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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
MAA icon
726
Mid-America Apartment Communities
MAA
$15.6B
$10.9K ﹤0.01%
78
– –
UNM icon
727
Unum
UNM
$14.7B
$10.9K ﹤0.01%
140
– –
IHE icon
728
iShares US Pharmaceuticals ETF
IHE
$1.65B
$10.9K ﹤0.01%
150
– –
AGCO icon
729
AGCO
AGCO
$6.96B
$10.8K ﹤0.01%
101
+50
+98% +$5.52K
GLPI icon
730
Gaming and Leisure Properties
GLPI
$12.7B
$10.8K ﹤0.01%
232
+7
+3% +$330
OXY.WS icon
731
Occidental Petroleum Corp Warrants
OXY.WS
$33.7B
$10.8K ﹤0.01%
424
– –
APG icon
732
APi Group
APG
$18.8B
$10.7K ﹤0.01%
+310
New +$10.8K
CRS icon
733
Carpenter Technology
CRS
$26.6B
$10.6K ﹤0.01%
43
+2
+5% +$511
EVR icon
734
Evercore
EVR
$12B
$10.5K ﹤0.01%
31
+2
+7% +$627
RNR icon
735
RenaissanceRe
RNR
$13.3B
$10.4K ﹤0.01%
41
– –
TSN icon
736
Tyson Foods
TSN
$19.8B
$10.3K ﹤0.01%
190
– –
TPL icon
737
Texas Pacific Land
TPL
$23.9B
$10.3K ﹤0.01%
33
– –
MANH icon
738
Manhattan Associates
MANH
$11.7B
$10.2K ﹤0.01%
50
– –
OHI icon
739
Omega Healthcare
OHI
$13.9B
$10.2K ﹤0.01%
241
+15
+7% +$605
RBC icon
740
RBC Bearings
RBC
$17.5B
$10.1K ﹤0.01%
26
+2
+8% +$779
RMBS icon
741
Rambus
RMBS
$10.8B
$10.1K ﹤0.01%
97
+7
+8% +$540
SF
742
Stifel
SF
$12.9B
$10.1K ﹤0.01%
134
+6
+5% +$449
OC icon
743
Owens Corning
OC
$12.3B
$10K ﹤0.01%
71
+2
+3% +$293
RL icon
744
Ralph Lauren
RL
$23.1B
$10K ﹤0.01%
32
– –
BUD icon
745
AB InBev
BUD
$158B
$10K ﹤0.01%
168
– –
SCI icon
746
Service Corp International
SCI
$11.3B
$9.99K ﹤0.01%
120
– –
CLH icon
747
Clean Harbors
CLH
$16.9B
$9.98K ﹤0.01%
43
+1
+2% +$237
DUOL icon
748
Duolingo
DUOL
$6.74B
$9.98K ﹤0.01%
31
– –
CACI icon
749
CACI
CACI
$14.8B
$9.98K ﹤0.01%
20
+1
+5% +$483
DTM icon
750
DT Midstream
DTM
$13.8B
$9.95K ﹤0.01%
88
+7
+9% +$732
28 29
30
31 32

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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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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.