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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
MD icon
1376
Pediatrix Medical
MD
$2.14B
$1.28K ﹤0.01%
60
– –
PTEN icon
1377
Patterson-UTI
PTEN
$4.16B
$1.28K ﹤0.01%
210
– –
VCEL icon
1378
Vericel Corp
VCEL
$2.28B
$1.26K ﹤0.01%
35
– –
PHIN icon
1379
Phinia Inc
PHIN
$2.7B
$1.25K ﹤0.01%
20
– –
HMN icon
1380
Horace Mann Educators
HMN
$2.1B
$1.25K ﹤0.01%
27
– –
CUBI icon
1381
Customers Bancorp
CUBI
$2.82B
$1.24K ﹤0.01%
17
-3
-15% -$206
ADEA icon
1382
Adeia
ADEA
$3.16B
$1.24K ﹤0.01%
72
– –
PRIM icon
1383
Primoris Services
PRIM
$4.35B
$1.24K ﹤0.01%
+10
New +$1.31K
KWR icon
1384
Quaker Houghton
KWR
$2.95B
$1.24K ﹤0.01%
9
– –
PARR icon
1385
Par Pacific Holdings
PARR
$4.12B
$1.23K ﹤0.01%
35
– –
SONO icon
1386
Sonos
SONO
$1.96B
$1.23K ﹤0.01%
70
-15
-18% -$262
SPNT icon
1387
SiriusPoint
SPNT
$2.7B
$1.23K ﹤0.01%
56
– –
CXW icon
1388
CoreCivic
CXW
$3.13B
$1.22K ﹤0.01%
64
-6
-9% -$110
RHI icon
1389
Robert Half
RHI
$4.48B
$1.22K ﹤0.01%
45
– –
FRPT icon
1390
Freshpet
FRPT
$3.5B
$1.22K ﹤0.01%
20
– –
CRVL icon
1391
CorVel
CRVL
$3.25B
$1.22K ﹤0.01%
18
– –
NWN icon
1392
Northwest Natural Holdings
NWN
$2.14B
$1.22K ﹤0.01%
26
– –
DEI icon
1393
Douglas Emmett
DEI
$1.99B
$1.21K ﹤0.01%
110
– –
NBTB icon
1394
NBT Bancorp
NBTB
$2.79B
$1.2K ﹤0.01%
29
– –
EMBC icon
1395
Embecta
EMBC
$290M
$1.2K ﹤0.01%
101
– –
LBRT icon
1396
Liberty Energy
LBRT
$3.45B
$1.2K ﹤0.01%
65
– –
GOLF icon
1397
Acushnet Holdings
GOLF
$5.25B
$1.2K ﹤0.01%
15
– –
JOBY icon
1398
Joby Aviation
JOBY
$8.17B
$1.19K ﹤0.01%
90
– –
ARCB icon
1399
ArcBest
ARCB
$3.28B
$1.19K ﹤0.01%
16
– –
NGVT icon
1400
Ingevity
NGVT
$2.59B
$1.18K ﹤0.01%
20
– –
54 55
56
57 58

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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.