Latest FARMERS & MERCHANTS INVESTMENTS INC Stock Portfolio

FARMERS & MERCHANTS INVESTMENTS INC Performance:

2025 Q1: -2.7%YTD: -2.7%2024: 7.43%

Performance for 2025 Q1 is -2.7%, and YTD is -2.7%, and 2024 is 7.43%.

About FARMERS & MERCHANTS INVESTMENTS INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, FARMERS & MERCHANTS INVESTMENTS INC reported an equity portfolio of $3.1 Billions as of 31 Mar, 2025.

The top stock holdings of FARMERS & MERCHANTS INVESTMENTS INC are IJR, VEA, NNI. The fund has invested 6.9% of it's portfolio in ISHARES S&P 500 INDEX FUND and 5% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF.

The fund managers got completely rid off WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (JAMF), INVESCO S&P 500 LOW VOLATILITY ETF (CGW) and EQUINOR ASA SPON - ADR stocks. They significantly reduced their stock positions in FEDERAL SIGNAL CORPORATION (FSS), LUMEN TECHNOLOGIES INC (LUMN) and RAYONIER INC. (RYN). FARMERS & MERCHANTS INVESTMENTS INC opened new stock positions in ISHARES MSCI EUROPE FINANCIALS ETF (AOA), APOLLO GLOBAL MANAGEMENT LLC CL A and WORKDAY INC CL A (WDAY). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), AMERICAN AIRLINES GROUP INC (AAL) and TESLA INC (TSLA).

FARMERS & MERCHANTS INVESTMENTS INC Annual Return Estimates Vs S&P 500

Our best estimate is that FARMERS & MERCHANTS INVESTMENTS INC made a return of -2.7% in the last quarter. In trailing 12 months, it's portfolio return was 0.59%.

New Buys

Ticker	$ Bought
ishares msci europe financials etf	48,661
apollo global management llc cl a	39,439
workday inc cl a	32,227

New stocks bought by FARMERS & MERCHANTS INVESTMENTS INC

Additions

Ticker	% Inc.
uber technologies inc	3,515
tesla inc	346
asml holding	168
nvidia corporation	133
vanguard value etf	107
baxter international inc	90.51
booz allen hamilton holding corp	68.43
ingersoll-rand inc	54.43

Additions to existing portfolio by FARMERS & MERCHANTS INVESTMENTS INC

Reductions

Ticker	% Reduced
chesapeake utilities corporation	-83.47
stanley black & decker inc	-69.14
northrop grumman corp	-50.76
science applications intl corp	-49.45
first trust enhanced short maturity etf	-46.51
triplepoint venture growth bdc corp	-43.15
western midstream partners lp	-38.97
first trust vest fund of buffer etfs canada	-38.62

FARMERS & MERCHANTS INVESTMENTS INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by FARMERS & MERCHANTS INVESTMENTS INC

Sector Distribution

FARMERS & MERCHANTS INVESTMENTS INC has about 37.1% of it's holdings in Others sector.

Sector	%
Others	37.1
Technology	14.7
Financial Services	11.2
Healthcare	8.3
Industrials	8.1
Consumer Defensive	5.5
Consumer Cyclical	5
Energy	3.3
Communication Services	2.8
Basic Materials	1.9
Utilities	1.5

Market Cap. Distribution

FARMERS & MERCHANTS INVESTMENTS INC has about 56.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	37.1
LARGE-CAP	30.7
MEGA-CAP	25.9
MID-CAP	5.9

Stocks belong to which Index?

About 60.2% of the stocks held by FARMERS & MERCHANTS INVESTMENTS INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	55.3
Others	39.7
RUSSELL 2000	4.9

Top 5 Winners (%)		%
CORT	corcept therapeutics inc	126.6 %
MP	mp materials corp	56.5 %
MPW	medical properties trust inc.	52.7 %
CVS	cvs health corporation	50.9 %
PRA	proassurance corp	46.7 %

Top 5 Winners ($)		$
CVS	cvs health corporation	6.1 M
NNI	nelnet, inc.	4.9 M
ABT	abbott laboratories	3.6 M
JNJ	johnson & johnson	3.4 M
XOM	exxon mobil corp	3.1 M

Top 5 Losers (%)		%
MGNX	macrogenics inc	-60.8 %
SNBR	sleep number corp	-58.4 %
VSCO	victoria's secret & co	-55.1 %
WOLF	wolfspeed inc	-54.1 %
XNCR	xencor inc	-53.7 %

Top 5 Losers ($)		$
AVGO	broadcom inc	-15.5 M
AAPL	apple inc	-12.9 M
MSFT	microsoft corp	-12.6 M
IJR	ishares s&p small cap 600 index etf	-11.0 M
IJR	ishares s&p 500 index fund	-10.4 M

FARMERS & MERCHANTS INVESTMENTS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FARMERS & MERCHANTS INVESTMENTS INC

FARMERS & MERCHANTS INVESTMENTS INC has 1743 stocks in it's portfolio. About 34.6% of the portfolio is in top 10 stocks. AVGO proved to be the most loss making stock for the portfolio. CVS was the most profitable stock for FARMERS & MERCHANTS INVESTMENTS INC last quarter.

Last Reported on: 16 Apr, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.18	451,282	100,243,000	reduced	-1.24

AAXJ	ishares iboxx h/y corp bond fund etf	0.43	171,586	13,536,400	added	0.41

AAXJ	ishares barclays mbs bond fund etf	0.39	130,962	12,281,600	added	7.97

AAXJ	ishares preferred & income securities etf	0.02	19,509	599,512	added	1.96

AAXJ	ishares msci eafe growth index etf	0.01	3,615	361,500	unchanged	0.00

AAXJ	ishares national muni bond cl e	0.01	2,749	289,855	unchanged	0.00

AAXJ	ishares intermediate govt/credit bond etf	0.01	2,414	255,932	unchanged	0.00

AAXJ	ishares morningstar mid core index fund	0.01	3,012	223,138	unchanged	0.00

AAXJ	ishares msci eafe value etf	0.00	2,212	130,375	unchanged	0.00

ABBV	abbvie inc	0.59	88,781	18,601,400	reduced	-1.74

ABNB	airbnb inc	0.00	281	33,568	unchanged	0.00

ABT	abbott laboratories	0.76	179,412	23,799,000	reduced	-1.7

ACES	alps o'shares u.s. small-cap quality dividend etf	0.00	3,071	129,043	reduced	-13.22

ACN	accenture plc	0.01	1,013	316,097	reduced	-10.12

ACWF	ishares 0-5 yr inv grd corp bond etf	1.65	1,031,220	51,849,700	reduced	-1.71

ADBE	adobe inc	0.00	378	144,974	added	4.71

ADI	analog devices, inc.	0.01	1,125	226,879	unchanged	0.00

ADP	automatic data processing	0.47	48,542	14,831,000	reduced	-2.82

ADSK	autodesk, inc.	0.00	295	77,231	reduced	-33.71

AEMB	avantis emerging markets equity etf	0.00	2,400	144,408	reduced	-26.15