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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
RVTY icon
801
Revvity
RVTY
$13.1B
$7.35K ﹤0.01%
76
– –
AVTR icon
802
Avantor
AVTR
$9.37B
$7.34K ﹤0.01%
545
+70
+15% +$958
KMX icon
803
CarMax
KMX
$8.52B
$7.33K ﹤0.01%
109
– –
NDSN icon
804
Nordson
NDSN
$17.3B
$7.29K ﹤0.01%
34
– –
SEIC icon
805
SEI Investments
SEIC
$12.8B
$7.28K ﹤0.01%
81
– –
OGE icon
806
OGE Energy
OGE
$9.71B
$7.28K ﹤0.01%
164
-685
-81% -$30.4K
SSB icon
807
SouthState Bank Corp
SSB
$10.8B
$7.27K ﹤0.01%
79
+14
+22% +$1.23K
ENSG icon
808
The Ensign Group
ENSG
$10.6B
$7.25K ﹤0.01%
47
+5
+12% +$701
HQY icon
809
HealthEquity
HQY
$8.83B
$7.23K ﹤0.01%
69
+6
+10% +$569
AIT icon
810
Applied Industrial Technologies
AIT
$13.2B
$7.21K ﹤0.01%
31
+4
+15% +$910
GME icon
811
GameStop
GME
$8.33B
$7.2K ﹤0.01%
295
+50
+20% +$1.34K
PAYC icon
812
Paycom
PAYC
$10.1B
$7.17K ﹤0.01%
31
– –
SJM icon
813
J.M. Smucker
SJM
$12.9B
$7.17K ﹤0.01%
73
-7,000
-99% -$770K
TIP icon
814
iShares TIPS Bond ETF
TIP
$14.7B
$7.15K ﹤0.01%
65
-48
-42% -$5.24K
MLI icon
815
Mueller Industries
MLI
$14.7B
$7.15K ﹤0.01%
180
+14
+8% +$528
PLNT icon
816
Planet Fitness
PLNT
$3.71B
$7.09K ﹤0.01%
65
+10
+18% +$1K
AFG icon
817
American Financial Group
AFG
$12.1B
$7.07K ﹤0.01%
56
+6
+12% +$751
EGP icon
818
EastGroup Properties
EGP
$11B
$7.02K ﹤0.01%
42
+7
+20% +$1.16K
LKQ icon
819
LKQ Corp
LKQ
$6.38B
$6.96K ﹤0.01%
188
– –
B
820
Barrick Mining
B
$67.3B
$6.93K ﹤0.01%
333
– –
WAL icon
821
Western Alliance Bancorporation
WAL
$8.92B
$6.86K ﹤0.01%
88
+20
+29% +$1.44K
PNFP icon
822
Pinnacle Financial Partners Inc
PNFP
$16.2B
$6.84K ﹤0.01%
62
+5
+9% +$516
LNW
823
DELISTED
Light & Wonder
LNW
$6.83K ﹤0.01%
71
+7
+11% +$599
SKX
824
DELISTED
Skechers
SKX
$6.82K ﹤0.01%
108
+11
+11% +$632
CFR icon
825
Cullen/Frost Bankers
CFR
$10.5B
$6.81K ﹤0.01%
53
+5
+10% +$611
31 32
33
34 35

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SP
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GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
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.