants Investments Inc's portfolio value fell 1.3% quarter-over-quarter to $3.15B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2025, filed 16 Apr 2025.