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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$904B
$254M 7.21%
379,752
-14,374
-4% -$9.26M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$238B
$202M 5.71%
3,364,114
+243,268
+8% +$14.2M
NNI icon
3
Nelnet
NNI
$4.52B
$148M 4.21%
1,183,342
-18,920
-2% -$2.37M
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$112B
$137M 3.88%
1,151,423
+26,965
+2% +$3.1M
MSFT icon
5
Microsoft
MSFT
$3.66T
$134M 3.81%
259,399
-13,686
-5% -$6.98M
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$128B
$116M 3.28%
1,772,453
+42,995
+2% +$2.76M
AAPL icon
7
Apple
AAPL
$4.41T
$111M 3.15%
436,385
-19,983
-4% -$4.51M
VWO icon
8
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$83M 2.35%
1,532,655
-125,719
-8% -$6.48M
AVGO icon
9
Broadcom
AVGO
$1.98T
$71.8M 2.04%
217,750
-12,993
-6% -$3.99M
BND icon
10
Vanguard Total Bond Market
BND
$161B
$56.9M 1.61%
764,886
-4,396
-0.6% -$324K
ORCL icon
11
Oracle
ORCL
$442B
$56.4M 1.6%
200,716
-17,324
-8% -$4.41M
JPM icon
12
JPMorgan Chase
JPM
$971B
$53.4M 1.51%
169,224
+10,623
+7% +$3.16M
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.09T
$51.4M 1.46%
102,335
+2,305
+2% +$1.12M
SLQD icon
14
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$50.2M 1.42%
988,006
-20,089
-2% -$1.02M
WMT icon
15
Walmart Inc
WMT
$923B
$45.1M 1.28%
437,564
-20,182
-4% -$2.01M
APH icon
16
Amphenol
APH
$210B
$44M 1.25%
355,321
-24,767
-7% -$2.72M
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$4.2T
$43.2M 1.23%
177,793
-14,147
-7% -$2.96M
WCC
18
WESCO International
WCC
$17.8B
$37.7M 1.07%
178,219
-15,058
-8% -$3.16M
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.19T
$34.6M 0.98%
142,269
-3,753
-3% -$789K
LLY icon
20
Eli Lilly
LLY
$1.09T
$34.1M 0.97%
44,637
-1,472
-3% -$1.1M
NVDA icon
21
NVIDIA
NVDA
$5.43T
$32.2M 0.91%
172,387
-17,640
-9% -$3.07M
LOW icon
22
Lowe's Companies
LOW
$121B
$31.7M 0.9%
126,247
-4,293
-3% -$1.05M
AMD icon
23
Advanced Micro Devices
AMD
$788B
$31.1M 0.88%
192,064
-10,489
-5% -$1.69M
BRK.A icon
24
Berkshire Hathaway Class A
BRK.A
$1.09T
$30.2M 0.86%
40
-6
-13% -$4.36M
XOM icon
25
ExxonMobil
XOM
$657B
$29.7M 0.84%
263,220
-10,193
-4% -$1.13M
1
2 3 4 5

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SP
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GCM
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ZP
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BHC
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ICP
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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.