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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
WEX icon
976
WEX
WEX
$6.78B
$4.41K ﹤0.01%
30
-3
-9% -$403
HR icon
977
Healthcare Realty
HR
$6.58B
$4.39K ﹤0.01%
277
– –
AWI icon
978
Armstrong World Industries
AWI
$7.68B
$4.39K ﹤0.01%
27
– –
CRUS icon
979
Cirrus Logic
CRUS
$6.08B
$4.38K ﹤0.01%
42
– –
WHR icon
980
Whirlpool
WHR
$2.79B
$4.36K ﹤0.01%
43
+10
+30% +$832
SIGI icon
981
Selective Insurance
SIGI
$5.59B
$4.33K ﹤0.01%
50
+4
+9% +$350
VVV icon
982
Valvoline
VVV
$4.31B
$4.32K ﹤0.01%
114
+10
+10% +$350
LPX icon
983
Louisiana-Pacific
LPX
$5.18B
$4.3K ﹤0.01%
50
+6
+14% +$533
HOMB icon
984
Home BancShares
HOMB
$6.27B
$4.3K ﹤0.01%
151
+12
+9% +$334
BIDU icon
985
Baidu
BIDU
$35.5B
$4.29K ﹤0.01%
50
– –
QLYS icon
986
Qualys
QLYS
$6.78B
$4.29K ﹤0.01%
30
+4
+15% +$529
DXC icon
987
DXC Technology
DXC
$1.79B
$4.27K ﹤0.01%
279
-17
-6% -$262
FUTY icon
988
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
$4.26K ﹤0.01%
81
– –
POST icon
989
Post Holdings
POST
$3.65B
$4.25K ﹤0.01%
39
+4
+11% +$448
QRVO icon
990
Qorvo
QRVO
$8.68B
$4.25K ﹤0.01%
50
+10
+25% +$722
BHVN icon
991
Biohaven
BHVN
$2.24B
$4.23K ﹤0.01%
300
– –
TXNM
992
TXNM Energy Inc
TXNM
$5.91B
$4.22K ﹤0.01%
75
+8
+12% +$436
FNB icon
993
FNB Corp
FNB
$6.88B
$4.21K ﹤0.01%
289
+31
+12% +$419
CPB icon
994
Campbell Soup
CPB
$6.94B
$4.2K ﹤0.01%
137
– –
CPNG icon
995
Coupang
CPNG
$29.3B
$4.19K ﹤0.01%
140
– –
AN icon
996
AutoNation
AN
$6.89B
$4.17K ﹤0.01%
21
+3
+17% +$542
LSTR icon
997
Landstar System
LSTR
$6.4B
$4.17K ﹤0.01%
30
+5
+20% +$693
AMTM
998
Amentum Holdings
AMTM
$5.3B
$4.16K ﹤0.01%
176
+37
+27% +$773
NXST icon
999
Nexstar Media Group
NXST
$5.81B
$4.15K ﹤0.01%
24
– –
FSS icon
1000
Federal Signal
FSS
$7.51B
$4.15K ﹤0.01%
39
– –
38 39
40
41 42

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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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BG
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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.