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Latest FARMERS & MERCHANTS INVESTMENTS INC Stock Portfolio

$4.13Billion | No. of Holdings #1758

FARMERS & MERCHANTS INVESTMENTS INC Performance

2026 Q2+12.54%
YTD+10.69%
2025+14.03%

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

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, FARMERS & MERCHANTS INVESTMENTS INC reported an equity portfolio of $4.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of FARMERS & MERCHANTS INVESTMENTS INC are IJR, VEA, IJR. The fund has invested 7.1% 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 HONEYWELL INTL INC (HON), ISHARES MORNINGSTAR MID CORE INDEX FUND (AAXJ) and ISHARES US CONSUMER DISCRETIONARY ETF (IJR) stocks. They significantly reduced their stock positions in REDDIT INC, ORION PROPERTIES INC (ONL) and EMBECTA CORP (EMBC). FARMERS & MERCHANTS INVESTMENTS INC opened new stock positions in HONEYWELL INTERNATIONAL INC (HON), HONEYWELL AEROSPACE INC and INVESCO NASDAQ 100 ETF (BAB). The fund showed a lot of confidence in some stocks as they added substantially to NRC HEALTH (NRC), SPROUTS FARMERS MARKET INC (SFM) and NEW JERSEY RESOURCES CORP (NJR).
FARMERS & MERCHANTS INVESTMENTS INC Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$4.13Billion
  as of Jul 20, 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 12.54% in the last quarter. In trailing 12 months, it's portfolio return was 20.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell international inc5,522,830
honeywell aerospace inc5,453,270
fedex freight holding co inc1,961,640
invesco nasdaq 100 etf159,665
marvell technology inc131,369
ishares us telecommunications90,628
state street spdr portfolio s&p 500 etf80,498
ishares dow jones u.s. industrial sector index fund75,159
New stocks bought by FARMERS & MERCHANTS INVESTMENTS INC

Additions

Ticker% Inc.
nrc health330,549
sprouts farmers market inc56,067
new jersey resources corp55,494
corpay inc43,168
vanguard information technology index etf681
vanguard growth etf571
vanguard s&p growth etf500
vanguard mid-cap index etf299
Additions to existing portfolio by FARMERS & MERCHANTS INVESTMENTS INC

Reductions

Ticker% Reduced
ingredion inc-70.27
diageo plc adr-63.78
stanley black & decker inc-60.78
ishares national muni bond cl e-59.23
kraft heinz co-58.26
paypal holdings inc-49.08
vanguard value etf-47.62
totalenergies se-45.1
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 37.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Energy
  • Basic Materials
  • Utilities
Sector%
Others37.9
Technology19
Financial Services9.9
Industrials7.9
Healthcare6.9
Consumer Cyclical4.1
Consumer Defensive4
Communication Services4
Energy2.6
Basic Materials1.6
Utilities1.4

Market Cap. Distribution

FARMERS & MERCHANTS INVESTMENTS INC has about 56.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED37.9
MEGA-CAP32.9
LARGE-CAP24
MID-CAP5

Stocks belong to which Index?

About 58.2% 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 50053.3
Others41.8
RUSSELL 20004.9
Top 5 Winners (%)%
MXL
maxlinear inc
607.7 %
penguin solutions inc
306.0 %
sandisk corp
256.5 %
MU
micron technology
241.5 %
ACMR
acm research inc
222.4 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
73.2 M
IJR
ishares s&p 500 index fund
37.2 M
IJR
ishares s&p small cap 600 index etf
28.0 M
VEA
vanguard ftse developed markets etf
26.5 M
DELL
dell technologies inc cl c
26.5 M
Top 5 Losers (%)%
VAW
vanguard information technology index etf
-73.2 %
VRRM
verra mobility corp
-70.3 %
VB
vanguard growth etf
-70.0 %
IVOG
vanguard s&p growth etf
-69.7 %
CVNA
carvana co
-69.4 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-8.9 M
VB
vanguard mid-cap index etf
-5.0 M
WMT
walmart, inc
-4.5 M
CVX
chevron corp
-4.5 M
OXY
occidental petroleum corp
-3.8 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 1758 stocks in it's portfolio. About 37.2% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for FARMERS & MERCHANTS INVESTMENTS INC last quarter.

$4.12BTotal Value
500Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of FARMERS & MERCHANTS INVESTMENTS INC, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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%149,687
$14.15M
0.34%
increased 2.71 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
0.33%169,455
$13.55M
0.33%
decreased 2.22 percentreduced
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
$449.8K
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%2,245
$171.9K
0%
increased 1.49 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
$100.6K
0%
unchanged 0 percentunchanged
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%607
$65.3K
0%
decreased 59.23 percentreduced
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%1,500
$45.7K
0%
unchanged 0 percentunchanged
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%2,721
$129.3K
0%
decreased 3.54 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
1.2%982,350
$49.48M
1.2%
increased 1.17 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
0.01%2,400
$231.6K
0.01%
unchanged 0 percentunchanged