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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
DIS icon
51
Walt Disney
DIS
$178B
$16.8M 0.48%
146,985
-10,933
-7% -$1.29M
VCSH icon
52
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$16.7M 0.47%
208,660
-43,478
-17% -$3.46M
BLK icon
53
Blackrock
BLK
$180B
$16.2M 0.46%
13,938
-879
-6% -$983K
COST icon
54
Costco
COST
$421B
$16.2M 0.46%
17,475
+205
+1% +$196K
MET icon
55
MetLife
MET
$61.4B
$16.2M 0.46%
196,111
-15,287
-7% -$1.2M
AMP icon
56
Ameriprise Financial
AMP
$49.9B
$15.5M 0.44%
31,492
-250
-0.8% -$128K
VTIP icon
57
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$15.3M 0.43%
302,214
-33,778
-10% -$1.7M
WM icon
58
Waste Management
WM
$90.5B
$15.2M 0.43%
69,051
-3,104
-4% -$699K
SYK icon
59
Stryker
SYK
$133B
$15M 0.43%
40,673
-2,597
-6% -$1M
LIN icon
60
Linde
LIN
$221B
$15M 0.43%
31,567
-1,125
-3% -$533K
SYY icon
61
Sysco
SYY
$40.5B
$14.7M 0.42%
178,684
-8,551
-5% -$684K
AFL icon
62
Aflac
AFL
$60.5B
$14.5M 0.41%
130,062
-520
-0.4% -$54.6K
DOV icon
63
Dover
DOV
$28B
$14.4M 0.41%
86,330
-706
-0.8% -$127K
DELL icon
64
Dell
DELL
$313B
$14.3M 0.41%
101,110
-775
-0.8% -$101K
ADP icon
65
Automatic Data Processing
ADP
$107B
$14.2M 0.4%
48,365
+39
+0.1% +$11.7K
ICLR icon
66
Icon
ICLR
$12.9B
$14M 0.4%
80,038
-7,535
-9% -$1.26M
NKE icon
67
Nike
NKE
$60.1B
$14M 0.4%
200,194
-19,095
-9% -$1.42M
IVW icon
68
iShares S&P 500 Growth ETF
IVW
$77.3B
$13.9M 0.4%
115,509
-50
-0% -$5.75K
ENB icon
69
Enbridge
ENB
$112B
$13.9M 0.39%
275,327
-19,056
-6% -$897K
WFC icon
70
Wells Fargo
WFC
$269B
$13.7M 0.39%
163,561
-11,061
-6% -$897K
USB icon
71
US Bancorp
USB
$101B
$13.7M 0.39%
282,538
-42,563
-13% -$2.01M
IWP icon
72
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$13.3M 0.38%
93,629
+601
+0.6% +$84.9K
MDT icon
73
Medtronic
MDT
$116B
$13M 0.37%
136,306
-1,188
-0.9% -$109K
BSV icon
74
Vanguard Short-Term Bond ETF
BSV
$45.6B
$12.8M 0.36%
162,586
-39,000
-19% -$3.07M
CAT icon
75
Caterpillar
CAT
$393B
$12.6M 0.36%
26,481
-106
-0.4% -$45.3K
1 2
3
4 5

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SP
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GCM
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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.