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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
DAR icon
1026
Darling Ingredients
DAR
$10.4B
$4.26K ﹤0.01%
138
+20
+17% +$668
PEGA icon
1027
Pegasystems
PEGA
$5.51B
$4.25K ﹤0.01%
74
+4
+6% +$220
ZWS icon
1028
Zurn Elkay Water Solutions
ZWS
$8.41B
$4.23K ﹤0.01%
90
– –
AMTM
1029
Amentum Holdings
AMTM
$5.3B
$4.21K ﹤0.01%
176
– –
TKR icon
1030
Timken Company
TKR
$9.1B
$4.21K ﹤0.01%
56
+2
+4% +$154
VNOM icon
1031
Viper Energy
VNOM
$14.8B
$4.2K ﹤0.01%
110
+5
+5% +$191
HXL icon
1032
Hexcel
HXL
$7.74B
$4.2K ﹤0.01%
67
– –
CAVA icon
1033
CAVA Group
CAVA
$8.43B
$4.17K ﹤0.01%
69
-95
-58% -$7.2K
AL
1034
DELISTED
Air Lease Corp
AL
$4.14K ﹤0.01%
65
– –
M icon
1035
Macy's
M
$6.27B
$4.12K ﹤0.01%
230
– –
HLN icon
1036
Haleon
HLN
$43.2B
$4.11K ﹤0.01%
458
– –
VVV icon
1037
Valvoline
VVV
$4.31B
$4.09K ﹤0.01%
114
– –
BCO icon
1038
Brink's
BCO
$4.72B
$4.09K ﹤0.01%
35
-2
-5% -$209
KEX icon
1039
Kirby Corp
KEX
$7.26B
$4.09K ﹤0.01%
49
+2
+4% +$201
WMG icon
1040
Warner Music
WMG
$13.3B
$4.09K ﹤0.01%
120
+5
+4% +$159
AEIS icon
1041
Advanced Energy
AEIS
$13.2B
$4.08K ﹤0.01%
24
-2
-8% -$301
CUZ icon
1042
Cousins Properties
CUZ
$4.93B
$4.08K ﹤0.01%
141
+10
+8% +$284
CNX icon
1043
CNX Resources
CNX
$5.23B
$4.08K ﹤0.01%
127
+7
+6% +$214
SR icon
1044
Spire
SR
$4.9B
$4.08K ﹤0.01%
50
+3
+6% +$228
ENS icon
1045
EnerSys
ENS
$7.2B
$4.07K ﹤0.01%
36
+5
+16% +$492
SIGI icon
1046
Selective Insurance
SIGI
$5.59B
$4.05K ﹤0.01%
50
– –
MLR icon
1047
Miller Industries
MLR
$640M
$4.04K ﹤0.01%
100
– –
LNC icon
1048
Lincoln National
LNC
$8.67B
$4.03K ﹤0.01%
100
– –
REZI icon
1049
Resideo Technologies
REZI
$3.1B
$4.02K ﹤0.01%
93
– –
KRG icon
1050
Kite Realty
KRG
$5.31B
$4.01K ﹤0.01%
180
+5
+3% +$112
40 41
42
43 44

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AP
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SP
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GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
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 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.