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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
+9.38%
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
$3.43B
AUM Growth
+$282M
Cap. Flow
+$55.2M
Cap. Flow %
1.61%
Top 10 Hldgs %
35.86%
Holding
1,779
New
32
Increased
501
Reduced
306
Closed
50

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$12.6M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.95M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$2.09M
2
AVGO icon
Broadcom
AVGO
+$1.9M
3
ROP icon
Roper Technologies
ROP
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

Rank Sector Weight
1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REG icon
776
Regency Centers
REG
$14.1B
$7.91K ﹤0.01%
111
– –
POOL icon
777
Pool Corp
POOL
$7.29B
$7.87K ﹤0.01%
27
– –
ARE icon
778
Alexandria Real Estate Equities
ARE
$8.33B
$7.84K ﹤0.01%
108
– –
EVR icon
779
Evercore
EVR
$12B
$7.83K ﹤0.01%
29
+3
+12% +$660
GL icon
780
Globe Life
GL
$14B
$7.83K ﹤0.01%
63
– –
UDR icon
781
UDR
UDR
$12.2B
$7.8K ﹤0.01%
191
– –
XBI icon
782
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$7.79K ﹤0.01%
94
– –
BLD
783
DELISTED
TopBuild
BLD
$7.77K ﹤0.01%
24
+4
+20% +$1.19K
LAD icon
784
Lithia Motors
LAD
$8.32B
$7.77K ﹤0.01%
23
+3
+15% +$928
AYI icon
785
Acuity Brands
AYI
$10.8B
$7.76K ﹤0.01%
26
+2
+8% +$518
SWKS icon
786
Skyworks Solutions
SWKS
$10.5B
$7.75K ﹤0.01%
104
– –
WING icon
787
Wingstop
WING
$3.1B
$7.75K ﹤0.01%
23
+3
+15% +$888
CUBE icon
788
CubeSmart
CUBE
$9.4B
$7.74K ﹤0.01%
182
+20
+12% +$829
SNX icon
789
TD Synnex
SNX
$20.4B
$7.74K ﹤0.01%
57
+11
+24% +$1.29K
HIMS icon
790
Hims & Hers Health
HIMS
$6.71B
$7.73K ﹤0.01%
155
+45
+41% +$2.03K
WBS icon
791
Webster Financial
WBS
$12.8B
$7.7K ﹤0.01%
141
+12
+9% +$598
TTEK icon
792
Tetra Tech
TTEK
$9.33B
$7.7K ﹤0.01%
214
+10
+5% +$333
WTRG icon
793
Essential Utilities
WTRG
$11.5B
$7.61K ﹤0.01%
205
+20
+11% +$779
CR icon
794
Crane Co
CR
$12.7B
$7.6K ﹤0.01%
40
+3
+8% +$498
HLI icon
795
Houlihan Lokey
HLI
$9.24B
$7.56K ﹤0.01%
42
+7
+20% +$1.18K
SLVM icon
796
Sylvamo
SLVM
$1.55B
$7.51K ﹤0.01%
150
– –
NYT icon
797
New York Times
NYT
$10.3B
$7.5K ﹤0.01%
134
+7
+6% +$371
ORI icon
798
Old Republic International
ORI
$10.3B
$7.5K ﹤0.01%
195
+22
+13% +$828
JEF icon
799
Jefferies Financial Group
JEF
$12.9B
$7.44K ﹤0.01%
136
+14
+11% +$693
PRI icon
800
Primerica
PRI
$9.62B
$7.39K ﹤0.01%
27
+3
+13% +$795
30 31
32
33 34

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Farmers & Merchants Investments Inc held 1,779 positions worth $3.43B, up 9% from $3.15B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.6%. Farmers & Merchants Investments Inc opened 32 new positions and exited 50, leaving the 1,779-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 17% a quarter earlier, followed by Financials and Industrials.

  • Farmers & Merchants Investments Inc's largest Q2 2025 buy was Ralliant Corp: 13,656 shares worth $662K.
  • Farmers & Merchants Investments Inc added most to Salesforce in Q2 2025, an estimated $12.6M increase.
  • Farmers & Merchants Investments Inc's biggest Q2 2025 reduction was Oracle, cutting an estimated $2.09M.
  • Farmers & Merchants Investments Inc fully exited iShares Intermediate Government/Credit Bond ETF in Q2 2025, selling an estimated $256K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 36% of its $3.43B portfolio in Q2 2025.
  • Farmers & Merchants Investments Inc opened 32 new positions and closed 50 in Q2 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 9% quarter-over-quarter to $3.43B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.