FARMERS & MERCHANTS INVESTMENTS INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1259969
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13F Reported Value

$4.1B

Holdings

1,760

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

FARMERS & MERCHANTS INVESTMENTS INC disclosed 1,760 positions worth $4.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 55 new positions and exited 55 — including a new stake in $HONA. The portfolio is most concentrated in Other (32.2% of disclosed assets). All figures are sourced directly from FARMERS & MERCHANTS INVESTMENTS INC’s Form 13F-HR filing with the SEC under CIK 1259969.

Sector Allocation

OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • iShares S&P 500 Index Fund - CORE S&P500 ETF

    Quality

    $292.5M390,589 sh
  • Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT

    Quality

    $267.6M3,755,844 sh
  • iShares S&P Small Cap 600 Index ETF - CORE S&P SCP ETF

    Quality

    $165.6M1,116,608 sh
  • 65.3

    Quality

    $157.2M1,179,351 sh
  • iShares S&P Midcap 400 - CORE S&P MCP ETF

    Quality

    $149.5M1,938,937 sh
  • 76.4

    Quality

    $129.4M447,308 sh
  • $112.4M193,518 sh
  • $105.4M282,623 sh
  • Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF

    Quality

    $79.2M1,326,765 sh
  • $77.6M205,311 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of FARMERS & MERCHANTS INVESTMENTS INC's 1,760 positions.

Showing top 10 of 1,760 holdings.

Sector Allocation

Other

$1.3B

Technology

$1.0B

Financials

$514.6M

Consumer Discretionary

$317.9M

Healthcare

$292.9M

Industrials

$233.7M

Energy

$113.3M

Materials

$89.4M

Top HoldingsFARMERS & MERCHANTS INVESTMENTS INC (Q2 2026)

