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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
ARE icon
776
Alexandria Real Estate Equities
ARE
$8.33B
$9K ﹤0.01%
108
– –
WTRG icon
777
Essential Utilities
WTRG
$11.5B
$8.98K ﹤0.01%
225
+20
+10% +$762
AYI icon
778
Acuity Brands
AYI
$10.8B
$8.95K ﹤0.01%
26
– –
BMRN icon
779
BioMarin Pharmaceuticals
BMRN
$13.3B
$8.94K ﹤0.01%
165
+15
+10% +$858
WBS icon
780
Webster Financial
WBS
$12.8B
$8.92K ﹤0.01%
150
+9
+6% +$536
ARMK icon
781
Aramark
ARMK
$16.1B
$8.91K ﹤0.01%
232
+18
+8% +$728
JEF icon
782
Jefferies Financial Group
JEF
$12.9B
$8.9K ﹤0.01%
136
– –
AFG icon
783
American Financial Group
AFG
$12.1B
$8.89K ﹤0.01%
61
+5
+9% +$663
ALLY icon
784
Ally Financial
ALLY
$13.6B
$8.82K ﹤0.01%
225
+10
+5% +$401
IEX icon
785
IDEX
IEX
$17.6B
$8.79K ﹤0.01%
54
– –
ECHO
786
EchoStar
ECHO
$26.6B
$8.78K ﹤0.01%
115
+15
+15% +$679
BG icon
787
Bunge Global
BG
$21.7B
$8.78K ﹤0.01%
108
– –
CNM icon
788
Core & Main
CNM
$8.64B
$8.61K ﹤0.01%
160
+12
+8% +$727
PEN icon
789
Penumbra
PEN
$12.9B
$8.61K ﹤0.01%
34
+1
+3% +$252
AVY icon
790
Avery Dennison
AVY
$13.6B
$8.6K ﹤0.01%
53
– –
MOS icon
791
The Mosaic Company
MOS
$6.92B
$8.57K ﹤0.01%
247
– –
ROL icon
792
Rollins
ROL
$17.4B
$8.52K ﹤0.01%
145
– –
DECK icon
793
Deckers Outdoor
DECK
$12.7B
$8.52K ﹤0.01%
84
– –
AVAV icon
794
AeroVironment
AVAV
$9.59B
$8.5K ﹤0.01%
27
+10
+59% +$2.59K
GME icon
795
GameStop
GME
$8.33B
$8.46K ﹤0.01%
310
+15
+5% +$356
CCJ icon
796
Cameco
CCJ
$42.6B
$8.39K ﹤0.01%
+100
New +$7.75K
POOL icon
797
Pool Corp
POOL
$7.29B
$8.37K ﹤0.01%
27
– –
AIT icon
798
Applied Industrial Technologies
AIT
$13.2B
$8.35K ﹤0.01%
32
+1
+3% +$262
LYB icon
799
LyondellBasell Industries
LYB
$20.2B
$8.34K ﹤0.01%
170
– –
ENSG icon
800
The Ensign Group
ENSG
$10.6B
$8.29K ﹤0.01%
48
+1
+2% +$159
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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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.