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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
HD icon
76
Home Depot
HD
$342B
$12.6M 0.36%
31,042
-197
-0.6% -$77.5K
TJX icon
77
TJX Companies
TJX
$169B
$12.3M 0.35%
85,271
-160
-0.2% -$21.3K
HYG icon
78
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$12.3M 0.35%
151,758
-21,252
-12% -$1.71M
VZ icon
79
Verizon
VZ
$195B
$12.3M 0.35%
279,282
-27,395
-9% -$1.19M
CMCSA icon
80
Comcast
CMCSA
$90.4B
$12.2M 0.35%
388,438
-23,580
-6% -$790K
CRM icon
81
Salesforce
CRM
$158B
$12.2M 0.34%
51,301
+2,861
+6% +$722K
ROST icon
82
Ross Stores
ROST
$79.6B
$12.1M 0.34%
79,507
-3,811
-5% -$544K
SBUX icon
83
Starbucks
SBUX
$124B
$12M 0.34%
142,172
+882
+0.6% +$78.9K
GNMA icon
84
iShares GNMA Bond ETF
GNMA
$432M
$11.8M 0.34%
266,935
+15,287
+6% +$672K
QCOM icon
85
Qualcomm
QCOM
$171B
$11.5M 0.33%
69,281
-606
-0.9% -$96.1K
ASML icon
86
ASML
ASML
$695B
$11.4M 0.32%
11,731
-2,399
-17% -$1.89M
MDLZ icon
87
Mondelez International
MDLZ
$79.4B
$11.1M 0.31%
177,656
-20,605
-10% -$1.33M
MBB icon
88
iShares MBS ETF
MBB
$39B
$10.9M 0.31%
114,275
-38,866
-25% -$3.65M
HON icon
89
Honeywell
HON
$74.6B
$10.7M 0.3%
54,157
-7,214
-12% -$1.51M
OXY icon
90
Occidental Petroleum
OXY
$58.5B
$10.7M 0.3%
227,115
-12,321
-5% -$557K
FISV
91
Fiserv Inc
FISV
$27.4B
$10.7M 0.3%
83,140
+1,176
+1% +$169K
MRK icon
92
Merck
MRK
$328B
$10.3M 0.29%
123,142
-12,500
-9% -$1.03M
NUE icon
93
Nucor
NUE
$61.7B
$10.2M 0.29%
75,585
-3,500
-4% -$495K
ITT icon
94
ITT
ITT
$19.4B
$10.1M 0.29%
56,705
-8,322
-13% -$1.4M
PYPL icon
95
PayPal
PYPL
$50.6B
$9.91M 0.28%
147,704
-12,791
-8% -$902K
BAH icon
96
Booz Allen Hamilton
BAH
$9.43B
$9.7M 0.28%
97,046
-10,822
-10% -$1.16M
ITW icon
97
Illinois Tool Works
ITW
$83.3B
$9.66M 0.27%
37,047
-343
-0.9% -$89.4K
EW icon
98
Edwards Lifesciences
EW
$53.6B
$9.62M 0.27%
123,745
-15,037
-11% -$1.17M
UBER icon
99
Uber
UBER
$154B
$9.61M 0.27%
98,134
-8,923
-8% -$834K
COP icon
100
ConocoPhillips
COP
$153B
$9.57M 0.27%
101,198
+120
+0.1% +$11.3K
2 3
4
5 6

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SP
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GCM
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SHCM
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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.