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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
POWL icon
1376
Powell Industries
POWL
$7.43B
$1.26K ﹤0.01%
18
– –
RXO icon
1377
RXO
RXO
$3.85B
$1.26K ﹤0.01%
80
– –
SXI icon
1378
Standex International
SXI
$3.97B
$1.25K ﹤0.01%
8
– –
BANC icon
1379
Banc of California
BANC
$3.11B
$1.25K ﹤0.01%
89
– –
SHC icon
1380
Sotera Health
SHC
$5.43B
$1.25K ﹤0.01%
112
+25
+29% +$293
NTCT icon
1381
NETSCOUT
NTCT
$2.89B
$1.24K ﹤0.01%
50
– –
IPGP icon
1382
IPG Photonics
IPGP
$3.57B
$1.24K ﹤0.01%
18
– –
ARCB icon
1383
ArcBest
ARCB
$3.28B
$1.23K ﹤0.01%
16
– –
UFPT icon
1384
UFP Technologies
UFPT
$2.48B
$1.22K ﹤0.01%
5
– –
WKC icon
1385
World Kinect Corp
WKC
$1.9B
$1.22K ﹤0.01%
43
– –
TRUP icon
1386
Trupanion
TRUP
$1.36B
$1.22K ﹤0.01%
22
-2
-8% -$89
NWL icon
1387
Newell Brands
NWL
$2.63B
$1.22K ﹤0.01%
225
– –
NBTB icon
1388
NBT Bancorp
NBTB
$2.79B
$1.21K ﹤0.01%
29
– –
MTRN icon
1389
Materion
MTRN
$5.88B
$1.19K ﹤0.01%
15
– –
CCS icon
1390
Century Communities
CCS
$2.04B
$1.18K ﹤0.01%
21
– –
PBI icon
1391
Pitney Bowes
PBI
$2.28B
$1.18K ﹤0.01%
108
– –
CUBI icon
1392
Customers Bancorp
CUBI
$2.82B
$1.18K ﹤0.01%
20
– –
STC icon
1393
Stewart Information Services
STC
$2.07B
$1.17K ﹤0.01%
18
-2
-10% -$129
HMN icon
1394
Horace Mann Educators
HMN
$2.1B
$1.16K ﹤0.01%
27
-3
-10% -$126
PPBI
1395
DELISTED
Pacific Premier Bancorp
PPBI
$1.16K ﹤0.01%
55
-13
-19% -$270
AEO icon
1396
American Eagle Outfitters
AEO
$2.73B
$1.15K ﹤0.01%
120
– –
LNN icon
1397
Lindsay Corp
LNN
$1.17B
$1.15K ﹤0.01%
8
– –
CON
1398
Concentra Group Holdings
CON
$4.48B
$1.15K ﹤0.01%
56
– –
NWBI icon
1399
Northwest Bancshares
NWBI
$2.31B
$1.15K ﹤0.01%
90
– –
CNMD icon
1400
CONMED
CNMD
$1.49B
$1.15K ﹤0.01%
22
– –
54 55
56
57 58

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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.