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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
+7.4%
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
$3.53B
AUM Growth
+$97.3M
Cap. Flow
-$123M
Cap. Flow %
-3.48%
Top 10 Hldgs %
37.25%
Holding
1,780
New
51
Increased
361
Reduced
333
Closed
43

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.2M
2
JPM icon
JPMorgan Chase
JPM
+$3.16M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.26M
2
MSFT icon
Microsoft
MSFT
+$6.98M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSX icon
126
Phillips 66
PSX
$89.9B
$5.1M 0.14%
37,517
+52
+0.1% +$6.66K
NVS icon
127
Novartis
NVS
$289B
$4.93M 0.14%
38,425
-466
-1% -$56.9K
PFE icon
128
Pfizer
PFE
$152B
$4.86M 0.14%
190,612
-1,705
-0.9% -$42.1K
TGT icon
129
Target
TGT
$70.7B
$4.75M 0.13%
52,968
-2,243
-4% -$221K
SLB icon
130
SLB Ltd
SLB
$76.8B
$4.63M 0.13%
134,612
-45
-0% -$1.57K
KMB icon
131
Kimberly-Clark
KMB
$36.8B
$4.62M 0.13%
37,133
-5,253
-12% -$679K
ECL icon
132
Ecolab
ECL
$77.8B
$4.55M 0.13%
16,602
– –
FTS icon
133
Fortis
FTS
$28.8B
$4.54M 0.13%
89,458
+1,611
+2% +$79.2K
ZTS icon
134
Zoetis
ZTS
$30.5B
$4.39M 0.12%
29,977
-250
-0.8% -$37.8K
EFA icon
135
iShares MSCI EAFE ETF
EFA
$80.4B
$4.24M 0.12%
45,459
+27
+0.1% +$2.45K
IWR icon
136
iShares Russell Mid-Cap ETF
IWR
$58.2B
$4.15M 0.12%
42,982
– –
VIG icon
137
Vanguard Dividend Appreciation ETF
VIG
$115B
$4.02M 0.11%
18,648
-134
-0.7% -$28.1K
OTIS icon
138
Otis Worldwide
OTIS
$27.9B
$3.73M 0.11%
40,789
-3,556
-8% -$323K
BDX icon
139
Becton Dickinson
BDX
$50.3B
$3.66M 0.1%
19,570
-3,060
-14% -$569K
VB icon
140
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
$3.66M 0.1%
14,396
-357
-2% -$88.5K
ATI icon
141
ATI
ATI
$30.9B
$3.6M 0.1%
44,307
-3,502
-7% -$284K
WEC icon
142
WEC Energy
WEC
$35.8B
$3.38M 0.1%
29,518
-500
-2% -$54.2K
NSC icon
143
Norfolk Southern
NSC
$76B
$3.37M 0.1%
11,230
– –
VNQ icon
144
Vanguard Real Estate ETF
VNQ
$39.1B
$3.36M 0.1%
36,705
-2,093
-5% -$190K
ALB icon
145
Albemarle
ALB
$15.7B
$3.34M 0.09%
41,200
-644
-2% -$49.7K
GIS icon
146
General Mills
GIS
$20.8B
$3.18M 0.09%
63,122
-1,702
-3% -$85.3K
VTI icon
147
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$3.05M 0.09%
9,308
-24
-0.3% -$7.58K
EVRG icon
148
Evergy
EVRG
$19.3B
$3.05M 0.09%
40,158
+87
+0.2% +$6.2K
AZO icon
149
AutoZone
AZO
$50.4B
$3.03M 0.09%
706
-345
-33% -$1.38M
BKH icon
150
Black Hills Corp
BKH
$5.65B
$2.92M 0.08%
47,364
-134
-0.3% -$7.88K
4 5
6
7 8

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GCM
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Farmers & Merchants Investments Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Farmers & Merchants Investments Inc held 1,780 positions worth $3.53B, up 2.8% from $3.43B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Farmers & Merchants Investments Inc withdrew a net $123M in Q3 2025, closing 43 positions and reducing 333 holdings. Its most notable exit was Juniper Networks, an estimated $657K position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Financials and Industrials.

Against the trend, Farmers & Merchants Investments Inc opened a new position in Applovin worth $107K.

  • Farmers & Merchants Investments Inc's largest Q3 2025 buy was Applovin: 149 shares worth $107K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $14.2M increase.
  • Farmers & Merchants Investments Inc's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.26M.
  • Farmers & Merchants Investments Inc fully exited Juniper Networks in Q3 2025, selling an estimated $657K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.53B portfolio in Q3 2025.
  • Farmers & Merchants Investments Inc opened 51 new positions and closed 43 in Q3 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.8% quarter-over-quarter to $3.53B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.