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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
WSR
1651
DELISTED
Whitestone REIT
WSR
$417 ﹤0.01%
30
– –
TIC
1652
TIC Solutions Inc
TIC
$2.24B
$415 ﹤0.01%
41
– –
IIIN icon
1653
Insteel Industries
IIIN
$632M
$412 ﹤0.01%
13
– –
FG icon
1654
F&G Annuities & Life
FG
$3.57B
$409 ﹤0.01%
+13
New +$407
AVNS
1655
DELISTED
Avanos Medical
AVNS
$404 ﹤0.01%
36
– –
CNXN icon
1656
PC Connection
CNXN
$2.05B
$404 ﹤0.01%
7
– –
PLAY icon
1657
Dave & Buster's
PLAY
$377M
$389 ﹤0.01%
24
– –
SXC icon
1658
SunCoke Energy
SXC
$787M
$389 ﹤0.01%
54
– –
BDN
1659
Brandywine Realty Trust
BDN
$549M
$380 ﹤0.01%
130
– –
VSTS icon
1660
Vestis
VSTS
$1.86B
$374 ﹤0.01%
56
– –
TREE icon
1661
LendingTree
TREE
$450M
$372 ﹤0.01%
7
– –
HSTM icon
1662
HealthStream
HSTM
$833M
$369 ﹤0.01%
16
– –
ICHR icon
1663
Ichor Holdings
ICHR
$2.67B
$369 ﹤0.01%
20
– –
MYGN icon
1664
Myriad Genetics
MYGN
$309M
$369 ﹤0.01%
60
– –
VIR icon
1665
Vir Biotechnology
VIR
$1.55B
$362 ﹤0.01%
60
– –
IART icon
1666
Integra LifeSciences
IART
$1.44B
$360 ﹤0.01%
29
– –
SNCY
1667
DELISTED
Sun Country Airlines
SNCY
$360 ﹤0.01%
25
– –
ARR
1668
Armour Residential REIT
ARR
$2.37B
$354 ﹤0.01%
20
– –
UHT
1669
Universal Health Realty Income Trust
UHT
$577M
$353 ﹤0.01%
9
– –
KOP icon
1670
Koppers
KOP
$866M
$352 ﹤0.01%
13
– –
INN
1671
Summit Hotel Properties
INN
$647M
$346 ﹤0.01%
71
– –
ETD icon
1672
Ethan Allen Interiors
ETD
$581M
$343 ﹤0.01%
15
– –
OXM icon
1673
Oxford Industries
OXM
$543M
$342 ﹤0.01%
10
– –
BLMN icon
1674
Bloomin' Brands
BLMN
$961M
$339 ﹤0.01%
55
– –
HZO icon
1675
MarineMax
HZO
$1.15B
$339 ﹤0.01%
14
– –
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
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.