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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
WKC icon
1501
World Kinect Corp
WKC
$1.9B
$908 ﹤0.01%
35
-8
-19% -$216
WABC icon
1502
Westamerica Bancorp
WABC
$1.39B
$900 ﹤0.01%
18
– –
SEM
1503
DELISTED
Select Medical
SEM
$899 ﹤0.01%
70
– –
DVAX
1504
DELISTED
Dynavax Technologies
DVAX
$894 ﹤0.01%
90
– –
CRGY icon
1505
Crescent Energy
CRGY
$3.95B
$892 ﹤0.01%
100
– –
CENTA icon
1506
Central Garden & Pet Co Class A
CENTA
$2.42B
$886 ﹤0.01%
30
-12
-29% -$400
GTY
1507
Getty Realty Corp
GTY
$2.05B
$885 ﹤0.01%
33
– –
ROG icon
1508
Rogers Corp
ROG
$2.46B
$885 ﹤0.01%
11
– –
MXL icon
1509
MaxLinear
MXL
$6.86B
$884 ﹤0.01%
55
– –
VRE
1510
DELISTED
Veris Residential
VRE
$882 ﹤0.01%
58
– –
PAYO icon
1511
Payoneer
PAYO
$2.42B
$877 ﹤0.01%
145
– –
ANDE icon
1512
Andersons Inc
ANDE
$2.21B
$876 ﹤0.01%
22
– –
DGII icon
1513
Digi International
DGII
$3.21B
$875 ﹤0.01%
24
– –
MKTX icon
1514
MarketAxess Holdings
MKTX
$5.73B
$871 ﹤0.01%
5
-20
-80% -$3.91K
HOPE icon
1515
Hope Bancorp
HOPE
$1.85B
$862 ﹤0.01%
80
– –
LZB icon
1516
La-Z-Boy
LZB
$1.68B
$858 ﹤0.01%
25
– –
KNTK icon
1517
Kinetik
KNTK
$4.14B
$855 ﹤0.01%
+20
New +$845
GIII icon
1518
G-III Apparel Group
GIII
$1.44B
$852 ﹤0.01%
32
– –
THRM icon
1519
Gentherm
THRM
$1.32B
$852 ﹤0.01%
25
– –
PRLB icon
1520
Protolabs
PRLB
$2.21B
$851 ﹤0.01%
17
– –
PRG icon
1521
PROG Holdings
PRG
$1.7B
$841 ﹤0.01%
26
– –
VSXY
1522
Victoria's Secret
VSXY
$7.28B
$841 ﹤0.01%
31
– –
PENG
1523
Penguin Solutions Inc
PENG
$3.12B
$841 ﹤0.01%
32
– –
PRA
1524
DELISTED
ProAssurance
PRA
$840 ﹤0.01%
35
– –
CTS icon
1525
CTS Corp
CTS
$1.78B
$839 ﹤0.01%
21
– –
59 60
61
62 63

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SP
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GCM
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ZP
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SHCM
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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.