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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
HTZ icon
1676
Hertz
HTZ
$991M
$342 ﹤0.01%
50
– –
NABL icon
1677
N-able
NABL
$650M
$340 ﹤0.01%
42
– –
ARR
1678
Armour Residential REIT
ARR
$2.36B
$336 ﹤0.01%
20
– –
TDAY
1679
USA Today Co
TDAY
$1.02B
$333 ﹤0.01%
93
– –
PAHC icon
1680
Phibro Animal Health
PAHC
$1.39B
$332 ﹤0.01%
13
– –
MNRO icon
1681
Monro
MNRO
$365M
$328 ﹤0.01%
22
– –
CRNC icon
1682
Cerence
CRNC
$393M
$327 ﹤0.01%
32
– –
SSTK icon
1683
Shutterstock
SSTK
$210M
$322 ﹤0.01%
17
– –
VSTS icon
1684
Vestis
VSTS
$1.89B
$321 ﹤0.01%
56
– –
MYGN icon
1685
Myriad Genetics
MYGN
$311M
$319 ﹤0.01%
60
– –
CCRN
1686
DELISTED
Cross Country Healthcare
CCRN
$313 ﹤0.01%
24
– –
AHRT
1687
AH Realty Trust
AHRT
$507M
$309 ﹤0.01%
45
– –
RCUS icon
1688
Arcus Biosciences
RCUS
$3.69B
$309 ﹤0.01%
38
– –
BFS
1689
Saul Centers
BFS
$858M
$307 ﹤0.01%
9
– –
VIR icon
1690
Vir Biotechnology
VIR
$1.51B
$302 ﹤0.01%
60
– –
CLW icon
1691
Clearwater Paper
CLW
$359M
$300 ﹤0.01%
11
– –
NPK icon
1692
National Presto Industries
NPK
$1B
$294 ﹤0.01%
3
– –
SNCY
1693
DELISTED
Sun Country Airlines
SNCY
$294 ﹤0.01%
25
– –
CAL icon
1694
Caleres
CAL
$459M
$293 ﹤0.01%
24
– –
CRSR icon
1695
Corsair Gaming
CRSR
$1.42B
$292 ﹤0.01%
31
– –
HELE icon
1696
Helen of Troy
HELE
$708M
$284 ﹤0.01%
10
– –
CENT icon
1697
Central Garden & Pet Co
CENT
$2.8B
$281 ﹤0.01%
8
– –
SHOE
1698
Shoe Station Group
SHOE
$420M
$281 ﹤0.01%
15
– –
THRY icon
1699
Thryv Holdings
THRY
$91.5M
$280 ﹤0.01%
23
– –
JACK icon
1700
Jack in the Box
JACK
$404M
$279 ﹤0.01%
16
– –
66 67
68
69 70

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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.