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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
-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
FSLR icon
701
First Solar
FSLR
$24B
$9.48K ﹤0.01%
75
– –
RGA icon
702
Reinsurance Group of America
RGA
$16.4B
$9.45K ﹤0.01%
48
+21
+78% +$4.35K
AVY icon
703
Avery Dennison
AVY
$13.6B
$9.43K ﹤0.01%
53
– –
DECK icon
704
Deckers Outdoor
DECK
$12.7B
$9.39K ﹤0.01%
84
– –
XPO icon
705
XPO
XPO
$24.7B
$9.36K ﹤0.01%
87
+40
+85% +$5.08K
BMRN icon
706
BioMarin Pharmaceuticals
BMRN
$13.3B
$9.33K ﹤0.01%
132
+62
+89% +$4.17K
EWBC icon
707
East-West Bancorp
EWBC
$18.6B
$9.24K ﹤0.01%
103
+47
+84% +$4.48K
AR icon
708
Antero Resources
AR
$11.3B
$9.22K ﹤0.01%
228
+105
+85% +$4.03K
CPT icon
709
Camden Property Trust
CPT
$11.1B
$9.17K ﹤0.01%
75
– –
WPC icon
710
W.P. Carey
WPC
$16.3B
$9.15K ﹤0.01%
145
+80
+123% +$4.74K
PFGC icon
711
Performance Food Group
PFGC
$16.4B
$9.12K ﹤0.01%
116
+53
+84% +$4.42K
TER icon
712
Teradyne
TER
$64.2B
$9.09K ﹤0.01%
110
– –
KIM icon
713
Kimco Realty
KIM
$16.4B
$9.03K ﹤0.01%
425
– –
PNR icon
714
Pentair
PNR
$10.7B
$9.01K ﹤0.01%
103
-28
-21% -$2.67K
JKHY icon
715
Jack Henry & Associates
JKHY
$11.1B
$8.95K ﹤0.01%
49
– –
CHRW icon
716
C.H. Robinson
CHRW
$17.5B
$8.91K ﹤0.01%
87
– –
GLPI icon
717
Gaming and Leisure Properties
GLPI
$12.7B
$8.91K ﹤0.01%
175
+100
+133% +$4.91K
ACM icon
718
Aecom
ACM
$8.19B
$8.9K ﹤0.01%
96
+41
+75% +$4.16K
RNR icon
719
RenaissanceRe
RNR
$13.3B
$8.88K ﹤0.01%
37
+16
+76% +$3.87K
VAW icon
720
Vanguard Materials ETF
VAW
$3.05B
$8.87K ﹤0.01%
47
– –
ELS icon
721
Equity Lifestyle Properties
ELS
$12.6B
$8.87K ﹤0.01%
133
+63
+90% +$4.21K
DKS icon
722
Dick's Sporting Goods
DKS
$18.1B
$8.87K ﹤0.01%
44
+20
+83% +$4.46K
BPMC
723
DELISTED
Blueprint Medicines
BPMC
$8.85K ﹤0.01%
100
– –
OC icon
724
Owens Corning
OC
$12.3B
$8.71K ﹤0.01%
61
+26
+74% +$4.3K
AKAM icon
725
Akamai
AKAM
$18B
$8.69K ﹤0.01%
108
– –
27 28
29
30 31

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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 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.