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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
SUPN icon
1276
Supernus Pharmaceuticals
SUPN
$2.74B
$1.74K ﹤0.01%
35
– –
SXI icon
1277
Standex International
SXI
$3.97B
$1.74K ﹤0.01%
8
– –
UNF icon
1278
Unifirst Corp
UNF
$5.21B
$1.74K ﹤0.01%
9
-1
-10% -$169
KLIC icon
1279
Kulicke & Soffa
KLIC
$5.01B
$1.73K ﹤0.01%
38
– –
VSAT icon
1280
Viasat
VSAT
$11.4B
$1.72K ﹤0.01%
50
– –
MARA icon
1281
Marathon Digital Holdings
MARA
$3.56B
$1.71K ﹤0.01%
190
– –
POWI icon
1282
Power Integrations
POWI
$3.48B
$1.71K ﹤0.01%
48
– –
VCTR icon
1283
Victory Capital Holdings
VCTR
$7.27B
$1.7K ﹤0.01%
27
– –
MDU icon
1284
MDU Resources
MDU
$4.27B
$1.7K ﹤0.01%
87
– –
OI icon
1285
O-I Glass
OI
$1.05B
$1.7K ﹤0.01%
115
– –
LRN icon
1286
Stride
LRN
$3.48B
$1.69K ﹤0.01%
26
– –
VCYT icon
1287
Veracyte
VCYT
$3.42B
$1.68K ﹤0.01%
40
– –
VSXY
1288
Victoria's Secret
VSXY
$7.24B
$1.68K ﹤0.01%
31
– –
INSP icon
1289
Inspire Medical Systems
INSP
$1.68B
$1.66K ﹤0.01%
18
– –
LQD icon
1290
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$1.65K ﹤0.01%
15
-640
-98% -$71.2K
TGNA
1291
DELISTED
TEGNA Inc
TGNA
$1.65K ﹤0.01%
85
– –
VICR icon
1292
Vicor
VICR
$10.4B
$1.64K ﹤0.01%
15
– –
LXP icon
1293
LXP Industrial Trust
LXP
$3.58B
$1.64K ﹤0.01%
33
-10
-23% -$479
SBCF icon
1294
Seacoast Banking Corp of Florida
SBCF
$3.48B
$1.63K ﹤0.01%
52
-5
-9% -$156
HUBG icon
1295
HUB Group
HUBG
$2.55B
$1.62K ﹤0.01%
38
-4
-10% -$152
NSA
1296
DELISTED
National Storage Affiliates Trust
NSA
$1.61K ﹤0.01%
57
– –
AMR icon
1297
Alpha Metallurgical Resources
AMR
$1.97B
$1.6K ﹤0.01%
8
– –
CATY icon
1298
Cathay General Bancorp
CATY
$4.31B
$1.6K ﹤0.01%
33
– –
EXTR icon
1299
Extreme Networks
EXTR
$3.16B
$1.58K ﹤0.01%
95
– –
CNXC icon
1300
Concentrix
CNXC
$1.52B
$1.58K ﹤0.01%
38
– –
50 51
52
53 54

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GCM
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SHCM
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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.