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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
MAN icon
1301
ManpowerGroup
MAN
$2.75B
$1.62K ﹤0.01%
40
+2
+5% +$87
AZZ icon
1302
AZZ Inc
AZZ
$4.52B
$1.61K ﹤0.01%
17
– –
ACLS icon
1303
Axcelis
ACLS
$4.42B
$1.6K ﹤0.01%
23
– –
COLM icon
1304
Columbia Sportswear
COLM
$2.96B
$1.59K ﹤0.01%
26
– –
BL icon
1305
BlackLine
BL
$1.82B
$1.58K ﹤0.01%
28
– –
CVBF icon
1306
CVB Financial
CVBF
$4.08B
$1.58K ﹤0.01%
80
-15
-16% -$279
IPAR icon
1307
Interparfums
IPAR
$3.7B
$1.58K ﹤0.01%
12
– –
SBCF icon
1308
Seacoast Banking Corp of Florida
SBCF
$3.48B
$1.57K ﹤0.01%
57
– –
PI icon
1309
Impinj
PI
$5.46B
$1.55K ﹤0.01%
14
– –
MRP
1310
Millrose Properties Inc
MRP
$5.02B
$1.54K ﹤0.01%
+54
New +$1.43K
ALG icon
1311
Alamo Group
ALG
$1.99B
$1.53K ﹤0.01%
7
– –
YOU icon
1312
Clear Secure
YOU
$4.7B
$1.53K ﹤0.01%
55
– –
WBD icon
1313
Warner Bros
WBD
$69.6B
$1.52K ﹤0.01%
133
-2,176
-94% -$20.3K
IOSP icon
1314
Innospec
IOSP
$2.31B
$1.51K ﹤0.01%
18
– –
PRK icon
1315
Park National Corp
PRK
$3.75B
$1.5K ﹤0.01%
9
-1
-10% -$158
SMR icon
1316
NuScale Power
SMR
$4.04B
$1.5K ﹤0.01%
38
– –
CATY icon
1317
Cathay General Bancorp
CATY
$4.31B
$1.5K ﹤0.01%
33
– –
EPAC icon
1318
Enerpac Tool Group
EPAC
$1.89B
$1.5K ﹤0.01%
37
– –
TRMK icon
1319
Trustmark
TRMK
$2.8B
$1.5K ﹤0.01%
41
– –
UE icon
1320
Urban Edge Properties
UE
$2.78B
$1.49K ﹤0.01%
80
– –
OII icon
1321
Oceaneering
OII
$5.11B
$1.49K ﹤0.01%
72
– –
AGYS icon
1322
Agilysys
AGYS
$3.25B
$1.49K ﹤0.01%
13
– –
VCEL icon
1323
Vericel Corp
VCEL
$2.28B
$1.49K ﹤0.01%
35
– –
TRN icon
1324
Trinity Industries
TRN
$2.34B
$1.49K ﹤0.01%
55
– –
LGND icon
1325
Ligand Pharmaceuticals
LGND
$5.76B
$1.48K ﹤0.01%
13
– –
51 52
53
54 55

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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 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.