FARMERS & MERCHANTS INVESTMENTS INC

data from 30/09/2025

Capitalization

$ 3.527 B 2.84 %

Average holding period

22 ans

Performance

$ 38.691 B 51 135.87 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FARMERS & MERCHANTS INVESTMENTS INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV iShares S&P 500 Index Fund 7.21% 254.168 M $ 379752 2008/09/30 19.076 M $ 7.80 %
2025/09/30 VEA Vanguard FTSE Developed Markets ETF 5.71% 201.578 M $ 3364114 2010/09/30 9.082 M $ 5.10 %
2025/09/30 NNI Nelnet, Inc. 4.21% 148.367 M $ 1183342 2008/03/31 5.122 M $ 3.52 %
2025/09/30 IJR iShares S&P Small Cap 600 Index ETF 3.88% 136.824 M $ 1151423 2009/12/31 10.727 M $ 8.73 %
2025/09/30 MSFT Microsoft Corp 3.81% 134.356 M $ 259399 2008/03/31 5.609 M $ 4.13 %
2025/09/30 IJH iShares S&P Midcap 400 3.28% 115.670 M $ 1772453 2010/03/31 5.603 M $ 5.22 %
2025/09/30 AAPL Apple Inc 3.15% 111.117 M $ 436385 2012/09/30 22.572 M $ 24.11 %
2025/09/30 VWO Vanguard FTSE Emerging Markets ETF 2.35% 83.039 M $ 1532655 2009/03/31 7.828 M $ 9.54 %
2025/09/30 AVGO Broadcom Inc 2.04% 71.838 M $ 217750 2018/12/31 12.520 M $ 19.68 %
2025/09/30 BND Vanguard Total Bond Market ETF 1.61% 56.885 M $ 764886 2019/06/30 569.268 K $ 1.01 %
2025/09/30 ORCL Oracle Corp 1.60% 56.449 M $ 200716 2008/03/31 13.651 M $ 28.64 %
2025/09/30 JPM JPMorgan Chase & Co. 1.51% 53.378 M $ 169224 2008/03/31 4.047 M $ 8.80 %
2025/09/30 BRK-B Berkshire Hathaway Inc Del Cl B New 1.46% 51.448 M $ 102335 2012/09/30 1.698 M $ 3.49 %
2025/09/30 SLQD iShares 0-5 Yr Inv Grd Corp Bond ETF 1.42% 50.220 M $ 988006 2019/06/30 241.942 K $ 0.47 %
2025/09/30 WMT Walmart, Inc 1.28% 45.095 M $ 437564 2009/03/31 2.417 M $ 5.40 %
2025/09/30 APH Amphenol Corp Cl A 1.25% 43.971 M $ 355321 2012/09/30 9.502 M $ 25.32 %
2025/09/30 GOOGL Alphabet Inc Class A 1.23% 43.221 M $ 177793 2015/12/31 12.835 M $ 37.94 %
2025/09/30 WCC Wesco International Inc 1.07% 37.693 M $ 178219 2020/03/31 5.083 M $ 14.20 %
2025/09/30 GOOG Alphabet Inc Class C 0.98% 34.650 M $ 142269 2015/12/31 9.661 M $ 37.30 %
2025/09/30 LLY Eli Lilly & Co 0.97% 34.058 M $ 44637 2008/03/31 -762.181 K $ -2.12 %
2025/09/30 NVDA NVIDIA Corporation 0.91% 32.164 M $ 172387 2016/03/31 5.433 M $ 18.10 %
2025/09/30 LOW Lowe's Companies, Inc 0.90% 31.727 M $ 126247 2008/03/31 3.843 M $ 13.27 %
2025/09/30 AMD Advanced Micro Devices Inc 0.88% 31.074 M $ 192064 2017/06/30 4.029 M $ 14.02 %
2025/09/30 BRK-A Berkshire Hathaway Inc Del Cl A 0.86% 30.168 M $ 40 2012/09/30 1.168 M $ 3.49 %
2025/09/30 XOM Exxon Mobil Corp 0.84% 29.678 M $ 263220 2009/12/31 1.353 M $ 4.59 %
2025/09/30 AMZN Amazon.com, Inc. 0.84% 29.575 M $ 134693 2013/06/30 27.034 K $ 0.08 %
2025/09/30 JNJ Johnson & Johnson 0.83% 29.131 M $ 157108 2008/03/31 5.523 M $ 21.39 %
2025/09/30 GS Goldman Sachs Group Inc. 0.71% 25.185 M $ 31626 2007/12/31 2.789 M $ 12.52 %
2025/09/30 TSM Taiwan Semiconductor Manufacturing Company Ltd. 0.71% 25.120 M $ 89943 2023/12/31 5.381 M $ 23.31 %
2025/09/30 EMR Emerson Electric Co 0.68% 23.810 M $ 181507 2007/12/31 -407.762 K $ -1.61 %
