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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
MD icon
1476
Pediatrix Medical
MD
$2.13B
$1K ﹤0.01%
60
– –
NBHC icon
1477
National Bank Holdings
NBHC
$1.95B
$1K ﹤0.01%
26
– –
ALEX
1478
DELISTED
Alexander & Baldwin
ALEX
$1K ﹤0.01%
55
– –
UFPT icon
1479
UFP Technologies
UFPT
$2.49B
$998 ﹤0.01%
5
– –
CNS icon
1480
Cohen & Steers
CNS
$4.4B
$984 ﹤0.01%
15
– –
ARI
1481
Apollo Commercial Real Estate
ARI
$887M
$983 ﹤0.01%
97
– –
HAYW icon
1482
Hayward Holdings
HAYW
$3.26B
$983 ﹤0.01%
65
– –
CERT icon
1483
Certara
CERT
$1.24B
$978 ﹤0.01%
80
– –
HTO
1484
H2O America
HTO
$2.65B
$974 ﹤0.01%
20
– –
TNC icon
1485
Tennant Co
TNC
$1.17B
$973 ﹤0.01%
12
– –
NHC icon
1486
National Healthcare
NHC
$3.46B
$972 ﹤0.01%
8
– –
CENX icon
1487
Century Aluminum
CENX
$4.63B
$969 ﹤0.01%
33
– –
PLAB icon
1488
Photronics
PLAB
$1.97B
$964 ﹤0.01%
42
– –
ADNT icon
1489
Adient
ADNT
$1.53B
$963 ﹤0.01%
40
– –
JJSF icon
1490
J&J Snack Foods
JJSF
$1.7B
$961 ﹤0.01%
10
– –
HCI icon
1491
HCI Group
HCI
$2.31B
$960 ﹤0.01%
5
– –
UCTT
1492
Ultra Clean Holdings
UCTT
$4.26B
$954 ﹤0.01%
35
– –
TRUP icon
1493
Trupanion
TRUP
$1.35B
$952 ﹤0.01%
22
– –
VRTS icon
1494
Virtus Investment Partners
VRTS
$1.14B
$950 ﹤0.01%
5
– –
STEL
1495
DELISTED
Stellar Bancorp
STEL
$941 ﹤0.01%
31
– –
USPH icon
1496
US Physical Therapy
USPH
$1.24B
$934 ﹤0.01%
11
– –
KALU icon
1497
Kaiser Aluminum
KALU
$2.98B
$926 ﹤0.01%
12
– –
BHE icon
1498
Benchmark Electronics
BHE
$2.9B
$925 ﹤0.01%
24
– –
INSW icon
1499
International Seaways
INSW
$4.72B
$922 ﹤0.01%
20
– –
ATEN icon
1500
A10 Networks
ATEN
$1.97B
$908 ﹤0.01%
50
– –
58 59
60
61 62

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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 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.