We are live on ! Find out more
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
EVRG icon
151
Evergy
EVRG
$19.2B
$2.76M 0.08%
40,071
+2,479
+7% +$167K
CLX icon
152
Clorox
CLX
$12.8B
$2.7M 0.08%
22,489
+16,654
+285% +$2.22M
BKH icon
153
Black Hills Corp
BKH
$5.58B
$2.66M 0.08%
47,498
-2,526
-5% -$148K
KHC icon
154
Kraft Heinz
KHC
$29.1B
$2.66M 0.08%
103,112
+2,854
+3% +$79.2K
MA icon
155
Mastercard
MA
$490B
$2.65M 0.08%
4,716
-1,712
-27% -$947K
UPS icon
156
United Parcel Service
UPS
$88.4B
$2.63M 0.08%
26,059
-1,130
-4% -$111K
ALB icon
157
Albemarle
ALB
$15.1B
$2.62M 0.08%
41,844
+3,820
+10% +$226K
MMM icon
158
3M
MMM
$94.8B
$2.58M 0.08%
16,920
+72
+0.4% +$10.3K
VO icon
159
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$2.58M 0.08%
36,812
+276
+0.8% +$18.1K
PPG icon
160
PPG Industries
PPG
$25.5B
$2.52M 0.07%
22,196
+1,502
+7% +$162K
SPGI icon
161
S&P Global
SPGI
$121B
$2.45M 0.07%
4,643
+4,419
+1,973% +$2.21M
INGR icon
162
Ingredion
INGR
$6.54B
$2.42M 0.07%
17,833
+1,164
+7% +$157K
TROW icon
163
T. Rowe Price
TROW
$23.8B
$2.33M 0.07%
24,182
-5,907
-20% -$542K
HII icon
164
Huntington Ingalls Industries
HII
$12.9B
$2.31M 0.07%
9,586
+67
+0.7% +$15K
ITOT icon
165
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$2.29M 0.07%
16,981
+6
+0% +$749
T icon
166
AT&T
T
$166B
$2.25M 0.07%
77,864
+221
+0.3% +$6.09K
BA icon
167
Boeing
BA
$183B
$2.19M 0.06%
10,457
-41
-0.4% -$7.74K
FTV icon
168
Fortive
FTV
$18.6B
$2.14M 0.06%
40,968
-13,399
-25% -$702K
IJK icon
169
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$2.07M 0.06%
22,791
-1
-0% -$86
LRCX icon
170
Lam Research
LRCX
$408B
$1.87M 0.05%
19,250
-650
-3% -$51.6K
IWN icon
171
iShares Russell 2000 Value ETF
IWN
$14.6B
$1.87M 0.05%
11,858
– –
VBR icon
172
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$1.84M 0.05%
9,453
-50
-0.5% -$9.26K
EEM icon
173
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$1.83M 0.05%
37,969
-80
-0.2% -$3.6K
META icon
174
Meta Platforms (Facebook)
META
$1.47T
$1.76M 0.05%
2,391
+12
+0.5% +$7.42K
DOW icon
175
Dow Inc
DOW
$22.1B
$1.73M 0.05%
65,238
+2,916
+5% +$84.8K
5 6
7
8 9

Similar funds

AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
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 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.