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Latest FARMERS & MERCHANTS INVESTMENTS INC Stock Portfolio

$4.16Billion | No. of Holdings #1766

FARMERS & MERCHANTS INVESTMENTS INC Performance

2026 Q3-1.35%
YTD+9.20%
2025+14.03%

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

On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, FARMERS & MERCHANTS INVESTMENTS INC reported an equity portfolio of $4.2 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of FARMERS & MERCHANTS INVESTMENTS INC are IJR, VEA, IJR. The fund has invested 7.2% of it's portfolio in ISHARES S&P 500 INDEX FUND and 6.5% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ONEOK INC (OKE) and INVESCO NASDAQ 100 ETF (BAB) stocks. They significantly reduced their stock positions in STATE STREET SPDR PORTFOLIO S&P 500 ETF (BIL), VANGUARD MORNINGSTAR LARGE-CAP ETF (VB) and YUM CHINA HOLDINGS INC (YUMC). FARMERS & MERCHANTS INVESTMENTS INC opened new stock positions in EXXONMOBIL HOLDINGS CORP, DIMENSIONAL US EQUITY MARKET ETF (DFAC) and VANGUARD INTERMEDIATE TERM CORPORATE BOND FUND (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to REDDIT INC, ISHARES JPMORGAN USD EMERGING MARKETS BOND FUND (AAXJ) and ARTHUR J. GALLAGHER & CO. (AJG).
FARMERS & MERCHANTS INVESTMENTS INC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$4.16Billion
  as of Oct 22, 2026

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

Our best estimate is that FARMERS & MERCHANTS INVESTMENTS INC made a return of -1.35% in the last quarter. In trailing 12 months, it's portfolio return was 11.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp43,791,600
oneok inc266,895
dimensional us equity market etf142,812
dimensional international value etf95,688
dimensional us targeted value etf60,527
vanguard intermediate term corporate bond fund48,082
dimensional us small cap etf47,846
vaneck vectors semiconductor etf45,675
New stocks bought by FARMERS & MERCHANTS INVESTMENTS INC

Additions

Ticker% Inc.
arthur j. gallagher & co.2,568
pnc finl svcs group inc2,002
eledon pharmaceuticals inc1,072
ishares russell 3000 value index fund1,052
vanguard total international stock index fund etf324
bloom energy corp250
dimensional us core equity 2 etf145
archer daniels midland co106
Additions to existing portfolio by FARMERS & MERCHANTS INVESTMENTS INC

Reductions

Ticker% Reduced
enterprise products partners l.p.-75.28
fastenal co-62.08
pimco intermediate municipal bond active exchange-traded fund-56.18
accenture plc-54.97
travelers companies, inc-54.49
thermo fisher scientific-39.44
zoetis inc-36.7
ishares s&p smallcap 600 value etf-34.48
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 38.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Basic Materials
  • Utilities
Sector%
Others38.2
Technology20.6
Financial Services9.5
Industrials7.5
Healthcare7
Communication Services4.1
Consumer Cyclical3.9
Consumer Defensive3.8
Energy1.9
Basic Materials1.6
Utilities1.3

Market Cap. Distribution

FARMERS & MERCHANTS INVESTMENTS INC has about 57.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED38.2
MEGA-CAP34.4
LARGE-CAP22.9
MID-CAP4.2

Stocks belong to which Index?

