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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
+3.44%
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
$3.62B
AUM Growth
+$91.3M
Cap. Flow
+$8.7M
Cap. Flow %
0.24%
Top 10 Hldgs %
37.46%
Holding
1,768
New
31
Increased
320
Reduced
340
Closed
47

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.4M
2
META icon
Meta Platforms (Facebook)
META
+$10.8M
3
AMZN icon
Amazon
AMZN
+$3.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.91M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.73M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$5.9M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.35M
3
CMCSA icon
Comcast
CMCSA
+$5.24M
4
DAL icon
Delta Air Lines
DAL
+$3.94M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

Rank Sector Weight
1 Technology 18.81%
2 Financials 13.94%
3 Healthcare 7.66%
4 Industrials 7.45%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KBH icon
1076
KB Home
KBH
$3.45B
$3.44K ﹤0.01%
61
– –
BCPC
1077
Balchem Corp
BCPC
$5.65B
$3.37K ﹤0.01%
22
– –
IBP icon
1078
Installed Building Products
IBP
$6.54B
$3.37K ﹤0.01%
13
-1
-7% -$259
IUSG icon
1079
iShares Core S&P US Growth ETF
IUSG
$34B
$3.36K ﹤0.01%
20
– –
SMTC icon
1080
Semtech
SMTC
$12.4B
$3.32K ﹤0.01%
45
– –
SEE
1081
DELISTED
Sealed Air
SEE
$3.31K ﹤0.01%
80
– –
VVV icon
1082
Valvoline
VVV
$4.31B
$3.31K ﹤0.01%
114
– –
YETI icon
1083
Yeti Holdings
YETI
$3.44B
$3.31K ﹤0.01%
75
– –
KNF icon
1084
Knife River
KNF
$3.74B
$3.31K ﹤0.01%
47
– –
CPNG icon
1085
Coupang
CPNG
$29.3B
$3.3K ﹤0.01%
140
– –
SGML icon
1086
Sigma Lithium
SGML
$1.27B
$3.3K ﹤0.01%
250
– –
GHC icon
1087
Graham Holdings Company
GHC
$4.97B
$3.3K ﹤0.01%
3
– –
SNOW icon
1088
Snowflake
SNOW
$117B
$3.29K ﹤0.01%
15
– –
FFIN icon
1089
First Financial Bankshares
FFIN
$5.04B
$3.29K ﹤0.01%
110
– –
MSM icon
1090
MSC Industrial Direct
MSM
$6.77B
$3.28K ﹤0.01%
39
– –
DLB icon
1091
Dolby
DLB
$5.84B
$3.27K ﹤0.01%
51
+3
+6% +$201
JHML icon
1092
John Hancock Multifactor Large Cap ETF
JHML
$1.21B
$3.27K ﹤0.01%
41
– –
MMSI icon
1093
Merit Medical Systems
MMSI
$5.4B
$3.26K ﹤0.01%
37
– –
WHR icon
1094
Whirlpool
WHR
$2.79B
$3.25K ﹤0.01%
45
– –
GVA icon
1095
Granite Construction
GVA
$5.41B
$3.23K ﹤0.01%
28
– –
FHI icon
1096
Federated Hermes
FHI
$4.74B
$3.23K ﹤0.01%
62
– –
NVST icon
1097
Envista
NVST
$4.51B
$3.19K ﹤0.01%
147
– –
BOOT icon
1098
Boot Barn
BOOT
$4.92B
$3.18K ﹤0.01%
18
– –
EPRT icon
1099
Essential Properties Realty Trust
EPRT
$6.71B
$3.14K ﹤0.01%
106
– –
BMI icon
1100
Badger Meter
BMI
$3.78B
$3.14K ﹤0.01%
18
– –
42 43
44
45 46

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Farmers & Merchants Investments Inc held 1,768 positions worth $3.62B, up 2.6% from $3.53B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.4%. Farmers & Merchants Investments Inc opened 31 new positions and exited 47, leaving the 1,768-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

  • Farmers & Merchants Investments Inc's largest Q4 2025 buy was Solstice Advanced Materials: 12,080 shares worth $587K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $11.4M increase.
  • Farmers & Merchants Investments Inc's biggest Q4 2025 reduction was JPMorgan Chase, cutting an estimated $5.9M.
  • Farmers & Merchants Investments Inc fully exited Hanesbrands in Q4 2025, selling an estimated $260K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.62B portfolio in Q4 2025.
  • Farmers & Merchants Investments Inc opened 31 new positions and closed 47 in Q4 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.6% quarter-over-quarter to $3.62B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2025, filed 3 Feb 2026.