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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
TFIN icon
1451
Triumph Financial Inc
TFIN
$1.88B
$1K ﹤0.01%
16
– –
COTY icon
1452
Coty
COTY
$2.45B
$1K ﹤0.01%
325
+25
+8% +$91
VIRT icon
1453
Virtu Financial
VIRT
$5.04B
$1K ﹤0.01%
30
– –
ROCK icon
1454
Gibraltar Industries
ROCK
$1.46B
$989 ﹤0.01%
20
– –
AAMI
1455
Acadian Asset Management
AAMI
$3.3B
$987 ﹤0.01%
21
– –
ACMR icon
1456
ACM Research
ACMR
$5.65B
$986 ﹤0.01%
+25
New +$932
DNOW icon
1457
DNOW Inc
DNOW
$2.95B
$981 ﹤0.01%
74
– –
HTO
1458
H2O America
HTO
$2.65B
$980 ﹤0.01%
20
– –
CWST icon
1459
Casella Waste Systems
CWST
$5.78B
$979 ﹤0.01%
+10
New +$928
FMC icon
1460
FMC
FMC
$1.27B
$971 ﹤0.01%
70
– –
INSW icon
1461
International Seaways
INSW
$4.72B
$971 ﹤0.01%
20
– –
BKE icon
1462
Buckle
BKE
$2.3B
$962 ﹤0.01%
18
-2
-10% -$111
WWW icon
1463
Wolverine World Wide
WWW
$1.63B
$962 ﹤0.01%
53
– –
MXL icon
1464
MaxLinear
MXL
$6.86B
$959 ﹤0.01%
55
– –
STEL
1465
DELISTED
Stellar Bancorp
STEL
$959 ﹤0.01%
31
– –
HCI icon
1466
HCI Group
HCI
$2.31B
$958 ﹤0.01%
5
– –
OMCL icon
1467
Omnicell
OMCL
$1.72B
$951 ﹤0.01%
21
– –
IIPR icon
1468
Innovative Industrial Properties
IIPR
$1.67B
$947 ﹤0.01%
20
– –
TRIP icon
1469
TripAdvisor
TRIP
$1.28B
$946 ﹤0.01%
65
– –
STBA icon
1470
S&T Bancorp
STBA
$1.82B
$944 ﹤0.01%
24
-3
-11% -$116
LNN icon
1471
Lindsay Corp
LNN
$1.17B
$943 ﹤0.01%
8
– –
CNS icon
1472
Cohen & Steers
CNS
$4.4B
$942 ﹤0.01%
15
– –
ARI
1473
Apollo Commercial Real Estate
ARI
$887M
$939 ﹤0.01%
97
– –
IPAR icon
1474
Interparfums
IPAR
$3.71B
$933 ﹤0.01%
11
– –
LZB icon
1475
La-Z-Boy
LZB
$1.68B
$932 ﹤0.01%
25
– –
57 58
59
60 61

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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 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.