Top 150 of 1,760 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
iShares S&P 500 Index Fund - CORE S&P500 ETF$292.5M
Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT$267.6M
iShares S&P Small Cap 600 Index ETF - CORE S&P SCP ETF$165.6M
NNI$NNINELNET INC$157.2M
iShares S&P Midcap 400 - CORE S&P MCP ETF$149.5M
AAPL$AAPLApple Inc.$129.4M
AMD$AMDADVANCED MICRO DEVICES INC$112.4M
MSFT$MSFTMICROSOFT CORP$105.4M
Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF$79.2M
AVGO$AVGOBroadcom Inc.$77.6M
GOOG$GOOGAlphabet Inc.$65.7M
APH$APHAMPHENOL CORP /DE/$65.1M
WCC$WCCWESCO INTERNATIONAL INC$60.1M
Vanguard Total Bond Market ETF - TOTAL BND MRKT$59.7M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$57.1M
GOOGL$GOOGLAlphabet Inc.$54.0M
LLY$LLYELI LILLY & Co$53.3M
JPM$JPMJPMORGAN CHASE & CO$50.4M
iShares 0-5 Yr Inv Grd Corp Bond ETF - 0-5YR INVT GR CP$49.5M
WMT$WMTWalmart Inc.$45.9M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$45.6M
DELL$DELLDell Technologies Inc.$42.4M
AMZN$AMZNAMAZON COM INC$40.8M
JNJ$JNJJOHNSON & JOHNSON$40.5M
NVDA$NVDANVIDIA CORP$39.8M
XOM.R34088$XOM.R34088EXXON MOBIL CORP$37.0M
CSCO$CSCOCISCO SYSTEMS, INC.$35.4M
PANW$PANWPalo Alto Networks Inc$34.6M
GS$GSGOLDMAN SACHS GROUP INC$32.9M
TXN$TXNTEXAS INSTRUMENTS INC$31.3M
ORCL$ORCLORACLE CORP$31.0M
LOW$LOWLOWES COMPANIES INC$28.6M
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$27.7M
CVS$CVSCVS HEALTH Corp$27.2M
CAT$CATCATERPILLAR INC$26.7M
EMR$EMREMERSON ELECTRIC CO$26.5M
UNH$UNHUNITEDHEALTH GROUP INC$26.2M
ASML$ASMLASML HOLDING NV$25.1M
Vanguard S&P 500 ETF - S&P 500 ETF SHS$25.1M
BAC$BACBANK OF AMERICA CORP /DE/$23.6M
PEP$PEPPEPSICO INC$23.3M
V$VVISA INC.$23.3M
UNP$UNPUNION PACIFIC CORP$22.4M
RTX$RTXRTX Corp$21.8M
iShares Russell 2000 Index Fund - RUSSELL 2000 ETF$21.7M
ABBV$ABBVAbbVie Inc.$21.6M
APD$APDAir Products & Chemicals, Inc.$20.7M
PG$PGPROCTER & GAMBLE Co$20.0M
Vanguard S/T Corp Bond ETF - SHRT TRM CORP BD$19.9M
MCD$MCDMCDONALDS CORP$18.5M
DOV$DOVDOVER Corp$18.3M
CVX$CVXCHEVRON CORP$18.3M
COF$COFCAPITAL ONE FINANCIAL CORP$17.7M
Vanguard Short-Term Inflation -Protected Securities ETF - STRM INFPROIDX$16.9M
MET$METMETLIFE INC$16.8M
USB$USBUS BANCORP \DE\$16.6M
ABT$ABTABBOTT LABORATORIES$16.6M
COST$COSTCOSTCO WHOLESALE CORP /NEW$16.4M
LIN$LINLINDE PLC$16.2M
ROST$ROSTROSS STORES, INC.$16.1M
NUE$NUENUCOR CORP$16.0M
ENB$ENBENBRIDGE INC$15.9M
CRM$CRMSalesforce, Inc.$15.8M
iShares S&P 500 Growth Index Fund - S&P 500 GRWT ETF$15.3M
WM$WMWASTE MANAGEMENT INC$15.2M
MRK$MRKMerck & Co., Inc.$15.1M
SBUX$SBUXSTARBUCKS CORP$14.8M
iShares GNMA Bond ETF - GNMA BOND ETF$14.6M
SYY$SYYSYSCO CORP$14.5M
ICLR$ICLRICON PLC$14.4M
DIS$DISWalt Disney Co$14.3M
AFL$AFLAFLAC INC$14.3M
iShares Barclays MBS Bond Fund ETF - MBS ETF$14.1M
BLK$BLKBlackRock, Inc.$13.8M
iShares Russell Mid-Cap Growth ETF - RUS MD CP GR ETF$13.7M
AMP$AMPAMERIPRISE FINANCIAL INC$13.6M
iShares iBoxx H/Y Corp Bond Fund ETF - IBOXX HI YD ETF$13.6M
META$METAMeta Platforms, Inc.$13.1M
TJX$TJXTJX COMPANIES INC /DE/$12.6M
SYK$SYKSTRYKER CORP$12.4M
META$METAMeta Platforms, Inc.$12.3M
QCOM$QCOMQUALCOMM INC/DE$12.2M
WFC$WFCWELLS FARGO & COMPANY/MN$12.1M
EW$EWEdwards Lifesciences Corp$12.1M
VZ$VZVERIZON COMMUNICATIONS INC$12.0M
ITT$ITTITT INC.$12.0M
ROP$ROPROPER TECHNOLOGIES INC$12.0M
GWW$GWWW.W. GRAINGER, INC.$11.3M
OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$11.0M
HD$HDHOME DEPOT, INC.$10.6M
MDT$MDTMedtronic plc$10.4M
COP$COPCONOCOPHILLIPS$10.3M
ADP$ADPAUTOMATIC DATA PROCESSING INC$10.3M
NEE$NEENEXTERA ENERGY INC$10.3M
MDLZ$MDLZMondelez International, Inc.$10.2M
ITW$ITWILLINOIS TOOL WORKS INC$9.8M
SPY$SPYSPDR S&P 500 ETF TRUST$9.5M
KO$KOCOCA COLA CO$9.4M
JCI$JCIJohnson Controls International plc$9.4M
AMGN$AMGNAMGEN INC$9.3M
DLR$DLRDIGITAL REALTY TRUST, INC.$9.1M
C$CCITIGROUP INC$9.0M
AEP$AEPAMERICAN ELECTRIC POWER CO INC$9.0M
ATR$ATRAPTARGROUP, INC.$8.8M
NKE$NKENIKE, Inc.$8.6M
iShares Barclays Aggregate Bond Fund - CORE US AGGBD ET$8.3M
UBER$UBERUber Technologies, Inc$8.1M
FDX$FDXFEDEX CORP$8.1M
LRCX$LRCXLAM RESEARCH CORP$8.1M
CPAY$CPAYCORPAY, INC.$7.4M
O$OREALTY INCOME CORP$7.3M
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$7.3M
NRC$NRCNRC HEALTH$7.1M
iShares Russell Midcap Value Index Fund - RUS MDCP VAL ETF$7.1M
ROK$ROKROCKWELL AUTOMATION, INC$7.0M
DUK$DUKDuke Energy CORP$7.0M
AME$AMEAMETEK INC/$6.8M
iShares Russell 2000 Growth Index Fd - RUS 2000 GRW ETF$6.8M
DHR$DHRDANAHER CORP /DE/$6.8M
Vanguard MSCI European ETF - FTSE EUROPE ETF$6.6M
SLB$SLBSLB LIMITED/NV$6.2M
ECL$ECLECOLAB INC.$6.1M
ATI$ATIATI INC$6.1M
PSX$PSXPhillips 66$6.0M
TGT$TGTTARGET CORP$6.0M
BAH$BAHBooz Allen Hamilton Holding Corp$5.8M
FTS$FTSFortis Inc.$5.8M
NVS$NVSNOVARTIS AG$5.7M
HON$HONHONEYWELL INTERNATIONAL INC$5.5M
HONA$HONAHoneywell Aerospace Inc.$5.5M
SPGI$SPGIS&P Global Inc.$5.2M
TSLA$TSLATesla, Inc.$5.2M
Vanguard Dividend Appreciation Index ETF - DIV APP ETF$4.8M
iShares MSCI EAFE Index Fund - MSCI EAFE ETF$4.7M
GPC$GPCGENUINE PARTS CO$4.7M
iShares Russell Midcap Index Fund - RUS MID CAP ETF$4.6M
ALB$ALBALBEMARLE CORP$4.5M
FISV$FISVFISERV INC$4.4M
PFE$PFEPFIZER INC$4.4M
CCZ$CCZCOMCAST CORP$4.2M
SFM$SFMSprouts Farmers Market, Inc.$4.2M
DAL$DALDELTA AIR LINES, INC.$4.2M
Vanguard Real Estate Index ETF - REAL ESTATE ETF$4.1M
NFLX$NFLXNETFLIX INC$4.1M
Vanguard Small-Cap Index ETF - SMALL CP ETF$3.9M
KMB$KMBKIMBERLY CLARK CORP$3.7M
FRT$FRTFEDERAL REALTY INVESTMENT TRUST$3.7M
WEC$WECWEC ENERGY GROUP, INC.$3.6M
BMY$BMYBRISTOL MYERS SQUIBB CO$3.5M
EVRG$EVRGEvergy, Inc.$3.5M

