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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
MIDD icon
876
Middleby
MIDD
$5.29B
$6.54K ﹤0.01%
44
– –
QBTS icon
877
D-Wave Quantum Inc. Common Stock
QBTS
$7.78B
$6.54K ﹤0.01%
250
-250
-50% -$7.28K
BIDU icon
878
Baidu
BIDU
$35.5B
$6.53K ﹤0.01%
50
– –
AVTR icon
879
Avantor
AVTR
$9.37B
$6.53K ﹤0.01%
570
– –
AVAV icon
880
AeroVironment
AVAV
$9.59B
$6.53K ﹤0.01%
27
– –
IVZ icon
881
Invesco
IVZ
$14.3B
$6.49K ﹤0.01%
247
– –
COLB icon
882
Columbia Banking Systems
COLB
$9.18B
$6.43K ﹤0.01%
230
+20
+10% +$541
IXJ icon
883
iShares Global Healthcare ETF
IXJ
$4.23B
$6.43K ﹤0.01%
66
– –
GME icon
884
GameStop
GME
$8.33B
$6.43K ﹤0.01%
320
+10
+3% +$224
IUSV icon
885
iShares Core S&P US Value ETF
IUSV
$28B
$6.36K ﹤0.01%
62
– –
DINO icon
886
HF Sinclair
DINO
$16.3B
$6.31K ﹤0.01%
137
– –
CART icon
887
Maplebear
CART
$11.6B
$6.3K ﹤0.01%
140
+13
+10% +$532
SPIB icon
888
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$6.29K ﹤0.01%
186
-49
-21% -$1.66K
DOC icon
889
Healthpeak Properties
DOC
$14.3B
$6.27K ﹤0.01%
390
-181
-32% -$3.19K
VOYA icon
890
Voya Financial
VOYA
$9.16B
$6.26K ﹤0.01%
84
– –
CELH icon
891
Celsius Holdings
CELH
$7.28B
$6.22K ﹤0.01%
136
+7
+5% +$353
SNV
892
DELISTED
Synovus
SNV
$6.21K ﹤0.01%
124
– –
PNFP icon
893
Pinnacle Financial Partners Inc
PNFP
$16.2B
$6.2K ﹤0.01%
65
– –
MRNA icon
894
Moderna
MRNA
$25.4B
$6.19K ﹤0.01%
210
– –
POOL icon
895
Pool Corp
POOL
$7.29B
$6.18K ﹤0.01%
27
– –
BXP icon
896
Boston Properties
BXP
$11B
$6.07K ﹤0.01%
90
– –
MP icon
897
MP Materials
MP
$9.91B
$6.06K ﹤0.01%
120
+6
+5% +$380
MUSA icon
898
Murphy USA
MUSA
$10.4B
$6.05K ﹤0.01%
15
– –
AXTA icon
899
Axalta
AXTA
$7.93B
$6.04K ﹤0.01%
187
– –
RCI icon
900
Rogers Communications
RCI
$19.7B
$6.04K ﹤0.01%
160
– –
34 35
36
37 38

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GCM
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SHCM
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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.