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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
TMHC
951
DELISTED
Taylor Morrison
TMHC
$5.24K ﹤0.01%
89
– –
STWD icon
952
Starwood Property Trust
STWD
$6.05B
$5.22K ﹤0.01%
290
– –
ARW icon
953
Arrow Electronics
ARW
$10.6B
$5.18K ﹤0.01%
47
– –
ANF icon
954
Abercrombie & Fitch
ANF
$4.84B
$5.16K ﹤0.01%
41
– –
NOV icon
955
NOV
NOV
$7.36B
$5.16K ﹤0.01%
330
– –
DBX icon
956
Dropbox
DBX
$7.81B
$5.14K ﹤0.01%
185
– –
CVLT icon
957
Commault Systems
CVLT
$6.26B
$5.14K ﹤0.01%
41
+2
+5% +$281
JHG
958
DELISTED
Janus Henderson
JHG
$5.14K ﹤0.01%
108
– –
BEN icon
959
Franklin Resources
BEN
$17.2B
$5.14K ﹤0.01%
215
– –
ENS icon
960
EnerSys
ENS
$7.2B
$5.14K ﹤0.01%
35
-1
-3% -$134
MSA icon
961
Mine Safety
MSA
$7.32B
$5.12K ﹤0.01%
32
– –
FNB icon
962
FNB Corp
FNB
$6.88B
$5.11K ﹤0.01%
299
– –
IDCC icon
963
InterDigital
IDCC
$8.88B
$5.09K ﹤0.01%
16
– –
WFRD icon
964
Weatherford International
WFRD
$6.6B
$5.09K ﹤0.01%
65
– –
AM icon
965
Antero Midstream
AM
$10.5B
$5.07K ﹤0.01%
285
– –
VNOM icon
966
Viper Energy
VNOM
$14.8B
$5.02K ﹤0.01%
130
+20
+18% +$757
SLM icon
967
SLM Corp
SLM
$5.22B
$5.01K ﹤0.01%
185
– –
DOCS icon
968
Doximity
DOCS
$4.74B
$5K ﹤0.01%
113
– –
ALK icon
969
Alaska Air
ALK
$5.3B
$4.98K ﹤0.01%
99
– –
AWI icon
970
Armstrong World Industries
AWI
$7.68B
$4.97K ﹤0.01%
26
-1
-4% -$191
DAR icon
971
Darling Ingredients
DAR
$10.4B
$4.97K ﹤0.01%
138
– –
CI icon
972
Cigna
CI
$73.5B
$4.95K ﹤0.01%
18
– –
SANM icon
973
Sanmina
SANM
$11.1B
$4.95K ﹤0.01%
33
– –
VNT icon
974
Vontier
VNT
$4.47B
$4.95K ﹤0.01%
133
– –
VLY icon
975
Valley National Bancorp
VLY
$8.3B
$4.94K ﹤0.01%
423
+20
+5% +$222
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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ICP
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BG
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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.