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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
BWA icon
1151
BorgWarner
BWA
$13.8B
$2.51K ﹤0.01%
75
-70
-48% -$2.15K
NSIT icon
1152
Insight Enterprises
NSIT
$4.6B
$2.49K ﹤0.01%
18
– –
AROC icon
1153
Archrock
AROC
$5.85B
$2.48K ﹤0.01%
100
– –
SEE
1154
DELISTED
Sealed Air
SEE
$2.48K ﹤0.01%
80
– –
OSIS icon
1155
OSI Systems
OSIS
$3.77B
$2.47K ﹤0.01%
11
– –
PLMR icon
1156
Palomar
PLMR
$3.37B
$2.47K ﹤0.01%
16
-1
-6% -$155
URBN icon
1157
Urban Outfitters
URBN
$6.53B
$2.47K ﹤0.01%
34
-4
-11% -$240
SNEX icon
1158
StoneX
SNEX
$8.05B
$2.46K ﹤0.01%
61
– –
AMED
1159
DELISTED
Amedisys
AMED
$2.46K ﹤0.01%
25
+2
+9% +$189
PLXS icon
1160
Plexus
PLXS
$7.04B
$2.44K ﹤0.01%
18
– –
FLHY icon
1161
Franklin High Yield Corporate ETF
FLHY
$1.25B
$2.44K ﹤0.01%
100
– –
AVNT icon
1162
Avient
AVNT
$4.23B
$2.42K ﹤0.01%
75
+11
+17% +$381
CHH icon
1163
Choice Hotels
CHH
$4.71B
$2.41K ﹤0.01%
19
+3
+19% +$379
BGC icon
1164
BGC Group
BGC
$5.2B
$2.4K ﹤0.01%
235
– –
SFBS
1165
ServisFirst Bancshares
SFBS
$5B
$2.4K ﹤0.01%
31
– –
FLO icon
1166
Flowers Foods
FLO
$1.6B
$2.4K ﹤0.01%
150
– –
FLG
1167
Flagstar Bank National Association
FLG
$5.92B
$2.4K ﹤0.01%
226
+49
+28% +$560
GT icon
1168
Goodyear
GT
$1.78B
$2.38K ﹤0.01%
229
+18
+9% +$191
PSN icon
1169
Parsons
PSN
$5.08B
$2.37K ﹤0.01%
33
+6
+22% +$396
CAR icon
1170
Avis
CAR
$4.84B
$2.37K ﹤0.01%
14
– –
YETI icon
1171
Yeti Holdings
YETI
$3.44B
$2.36K ﹤0.01%
75
+12
+19% +$360
HOG icon
1172
Harley-Davidson
HOG
$2.9B
$2.36K ﹤0.01%
100
-388
-80% -$9.22K
INSP icon
1173
Inspire Medical Systems
INSP
$1.68B
$2.34K ﹤0.01%
18
– –
FELE icon
1174
Franklin Electric
FELE
$4.68B
$2.33K ﹤0.01%
26
– –
PBH icon
1175
Prestige Consumer Healthcare
PBH
$2.43B
$2.32K ﹤0.01%
29
-4
-12% -$335
45 46
47
48 49

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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 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.