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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
ORI icon
801
Old Republic International
ORI
$10.3B
$8.28K ﹤0.01%
195
– –
DCI icon
802
Donaldson
DCI
$11.1B
$8.27K ﹤0.01%
101
+6
+6% +$452
DOCS icon
803
Doximity
DOCS
$4.74B
$8.27K ﹤0.01%
113
+3
+3% +$196
NYT icon
804
New York Times
NYT
$10.3B
$8.27K ﹤0.01%
144
+10
+7% +$570
SSB icon
805
SouthState Bank Corp
SSB
$10.8B
$8.21K ﹤0.01%
83
+4
+5% +$393
AKAM icon
806
Akamai
AKAM
$18B
$8.18K ﹤0.01%
108
– –
RRX icon
807
Regal Rexnord
RRX
$11.4B
$8.18K ﹤0.01%
57
+2
+4% +$295
AR icon
808
Antero Resources
AR
$11.3B
$8.15K ﹤0.01%
243
– –
WAL icon
809
Western Alliance Bancorporation
WAL
$8.92B
$8.15K ﹤0.01%
94
+6
+7% +$509
REG icon
810
Regency Centers
REG
$14.1B
$8.09K ﹤0.01%
111
– –
USMV icon
811
iShares MSCI USA Min Vol Factor ETF
USMV
$24.6B
$8.09K ﹤0.01%
+85
New +$7.96K
KNSL icon
812
Kinsale Capital Group
KNSL
$8.59B
$8.08K ﹤0.01%
19
– –
CMA
813
DELISTED
Comerica
CMA
$8.02K ﹤0.01%
117
+7
+6% +$471
COOP
814
DELISTED
Mr. Cooper
COOP
$8.01K ﹤0.01%
38
– –
CUBE icon
815
CubeSmart
CUBE
$9.4B
$8.01K ﹤0.01%
197
+15
+8% +$611
CPT icon
816
Camden Property Trust
CPT
$11.1B
$8.01K ﹤0.01%
75
– –
SWKS icon
817
Skyworks Solutions
SWKS
$10.5B
$8.01K ﹤0.01%
104
– –
ELAN icon
818
Elanco Animal Health
ELAN
$11.2B
$8K ﹤0.01%
397
+307
+341% +$5.14K
SPIB icon
819
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$7.96K ﹤0.01%
+235
New +$7.91K
SJM icon
820
J.M. Smucker
SJM
$12.9B
$7.93K ﹤0.01%
73
– –
CR icon
821
Crane Co
CR
$12.7B
$7.92K ﹤0.01%
43
+3
+8% +$566
WMS icon
822
Advanced Drainage Systems
WMS
$11.3B
$7.91K ﹤0.01%
57
+3
+6% +$394
RRC icon
823
Range Resources
RRC
$9.33B
$7.9K ﹤0.01%
210
+10
+5% +$357
HALO icon
824
Halozyme
HALO
$11.4B
$7.85K ﹤0.01%
107
+2
+2% +$133
ALV icon
825
Autoliv
ALV
$8.89B
$7.78K ﹤0.01%
63
+5
+9% +$598
31 32
33
34 35

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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.