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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
BEN icon
976
Franklin Resources
BEN
$17.2B
$4.97K ﹤0.01%
215
– –
FRT icon
977
Federal Realty Investment Trust
FRT
$10.3B
$4.96K ﹤0.01%
49
– –
CLF icon
978
Cleveland-Cliffs
CLF
$6.93B
$4.94K ﹤0.01%
405
+20
+5% +$210
ALK icon
979
Alaska Air
ALK
$5.3B
$4.93K ﹤0.01%
99
-6
-6% -$334
BBWI icon
980
Bath & Body Works
BBWI
$3.76B
$4.89K ﹤0.01%
190
+10
+6% +$296
KMX icon
981
CarMax
KMX
$8.52B
$4.89K ﹤0.01%
109
– –
CHRD icon
982
Chord Energy
CHRD
$7.35B
$4.87K ﹤0.01%
49
– –
RXO icon
983
RXO
RXO
$3.85B
$4.84K ﹤0.01%
315
+235
+294% +$3.79K
MAT icon
984
Mattel
MAT
$4.25B
$4.83K ﹤0.01%
287
+10
+4% +$182
H icon
985
Hyatt Hotels
H
$16.9B
$4.83K ﹤0.01%
34
– –
FNB icon
986
FNB Corp
FNB
$6.88B
$4.82K ﹤0.01%
299
+10
+3% +$159
JHG
987
DELISTED
Janus Henderson
JHG
$4.81K ﹤0.01%
108
+5
+5% +$216
LPX icon
988
Louisiana-Pacific
LPX
$5.18B
$4.8K ﹤0.01%
54
+4
+8% +$369
GPK icon
989
Graphic Packaging
GPK
$3.51B
$4.79K ﹤0.01%
245
– –
RYAN icon
990
Ryan Specialty Holdings
RYAN
$11B
$4.79K ﹤0.01%
85
+5
+6% +$296
THO icon
991
Thor Industries
THO
$4.11B
$4.77K ﹤0.01%
46
+2
+5% +$201
TAP icon
992
Molson Coors Class B
TAP
$7.85B
$4.75K ﹤0.01%
105
– –
GBCI icon
993
Glacier Bancorp
GBCI
$6.48B
$4.72K ﹤0.01%
97
+5
+5% +$234
HLNE icon
994
Hamilton Lane
HLNE
$5.91B
$4.72K ﹤0.01%
35
+2
+6% +$302
HRL icon
995
Hormel Foods
HRL
$13.4B
$4.7K ﹤0.01%
190
– –
HWC icon
996
Hancock Whitney
HWC
$6.37B
$4.7K ﹤0.01%
75
+3
+4% +$184
UFPI icon
997
UFP Industries
UFPI
$5.03B
$4.67K ﹤0.01%
50
+1
+2% +$101
CART icon
998
Maplebear
CART
$11.6B
$4.67K ﹤0.01%
127
+7
+6% +$322
FSS icon
999
Federal Signal
FSS
$7.51B
$4.64K ﹤0.01%
39
– –
MHK icon
1000
Mohawk Industries
MHK
$9.42B
$4.64K ﹤0.01%
36
– –
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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ICP
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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.