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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
CVBF icon
1326
CVB Financial
CVBF
$4.08B
$1.49K ﹤0.01%
80
– –
CURB
1327
Curbline Properties
CURB
$3.46B
$1.49K ﹤0.01%
64
– –
FCPT icon
1328
Four Corners Property Trust
FCPT
$2.76B
$1.48K ﹤0.01%
64
– –
FSM icon
1329
Fortuna Silver Mines
FSM
$3.1B
$1.47K ﹤0.01%
150
– –
NSIT icon
1330
Insight Enterprises
NSIT
$4.6B
$1.47K ﹤0.01%
18
– –
FULT icon
1331
Fulton Financial
FULT
$4.69B
$1.45K ﹤0.01%
75
– –
DOCN icon
1332
DigitalOcean
DOCN
$15.6B
$1.44K ﹤0.01%
30
– –
RNST icon
1333
Renasant Corp
RNST
$4B
$1.44K ﹤0.01%
41
– –
WAFD icon
1334
WaFd
WAFD
$2.81B
$1.44K ﹤0.01%
45
– –
AKR icon
1335
Acadia Realty Trust
AKR
$2.86B
$1.44K ﹤0.01%
70
– –
CALX icon
1336
Calix
CALX
$2.51B
$1.43K ﹤0.01%
27
– –
PRVA icon
1337
Privia Health
PRVA
$2.78B
$1.42K ﹤0.01%
60
– –
APLE icon
1338
Apple Hospitality REIT
APLE
$3.75B
$1.42K ﹤0.01%
120
– –
EPAC icon
1339
Enerpac Tool Group
EPAC
$1.89B
$1.42K ﹤0.01%
37
– –
CAKE icon
1340
Cheesecake Factory
CAKE
$5.57B
$1.41K ﹤0.01%
28
– –
MCY icon
1341
Mercury Insurance
MCY
$5.81B
$1.41K ﹤0.01%
15
– –
PPC icon
1342
Pilgrim's Pride
PPC
$6.57B
$1.4K ﹤0.01%
36
– –
PLUS icon
1343
ePlus
PLUS
$2.31B
$1.4K ﹤0.01%
16
-2
-11% -$165
SM icon
1344
SM Energy
SM
$7.71B
$1.4K ﹤0.01%
75
– –
MTX icon
1345
Minerals Technologies
MTX
$2.26B
$1.4K ﹤0.01%
23
– –
CNK icon
1346
Cinemark Holdings
CNK
$4.37B
$1.39K ﹤0.01%
60
– –
CRK icon
1347
Comstock Resources
CRK
$3.99B
$1.39K ﹤0.01%
60
– –
DVAX
1348
DELISTED
Dynavax Technologies
DVAX
$1.38K ﹤0.01%
90
– –
WD icon
1349
Walker & Dunlop
WD
$1.47B
$1.38K ﹤0.01%
23
– –
IOSP icon
1350
Innospec
IOSP
$2.31B
$1.38K ﹤0.01%
18
– –
52 53
54
55 56

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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.