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
+9.38%
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
$3.43B
AUM Growth
+$282M
Cap. Flow
+$55.2M
Cap. Flow %
1.61%
Top 10 Hldgs %
35.86%
Holding
1,779
New
32
Increased
501
Reduced
306
Closed
50

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$12.6M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.95M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$2.09M
2
AVGO icon
Broadcom
AVGO
+$1.9M
3
ROP icon
Roper Technologies
ROP
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

Rank Sector Weight
1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAMI
1526
Acadian Asset Management
AAMI
$3.24B
$740 ﹤0.01%
21
– –
AZTA icon
1527
Azenta
AZTA
$1.47B
$739 ﹤0.01%
24
– –
VYX icon
1528
NCR Voyix
VYX
$1.13B
$739 ﹤0.01%
63
– –
HCSG icon
1529
Healthcare Services Group
HCSG
$1.45B
$736 ﹤0.01%
49
– –
VECO icon
1530
Veeco
VECO
$3.33B
$732 ﹤0.01%
36
– –
APOG icon
1531
Apogee Enterprises
APOG
$888M
$731 ﹤0.01%
18
– –
INSW icon
1532
International Seaways
INSW
$4.7B
$730 ﹤0.01%
20
– –
VSAT icon
1533
Viasat
VSAT
$11.8B
$730 ﹤0.01%
50
– –
ARWR icon
1534
Arrowhead Research
ARWR
$12.3B
$727 ﹤0.01%
46
– –
EPC icon
1535
Edgewell Personal Care
EPC
$1.32B
$726 ﹤0.01%
31
– –
PLAY icon
1536
Dave & Buster's
PLAY
$374M
$722 ﹤0.01%
24
– –
ENOV icon
1537
Enovis
ENOV
$1.4B
$721 ﹤0.01%
23
– –
LGIH icon
1538
LGI Homes
LGIH
$1.36B
$721 ﹤0.01%
14
– –
HLIT icon
1539
Harmonic Inc
HLIT
$1.39B
$720 ﹤0.01%
76
– –
GIII icon
1540
G-III Apparel Group
GIII
$1.43B
$717 ﹤0.01%
32
– –
SCSC icon
1541
Scansource
SCSC
$1.06B
$711 ﹤0.01%
17
– –
THRM icon
1542
Gentherm
THRM
$1.29B
$707 ﹤0.01%
25
– –
HRMY icon
1543
Harmony Biosciences
HRMY
$2.25B
$695 ﹤0.01%
22
– –
SBH icon
1544
Sally Beauty Holdings
SBH
$1.54B
$695 ﹤0.01%
75
– –
NEO icon
1545
NeoGenomics
NEO
$2.11B
$694 ﹤0.01%
95
– –
BRKL
1546
DELISTED
Brookline Bancorp
BRKL
$686 ﹤0.01%
65
– –
HSII
1547
DELISTED
Heidrick & Struggles
HSII
$686 ﹤0.01%
15
– –
PRLB icon
1548
Protolabs
PRLB
$2.19B
$681 ﹤0.01%
17
– –
VICR icon
1549
Vicor
VICR
$10.7B
$680 ﹤0.01%
15
– –
UTL icon
1550
Unitil
UTL
$995M
$678 ﹤0.01%
13
– –
60 61
62
63 64

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 Q2 2025 Portfolio in Review

As of Q2 2025, Farmers & Merchants Investments Inc held 1,779 positions worth $3.43B, up 9% from $3.15B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.6%. Farmers & Merchants Investments Inc opened 32 new positions and exited 50, leaving the 1,779-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 17% a quarter earlier, followed by Financials and Industrials.

  • Farmers & Merchants Investments Inc's largest Q2 2025 buy was Ralliant Corp: 13,656 shares worth $662K.
  • Farmers & Merchants Investments Inc added most to Salesforce in Q2 2025, an estimated $12.6M increase.
  • Farmers & Merchants Investments Inc's biggest Q2 2025 reduction was Oracle, cutting an estimated $2.09M.
  • Farmers & Merchants Investments Inc fully exited iShares Intermediate Government/Credit Bond ETF in Q2 2025, selling an estimated $256K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 36% of its $3.43B portfolio in Q2 2025.
  • Farmers & Merchants Investments Inc opened 32 new positions and closed 50 in Q2 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 9% quarter-over-quarter to $3.43B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.