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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
-0.14%
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
+$5.21M
Cap. Flow
+$66.4M
Cap. Flow %
1.83%
Top 10 Hldgs %
36.8%
Holding
1,788
New
67
Increased
260
Reduced
349
Closed
28

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.6M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.2M
3
CRM icon
Salesforce
CRM
+$5.06M
4
MSFT icon
Microsoft
MSFT
+$4.36M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.27M

Top Sells

Rank Stock Value
1
ALB icon
Albemarle
ALB
+$1.67M
2
WMT icon
Walmart Inc
WMT
+$1.43M
3
ATI icon
ATI
ATI
+$1.03M
4
WCC
WESCO International
WCC
+$878K
5
WFC icon
Wells Fargo
WFC
+$580K

Sector Composition

Rank Sector Weight
1 Technology 17.39%
2 Financials 13.14%
3 Industrials 7.95%
4 Healthcare 7.23%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RKT icon
926
Rocket Companies
RKT
$42.6B
$5.96K ﹤0.01%
418
– –
BOC icon
927
Boston Omaha
BOC
$436M
$5.95K ﹤0.01%
+509
New +$6.28K
MIDD icon
928
Middleby
MIDD
$5.38B
$5.83K ﹤0.01%
44
– –
ORA icon
929
Ormat Technologies
ORA
$6.97B
$5.82K ﹤0.01%
52
+1
+2% +$116
MP icon
930
MP Materials
MP
$9.91B
$5.79K ﹤0.01%
120
– –
STAG icon
931
STAG Industrial
STAG
$7.12B
$5.77K ﹤0.01%
160
– –
LAD icon
932
Lithia Motors
LAD
$8.32B
$5.74K ﹤0.01%
23
– –
VOYA icon
933
Voya Financial
VOYA
$9.01B
$5.74K ﹤0.01%
84
– –
TTD icon
934
Trade Desk
TTD
$6.84B
$5.67K ﹤0.01%
250
– –
AOS icon
935
A.O. Smith
AOS
$8.51B
$5.67K ﹤0.01%
86
– –
TKR icon
936
Timken Company
TKR
$9.03B
$5.63K ﹤0.01%
56
– –
CART icon
937
Maplebear
CART
$11.2B
$5.62K ﹤0.01%
150
+10
+7% +$379
BIDU icon
938
Baidu
BIDU
$35.5B
$5.57K ﹤0.01%
50
– –
SWKS icon
939
Skyworks Solutions
SWKS
$10.5B
$5.57K ﹤0.01%
104
– –
PB icon
940
Prosperity Bancshares
PB
$8.95B
$5.51K ﹤0.01%
82
– –
EXP icon
941
Eagle Materials
EXP
$6.47B
$5.49K ﹤0.01%
29
– –
LEA icon
942
Lear
LEA
$8.16B
$5.45K ﹤0.01%
45
-1
-2% -$125
FAF icon
943
First American
FAF
$7.38B
$5.43K ﹤0.01%
90
-2
-2% -$128
VTWO icon
944
Vanguard Russell 2000 ETF
VTWO
$17.5B
$5.41K ﹤0.01%
54
– –
REGN icon
945
Regeneron Pharmaceuticals
REGN
$82.2B
$5.41K ﹤0.01%
7
– –
THG icon
946
Hanover Insurance
THG
$7.74B
$5.37K ﹤0.01%
31
– –
CBSH icon
947
Commerce Bancshares
CBSH
$8.61B
$5.36K ﹤0.01%
109
– –
HR icon
948
Healthcare Realty
HR
$6.58B
$5.35K ﹤0.01%
315
– –
G icon
949
Genpact
G
$5.7B
$5.33K ﹤0.01%
143
– –
RGEN icon
950
Repligen
RGEN
$9.45B
$5.3K ﹤0.01%
45
– –
36 37
38
39 40

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SP
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GCM
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ICP
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BG
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Farmers & Merchants Investments Inc's Q1 2026 Portfolio in Review

As of Q1 2026, Farmers & Merchants Investments Inc held 1,788 positions worth $3.62B, up 0.14% from $3.62B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Farmers & Merchants Investments Inc's Q1 2026 filing shows 67 new, 260 increased, 349 reduced and 28 closed positions. Its largest new stake was State Street SPDR Russell 1000 Low Volatility Focus ETF: 2,332 shares worth $313K. The largest sale was Albemarle, an estimated $1.67M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 19% a quarter earlier, followed by Financials and Industrials.

  • Farmers & Merchants Investments Inc's largest Q1 2026 buy was State Street SPDR Russell 1000 Low Volatility Focus ETF: 2,332 shares worth $313K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $6.6M increase.
  • Farmers & Merchants Investments Inc's biggest Q1 2026 reduction was Albemarle, cutting an estimated $1.67M.
  • Farmers & Merchants Investments Inc fully exited KLA in Q1 2026, selling an estimated $114K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.62B portfolio in Q1 2026.
  • Farmers & Merchants Investments Inc opened 67 new positions and closed 28 in Q1 2026.
  • Farmers & Merchants Investments Inc's portfolio value rose 0.14% quarter-over-quarter to $3.62B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2026, filed 23 Apr 2026.