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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
SLVM icon
876
Sylvamo
SLVM
$1.55B
$6.41K ﹤0.01%
145
-5
-3% -$232
ADC icon
877
Agree Realty
ADC
$9.34B
$6.39K ﹤0.01%
90
+3
+3% +$217
UEVM icon
878
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$251M
$6.38K ﹤0.01%
+115
New +$6.2K
OLN icon
879
Olin
OLN
$2.17B
$6.32K ﹤0.01%
253
-3
-1% -$67
AOS icon
880
A.O. Smith
AOS
$8.49B
$6.31K ﹤0.01%
86
– –
HAS icon
881
Hasbro
HAS
$13.6B
$6.3K ﹤0.01%
83
– –
VOYA icon
882
Voya Financial
VOYA
$9.16B
$6.28K ﹤0.01%
84
+5
+6% +$369
NCLH icon
883
Norwegian Cruise Line
NCLH
$8.98B
$6.28K ﹤0.01%
255
– –
CBSH icon
884
Commerce Bancshares
CBSH
$8.61B
$6.28K ﹤0.01%
110
+5
+5% +$294
CHWY icon
885
Chewy
CHWY
$9.2B
$6.27K ﹤0.01%
155
+25
+19% +$964
IDA icon
886
Idacorp
IDA
$8.16B
$6.21K ﹤0.01%
47
+3
+7% +$372
IUSV icon
887
iShares Core S&P US Value ETF
IUSV
$28B
$6.2K ﹤0.01%
62
– –
SSD icon
888
Simpson Manufacturing
SSD
$8B
$6.2K ﹤0.01%
37
+2
+6% +$358
AAL icon
889
American Airlines Group
AAL
$9.97B
$6.18K ﹤0.01%
550
+15
+3% +$185
UGI icon
890
UGI
UGI
$7.56B
$6.15K ﹤0.01%
185
+8
+5% +$280
KD icon
891
Kyndryl
KD
$3.04B
$6.1K ﹤0.01%
203
-388
-66% -$13.3K
PNFP icon
892
Pinnacle Financial Partners Inc
PNFP
$16.2B
$6.1K ﹤0.01%
65
+3
+5% +$299
SNV
893
DELISTED
Synovus
SNV
$6.09K ﹤0.01%
124
+6
+5% +$307
EXLS icon
894
EXL Service
EXLS
$5.36B
$6.08K ﹤0.01%
138
+5
+4% +$217
PCTY icon
895
Paylocity
PCTY
$8.1B
$6.05K ﹤0.01%
38
+3
+9% +$531
ERIE icon
896
Erie Indemnity
ERIE
$13.4B
$6.04K ﹤0.01%
19
– –
WING icon
897
Wingstop
WING
$3.1B
$6.04K ﹤0.01%
24
+1
+4% +$311
HRB icon
898
H&R Block
HRB
$6.76B
$6.02K ﹤0.01%
119
+5
+4% +$264
RGEN icon
899
Repligen
RGEN
$9.45B
$6.01K ﹤0.01%
45
+3
+7% +$364
CRUS icon
900
Cirrus Logic
CRUS
$6.08B
$6.01K ﹤0.01%
48
+6
+14% +$668
34 35
36
37 38

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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.