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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
+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
SCHD icon
201
Schwab US Dividend Equity ETF
SCHD
$108B
$928K 0.03%
35,022
-564
-2% -$14.7K
VOT icon
202
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.2B
$928K 0.03%
3,262
+224
+7% +$57.8K
VT icon
203
Vanguard Total World Stock ETF
VT
$81.8B
$916K 0.03%
7,124
– –
IAU icon
204
iShares Gold Trust
IAU
$64.9B
$906K 0.03%
14,536
-51
-0.3% -$3.16K
MTB icon
205
M&T Bank
MTB
$36.8B
$898K 0.03%
4,631
– –
WMB icon
206
Williams Companies
WMB
$90.1B
$888K 0.03%
14,139
-1,500
-10% -$88.6K
PAYX icon
207
Paychex
PAYX
$43.2B
$845K 0.02%
5,808
-102
-2% -$15.4K
IJT icon
208
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.45B
$845K 0.02%
6,350
– –
VOE icon
209
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$840K 0.02%
5,109
-55
-1% -$8.71K
D icon
210
Dominion Energy
D
$60.1B
$831K 0.02%
14,710
-1,292
-8% -$70.8K
FLEX icon
211
Flex
FLEX
$46.1B
$815K 0.02%
16,325
+49
+0.3% +$1.91K
MO icon
212
Altria Group
MO
$110B
$802K 0.02%
13,673
+467
+4% +$27.4K
EXPD icon
213
Expeditors International
EXPD
$24.3B
$748K 0.02%
6,546
-114
-2% -$12.8K
ZBH icon
214
Zimmer Biomet
ZBH
$18.8B
$744K 0.02%
8,155
-600
-7% -$58K
DGX icon
215
Quest Diagnostics
DGX
$26.3B
$734K 0.02%
4,085
-100
-2% -$17.4K
CMI icon
216
Cummins
CMI
$87.4B
$726K 0.02%
2,218
– –
XLK icon
217
State Street Technology Select Sector SPDR ETF
XLK
$125B
$723K 0.02%
5,708
– –
TEX icon
218
Terex
TEX
$7.7B
$714K 0.02%
15,288
+3
+0% +$125
BKNG icon
219
Booking.com
BKNG
$158B
$672K 0.02%
2,900
-275
-9% -$56.3K
RAL
220
Ralliant Corp
RAL
$8.04B
$662K 0.02%
+13,656
New +$672K
DE icon
221
Deere & Co
DE
$166B
$660K 0.02%
1,297
-277
-18% -$136K
VMI icon
222
Valmont Industries
VMI
$9.48B
$658K 0.02%
2,016
+2,002
+14,300% +$614K
JNPR
223
DELISTED
Juniper Networks
JNPR
$657K 0.02%
16,448
– –
SHEL icon
224
Shell
SHEL
$247B
$653K 0.02%
9,279
– –
VTV icon
225
Vanguard Morningstar Value ETF
VTV
$194B
$652K 0.02%
3,687
+64
+2% +$10.8K
7 8
9
10 11

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AP
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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
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
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.