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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
SBRA icon
1076
Sabra Healthcare REIT
SBRA
$5.15B
$3.54K ﹤0.01%
190
– –
WHR icon
1077
Whirlpool
WHR
$2.79B
$3.54K ﹤0.01%
45
+2
+5% +$184
GHC icon
1078
Graham Holdings Company
GHC
$4.97B
$3.53K ﹤0.01%
3
+1
+50% +$1.03K
PVH icon
1079
PVH
PVH
$3.77B
$3.52K ﹤0.01%
42
– –
ST icon
1080
Sensata Technologies
ST
$6.61B
$3.51K ﹤0.01%
115
+10
+10% +$316
ANF icon
1081
Abercrombie & Fitch
ANF
$4.84B
$3.51K ﹤0.01%
41
+2
+5% +$187
GPI icon
1082
Group 1 Automotive
GPI
$3.14B
$3.5K ﹤0.01%
8
– –
BC icon
1083
Brunswick
BC
$5.29B
$3.48K ﹤0.01%
55
+2
+4% +$124
DLB icon
1084
Dolby
DLB
$5.84B
$3.47K ﹤0.01%
48
+2
+4% +$147
MARA icon
1085
Marathon Digital Holdings
MARA
$3.56B
$3.47K ﹤0.01%
190
– –
CTRE icon
1086
CareTrust REIT
CTRE
$9.18B
$3.47K ﹤0.01%
100
+10
+11% +$329
IBP icon
1087
Installed Building Products
IBP
$6.54B
$3.45K ﹤0.01%
14
-1
-7% -$237
TTD icon
1088
Trade Desk
TTD
$6.84B
$3.43K ﹤0.01%
+70
New +$4.44K
ACIW icon
1089
ACI Worldwide
ACIW
$5.42B
$3.43K ﹤0.01%
65
– –
ASB icon
1090
Associated Banc-Corp
ASB
$6.07B
$3.42K ﹤0.01%
133
– –
TRNO icon
1091
Terreno Realty
TRNO
$7.5B
$3.4K ﹤0.01%
60
– –
CVSA
1092
Covista Inc
CVSA
$4.49B
$3.4K ﹤0.01%
22
– –
ALE
1093
DELISTED
Allete
ALE
$3.39K ﹤0.01%
51
+4
+9% +$260
SNOW icon
1094
Snowflake
SNOW
$117B
$3.38K ﹤0.01%
15
– –
ESE icon
1095
ESCO Technologies
ESE
$7.79B
$3.38K ﹤0.01%
16
-1
-6% -$198
CNO icon
1096
CNO Financial Group
CNO
$5.07B
$3.36K ﹤0.01%
85
+6
+8% +$229
IRT icon
1097
Independence Realty Trust
IRT
$4.01B
$3.33K ﹤0.01%
203
+10
+5% +$173
BCPC
1098
Balchem Corp
BCPC
$5.65B
$3.3K ﹤0.01%
22
– –
IUSG icon
1099
iShares Core S&P US Growth ETF
IUSG
$34B
$3.29K ﹤0.01%
20
– –
VTRS icon
1100
Viatris
VTRS
$18.4B
$3.29K ﹤0.01%
332
-2
-0.6% -$19
42 43
44
45 46

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AP
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SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
ICP
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BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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.