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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
VNO icon
926
Vornado Realty Trust
VNO
$7.41B
$5.67K ﹤0.01%
140
+5
+4% +$195
IVZ icon
927
Invesco
IVZ
$14.3B
$5.67K ﹤0.01%
247
– –
FR icon
928
First Industrial Realty Trust
FR
$8.4B
$5.66K ﹤0.01%
110
+5
+5% +$251
G icon
929
Genpact
G
$5.78B
$5.66K ﹤0.01%
135
+7
+5% +$308
STAG icon
930
STAG Industrial
STAG
$7.12B
$5.65K ﹤0.01%
160
+7
+5% +$250
THG icon
931
Hanover Insurance
THG
$7.77B
$5.63K ﹤0.01%
31
+2
+7% +$343
STWD icon
932
Starwood Property Trust
STWD
$6.05B
$5.62K ﹤0.01%
290
+33
+13% +$664
SNDK
933
Sandisk
SNDK
$223B
$5.61K ﹤0.01%
+50
New +$2.92K
OLED icon
934
Universal Display
OLED
$4.18B
$5.6K ﹤0.01%
39
+3
+8% +$436
LBRDK icon
935
Liberty Broadband Class C
LBRDK
$5.29B
$5.59K ﹤0.01%
88
– –
DBX icon
936
Dropbox
DBX
$7.81B
$5.59K ﹤0.01%
185
– –
VNT icon
937
Vontier
VNT
$4.47B
$5.58K ﹤0.01%
133
+6
+5% +$247
EPAM icon
938
EPAM Systems
EPAM
$5.24B
$5.58K ﹤0.01%
37
– –
CMC icon
939
Commercial Metals
CMC
$7.98B
$5.56K ﹤0.01%
97
– –
DY icon
940
Dycom Industries
DY
$12.3B
$5.54K ﹤0.01%
19
– –
AM icon
941
Antero Midstream
AM
$10.5B
$5.54K ﹤0.01%
285
+10
+4% +$181
IDCC icon
942
InterDigital
IDCC
$8.88B
$5.52K ﹤0.01%
16
– –
GNTX icon
943
Gentex
GNTX
$4.99B
$5.52K ﹤0.01%
195
+10
+5% +$266
RCI icon
944
Rogers Communications
RCI
$19.7B
$5.51K ﹤0.01%
160
– –
APPF icon
945
AppFolio
APPF
$7.22B
$5.51K ﹤0.01%
20
+3
+18% +$810
FLR icon
946
Fluor
FLR
$7B
$5.51K ﹤0.01%
131
– –
DAY
947
DELISTED
Dayforce
DAY
$5.51K ﹤0.01%
80
– –
MSA icon
948
Mine Safety
MSA
$7.32B
$5.51K ﹤0.01%
32
– –
FBIN icon
949
Fortune Brands Innovations
FBIN
$5.78B
$5.45K ﹤0.01%
102
+8
+9% +$451
PB icon
950
Prosperity Bancshares
PB
$8.97B
$5.44K ﹤0.01%
82
+5
+6% +$344
36 37
38
39 40

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AP
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SP
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GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
ZP
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SHCM
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CA
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ICP
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BG
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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.