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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
NX icon
1676
Quanex
NX
$990M
$338 ﹤0.01%
22
– –
BTE icon
1677
Baytex Energy
BTE
$2.99B
$336 ﹤0.01%
104
– –
MCW
1678
DELISTED
Mister Car Wash
MCW
$334 ﹤0.01%
60
– –
AESI icon
1679
Atlas Energy Solutions
AESI
$1.48B
$330 ﹤0.01%
35
– –
KREF
1680
KKR Real Estate Finance Trust
KREF
$496M
$329 ﹤0.01%
40
– –
DFH icon
1681
Dream Finders Homes
DFH
$1.33B
$325 ﹤0.01%
19
– –
ANGI icon
1682
Angi Inc
ANGI
$178M
$323 ﹤0.01%
25
– –
SABR icon
1683
Sabre
SABR
$839M
$322 ﹤0.01%
237
– –
NPK icon
1684
National Presto Industries
NPK
$989M
$320 ﹤0.01%
3
– –
GES
1685
DELISTED
Guess Inc
GES
$318 ﹤0.01%
19
-4
-17% -$68
AOSL icon
1686
Alpha and Omega Semiconductor
AOSL
$950M
$317 ﹤0.01%
16
– –
GDYN icon
1687
Grid Dynamics Holdings
GDYN
$640M
$316 ﹤0.01%
35
– –
VV icon
1688
Vanguard Morningstar Large-Cap ETF
VV
$55B
$315 ﹤0.01%
+1
New +$312
NABL icon
1689
N-able
NABL
$646M
$314 ﹤0.01%
42
– –
RES icon
1690
RPC Inc
RES
$1.39B
$310 ﹤0.01%
57
– –
FOXF icon
1691
Fox Factory Holding Corp
FOXF
$915M
$308 ﹤0.01%
18
– –
PTON icon
1692
Peloton Interactive
PTON
$2.39B
$308 ﹤0.01%
50
– –
CTKB icon
1693
Cytek Biosciences
CTKB
$629M
$303 ﹤0.01%
60
– –
CRNC icon
1694
Cerence
CRNC
$397M
$299 ﹤0.01%
28
– –
AHRT
1695
AH Realty Trust
AHRT
$507M
$298 ﹤0.01%
45
– –
CAL icon
1696
Caleres
CAL
$461M
$292 ﹤0.01%
24
– –
BFS
1697
Saul Centers
BFS
$858M
$284 ﹤0.01%
9
– –
TWI icon
1698
Titan International
TWI
$450M
$274 ﹤0.01%
35
– –
SSTK icon
1699
Shutterstock
SSTK
$208M
$267 ﹤0.01%
14
-3
-18% -$64
HTZ icon
1700
Hertz
HTZ
$891M
$257 ﹤0.01%
50
– –
66 67
68
69 70

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SP
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GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
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.