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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
+3.44%
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
$3.62B
AUM Growth
+$91.3M
Cap. Flow
+$8.7M
Cap. Flow %
0.24%
Top 10 Hldgs %
37.46%
Holding
1,768
New
31
Increased
320
Reduced
340
Closed
47

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.4M
2
META icon
Meta Platforms (Facebook)
META
+$10.8M
3
AMZN icon
Amazon
AMZN
+$3.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.91M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.73M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$5.9M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.35M
3
CMCSA icon
Comcast
CMCSA
+$5.24M
4
DAL icon
Delta Air Lines
DAL
+$3.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

Rank Sector Weight
1 Technology 18.81%
2 Financials 13.94%
3 Healthcare 7.66%
4 Industrials 7.45%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UDR icon
851
UDR
UDR
$12.2B
$7.01K ﹤0.01%
191
– –
AES icon
852
AES
AES
$10.5B
$7K ﹤0.01%
488
– –
CMC icon
853
Commercial Metals
CMC
$7.98B
$6.99K ﹤0.01%
101
+4
+4% +$250
SLVM icon
854
Sylvamo
SLVM
$1.55B
$6.98K ﹤0.01%
145
– –
TTC icon
855
Toro Company
TTC
$9.21B
$6.93K ﹤0.01%
88
+3
+4% +$222
JHMM icon
856
John Hancock Multifactor Mid Cap ETF
JHMM
$6.18B
$6.88K ﹤0.01%
105
– –
ADC icon
857
Agree Realty
ADC
$9.34B
$6.84K ﹤0.01%
95
+5
+6% +$365
VMI icon
858
Valmont Industries
VMI
$9.5B
$6.84K ﹤0.01%
17
-2,000
-99% -$814K
HAS icon
859
Hasbro
HAS
$13.6B
$6.81K ﹤0.01%
83
– –
ONTO icon
860
Onto Innovation
ONTO
$20.6B
$6.79K ﹤0.01%
43
+2
+5% +$284
OSK icon
861
Oshkosh
OSK
$9.41B
$6.78K ﹤0.01%
54
– –
HQY icon
862
HealthEquity
HQY
$8.83B
$6.78K ﹤0.01%
74
– –
CADE
863
DELISTED
Cadence Bank
CADE
$6.77K ﹤0.01%
158
– –
R icon
864
Ryder
R
$10.1B
$6.7K ﹤0.01%
35
– –
ACA icon
865
Arcosa
ACA
$7.12B
$6.7K ﹤0.01%
63
– –
ONB icon
866
Old National Bancorp
ONB
$10.4B
$6.69K ﹤0.01%
300
+30
+11% +$647
G icon
867
Genpact
G
$5.78B
$6.69K ﹤0.01%
143
+8
+6% +$346
NNN icon
868
NNN REIT
NNN
$8.87B
$6.66K ﹤0.01%
168
+8
+5% +$328
PNW icon
869
Pinnacle West Capital
PNW
$12.2B
$6.65K ﹤0.01%
75
– –
CNH
870
CNH Industrial
CNH
$16.7B
$6.64K ﹤0.01%
720
+40
+6% +$400
WTS icon
871
Watts Water Technologies
WTS
$12.8B
$6.62K ﹤0.01%
24
+1
+4% +$276
SWKS icon
872
Skyworks Solutions
SWKS
$10.5B
$6.59K ﹤0.01%
104
– –
FR icon
873
First Industrial Realty Trust
FR
$8.4B
$6.59K ﹤0.01%
115
+5
+5% +$279
VDC icon
874
Vanguard Consumer Staples ETF
VDC
$8.03B
$6.55K ﹤0.01%
31
– –
SOFI icon
875
SoFi Technologies
SOFI
$23.8B
$6.54K ﹤0.01%
250
-250
-50% -$6.97K
33 34
35
36 37

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Farmers & Merchants Investments Inc's Q4 2025 Portfolio in Review

As of Q4 2025, Farmers & Merchants Investments Inc held 1,768 positions worth $3.62B, up 2.6% from $3.53B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.4%. Farmers & Merchants Investments Inc opened 31 new positions and exited 47, leaving the 1,768-position portfolio largely intact.

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

  • Farmers & Merchants Investments Inc's largest Q4 2025 buy was Solstice Advanced Materials: 12,080 shares worth $587K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $11.4M increase.
  • Farmers & Merchants Investments Inc's biggest Q4 2025 reduction was JPMorgan Chase, cutting an estimated $5.9M.
  • Farmers & Merchants Investments Inc fully exited Hanesbrands in Q4 2025, selling an estimated $260K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.62B portfolio in Q4 2025.
  • Farmers & Merchants Investments Inc opened 31 new positions and closed 47 in Q4 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.6% quarter-over-quarter to $3.62B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2025, filed 3 Feb 2026.