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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
VZ icon
76
Verizon
VZ
$195B
$13.3M 0.39%
306,677
+22,823
+8% +$988K
CRM icon
77
Salesforce
CRM
$158B
$13.2M 0.39%
48,440
+47,302
+4,157% +$12.6M
SBUX icon
78
Starbucks
SBUX
$124B
$12.9M 0.38%
141,290
+4,924
+4% +$427K
IWP icon
79
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$12.9M 0.38%
93,028
-720
-0.8% -$91.1K
ICLR icon
80
Icon
ICLR
$12.9B
$12.7M 0.37%
87,573
+2,181
+3% +$309K
IVW icon
81
iShares S&P 500 Growth ETF
IVW
$77.3B
$12.7M 0.37%
115,559
-1,251
-1% -$124K
DELL icon
82
Dell
DELL
$313B
$12.5M 0.36%
101,885
-1,000
-1% -$102K
MDT icon
83
Medtronic
MDT
$116B
$12M 0.35%
137,494
+1,416
+1% +$120K
PYPL icon
84
PayPal
PYPL
$50.6B
$11.9M 0.35%
160,495
-592
-0.4% -$40.5K
HD icon
85
Home Depot
HD
$342B
$11.5M 0.33%
31,239
-1,282
-4% -$464K
ASML icon
86
ASML
ASML
$695B
$11.3M 0.33%
14,130
+648
+5% +$465K
BAH icon
87
Booz Allen Hamilton
BAH
$9.43B
$11.2M 0.33%
107,868
+3,271
+3% +$366K
QCOM icon
88
Qualcomm
QCOM
$171B
$11.1M 0.32%
69,887
-907
-1% -$134K
GNMA icon
89
iShares GNMA Bond ETF
GNMA
$432M
$11.1M 0.32%
251,648
+11,521
+5% +$500K
EW icon
90
Edwards Lifesciences
EW
$53.6B
$10.9M 0.32%
138,782
+1,229
+0.9% +$91.7K
MRK icon
91
Merck
MRK
$328B
$10.7M 0.31%
135,642
-139
-0.1% -$11K
ROST icon
92
Ross Stores
ROST
$79.6B
$10.6M 0.31%
83,318
-2,389
-3% -$332K
TJX icon
93
TJX Companies
TJX
$169B
$10.5M 0.31%
85,431
-1,121
-1% -$142K
ATR icon
94
AptarGroup
ATR
$8.47B
$10.5M 0.31%
66,913
+3,691
+6% +$557K
CAT icon
95
Caterpillar
CAT
$393B
$10.3M 0.3%
26,587
+124
+0.5% +$41.3K
NUE icon
96
Nucor
NUE
$61.7B
$10.2M 0.3%
79,085
-1,450
-2% -$169K
ITT icon
97
ITT
ITT
$19.4B
$10.2M 0.3%
65,027
+1,850
+3% +$263K
OXY icon
98
Occidental Petroleum
OXY
$58.5B
$10.1M 0.29%
239,436
-6,950
-3% -$290K
UBER icon
99
Uber
UBER
$154B
$9.99M 0.29%
107,057
+4,017
+4% +$331K
NEE icon
100
NextEra Energy
NEE
$179B
$9.7M 0.28%
139,733
+9,098
+7% +$632K
2 3
4
5 6

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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.