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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
HCC icon
1251
Warrior Met Coal
HCC
$4.98B
$1.97K ﹤0.01%
31
-5
-14% -$286
MATX icon
1252
Matsons
MATX
$6.39B
$1.97K ﹤0.01%
20
– –
VIAV icon
1253
Viavi Solutions
VIAV
$10.6B
$1.97K ﹤0.01%
155
-15
-9% -$165
EXTR icon
1254
Extreme Networks
EXTR
$3.16B
$1.96K ﹤0.01%
95
– –
APAM icon
1255
Artisan Partners
APAM
$3.03B
$1.95K ﹤0.01%
45
– –
HIW icon
1256
Highwoods Properties
HIW
$3.51B
$1.94K ﹤0.01%
61
– –
CARG icon
1257
CarGurus
CARG
$3.38B
$1.94K ﹤0.01%
52
-3
-5% -$103
BXMT icon
1258
Blackstone Mortgage Trust
BXMT
$2.44B
$1.93K ﹤0.01%
105
– –
CPRI icon
1259
Capri Holdings
CPRI
$1.77B
$1.93K ﹤0.01%
97
– –
POWI icon
1260
Power Integrations
POWI
$3.48B
$1.93K ﹤0.01%
48
– –
LXP icon
1261
LXP Industrial Trust
LXP
$3.58B
$1.93K ﹤0.01%
43
– –
WD icon
1262
Walker & Dunlop
WD
$1.47B
$1.92K ﹤0.01%
23
– –
NMIH icon
1263
NMI Holdings
NMIH
$3.42B
$1.92K ﹤0.01%
50
– –
ASH icon
1264
Ashland
ASH
$3.36B
$1.92K ﹤0.01%
40
-1
-2% -$53
ACHC icon
1265
Acadia Healthcare
ACHC
$2.82B
$1.91K ﹤0.01%
77
+5
+7% +$112
GFF icon
1266
Griffon
GFF
$4.8B
$1.9K ﹤0.01%
25
-2
-7% -$154
RUN icon
1267
Sunrun
RUN
$2.37B
$1.9K ﹤0.01%
110
– –
EFOR
1268
Everforth Inc
EFOR
$1.37B
$1.89K ﹤0.01%
40
+4
+11% +$204
ABM icon
1269
ABM Industries
ABM
$2.82B
$1.89K ﹤0.01%
41
– –
AEO icon
1270
American Eagle Outfitters
AEO
$2.73B
$1.88K ﹤0.01%
110
-10
-8% -$137
SXT icon
1271
Sensient Technologies
SXT
$5.53B
$1.88K ﹤0.01%
20
– –
CBU icon
1272
Community Bank
CBU
$3.46B
$1.88K ﹤0.01%
32
– –
SM icon
1273
SM Energy
SM
$7.71B
$1.87K ﹤0.01%
75
– –
PLMR icon
1274
Palomar
PLMR
$3.37B
$1.87K ﹤0.01%
16
– –
FHB icon
1275
First Hawaiian
FHB
$3.39B
$1.86K ﹤0.01%
75
– –
49 50
51
52 53

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GCM
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ZP
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SHCM
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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.