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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
+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
GDYN icon
1651
Grid Dynamics Holdings
GDYN
$640M
$404 ﹤0.01%
35
– –
OXM icon
1652
Oxford Industries
OXM
$545M
$403 ﹤0.01%
10
– –
LQDT icon
1653
Liquidity Services
LQDT
$1.34B
$401 ﹤0.01%
17
– –
PUMP icon
1654
ProPetro Holding
PUMP
$1.44B
$400 ﹤0.01%
67
– –
SMP icon
1655
Standard Motor Products
SMP
$882M
$399 ﹤0.01%
13
– –
ICHR icon
1656
Ichor Holdings
ICHR
$2.66B
$393 ﹤0.01%
20
– –
ANGI icon
1657
Angi Inc
ANGI
$179M
$382 ﹤0.01%
+25
New +$361
JBSS icon
1658
John B. Sanfilippo & Son
JBSS
$1.01B
$379 ﹤0.01%
6
– –
MLAB icon
1659
Mesa Laboratories
MLAB
$641M
$377 ﹤0.01%
4
– –
WSR
1660
DELISTED
Whitestone REIT
WSR
$374 ﹤0.01%
30
– –
UFCS icon
1661
United Fire Group
UFCS
$1.38B
$373 ﹤0.01%
13
– –
SITC icon
1662
SITE Centers
SITC
$157M
$362 ﹤0.01%
32
– –
XNCR icon
1663
Xencor
XNCR
$1.68B
$362 ﹤0.01%
46
– –
INN
1664
Summit Hotel Properties
INN
$643M
$361 ﹤0.01%
71
– –
MCW
1665
DELISTED
Mister Car Wash
MCW
$361 ﹤0.01%
60
– –
UHT
1666
Universal Health Realty Income Trust
UHT
$577M
$360 ﹤0.01%
9
– –
TWI icon
1667
Titan International
TWI
$449M
$359 ﹤0.01%
35
– –
INVX
1668
Innovex International
INVX
$2.13B
$359 ﹤0.01%
23
– –
IART icon
1669
Integra LifeSciences
IART
$1.44B
$356 ﹤0.01%
29
– –
CEVA icon
1670
CEVA Inc
CEVA
$874M
$352 ﹤0.01%
16
– –
HZO icon
1671
MarineMax
HZO
$1.15B
$352 ﹤0.01%
14
– –
KREF
1672
KKR Real Estate Finance Trust
KREF
$496M
$351 ﹤0.01%
40
– –
MYE icon
1673
Myers Industries
MYE
$1.26B
$348 ﹤0.01%
24
– –
DCH
1674
Dauch Corp
DCH
$1.59B
$347 ﹤0.01%
85
– –
PTON icon
1675
Peloton Interactive
PTON
$2.4B
$347 ﹤0.01%
50
– –
65 66
67
68 69

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AP
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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
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BG
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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.