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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
+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
VTOL icon
1576
Bristow Group
VTOL
$1.37B
$623 ﹤0.01%
17
– –
CALY
1577
Callaway Golf Company
CALY
$3.01B
$619 ﹤0.01%
53
– –
SAH icon
1578
Sonic Automotive
SAH
$2.54B
$619 ﹤0.01%
10
– –
HE icon
1579
Hawaiian Electric Industries
HE
$2.05B
$615 ﹤0.01%
+50
New +$579
UPBD icon
1580
Upbound Group
UPBD
$1.14B
$615 ﹤0.01%
35
– –
ENOV icon
1581
Enovis
ENOV
$1.4B
$613 ﹤0.01%
23
– –
WLY icon
1582
John Wiley & Sons Class A
WLY
$2.59B
$613 ﹤0.01%
20
– –
UVE icon
1583
Universal Insurance Holdings
UVE
$1.18B
$608 ﹤0.01%
18
– –
MSEX icon
1584
Middlesex Water
MSEX
$1.11B
$605 ﹤0.01%
12
– –
LGIH icon
1585
LGI Homes
LGIH
$1.36B
$601 ﹤0.01%
14
– –
PDFS icon
1586
PDF Solutions
PDFS
$2.13B
$599 ﹤0.01%
21
– –
ACT icon
1587
Enact Holdings
ACT
$6.79B
$595 ﹤0.01%
+15
New +$565
NEOG icon
1588
Neogen
NEOG
$2.53B
$594 ﹤0.01%
85
– –
AMWD
1589
DELISTED
American Woodmark
AMWD
$593 ﹤0.01%
11
– –
DEA
1590
Easterly Government Properties
DEA
$1.17B
$593 ﹤0.01%
28
– –
BJRI icon
1591
BJ's Restaurants
BJRI
$1.44B
$591 ﹤0.01%
15
– –
CXM icon
1592
Sprinklr
CXM
$1.57B
$584 ﹤0.01%
75
– –
APOG icon
1593
Apogee Enterprises
APOG
$888M
$583 ﹤0.01%
16
– –
CCOI icon
1594
Cogent Communications
CCOI
$505M
$582 ﹤0.01%
27
– –
NSP icon
1595
Insperity
NSP
$1.97B
$581 ﹤0.01%
15
-15
-50% -$599
BLFS icon
1596
BioLife Solutions
BLFS
$1.72B
$580 ﹤0.01%
24
– –
TMP icon
1597
Tompkins Financial
TMP
$1.45B
$580 ﹤0.01%
8
– –
ENR icon
1598
Energizer
ENR
$1.54B
$577 ﹤0.01%
29
– –
STAA icon
1599
STAAR Surgical
STAA
$1.24B
$577 ﹤0.01%
25
– –
FIZZ icon
1600
National Beverage
FIZZ
$2.93B
$574 ﹤0.01%
18
– –
62 63
64
65 66

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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 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.