We are live on ! Find out more
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
GTLS
876
DELISTED
Chart Industries
GTLS
$5.76K ﹤0.01%
35
+4
+13% +$588
RMBS icon
877
Rambus
RMBS
$10.8B
$5.76K ﹤0.01%
90
+8
+10% +$429
CELH icon
878
Celsius Holdings
CELH
$7.28B
$5.75K ﹤0.01%
124
+14
+13% +$539
HRL icon
879
Hormel Foods
HRL
$13.4B
$5.75K ﹤0.01%
190
– –
SLM icon
880
SLM Corp
SLM
$5.22B
$5.74K ﹤0.01%
175
-2
-1% -$61
ELF icon
881
e.l.f. Beauty
ELF
$5.43B
$5.72K ﹤0.01%
46
+5
+12% +$427
MTG icon
882
MGIC Investment
MTG
$6.33B
$5.71K ﹤0.01%
205
+20
+11% +$515
LSCC icon
883
Lattice Semiconductor
LSCC
$18.2B
$5.68K ﹤0.01%
116
+10
+9% +$479
IXJ icon
884
iShares Global Healthcare ETF
IXJ
$4.23B
$5.68K ﹤0.01%
66
– –
COOP
885
DELISTED
Mr. Cooper
COOP
$5.67K ﹤0.01%
38
-3
-7% -$385
ESAB icon
886
ESAB
ESAB
$5.29B
$5.67K ﹤0.01%
47
+5
+12% +$605
AOS icon
887
A.O. Smith
AOS
$8.49B
$5.64K ﹤0.01%
86
– –
G icon
888
Genpact
G
$5.78B
$5.63K ﹤0.01%
128
+8
+7% +$362
VOYA icon
889
Voya Financial
VOYA
$9.16B
$5.61K ﹤0.01%
79
+2
+3% +$128
GNRC icon
890
Generac Holdings
GNRC
$12.8B
$5.58K ﹤0.01%
39
– –
MKTX icon
891
MarketAxess Holdings
MKTX
$5.72B
$5.58K ﹤0.01%
25
– –
COKE icon
892
Coca-Cola Consolidated
COKE
$12.7B
$5.58K ﹤0.01%
50
+10
+25% +$1.21K
OLED icon
893
Universal Display
OLED
$4.18B
$5.56K ﹤0.01%
36
+3
+9% +$420
STAG icon
894
STAG Industrial
STAG
$7.12B
$5.55K ﹤0.01%
153
+15
+11% +$519
FOUR icon
895
Shift4
FOUR
$3.79B
$5.55K ﹤0.01%
56
+20
+56% +$1.74K
CHWY icon
896
Chewy
CHWY
$9.2B
$5.54K ﹤0.01%
130
+27
+26% +$1.08K
LITE icon
897
Lumentum
LITE
$78B
$5.51K ﹤0.01%
58
+6
+12% +$426
ONB icon
898
Old National Bancorp
ONB
$10.4B
$5.51K ﹤0.01%
258
+25
+11% +$517
SAIA icon
899
Saia
SAIA
$10.1B
$5.48K ﹤0.01%
20
+2
+11% +$570
ACA icon
900
Arcosa
ACA
$7.12B
$5.46K ﹤0.01%
63
– –
34 35
36
37 38

Similar funds

AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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.