New Positions (55)

HONA$HONA Honeywell Aerospace Inc.$5.5M
FDXF$FDXF FedEx Freight Holding Company, Inc.$2.0M
MRVL$MRVL Marvell Technology, Inc.$131,369
iShares US Telecommunications - US TELECOM ETF$90,628
State Street SPDR Portfolio S&P 500 ETF - ST STR P500ETF$80,498
iShares Dow Jones U.S. Industrial Sector Index Fund - US INDUSTRIALS$75,159
iShares Dow Jones U.S. Energy Sector Index Fd - U.S. ENERGY ETF$68,361
SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$34,172
ELDN$ELDN Eledon Pharmaceuticals, Inc.$24,905
SNDA$SNDA SONIDA SENIOR LIVING, INC.$19,079
BE$BE Bloom Energy Corp$15,135
ROKU$ROKU ROKU, INC$14,919
SPDR Portfolio S&P 400 Mid Cap ETF - STATE STREET SPD$12,363
CDE$CDE Coeur Mining, Inc.$10,608
State Street SPDR Portfolio S&P 600 Small Cap ETF - STATE STREET SPD$9,689

Exited Positions (55)

IShares Morningstar Mid Core Index Fund
iShares US Consumer Discretionary ETF
CTRA$CTRA Coterra Energy Inc.
First Trust Enhanced Short Maturity ETF
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
CSGS$CSGS CSG SYSTEMS INTERNATIONAL INC
AEM$AEM AGNICO EAGLE MINES LTD
IShares US Treasury Bond ETF
iShares U.S. Pharmaceuticals ETF
HMC$HMC HONDA MOTOR CO LTD
MASI$MASI MASIMO CORP
iShares Global Healthcare ETF
RKT$RKT Rocket Companies, Inc.
BOC$BOC BOSTON OMAHA Corp
EPAM$EPAM EPAM Systems, Inc.

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13F Pro is an AI hedge fund tracker and stock research platform. For FARMERS & MERCHANTS INVESTMENTS INC (SEC CIK: 1259969), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

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