2025/09/30 PEP PepsiCo Inc 0.66% 23.352 M $ 166277 2008/03/31 1.521 M $ 6.36 %
2025/09/30 ABT Abbott Laboratories 0.66% 23.257 M $ 173634 2013/06/30 -359.801 K $ -1.52 %
2025/09/30 V Visa Inc. 0.65% 23.019 M $ 67430 2009/03/31 -988.628 K $ -3.85 %
2025/09/30 VOO Vanguard S&P 500 ETF 0.64% 22.728 M $ 37115 2015/03/31 1.642 M $ 7.81 %
2025/09/30 UNH UnitedHealth Group Inc 0.61% 21.384 M $ 61930 2009/03/31 2.192 M $ 10.68 %
2025/09/30 PG Procter & Gamble Co 0.60% 21.298 M $ 138611 2008/03/31 -821.645 K $ -3.56 %
2025/09/30 CSCO Cisco Systems Inc 0.59% 20.717 M $ 302794 2012/09/30 -300.719 K $ -1.38 %
2025/09/30 MCD McDonald's Corp 0.59% 20.666 M $ 68005 2008/03/31 829.998 K $ 4.01 %
2025/09/30 BAC Bank of America Corp 0.56% 19.919 M $ 386102 2012/09/30 1.745 M $ 9.02 %
2025/09/30 ABBV Abbvie Inc 0.55% 19.575 M $ 84543 2013/06/30 3.976 M $ 24.74 %
2025/09/30 APD Air Products & Chemicals Inc 0.55% 19.531 M $ 71617 2013/06/30 -693.261 K $ -3.31 %
2025/09/30 RTX RTX Corp 0.55% 19.434 M $ 116139 2020/09/30 2.483 M $ 14.59 %
2025/09/30 UNP Union Pacific Corp 0.55% 19.242 M $ 81407 2009/03/31 530.253 K $ 2.73 %
2025/09/30 CVX Chevron Corp 0.54% 18.911 M $ 121778 2012/09/30 1.450 M $ 8.45 %
2025/09/30 TXN Texas Instruments Inc 0.53% 18.854 M $ 102616 2009/03/31 -2.481 M $ -11.51 %
2025/09/30 CVS CVS Health Corporation 0.53% 18.828 M $ 249736 2012/06/30 1.710 M $ 9.29 %
2025/09/30 PANW Palo Alto Networks, Inc. 0.52% 18.457 M $ 90643 2018/09/30 -97.974 K $ -0.50 %
2025/09/30 COF Capital One Financial Corp 0.50% 17.791 M $ 83693 2012/09/30 -15.441 K $ -0.08 %
2025/09/30 IWM iShares Russell 2000 Index Fund 0.50% 17.671 M $ 73032 2012/06/30 1.910 M $ 12.13 %
2025/09/30 ROP Roper Technologies Inc 0.50% 17.505 M $ 35101 2008/03/31 -2.610 M $ -12.02 %
2025/09/30 DIS Walt Disney Company 0.48% 16.830 M $ 146985 2007/12/31 -1.502 M $ -7.67 %
2025/09/30 VCSH Vanguard S/T Corp Bond ETF 0.47% 16.678 M $ 208660 2020/12/31 108.419 K $ 0.54 %
2025/09/30 BLK Blackrock Inc 0.46% 16.250 M $ 13938 2024/12/31 1.728 M $ 11.11 %
2025/09/30 COST Costco Wholesale Corp 0.46% 16.175 M $ 17475 2012/06/30 -1.111 M $ -6.50 %
2025/09/30 MET Metlife Inc 0.46% 16.154 M $ 196111 2008/03/31 412.226 K $ 2.42 %
2025/09/30 AMP Ameriprise Financial Inc 0.44% 15.470 M $ 31492 2012/09/30 -1.348 M $ -7.96 %
2025/09/30 VTIP Vanguard Short-Term Inflation -Protected Securities ETF 0.43% 15.301 M $ 302214 2016/03/31 120.957 K $ 0.72 %
2025/09/30 WM Waste Management Inc 0.43% 15.249 M $ 69051 2009/03/31 -576.518 K $ -3.49 %
2025/09/30 SYK Stryker Corp 0.43% 15.036 M $ 40673 2009/03/31 -1.123 M $ -6.56 %
2025/09/30 LIN New Linde PLC 0.43% 14.994 M $ 31567 2023/03/31 190.267 K $ 1.24 %
2025/09/30 SYY Sysco Corp 0.42% 14.713 M $ 178684 2009/03/31 1.236 M $ 8.71 %
2025/09/30 AFL Aflac Inc common 0.41% 14.528 M $ 130062 2013/06/30 814.831 K $ 5.92 %
2025/09/30 DOV Dover Corp 0.41% 14.402 M $ 86330 2012/06/30 -1.427 M $ -8.95 %
2025/09/30 DELL Dell Technologies Inc Cl C 0.41% 14.334 M $ 101110 2020/06/30 1.953 M $ 15.64 %
2025/09/30 ADP Automatic Data Processing 0.40% 14.195 M $ 48365 2012/09/30 -720.057 K $ -4.83 %
