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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
+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
LFUS icon
951
Littelfuse
LFUS
$11.4B
$4.76K ﹤0.01%
21
+3
+17% +$592
CROX icon
952
Crocs
CROX
$6.36B
$4.76K ﹤0.01%
47
+3
+7% +$306
GATX icon
953
GATX Corp
GATX
$6.33B
$4.76K ﹤0.01%
31
+3
+11% +$450
CGNX icon
954
Cognex
CGNX
$10.4B
$4.76K ﹤0.01%
150
+11
+8% +$315
HLN icon
955
Haleon
HLN
$43.2B
$4.75K ﹤0.01%
+458
New +$4.83K
H icon
956
Hyatt Hotels
H
$16.9B
$4.75K ﹤0.01%
34
+5
+17% +$624
LNTH icon
957
Lantheus
LNTH
$6.59B
$4.75K ﹤0.01%
58
+5
+9% +$439
CHRD icon
958
Chord Energy
CHRD
$7.35B
$4.75K ﹤0.01%
49
+14
+40% +$1.33K
RCI icon
959
Rogers Communications
RCI
$19.7B
$4.75K ﹤0.01%
160
– –
CMC icon
960
Commercial Metals
CMC
$7.98B
$4.74K ﹤0.01%
97
+8
+9% +$371
MTDR icon
961
Matador Resources
MTDR
$6.39B
$4.72K ﹤0.01%
99
+8
+9% +$353
VTWO icon
962
Vanguard Russell 2000 ETF
VTWO
$17.5B
$4.71K ﹤0.01%
54
– –
HLNE icon
963
Hamilton Lane
HLNE
$5.91B
$4.69K ﹤0.01%
33
+12
+57% +$1.81K
VNT icon
964
Vontier
VNT
$4.47B
$4.69K ﹤0.01%
127
+8
+7% +$272
FCN icon
965
FTI Consulting
FCN
$4.24B
$4.68K ﹤0.01%
29
+4
+16% +$653
FRT icon
966
Federal Realty Investment Trust
FRT
$10.3B
$4.66K ﹤0.01%
49
– –
BMI icon
967
Badger Meter
BMI
$3.78B
$4.65K ﹤0.01%
19
– –
DY icon
968
Dycom Industries
DY
$12.3B
$4.64K ﹤0.01%
19
-1
-5% -$197
CADE
969
DELISTED
Cadence Bank
CADE
$4.57K ﹤0.01%
143
+17
+13% +$510
OPCH icon
970
Option Care Health
OPCH
$3.61B
$4.48K ﹤0.01%
138
+19
+16% +$614
DAR icon
971
Darling Ingredients
DAR
$10.4B
$4.48K ﹤0.01%
118
-3
-2% -$99
FCFS icon
972
FirstCash
FCFS
$9.14B
$4.46K ﹤0.01%
33
+2
+6% +$256
MLR icon
973
Miller Industries
MLR
$640M
$4.45K ﹤0.01%
100
– –
MSTY icon
974
YieldMax MSTR Option Income Strategy ETF
MSTY
$751M
$4.43K ﹤0.01%
+40
New +$4.39K
DAY
975
DELISTED
Dayforce
DAY
$4.43K ﹤0.01%
80
– –
37 38
39
40 41

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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 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.