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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
FORM icon
1276
FormFactor
FORM
$10.3B
$1.86K ﹤0.01%
51
– –
BCC icon
1277
Boise Cascade
BCC
$2.94B
$1.86K ﹤0.01%
24
-1
-4% -$86
AZZ icon
1278
AZZ Inc
AZZ
$4.52B
$1.85K ﹤0.01%
17
– –
AVA icon
1279
Avista
AVA
$3.24B
$1.85K ﹤0.01%
49
-5
-9% -$186
ENVA icon
1280
Enova International
ENVA
$6.52B
$1.84K ﹤0.01%
16
– –
CWEN icon
1281
Clearway Energy Class C
CWEN
$7.02B
$1.84K ﹤0.01%
65
– –
YOU icon
1282
Clear Secure
YOU
$4.7B
$1.84K ﹤0.01%
55
– –
CWK icon
1283
Cushman & Wakefield Ltd
CWK
$3.37B
$1.83K ﹤0.01%
115
– –
POWL icon
1284
Powell Industries
POWL
$7.43B
$1.83K ﹤0.01%
18
– –
PSMT icon
1285
Pricesmart
PSMT
$5.55B
$1.82K ﹤0.01%
15
-3
-17% -$332
HL icon
1286
Hecla Mining
HL
$11.9B
$1.81K ﹤0.01%
+150
New +$1.21K
MTRN icon
1287
Materion
MTRN
$5.88B
$1.81K ﹤0.01%
15
– –
PBH icon
1288
Prestige Consumer Healthcare
PBH
$2.43B
$1.81K ﹤0.01%
29
– –
ECG
1289
Everus Construction Group
ECG
$7.02B
$1.8K ﹤0.01%
21
– –
VAC icon
1290
Marriott Vacations Worldwide
VAC
$4.17B
$1.8K ﹤0.01%
27
+2
+8% +$154
GT icon
1291
Goodyear
GT
$1.78B
$1.79K ﹤0.01%
239
+10
+4% +$94
WDFC icon
1292
WD-40
WDFC
$3.09B
$1.78K ﹤0.01%
9
– –
SHC icon
1293
Sotera Health
SHC
$5.43B
$1.76K ﹤0.01%
112
– –
BKU icon
1294
Bankunited
BKU
$3.41B
$1.75K ﹤0.01%
46
-26
-36% -$985
CNXC icon
1295
Concentrix
CNXC
$1.52B
$1.75K ﹤0.01%
38
– –
VCTR icon
1296
Victory Capital Holdings
VCTR
$7.27B
$1.75K ﹤0.01%
+27
New +$1.85K
IRDM icon
1297
Iridium Communications
IRDM
$5.27B
$1.75K ﹤0.01%
100
+5
+5% +$124
OUT icon
1298
Outfront Media
OUT
$5.24B
$1.74K ﹤0.01%
95
-14
-13% -$254
SBCF icon
1299
Seacoast Banking Corp of Florida
SBCF
$3.48B
$1.74K ﹤0.01%
57
– –
TGNA
1300
DELISTED
TEGNA Inc
TGNA
$1.73K ﹤0.01%
85
– –
50 51
52
53 54

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SP
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GCM
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ZP
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SHCM
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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.