2025/09/30 ICLR ICON PLC 0.40% 14.007 M $ 80038 2014/06/30 2.588 M $ 20.32 %
2025/09/30 NKE Nike Inc Cl B 0.40% 13.960 M $ 200194 2008/03/31 -287.268 K $ -1.84 %
2025/09/30 IVW iShares S&P 500 Growth Index Fund 0.40% 13.944 M $ 115509 2009/06/30 1.227 M $ 9.65 %
2025/09/30 ENB Enbridge Inc 0.39% 13.893 M $ 275327 2017/03/31 1.513 M $ 11.34 %
2025/09/30 WFC Wells Fargo 0.39% 13.710 M $ 163561 2009/03/31 646.101 K $ 4.62 %
2025/09/30 USB US Bancorp 0.39% 13.655 M $ 282538 2009/03/31 1.001 M $ 6.81 %
2025/09/30 IWP iShares Russell Mid-Cap Growth ETF 0.38% 13.334 M $ 93629 2010/09/30 346.994 K $ 2.69 %
2025/09/30 MDT Medtronic PLC 0.37% 12.982 M $ 136306 2015/06/30 1.110 M $ 9.26 %
2025/09/30 BSV Vanguard Short-Term Bond ETF 0.36% 12.830 M $ 162586 2013/12/31 42.333 K $ 0.27 %
2025/09/30 CAT Caterpillar Inc 0.36% 12.635 M $ 26481 2012/09/30 2.365 M $ 22.91 %
2025/09/30 HD Home Depot Inc 0.36% 12.578 M $ 31042 2007/12/31 1.204 M $ 10.51 %
2025/09/30 TJX TJX Companies Inc 0.35% 12.325 M $ 85271 2015/03/31 1.798 M $ 17.05 %
2025/09/30 HYG iShares iBoxx H/Y Corp Bond Fund ETF 0.35% 12.321 M $ 151758 2013/06/30 93.425 K $ 0.67 %
2025/09/30 VZ Verizon Communications 0.35% 12.274 M $ 279282 2009/03/31 208.540 K $ 1.57 %
2025/09/30 CMCSA Comcast Corp Class A 0.35% 12.205 M $ 388438 2012/09/30 -1.759 M $ -11.96 %
2025/09/30 CRM Salesforce Inc 0.34% 12.158 M $ 51301 2012/12/31 -1.729 M $ -13.09 %
2025/09/30 ROST Ross Stores Inc 0.34% 12.116 M $ 79507 2009/09/30 2.067 M $ 19.45 %
2025/09/30 SBUX Starbucks Corp 0.34% 12.028 M $ 142172 2009/03/31 -993.268 K $ -7.67 %
2025/09/30 GNMA iShares GNMA Bond ETF 0.34% 11.839 M $ 266935 2023/09/30 100.659 K $ 0.91 %
2025/09/30 QCOM Qualcomm Inc 0.33% 11.526 M $ 69281 2008/03/31 496.197 K $ 4.46 %
2025/09/30 ASML ASML Holding 0.32% 11.357 M $ 11731 2024/12/31 2.355 M $ 20.80 %
2025/09/30 MDLZ Mondelez International Inc - A 0.31% 11.098 M $ 177656 2012/12/31 -985.357 K $ -7.37 %
2025/09/30 MBB iShares Barclays MBS Bond Fund ETF 0.31% 10.873 M $ 114275 2014/09/30 192.957 K $ 1.34 %
2025/09/30 HON Honeywell Intl Inc 0.30% 10.745 M $ 51043 2007/12/31 -1.295 M $ -9.61 %
2025/09/30 OXY Occidental Petroleum Corp 0.30% 10.731 M $ 227115 2008/03/31 1.255 M $ 12.47 %
2025/09/30 FI Fiserv Inc 0.30% 10.719 M $ 83140 2007/12/31 -3.564 M $ -25.22 %
2025/09/30 MRK Merck & Co., Inc 0.29% 10.335 M $ 123142 2009/12/31 647.012 K $ 6.03 %
2025/09/30 NUE Nucor Corp 0.29% 10.236 M $ 75585 2008/03/31 465.810 K $ 4.55 %
2025/09/30 ITT ITT Inc. 0.29% 10.137 M $ 56705 2016/12/31 1.426 M $ 13.98 %
2025/09/30 PYPL Paypal Holdings Inc 0.28% 9.905 M $ 147704 2015/12/31 -1.165 M $ -9.77 %
2025/09/30 BAH Booz Allen Hamilton Holding Corp 0.28% 9.700 M $ 97046 2019/09/30 -450.888 K $ -4.01 %
2025/09/30 ITW Illinois Tool Works Inc 0.27% 9.660 M $ 37047 2012/06/30 505.138 K $ 5.46 %
2025/09/30 EW Edwards Lifesciences Corp 0.27% 9.624 M $ 123745 2013/09/30 -61.064 K $ -0.56 %
2025/09/30 UBER Uber Technologies Inc 0.27% 9.614 M $ 98134 2019/09/30 499.956 K $ 5.01 %
2025/09/30 COP ConocoPhillips 0.27% 9.572 M $ 101198 2012/09/30 490.228 K $ 5.40 %