Latest FARMERS & MERCHANTS INVESTMENTS INC Stock Portfolio

FARMERS & MERCHANTS INVESTMENTS INC Performance:

2025 Q3: 5.59%YTD: 9.09%2024: 8.2%

Performance for 2025 Q3 is 5.59%, and YTD is 9.09%, and 2024 is 8.2%.

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 $3.5 Billions as of 30 Sep, 2025.

The top stock holdings of FARMERS & MERCHANTS INVESTMENTS INC are IJR, VEA, NNI. The fund has invested 7.2% of it's portfolio in ISHARES S&P 500 INDEX FUND and 5.7% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF.

The fund managers got completely rid off JUNIPER NETWORKS INC (JNPR), WALGREENS BOOTS ALLIANCE INC (WBA) and HESS CORP COMMON (HES) stocks. They significantly reduced their stock positions in ROBERT HALF INC (RHI), BAXTER INTERNATIONAL INC (BAX) and ORGANON & CO (OGN). FARMERS & MERCHANTS INVESTMENTS INC opened new stock positions in APPLOVIN CORP (APP), ROBINHOOD MARKETS INC (HOOD) and ISHARES SILVER TRUST (SLV). The fund showed a lot of confidence in some stocks as they added substantially to OGE ENERGY CORP (OGE), ELANCO ANIMAL HEALTH INC (ELAN) and SPDR S&P DIVIDEND ETF (BIL).

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

Our best estimate is that FARMERS & MERCHANTS INVESTMENTS INC made a return of 5.59% in the last quarter. In trailing 12 months, it's portfolio return was 8.17%.

New Buys

Ticker	$ Bought
applovin corp	107,062
robinhood markets inc	64,431
ishares silver trust	49,573
ionq inc	49,200
ishares bitcoin trust etf	44,850
victoryshares us value momentum etf	34,955
victoryshares core intermediate bond etf	33,216

New stocks bought by FARMERS & MERCHANTS INVESTMENTS INC

Additions

Ticker	% Inc.
oge energy corp	3,911
spdr s&p dividend etf	297
xpo inc	247
carnival corp new	140
vanguard small-cap growth etf	102
ishares broad usd high yield corporate bond etf	78.38
banco santander sa adr	75.00
valero energy corporation	42.45

Additions to existing portfolio by FARMERS & MERCHANTS INVESTMENTS INC

Reductions

Ticker	% Reduced
baxter international inc	-90.09
archer daniels midland co	-79.86
l3 harris technologies inc	-72.98
intel corp	-72.11
public storage inc	-71.6
analog devices, inc.	-68.44
factset research systems inc	-58.25
te connectivity plc	-46.98

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 37.6% of it's holdings in Others sector.

Sector	%
Others	37.6
Technology	17.7
Financial Services	11.2
Industrials	7.8
Healthcare	6.8
Consumer Defensive	4.7
Consumer Cyclical	4.7
Communication Services	3.4
Energy	2.7
Basic Materials	1.6
Utilities	1.4

Market Cap. Distribution

FARMERS & MERCHANTS INVESTMENTS INC has about 56% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	37.6
LARGE-CAP	28.3
MEGA-CAP	27.7
MID-CAP	6

Stocks belong to which Index?

About 59.5% of the stocks held by FARMERS & MERCHANTS INVESTMENTS INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.6
Others	40.6
RUSSELL 2000	4.9

Top 5 Winners (%)		%
SATS	echostar holding corp	124.3 %
ARWR	arrowhead pharmaceuticals inc	118.3 %
RUN	sunrun inc	111.3 %
VSAT	viasat inc	100.7 %
BTU	peabody energy corp	97.6 %

Top 5 Winners ($)		$
AAPL	apple inc	22.6 M
IJR	ishares s&p 500 index fund	19.2 M
ORCL	oracle corp	13.7 M
GOOG	alphabet inc class a	12.8 M
AVGO	broadcom inc	12.5 M

Top 5 Losers (%)		%
INSP	inspire medical systems inc	-42.8 %
SABR	sabre corp	-42.1 %
GOGO	gogo inc	-41.4 %
IRDM	iridium communications inc	-40.9 %
PLAY	dave & buster's entertainment inc	-39.6 %

Top 5 Losers ($)		$
ROP	roper technologies inc	-2.6 M
TXN	texas instruments inc	-2.5 M
CRM	salesforce inc	-1.7 M
ATR	aptargroup inc	-1.5 M
DIS	walt disney company	-1.5 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 1735 stocks in it's portfolio. About 37.2% of the portfolio is in top 10 stocks. ROP proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for FARMERS & MERCHANTS INVESTMENTS INC last quarter.

Last Reported on: 17 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.15	436,385	111,117,000	reduced	-4.38

AAXJ	ishares iboxx h/y corp bond fund etf	0.35	151,758	12,321,200	reduced	-12.28

AAXJ	ishares barclays mbs bond fund etf	0.31	114,275	10,873,300	reduced	-25.38

AAXJ	ishares msci eafe growth index etf	0.01	3,615	411,676	unchanged	0.00

AAXJ	ishares morningstar mid core index fund	0.01	3,012	250,147	unchanged	0.00

AAXJ	ishares national muni bond cl e	0.00	1,674	178,264	unchanged	0.00

AAXJ	ishares msci eafe value etf	0.00	2,212	150,040	unchanged	0.00

AAXJ	ishares preferred & income securities etf	0.00	1,500	47,430	unchanged	0.00

AAXJ	ishares broad usd investment grade corporate bond fund	0.00	608	31,750	added	2.01

ABBV	abbvie inc	0.56	84,543	19,575,100	reduced	-2.37

ABNB	airbnb inc	0.00	281	34,119	unchanged	0.00

ABT	abbott laboratories	0.66	173,634	23,256,500	reduced	-0.11

ACES	alps o'shares u.s. small-cap quality dividend etf	0.00	3,071	137,581	unchanged	0.00

ACN	accenture plc	0.01	1,013	249,806	unchanged	0.00

ACWF	ishares 0-5 yr inv grd corp bond etf	1.42	988,006	50,220,300	reduced	-1.99

ADBE	adobe inc	0.00	378	133,340	unchanged	0.00

ADI	analog devices, inc.	0.00	355	87,224	reduced	-68.44

ADM	archer daniels midland co	0.00	558	33,335	reduced	-79.86

ADP	automatic data processing	0.40	48,365	14,195,100	added	0.08

ADSK	autodesk, inc.	0.00	295	93,713	unchanged	0.00