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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
MAA icon
726
Mid-America Apartment Communities
MAA
$15.6B
$10.8K ﹤0.01%
78
– –
ENTG icon
727
Entegris
ENTG
$25B
$10.8K ﹤0.01%
128
– –
BUD icon
728
AB InBev
BUD
$158B
$10.8K ﹤0.01%
168
– –
ALLY icon
729
Ally Financial
ALLY
$13.6B
$10.7K ﹤0.01%
237
+12
+5% +$494
GEN icon
730
Gen Digital
GEN
$17.7B
$10.7K ﹤0.01%
394
– –
OHI icon
731
Omega Healthcare
OHI
$13.9B
$10.7K ﹤0.01%
241
– –
SNDK
732
Sandisk
SNDK
$223B
$10.7K ﹤0.01%
45
-5
-10% -$1K
CACI icon
733
CACI
CACI
$14.8B
$10.7K ﹤0.01%
20
– –
AA icon
734
Alcoa
AA
$13.1B
$10.6K ﹤0.01%
200
– –
CMA
735
DELISTED
Comerica
CMA
$10.6K ﹤0.01%
122
+5
+4% +$402
MAS icon
736
Masco
MAS
$14.7B
$10.6K ﹤0.01%
167
– –
HL icon
737
Hecla Mining
HL
$11.9B
$10.6K ﹤0.01%
550
+400
+267% +$6.11K
CLH icon
738
Clean Harbors
CLH
$16.9B
$10.6K ﹤0.01%
45
+2
+5% +$457
DTM icon
739
DT Midstream
DTM
$13.8B
$10.5K ﹤0.01%
88
– –
OZK icon
740
Bank OZK
OZK
$5.7B
$10.5K ﹤0.01%
228
+140
+159% +$6.55K
FFIV icon
741
F5
FFIV
$23.6B
$10.5K ﹤0.01%
41
– –
WSO icon
742
Watsco Inc
WSO
$12.9B
$10.4K ﹤0.01%
31
+2
+7% +$714
BLD
743
DELISTED
TopBuild
BLD
$10.4K ﹤0.01%
25
+1
+4% +$429
CF icon
744
CF Industries
CF
$17.7B
$10.4K ﹤0.01%
134
– –
EXEL icon
745
Exelixis
EXEL
$12.5B
$10.3K ﹤0.01%
235
+13
+6% +$538
CCK icon
746
Crown Holdings
CCK
$12.9B
$10.3K ﹤0.01%
100
– –
IFF icon
747
International Flavors & Fragrances
IFF
$21.4B
$10.2K ﹤0.01%
152
– –
ROL icon
748
Rollins
ROL
$17.4B
$10.2K ﹤0.01%
170
+25
+17% +$1.47K
ALLE icon
749
Allegion
ALLE
$14.2B
$10K ﹤0.01%
63
– –
SPXC icon
750
SPX Corp
SPXC
$10.6B
$10K ﹤0.01%
50
+19
+61% +$3.88K
28 29
30
31 32

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SP
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GCM
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SHCM
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ICP
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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.