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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$905B
$245M 7.13%
394,126
+9,639
+3% +$5.53M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$238B
$178M 5.19%
3,120,846
+56,054
+2% +$3M
NNI icon
3
Nelnet
NNI
$4.51B
$146M 4.25%
1,202,262
-2,536
-0.2% -$283K
MSFT icon
4
Microsoft
MSFT
$3.65T
$136M 3.96%
273,085
+106
+0% +$46K
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$113B
$123M 3.58%
1,124,458
+86,544
+8% +$8.95M
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$128B
$107M 3.13%
1,729,458
+134,179
+8% +$7.88M
AAPL icon
7
Apple
AAPL
$4.4T
$93.6M 2.73%
456,368
+5,086
+1% +$1.03M
VWO icon
8
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$82M 2.39%
1,658,374
+56,990
+4% +$2.64M
AVGO icon
9
Broadcom
AVGO
$1.99T
$63.6M 1.85%
230,743
-8,757
-4% -$1.9M
BND icon
10
Vanguard Total Bond Market
BND
$161B
$56.6M 1.65%
769,282
+28,919
+4% +$2.1M
SLQD icon
11
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$51M 1.49%
1,008,095
-23,125
-2% -$1.16M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.09T
$48.6M 1.42%
100,030
+140
+0.1% +$71.1K
ORCL icon
13
Oracle
ORCL
$446B
$47.7M 1.39%
218,040
-12,956
-6% -$2.09M
JPM icon
14
JPMorgan Chase
JPM
$971B
$46M 1.34%
158,601
-5,764
-4% -$1.47M
WMT icon
15
Walmart Inc
WMT
$919B
$44.8M 1.3%
457,746
-2,610
-0.6% -$249K
APH icon
16
Amphenol
APH
$211B
$37.5M 1.09%
380,088
-11,943
-3% -$977K
LLY icon
17
Eli Lilly
LLY
$1.09T
$35.9M 1.05%
46,109
-1,114
-2% -$866K
WCC
18
WESCO International
WCC
$18B
$35.8M 1.04%
193,277
+3,366
+2% +$555K
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.2T
$33.8M 0.99%
191,940
+13,589
+8% +$2.22M
BRK.A icon
20
Berkshire Hathaway Class A
BRK.A
$1.09T
$33.5M 0.98%
46
– –
AMZN icon
21
Amazon
AMZN
$2.89T
$33M 0.96%
150,191
+14,541
+11% +$2.88M
NVDA icon
22
NVIDIA
NVDA
$5.43T
$30M 0.88%
190,027
+34,733
+22% +$4.37M
XOM icon
23
ExxonMobil
XOM
$658B
$29.5M 0.86%
273,413
+3,589
+1% +$384K
LOW icon
24
Lowe's Companies
LOW
$122B
$29M 0.84%
130,540
+1,745
+1% +$389K
AMD icon
25
Advanced Micro Devices
AMD
$794B
$28.7M 0.84%
202,553
-2,240
-1% -$244K
1
2 3 4 5

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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
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BHC
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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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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.