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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
NDSN icon
826
Nordson
NDSN
$17.3B
$7.72K ﹤0.01%
34
– –
REXR icon
827
Rexford Industrial Realty
REXR
$8.12B
$7.69K ﹤0.01%
187
+10
+6% +$391
MP icon
828
MP Materials
MP
$9.91B
$7.65K ﹤0.01%
114
+82
+256% +$5.16K
EGP icon
829
EastGroup Properties
EGP
$11B
$7.62K ﹤0.01%
45
+3
+7% +$498
TTEK icon
830
Tetra Tech
TTEK
$9.33B
$7.51K ﹤0.01%
225
+11
+5% +$400
PRI icon
831
Primerica
PRI
$9.62B
$7.5K ﹤0.01%
27
– –
BRX icon
832
Brixmor Property Group
BRX
$9.21B
$7.47K ﹤0.01%
270
+20
+8% +$535
FIVE icon
833
Five Below
FIVE
$13.4B
$7.43K ﹤0.01%
48
+2
+4% +$283
WTFC icon
834
Wintrust Financial
WTFC
$11B
$7.42K ﹤0.01%
56
+2
+4% +$264
CELH icon
835
Celsius Holdings
CELH
$7.28B
$7.42K ﹤0.01%
129
+5
+4% +$261
GTLS
836
DELISTED
Chart Industries
GTLS
$7.41K ﹤0.01%
37
+2
+6% +$380
CNH
837
CNH Industrial
CNH
$16.7B
$7.38K ﹤0.01%
680
+30
+5% +$366
CVLT icon
838
Commault Systems
CVLT
$6.26B
$7.36K ﹤0.01%
39
– –
JKHY icon
839
Jack Henry & Associates
JKHY
$11.1B
$7.3K ﹤0.01%
49
– –
FYBR
840
DELISTED
Frontier Communications
FYBR
$7.28K ﹤0.01%
195
+15
+8% +$554
LAD icon
841
Lithia Motors
LAD
$8.32B
$7.27K ﹤0.01%
23
– –
TIP icon
842
iShares TIPS Bond ETF
TIP
$14.7B
$7.23K ﹤0.01%
65
– –
CFR icon
843
Cullen/Frost Bankers
CFR
$10.5B
$7.23K ﹤0.01%
57
+4
+8% +$520
DINO icon
844
HF Sinclair
DINO
$16.3B
$7.17K ﹤0.01%
137
+15
+12% +$711
UDR icon
845
UDR
UDR
$12.2B
$7.12K ﹤0.01%
191
– –
AVTR icon
846
Avantor
AVTR
$9.37B
$7.11K ﹤0.01%
570
+25
+5% +$322
OLLI icon
847
Ollie's Bargain Outlet
OLLI
$4.7B
$7.06K ﹤0.01%
55
+5
+10% +$664
PLNT icon
848
Planet Fitness
PLNT
$3.71B
$7.06K ﹤0.01%
68
+3
+5% +$319
VTWO icon
849
Vanguard Russell 2000 ETF
VTWO
$17.5B
$7.04K ﹤0.01%
72
+18
+33% +$1.67K
HQY icon
850
HealthEquity
HQY
$8.83B
$7.01K ﹤0.01%
74
+5
+7% +$471
32 33
34
35 36

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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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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.