About 57.7% of the stocks held by FARMERS & MERCHANTS INVESTMENTS INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50053.1
Others42.3
RUSSELL 20004.6
Top 5 Winners (%)%
MRNA
moderna inc
158.9 %
EMBC
embecta corp
75.0 %
PBF
pbf energy inc.
68.3 %
PSTG
everpure inc - class a
61.7 %
CVI
cvr energy inc
59.7 %
Top 5 Winners ($)$
MSFT
microsoft corp
39.7 M
AAPL
apple inc
19.5 M
DELL
dell technologies inc cl c
10.3 M
CRM
salesforce inc
7.4 M
IJR
ishares s&p 500 index fund
6.6 M
Top 5 Losers (%)%
SSTK
shutterstock inc
-69.7 %
ALHC
alignment healthcare inc
-59.0 %
LQDA
liquidia corp
-53.0 %
FICO
fair isaac corp common
-50.4 %
MNST
monster beverage corp
-50.1 %
Top 5 Losers ($)$
APH
amphenol corp cl a
-50.8 M
IJR
ishares s&p small cap 600 index etf
-13.7 M
NNI
nelnet, inc.
-12.1 M
IJR
ishares s&p midcap 400
-10.1 M
CAT
caterpillar inc
-6.4 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 1766 stocks in it's portfolio. About 37.9% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for FARMERS & MERCHANTS INVESTMENTS INC last quarter.

$4.15BTotal Value
500Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of FARMERS & MERCHANTS INVESTMENTS INC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Barclays Mbs Bond Fund Etf

Ishares Barclays Mbs Bond Fund Etf

AAXJ
FARMERS & MERCHANTS INVESTMENTS INC's holding in Ishares Barclays Mbs Bond Fund Etf over time
0.34%157,087
$14.08M
0.34%
increased 4.94 percentadded
AAXJ
Ishares Iboxx H/Y Corp Bond Fund Etf

Ishares Iboxx H/Y Corp Bond Fund Etf

AAXJ
FARMERS & MERCHANTS INVESTMENTS INC's holding in Ishares Iboxx H/Y Corp Bond Fund Etf over time
0.32%170,749
$13.18M
0.32%
increased 0.76 percentadded
AAXJ
Ishares Msci Eafe Growth Index Etf

Ishares Msci Eafe Growth Index Etf

AAXJ
FARMERS & MERCHANTS INVESTMENTS INC's holding in Ishares Msci Eafe Growth Index Etf over time
0.01%3,615
$433.2K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Eafe Value Etf

Ishares Msci Eafe Value Etf

AAXJ
FARMERS & MERCHANTS INVESTMENTS INC's holding in Ishares Msci Eafe Value Etf over time
0%2,212
$175.1K
0%
decreased 1.47 percentreduced
AAXJ
Ishares National Muni Bond Cl E

Ishares National Muni Bond Cl E

AAXJ
FARMERS & MERCHANTS INVESTMENTS INC's holding in Ishares National Muni Bond Cl E over time
0%1,017
$102.8K
0%
increased 67.55 percentadded
AAXJ
Ishares Short-Term National Us Municipals

Ishares Short-Term National Us Municipals

AAXJ
FARMERS & MERCHANTS INVESTMENTS INC's holding in Ishares Short-Term National Us Municipals over time
0%945
$98.8K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Preferred & Income Securities Etf

Ishares Preferred & Income Securities Etf

AAXJ
FARMERS & MERCHANTS INVESTMENTS INC's holding in Ishares Preferred & Income Securities Etf over time
0%2,185
$64.5K
0%
increased 45.67 percentadded
ACES
Alps O'Shares U.S. Small-Cap Quality Dividend Etf

Alps O'Shares U.S. Small-Cap Quality Dividend Etf

ACES
FARMERS & MERCHANTS INVESTMENTS INC's holding in Alps O'Shares U.S. Small-Cap Quality Dividend Etf over time
0%2,621
$120.4K
0%
decreased 3.68 percentreduced
ACWF
Ishares 0-5 Yr Inv Grd Corp Bond Etf

Ishares 0-5 Yr Inv Grd Corp Bond Etf

ACWF
FARMERS & MERCHANTS INVESTMENTS INC's holding in Ishares 0-5 Yr Inv Grd Corp Bond Etf over time
1.21%1,015,990
$50.27M
1.21%
increased 3.42 percentadded
AEMB
Avantis Emerging Markets Equity Etf

Avantis Emerging Markets Equity Etf

AEMB
FARMERS & MERCHANTS INVESTMENTS INC's holding in Avantis Emerging Markets Equity Etf over time
0%2,400
$225.6K
0%
unchanged 0 percentunchanged