Farmers & Merchants Investments Inc Top Holdings and 13F Report (2023)

About Farmers & Merchants Investments Inc

Investment Activity

Farmers & Merchants Investments Inc has $3.53 billion in total holdings as of June 30, 2023.
Farmers & Merchants Investments Inc owns shares of 1,737 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 0.87% of the portfolio was purchased this quarter.
About 4.49% of the portfolio was sold this quarter.
This quarter, Farmers & Merchants Investments Inc has purchased 1,729 new stocks and bought additional shares in 360 stocks.
Farmers & Merchants Investments Inc sold shares of 332 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $254,168,014
Vanguard FTSE Developed Markets ETF: $201,577,711
Nelnet: $148,367,420
iShares Core S&P Small-Cap ETF: $136,823,595
Microsoft: $134,355,712

Largest New Holdings this Quarter

03831W108 - AppLovin Corp: $107,062 Holding
770700102 - Robinhood Markets: $64,431 Holding
46428Q109 - iShares Silver Trust: $49,573 Holding
46222L108 - IonQ: $49,200 Holding
46438F101 - iShares Bitcoin Trust ETF: $44,850 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 243,268 shares (about $14.58M)
JPMorgan Chase & Co.: 10,623 shares (about $3.35M)
iShares Core S&P Small-Cap ETF: 26,965 shares (about $3.20M)
iShares Core S&P Mid-Cap ETF: 42,995 shares (about $2.81M)
Berkshire Hathaway: 2,305 shares (about $1.16M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 14,374 shares (about $9.62M)
Microsoft: 13,686 shares (about $7.09M)
Vanguard FTSE Emerging Markets ETF: 125,719 shares (about $6.81M)
Apple: 19,983 shares (about $5.09M)
Oracle: 17,324 shares (about $4.87M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$254,168,014	$9,620,518 ▼	-3.6%	379,752	7.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$201,577,711	$14,576,619 ▲	7.8%	3,364,114	5.7%	ETF
NNI Nelnet	$148,367,420	$2,372,190 ▼	-1.6%	1,183,342	4.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$136,823,595	$3,204,251 ▲	2.4%	1,151,423	3.9%	ETF
MSFT Microsoft	$134,355,712	$7,088,664 ▼	-5.0%	259,399	3.8%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$115,670,283	$2,805,854 ▲	2.5%	1,772,453	3.3%	ETF
AAPL Apple	$111,116,713	$5,088,271 ▼	-4.4%	436,385	3.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$83,039,248	$6,811,455 ▼	-7.6%	1,532,655	2.4%	ETF
AVGO Broadcom	$71,837,903	$4,286,521 ▼	-5.6%	217,750	2.0%	Computer and Technology
BND Vanguard Total Bond Market ETF	$56,884,572	$326,931 ▼	-0.6%	764,886	1.6%	ETF
ORCL Oracle	$56,449,368	$4,872,202 ▼	-7.9%	200,716	1.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$53,378,326	$3,350,813 ▲	6.7%	169,224	1.5%	Finance
BRK.B Berkshire Hathaway	$51,447,898	$1,158,816 ▲	2.3%	102,335	1.5%	Finance
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$50,220,345	$1,021,124 ▼	-2.0%	988,006	1.4%	Manufacturing
WMT Walmart	$45,095,346	$2,079,957 ▼	-4.4%	437,564	1.3%	Retail/Wholesale
APH Amphenol	$43,970,974	$3,064,916 ▼	-6.5%	355,321	1.2%	Computer and Technology
GOOGL Alphabet	$43,221,478	$3,439,136 ▼	-7.4%	177,793	1.2%	Computer and Technology
WCC WESCO International	$37,693,319	$3,184,767 ▼	-7.8%	178,219	1.1%	Computer and Technology
GOOG Alphabet	$34,649,615	$914,043 ▼	-2.6%	142,269	1.0%	Computer and Technology
LLY Eli Lilly and Company	$34,058,031	$1,123,136 ▼	-3.2%	44,637	1.0%	Medical
