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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
NPK icon
1701
National Presto Industries
NPK
$999M
$336 ﹤0.01%
3
– –
NABL icon
1702
N-able
NABL
$654M
$328 ﹤0.01%
42
– –
MCW
1703
DELISTED
Mister Car Wash
MCW
$320 ﹤0.01%
60
– –
AHRT
1704
AH Realty Trust
AHRT
$509M
$315 ﹤0.01%
45
– –
CAL icon
1705
Caleres
CAL
$465M
$313 ﹤0.01%
24
– –
NX icon
1706
Quanex
NX
$1B
$313 ﹤0.01%
22
– –
SHOE
1707
Shoe Station Group
SHOE
$422M
$312 ﹤0.01%
15
– –
ARR
1708
Armour Residential REIT
ARR
$2.37B
$299 ﹤0.01%
20
– –
SNCY
1709
DELISTED
Sun Country Airlines
SNCY
$295 ﹤0.01%
25
– –
GCO icon
1710
Genesco
GCO
$402M
$290 ﹤0.01%
10
– –
SITC icon
1711
SITE Centers
SITC
$158M
$288 ﹤0.01%
32
– –
BFS
1712
Saul Centers
BFS
$859M
$287 ﹤0.01%
9
– –
CRSR icon
1713
Corsair Gaming
CRSR
$1.47B
$277 ﹤0.01%
31
– –
THRY icon
1714
Thryv Holdings
THRY
$95.1M
$277 ﹤0.01%
23
– –
RES icon
1715
RPC Inc
RES
$1.38B
$271 ﹤0.01%
57
– –
GDYN icon
1716
Grid Dynamics Holdings
GDYN
$646M
$270 ﹤0.01%
35
– –
OGN icon
1717
Organon & Co
OGN
$3.6B
$267 ﹤0.01%
25
-200
-89% -$1.96K
TWI icon
1718
Titan International
TWI
$452M
$265 ﹤0.01%
35
– –
VSTS icon
1719
Vestis
VSTS
$1.86B
$254 ﹤0.01%
56
– –
HELE icon
1720
Helen of Troy
HELE
$707M
$252 ﹤0.01%
10
– –
BTE icon
1721
Baytex Energy
BTE
$3B
$243 ﹤0.01%
104
– –
CLW icon
1722
Clearwater Paper
CLW
$359M
$228 ﹤0.01%
11
– –
USNA icon
1723
Usana Health Sciences
USNA
$257M
$220 ﹤0.01%
8
– –
VTLE
1724
DELISTED
Vital Energy
VTLE
$220 ﹤0.01%
13
– –
CTKB icon
1725
Cytek Biosciences
CTKB
$629M
$208 ﹤0.01%
60
– –
67 68
69
70 71

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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 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.