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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
+7.4%
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
$3.53B
AUM Growth
+$97.3M
Cap. Flow
-$123M
Cap. Flow %
-3.48%
Top 10 Hldgs %
37.25%
Holding
1,780
New
51
Increased
361
Reduced
333
Closed
43

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.2M
2
JPM icon
JPMorgan Chase
JPM
+$3.16M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.26M
2
MSFT icon
Microsoft
MSFT
+$6.98M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANGI icon
1676
Angi Inc
ANGI
$180M
$407 ﹤0.01%
25
– –
MYE icon
1677
Myers Industries
MYE
$1.25B
$407 ﹤0.01%
24
– –
OXM icon
1678
Oxford Industries
OXM
$548M
$405 ﹤0.01%
10
– –
AESI icon
1679
Atlas Energy Solutions
AESI
$1.46B
$398 ﹤0.01%
35
– –
MNRO icon
1680
Monro
MNRO
$373M
$395 ﹤0.01%
22
– –
UFCS icon
1681
United Fire Group
UFCS
$1.38B
$395 ﹤0.01%
13
– –
BLMN icon
1682
Bloomin' Brands
BLMN
$976M
$394 ﹤0.01%
55
– –
INN
1683
Summit Hotel Properties
INN
$650M
$390 ﹤0.01%
71
– –
JBSS icon
1684
John B. Sanfilippo & Son
JBSS
$999M
$386 ﹤0.01%
6
– –
TDAY
1685
USA Today Co
TDAY
$1.02B
$384 ﹤0.01%
93
– –
GES
1686
DELISTED
Guess Inc
GES
$384 ﹤0.01%
23
– –
FTRE icon
1687
Fortrea Holdings
FTRE
$1.73B
$379 ﹤0.01%
45
– –
WSR
1688
DELISTED
Whitestone REIT
WSR
$368 ﹤0.01%
30
– –
KOP icon
1689
Koppers
KOP
$859M
$364 ﹤0.01%
13
– –
KREF
1690
KKR Real Estate Finance Trust
KREF
$496M
$360 ﹤0.01%
40
– –
HZO icon
1691
MarineMax
HZO
$1.15B
$355 ﹤0.01%
14
– –
CABO icon
1692
Cable One
CABO
$196M
$354 ﹤0.01%
2
– –
SSTK icon
1693
Shutterstock
SSTK
$209M
$354 ﹤0.01%
17
– –
UHT
1694
Universal Health Realty Income Trust
UHT
$581M
$353 ﹤0.01%
9
– –
ICHR icon
1695
Ichor Holdings
ICHR
$2.65B
$350 ﹤0.01%
20
– –
CRNC icon
1696
Cerence
CRNC
$401M
$349 ﹤0.01%
28
-4
-13% -$41
GOGO icon
1697
Gogo Inc
GOGO
$381M
$344 ﹤0.01%
40
-12
-23% -$152
VIR icon
1698
Vir Biotechnology
VIR
$1.55B
$343 ﹤0.01%
60
– –
CCRN
1699
DELISTED
Cross Country Healthcare
CCRN
$341 ﹤0.01%
24
– –
HTZ icon
1700
Hertz
HTZ
$1.04B
$340 ﹤0.01%
50
– –
66 67
68
69 70

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Farmers & Merchants Investments Inc held 1,780 positions worth $3.53B, up 2.8% from $3.43B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Farmers & Merchants Investments Inc withdrew a net $123M in Q3 2025, closing 43 positions and reducing 333 holdings. Its most notable exit was Juniper Networks, an estimated $657K position sold in full.

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

Against the trend, Farmers & Merchants Investments Inc opened a new position in Applovin worth $107K.

  • Farmers & Merchants Investments Inc's largest Q3 2025 buy was Applovin: 149 shares worth $107K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $14.2M increase.
  • Farmers & Merchants Investments Inc's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.26M.
  • Farmers & Merchants Investments Inc fully exited Juniper Networks in Q3 2025, selling an estimated $657K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.53B portfolio in Q3 2025.
  • Farmers & Merchants Investments Inc opened 51 new positions and closed 43 in Q3 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.8% quarter-over-quarter to $3.53B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.