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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
VO icon
151
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$2.84M 0.08%
38,636
+1,824
+5% +$131K
SPGI icon
152
S&P Global
SPGI
$123B
$2.79M 0.08%
5,723
+1,080
+23% +$578K
HII icon
153
Huntington Ingalls Industries
HII
$12.9B
$2.74M 0.08%
9,504
-82
-0.9% -$21.8K
CLX icon
154
Clorox
CLX
$12.8B
$2.73M 0.08%
22,157
-332
-1% -$41.2K
BMY icon
155
Bristol-Myers Squibb
BMY
$131B
$2.72M 0.08%
60,218
+539
+0.9% +$25.2K
MA icon
156
Mastercard
MA
$493B
$2.68M 0.08%
4,715
-1
-0% -$574
LII icon
157
Lennox International
LII
$14.5B
$2.66M 0.08%
5,021
– –
CL icon
158
Colgate-Palmolive
CL
$74.5B
$2.64M 0.07%
33,070
-107
-0.3% -$9.13K
MMM icon
159
3M
MMM
$94B
$2.52M 0.07%
16,213
-707
-4% -$109K
ITOT icon
160
iShares Core S&P Total US Stock Market ETF
ITOT
$98.6B
$2.48M 0.07%
17,017
+36
+0.2% +$5.05K
TROW icon
161
T. Rowe Price
TROW
$23.8B
$2.47M 0.07%
24,017
-165
-0.7% -$17.3K
KHC icon
162
Kraft Heinz
KHC
$30B
$2.44M 0.07%
93,633
-9,479
-9% -$258K
BA icon
163
Boeing
BA
$182B
$2.27M 0.06%
10,527
+70
+0.7% +$15.8K
PPG icon
164
PPG Industries
PPG
$25.6B
$2.25M 0.06%
21,393
-803
-4% -$89.2K
LRCX icon
165
Lam Research
LRCX
$415B
$2.23M 0.06%
16,650
-2,600
-14% -$275K
INGR icon
166
Ingredion
INGR
$6.64B
$2.21M 0.06%
18,083
+250
+1% +$32.2K
IJK icon
167
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$2.2M 0.06%
22,938
+147
+0.6% +$13.8K
IWN icon
168
iShares Russell 2000 Value ETF
IWN
$14.7B
$2.1M 0.06%
11,858
– –
EEM icon
169
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$2.03M 0.06%
37,933
-36
-0.1% -$1.81K
FTV icon
170
Fortive
FTV
$18.6B
$2.01M 0.06%
40,968
– –
UPS icon
171
United Parcel Service
UPS
$89.2B
$2M 0.06%
23,982
-2,077
-8% -$188K
VBR icon
172
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
$1.97M 0.06%
9,453
– –
TMO icon
173
Thermo Fisher Scientific
TMO
$222B
$1.88M 0.05%
3,871
+1
+0% +$465
T icon
174
AT&T
T
$167B
$1.78M 0.05%
62,944
-14,920
-19% -$424K
META icon
175
Meta Platforms (Facebook)
META
$1.5T
$1.75M 0.05%
2,383
-8
-0.3% -$5.95K
5 6
7
8 9

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AP
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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.