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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
+3.44%
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
$3.62B
AUM Growth
+$91.3M
Cap. Flow
+$8.7M
Cap. Flow %
0.24%
Top 10 Hldgs %
37.46%
Holding
1,768
New
31
Increased
320
Reduced
340
Closed
47

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.4M
2
META icon
Meta Platforms (Facebook)
META
+$10.8M
3
AMZN icon
Amazon
AMZN
+$3.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.91M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.73M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$5.9M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.35M
3
CMCSA icon
Comcast
CMCSA
+$5.24M
4
DAL icon
Delta Air Lines
DAL
+$3.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

Rank Sector Weight
1 Technology 18.81%
2 Financials 13.94%
3 Healthcare 7.66%
4 Industrials 7.45%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OKTA icon
676
Okta
OKTA
$26.9B
$12.5K ﹤0.01%
144
+4
+3% +$349
APG icon
677
APi Group
APG
$18.8B
$12.4K ﹤0.01%
325
+15
+5% +$555
TRU icon
678
TransUnion
TRU
$15.5B
$12.4K ﹤0.01%
145
+10
+7% +$822
MEDP icon
679
Medpace
MEDP
$16.2B
$12.4K ﹤0.01%
22
– –
WPC icon
680
W.P. Carey
WPC
$16.3B
$12.2K ﹤0.01%
190
– –
PKG icon
681
Packaging Corp of America
PKG
$22.9B
$12.2K ﹤0.01%
59
– –
CSL icon
682
Carlisle Companies
CSL
$14.9B
$12.2K ﹤0.01%
38
– –
DOCU
683
DocuSign
DOCU
$12.2B
$12.1K ﹤0.01%
177
+5
+3% +$346
SW
684
Smurfit Westrock
SW
$26.2B
$12.1K ﹤0.01%
313
+90
+40% +$3.43K
FNF icon
685
Fidelity National Financial
FNF
$13.1B
$12.1K ﹤0.01%
221
– –
RPM icon
686
RPM International
RPM
$14.5B
$12.1K ﹤0.01%
116
+4
+4% +$433
HMC icon
687
Honda
HMC
$40.5B
$12.1K ﹤0.01%
409
– –
GGG icon
688
Graco
GGG
$13.3B
$12.1K ﹤0.01%
147
– –
RGA icon
689
Reinsurance Group of America
RGA
$16.4B
$12K ﹤0.01%
59
+2
+4% +$387
BRO icon
690
Brown & Brown
BRO
$24B
$12K ﹤0.01%
150
+30
+25% +$2.5K
EQH icon
691
Equitable Holdings
EQH
$14.4B
$11.9K ﹤0.01%
250
– –
TOL icon
692
Toll Brothers
TOL
$14B
$11.9K ﹤0.01%
88
-63
-42% -$8.55K
NTNX icon
693
Nutanix
NTNX
$18.4B
$11.9K ﹤0.01%
230
+20
+10% +$1.22K
SIRI icon
694
SiriusXM
SIRI
$9.43B
$11.8K ﹤0.01%
590
– –
NLY icon
695
Annaly Capital Management
NLY
$17.6B
$11.7K ﹤0.01%
525
+50
+11% +$1.09K
WY icon
696
Weyerhaeuser
WY
$17.9B
$11.7K ﹤0.01%
495
– –
NI icon
697
NiSource
NI
$20.2B
$11.7K ﹤0.01%
280
– –
RBC icon
698
RBC Bearings
RBC
$17.5B
$11.7K ﹤0.01%
26
– –
IP icon
699
International Paper
IP
$21.8B
$11.5K ﹤0.01%
293
+15
+5% +$617
RNR icon
700
RenaissanceRe
RNR
$13.3B
$11.5K ﹤0.01%
41
– –
26 27
28
29 30

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Farmers & Merchants Investments Inc held 1,768 positions worth $3.62B, up 2.6% from $3.53B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.4%. Farmers & Merchants Investments Inc opened 31 new positions and exited 47, leaving the 1,768-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

  • Farmers & Merchants Investments Inc's largest Q4 2025 buy was Solstice Advanced Materials: 12,080 shares worth $587K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $11.4M increase.
  • Farmers & Merchants Investments Inc's biggest Q4 2025 reduction was JPMorgan Chase, cutting an estimated $5.9M.
  • Farmers & Merchants Investments Inc fully exited Hanesbrands in Q4 2025, selling an estimated $260K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.62B portfolio in Q4 2025.
  • Farmers & Merchants Investments Inc opened 31 new positions and closed 47 in Q4 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.6% quarter-over-quarter to $3.62B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2025, filed 3 Feb 2026.