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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
LAMR icon
751
Lamar Advertising Co
LAMR
$15.8B
$10K ﹤0.01%
79
+4
+5% +$501
NYT icon
752
New York Times
NYT
$10.3B
$10K ﹤0.01%
144
– –
ELS icon
753
Equity Lifestyle Properties
ELS
$12.6B
$9.82K ﹤0.01%
162
– –
BMRN icon
754
BioMarin Pharmaceuticals
BMRN
$13.3B
$9.81K ﹤0.01%
165
– –
TXRH icon
755
Texas Roadhouse
TXRH
$13.6B
$9.79K ﹤0.01%
59
+3
+5% +$508
VAW icon
756
Vanguard Materials ETF
VAW
$3.05B
$9.76K ﹤0.01%
47
– –
BWA icon
757
BorgWarner
BWA
$13.8B
$9.69K ﹤0.01%
215
+100
+87% +$4.38K
AVY icon
758
Avery Dennison
AVY
$13.6B
$9.64K ﹤0.01%
53
– –
BG icon
759
Bunge Global
BG
$21.7B
$9.62K ﹤0.01%
108
– –
IEX icon
760
IDEX
IEX
$17.6B
$9.61K ﹤0.01%
54
– –
ELAN icon
761
Elanco Animal Health
ELAN
$11.2B
$9.51K ﹤0.01%
420
+23
+6% +$501
STRL icon
762
Sterling Infrastructure
STRL
$16.9B
$9.49K ﹤0.01%
31
+15
+94% +$5.17K
TTD icon
763
Trade Desk
TTD
$6.84B
$9.49K ﹤0.01%
250
+180
+257% +$7.98K
TPL icon
764
Texas Pacific Land
TPL
$23.9B
$9.48K ﹤0.01%
33
– –
WEN icon
765
Wendy's
WEN
$1.65B
$9.47K ﹤0.01%
1,137
-75
-6% -$647
WBS icon
766
Webster Financial
WBS
$12.8B
$9.44K ﹤0.01%
150
– –
MKSI icon
767
MKS Inc
MKSI
$20.7B
$9.43K ﹤0.01%
59
+3
+5% +$445
AKAM icon
768
Akamai
AKAM
$18B
$9.42K ﹤0.01%
108
– –
HST icon
769
Host Hotels & Resorts
HST
$15.6B
$9.4K ﹤0.01%
530
– –
KR icon
770
Kroger
KR
$35.1B
$9.37K ﹤0.01%
150
-50
-25% -$3.27K
LSCC icon
771
Lattice Semiconductor
LSCC
$18.2B
$9.35K ﹤0.01%
127
– –
EHC icon
772
Encompass Health
EHC
$12.2B
$9.34K ﹤0.01%
88
– –
AMH icon
773
American Homes 4 Rent
AMH
$12.3B
$9.21K ﹤0.01%
287
+15
+6% +$481
WTRG icon
774
Essential Utilities
WTRG
$11.5B
$9.21K ﹤0.01%
240
+15
+7% +$590
TKO icon
775
TKO Group
TKO
$14.6B
$9.2K ﹤0.01%
44
-1
-2% -$194
29 30
31
32 33

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SP
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GCM
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ZP
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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.