NVDA NVIDIA	$32,163,966	$3,291,271 ▼	-9.3%	172,387	0.9%	Computer and Technology
LOW Lowe's Companies	$31,727,134	$1,078,874 ▼	-3.3%	126,247	0.9%	Retail/Wholesale
AMD Advanced Micro Devices	$31,074,035	$1,697,015 ▼	-5.2%	192,064	0.9%	Computer and Technology
BRK.A Berkshire Hathaway	$30,168,000	$4,525,200 ▼	-13.0%	40	0.9%	Finance
XOM Exxon Mobil	$29,678,055	$1,149,261 ▼	-3.7%	263,220	0.8%	Energy
AMZN Amazon.com	$29,574,542	$3,402,896 ▼	-10.3%	134,693	0.8%	Retail/Wholesale
JNJ Johnson & Johnson	$29,130,965	$2,214,471 ▼	-7.1%	157,108	0.8%	Medical
GS The Goldman Sachs Group	$25,185,365	$117,063 ▲	0.5%	31,626	0.7%	Finance
TSM Taiwan Semiconductor Manufacturing	$25,120,180	$3,342,543 ▼	-11.7%	89,943	0.7%	Computer and Technology
EMR Emerson Electric	$23,810,088	$1,069,117 ▼	-4.3%	181,507	0.7%	Industrials
PEP PepsiCo	$23,351,942	$2,070,647 ▼	-8.1%	166,277	0.7%	Consumer Staples
ABT Abbott Laboratories	$23,256,538	$24,511 ▼	-0.1%	173,634	0.7%	Medical
V Visa	$23,019,253	$1,669,690 ▼	-6.8%	67,430	0.7%	Business Services
VOO Vanguard S&P 500 ETF	$22,728,484	$62,463 ▲	0.3%	37,115	0.6%	ETF
UNH UnitedHealth Group	$21,384,429	$1,320,082 ▼	-5.8%	61,930	0.6%	Medical
PG Procter & Gamble	$21,297,503	$967,991 ▼	-4.3%	138,611	0.6%	Consumer Staples
CSCO Cisco Systems	$20,717,165	$715,331 ▼	-3.3%	302,794	0.6%	Computer and Technology
MCD McDonald's	$20,666,039	$855,146 ▼	-4.0%	68,005	0.6%	Retail/Wholesale
BAC Bank of America	$19,919,002	$1,161,239 ▼	-5.5%	386,102	0.6%	Finance
ABBV AbbVie	$19,575,086	$474,657 ▼	-2.4%	84,543	0.6%	Medical
APD Air Products and Chemicals	$19,531,388	$711,254 ▼	-3.5%	71,617	0.6%	Basic Materials
RTX RTX	$19,433,539	$60,406 ▼	-0.3%	116,139	0.6%	Aerospace
UNP Union Pacific	$19,242,173	$684,055 ▼	-3.4%	81,407	0.5%	Transportation
CVX Chevron	$18,910,906	$298,467 ▲	1.6%	121,778	0.5%	Energy
TXN Texas Instruments	$18,853,638	$230,030 ▼	-1.2%	102,616	0.5%	Computer and Technology
CVS CVS Health	$18,827,597	$1,284,495 ▼	-6.4%	249,736	0.5%	Medical
PANW Palo Alto Networks	$18,456,728	$1,101,584 ▼	-5.6%	90,643	0.5%	Computer and Technology
COF Capital One Financial	$17,791,458	$444,505 ▼	-2.4%	83,693	0.5%	Finance
IWM iShares Russell 2000 ETF	$17,670,823	$14,034 ▲	0.1%	73,032	0.5%	Finance
Roper Technologies Inc	$17,504,518	$1,591,320 ▼	-8.3%	35,101	0.5%	COM
DIS Walt Disney	$16,829,783	$1,251,829 ▼	-6.9%	146,985	0.5%	Consumer Discretionary
VCSH Vanguard Short-Term Corporate Bond ETF	$16,678,194	$3,475,197 ▼	-17.2%	208,660	0.5%	ETF
Blackrock Inc	$16,249,896	$1,024,800 ▼	-5.9%	13,938	0.5%	COM
COST Costco Wholesale	$16,175,384	$189,754 ▲	1.2%	17,475	0.5%	Retail/Wholesale
MET MetLife	$16,153,663	$1,259,190 ▼	-7.2%	196,111	0.5%	Finance
AMP Ameriprise Financial	$15,470,445	$122,813 ▼	-0.8%	31,492	0.4%	Finance
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$15,301,095	$1,710,180 ▼	-10.1%	302,214	0.4%	Manufacturing
WM Waste Management	$15,248,532	$685,456 ▼	-4.3%	69,051	0.4%	Business Services
SYK Stryker	$15,035,588	$960,033 ▼	-6.0%	40,673	0.4%	Medical
New Linde PLC	$14,994,325	$534,375 ▼	-3.4%	31,567	0.4%	SHS
SYY Sysco	$14,712,841	$704,089 ▼	-4.6%	178,684	0.4%	Consumer Staples
AFL Aflac	$14,527,925	$58,084 ▼	-0.4%	130,062	0.4%	Finance
DOV Dover	$14,402,434	$117,782 ▼	-0.8%	86,330	0.4%	Industrials
DELL Dell Technologies	$14,334,365	$109,872 ▼	-0.8%	101,110	0.4%	Computer and Technology
