We are live on ! Find out more
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
ABR icon
1476
Arbor Realty Trust
ABR
$985M
$931 ﹤0.01%
120
– –
AIN icon
1477
Albany International
AIN
$1.82B
$913 ﹤0.01%
18
-2
-10% -$104
THRM icon
1478
Gentherm
THRM
$1.32B
$909 ﹤0.01%
25
– –
LKQ icon
1479
LKQ Corp
LKQ
$6.33B
$906 ﹤0.01%
30
-158
-84% -$4.76K
RCUS icon
1480
Arcus Biosciences
RCUS
$3.66B
$906 ﹤0.01%
38
– –
MBC icon
1481
MasterBrand
MBC
$1.89B
$905 ﹤0.01%
82
– –
JJSF icon
1482
J&J Snack Foods
JJSF
$1.7B
$904 ﹤0.01%
10
– –
GTY
1483
Getty Realty Corp
GTY
$2.05B
$903 ﹤0.01%
33
– –
CTS icon
1484
CTS Corp
CTS
$1.78B
$900 ﹤0.01%
21
– –
CNMD icon
1485
CONMED
CNMD
$1.49B
$893 ﹤0.01%
22
– –
UCTT
1486
Ultra Clean Holdings
UCTT
$4.26B
$887 ﹤0.01%
35
– –
ATEN icon
1487
A10 Networks
ATEN
$1.97B
$885 ﹤0.01%
50
– –
TNC icon
1488
Tennant Co
TNC
$1.17B
$884 ﹤0.01%
12
– –
DXPE icon
1489
DXP Enterprises
DXPE
$3B
$878 ﹤0.01%
8
-1
-11% -$109
HOPE icon
1490
Hope Bancorp
HOPE
$1.85B
$877 ﹤0.01%
80
– –
CENTA icon
1491
Central Garden & Pet Co Class A
CENTA
$2.42B
$876 ﹤0.01%
30
– –
NBHC icon
1492
National Bank Holdings
NBHC
$1.95B
$874 ﹤0.01%
23
-3
-12% -$113
SEDG icon
1493
SolarEdge
SEDG
$1.97B
$866 ﹤0.01%
30
– –
VRE
1494
DELISTED
Veris Residential
VRE
$863 ﹤0.01%
58
– –
WABC icon
1495
Westamerica Bancorp
WABC
$1.39B
$861 ﹤0.01%
18
– –
NVRI icon
1496
Enviri
NVRI
$567M
$860 ﹤0.01%
48
– –
PRLB icon
1497
Protolabs
PRLB
$2.21B
$860 ﹤0.01%
17
– –
USPH icon
1498
US Physical Therapy
USPH
$1.23B
$859 ﹤0.01%
11
– –
LKFN icon
1499
Lakeland Financial Corp
LKFN
$1.56B
$856 ﹤0.01%
15
-2
-12% -$119
HTH icon
1500
Hilltop Holdings
HTH
$2.27B
$849 ﹤0.01%
25
-8
-24% -$268
58 59
60
61 62

Similar funds

AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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.