ADP Automatic Data Processing	$14,195,128	$11,447 ▲	0.1%	48,365	0.4%	Computer and Technology
ICLR Icon	$14,006,650	$1,318,625 ▼	-8.6%	80,038	0.4%	Medical
NKE NIKE	$13,959,528	$1,331,494 ▼	-8.7%	200,194	0.4%	Consumer Discretionary
IVW iShares S&P 500 Growth ETF	$13,944,246	$6,036 ▼	0.0%	115,509	0.4%	ETF
ENB Enbridge	$13,893,000	$961,566 ▼	-6.5%	275,327	0.4%	Energy
WFC Wells Fargo & Company	$13,709,683	$927,133 ▼	-6.3%	163,561	0.4%	Finance
USB U.S. Bancorp	$13,655,062	$2,057,070 ▼	-13.1%	282,538	0.4%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$13,333,706	$85,588 ▲	0.6%	93,629	0.4%	ETF
MDT Medtronic	$12,981,783	$113,145 ▼	-0.9%	136,306	0.4%	Medical
BSV Vanguard Short-Term Bond ETF	$12,829,661	$3,077,490 ▼	-19.3%	162,586	0.4%	ETF
CAT Caterpillar	$12,635,409	$50,578 ▼	-0.4%	26,481	0.4%	Industrials
HD Home Depot	$12,577,908	$79,822 ▼	-0.6%	31,042	0.4%	Retail/Wholesale
TJX TJX Companies	$12,325,070	$23,126 ▼	-0.2%	85,271	0.3%	Retail/Wholesale
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$12,321,232	$1,725,450 ▼	-12.3%	151,758	0.3%	ETF
VZ Verizon Communications	$12,274,444	$1,204,010 ▼	-8.9%	279,282	0.3%	Computer and Technology
CMCSA Comcast	$12,204,722	$740,884 ▼	-5.7%	388,438	0.3%	Consumer Discretionary
CRM Salesforce	$12,158,337	$678,057 ▲	5.9%	51,301	0.3%	Computer and Technology
ROST Ross Stores	$12,116,072	$580,758 ▼	-4.6%	79,507	0.3%	Retail/Wholesale
SBUX Starbucks	$12,027,751	$74,617 ▲	0.6%	142,172	0.3%	Retail/Wholesale
GNMA iShares GNMA Bond ETF	$11,838,567	$677,978 ▲	6.1%	266,935	0.3%	ETF
QCOM QUALCOMM	$11,525,587	$100,814 ▼	-0.9%	69,281	0.3%	Computer and Technology
ASML ASML	$11,356,664	$2,322,448 ▼	-17.0%	11,731	0.3%	Computer and Technology
MDLZ Mondelez International	$11,098,170	$1,287,194 ▼	-10.4%	177,656	0.3%	Consumer Staples
MBB iShares MBS ETF	$10,873,266	$3,698,100 ▼	-25.4%	114,275	0.3%	ETF
HON Honeywell International	$10,744,552	$1,431,400 ▼	-11.8%	51,043	0.3%	Multi-Sector Conglomerates
OXY Occidental Petroleum	$10,731,184	$582,167 ▼	-5.1%	227,115	0.3%	Energy
FI Fiserv	$10,719,240	$151,622 ▲	1.4%	83,140	0.3%	Business Services
MRK Merck & Co., Inc.	$10,335,308	$1,049,125 ▼	-9.2%	123,142	0.3%	Medical
NUE Nucor	$10,236,477	$474,005 ▼	-4.4%	75,585	0.3%	Basic Materials
ITT ITT	$10,136,586	$1,487,641 ▼	-12.8%	56,705	0.3%	Multi-Sector Conglomerates
PYPL PayPal	$9,905,030	$857,764 ▼	-8.0%	147,704	0.3%	Business Services
BAH Booz Allen Hamilton	$9,699,748	$1,081,659 ▼	-10.0%	97,046	0.3%	Business Services
ITW Illinois Tool Works	$9,660,376	$89,441 ▼	-0.9%	37,047	0.3%	Industrials
EW Edwards Lifesciences	$9,623,649	$1,169,428 ▼	-10.8%	123,745	0.3%	Medical
UBER Uber Technologies	$9,614,188	$874,186 ▼	-8.3%	98,134	0.3%	Computer and Technology
COP ConocoPhillips	$9,572,319	$11,351 ▲	0.1%	101,198	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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Farmers & Merchants Investments Inc Top Holdings and 13F Report (2023)

About Farmers & Merchants Investments Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Farmers & Merchants Investments Inc Top Holdings and 13F Report (2023)

About Farmers & Merchants Investments Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFarmers & Merchants Investments Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools