$1.93 Billion is the total value of FARMERS & MERCHANTS INVESTMENTS INC's 840 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 25.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Buy | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $92,432,000 | +18.1% | 1,957,886 | +2.3% | 4.78% | +2.2% |
| IVV | Buy | iShares S&P 500 Index Fundcore s&p500 etf | $91,835,000 | +24.3% | 244,638 | +11.3% | 4.75% | +7.5% |
| VWO | Buy | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $44,588,000 | +18.2% | 889,801 | +2.0% | 2.30% | +2.3% |
| IJR | Buy | iShares S&P Small Cap 600 Index ETFcore s&p scp etf | $41,741,000 | +38.2% | 454,196 | +5.6% | 2.16% | +19.5% |
| IJH | Buy | iShares S&P Midcap 400core s&p mcp etf | $37,312,000 | +27.2% | 162,348 | +2.6% | 1.93% | +10.0% |
| SLQD | Buy | iShares 0-5 Yr Inv Grd Corp Bond ETF0-5yr invt gr cp | $32,087,000 | +36.9% | 614,452 | +36.6% | 1.66% | +18.4% |
| JNJ | Buy | Johnson & Johnson | $23,347,000 | +5.7% | 148,345 | +0.0% | 1.21% | -8.6% |
| BND | Buy | Vanguard Total Bond Market ETFtotal bnd mrkt | $22,136,000 | +50.3% | 251,006 | +50.4% | 1.14% | +30.1% |
| PG | Buy | Procter & Gamble Co | $20,080,000 | +0.1% | 144,315 | +0.0% | 1.04% | -13.4% |
| BRKB | Buy | Berkshire Hathaway Inc Del Cl B Newcl b new | $15,960,000 | +11.9% | 68,830 | +2.7% | 0.82% | -3.3% |
| HON | Buy | Honeywell Intl Inc | $14,123,000 | +29.4% | 66,397 | +0.2% | 0.73% | +12.0% |
| VOO | Buy | Vanguard S&P 500 ETF | $13,789,000 | +13.9% | 40,120 | +2.0% | 0.71% | -1.4% |
| EMR | Buy | Emerson Electric Co | $13,714,000 | +36.3% | 170,631 | +11.2% | 0.71% | +18.0% |
| ORCL | Buy | Oracle Corp | $12,884,000 | +19.1% | 199,160 | +9.9% | 0.67% | +2.9% |
| ROST | Buy | Ross Stores Inc | $12,526,000 | +41.3% | 101,999 | +7.4% | 0.65% | +22.3% |
| BAC | Buy | Bank of America Corp | $12,378,000 | +27.4% | 408,369 | +1.2% | 0.64% | +10.2% |
| WCC | Buy | Wesco International Inc | $11,895,000 | +139.0% | 151,528 | +34.1% | 0.62% | +107.1% |
| GIS | Buy | General Mills, Inc. | $11,725,000 | -0.4% | 199,410 | +4.5% | 0.61% | -13.9% |
| CSCO | Buy | Cisco Systems Inc | $11,568,000 | +14.2% | 258,501 | +0.5% | 0.60% | -1.2% |
| QCOM | Buy | Qualcomm Inc | $11,209,000 | +36.9% | 73,582 | +5.8% | 0.58% | +18.6% |
| ENB | Buy | Enbridge Inc | $10,435,000 | +17.1% | 326,199 | +6.9% | 0.54% | +1.5% |
| MDLZ | Buy | Mondelez International Inc - Acl a | $10,432,000 | +4.9% | 178,408 | +3.1% | 0.54% | -9.3% |
| PFE | Buy | Pfizer Inc | $10,163,000 | +3.5% | 276,080 | +3.2% | 0.52% | -10.6% |
| VTIP | Buy | Vanguard Short-Term Inflation -Protected Securities ETFstrm infproidx | $10,015,000 | +64.4% | 195,993 | +64.2% | 0.52% | +42.3% |
| LIN | Buy | Linde Public Ltd Co | $9,796,000 | +11.9% | 37,175 | +1.1% | 0.51% | -3.3% |
| VFC | Buy | VF Corp | $9,739,000 | +26.2% | 114,024 | +3.8% | 0.50% | +9.3% |
| MRK | Buy | Merck & Co., Inc | $9,754,000 | +6.4% | 119,236 | +7.9% | 0.50% | -8.0% |
| LLY | Buy | Lilly Eli & Co | $9,608,000 | +27.5% | 56,905 | +11.8% | 0.50% | +10.4% |
| BKH | Buy | Black Hills Corp | $9,506,000 | +16.2% | 154,689 | +1.2% | 0.49% | +0.4% |
| VCSH | New | Vanguard Short-Term Corp Bond ETFshrt trm corp bd | $8,733,000 | – | 104,900 | +100.0% | 0.45% | – |
| TFC | Buy | Truist Financial Corp | $8,445,000 | +61.5% | 176,200 | +28.2% | 0.44% | +39.6% |
| BMY | Buy | Bristol Myers Squibb Co | $8,362,000 | +6.5% | 134,802 | +3.5% | 0.43% | -7.9% |
| MET | Buy | Metlife Inc | $8,198,000 | +41.8% | 174,611 | +12.3% | 0.42% | +22.5% |
| MMM | Buy | 3M Company | $7,731,000 | +19.9% | 44,229 | +9.9% | 0.40% | +3.9% |
| ATVI | Buy | Activision Blizzard, Inc. | $7,533,000 | +20.2% | 81,133 | +4.8% | 0.39% | +4.0% |
| BDX | Buy | Becton Dickinson and Co | $7,343,000 | +20.2% | 29,348 | +11.8% | 0.38% | +4.1% |
| AEP | Buy | American Elec Pwr Inc | $7,200,000 | +4.7% | 86,471 | +2.7% | 0.37% | -9.5% |
| GS | Buy | Goldman Sachs Group Inc. | $7,062,000 | +46.5% | 26,781 | +11.7% | 0.36% | +26.7% |
| AMGN | Buy | Amgen Inc | $6,859,000 | -3.0% | 29,834 | +7.2% | 0.36% | -16.1% |
| KO | Buy | Coca-Cola Co | $6,803,000 | +12.4% | 124,055 | +1.2% | 0.35% | -2.8% |
| ATR | Buy | AptarGroup Inc | $6,683,000 | +21.6% | 48,817 | +0.5% | 0.35% | +5.2% |
| SWK | Buy | Stanley Black & Decker Inc | $6,584,000 | +10.1% | 36,872 | +0.0% | 0.34% | -4.8% |
| KMB | Buy | Kimberly Clark Corp | $6,565,000 | -0.5% | 48,689 | +9.0% | 0.34% | -14.0% |
| AMZN | Buy | Amazon.com, Inc. | $6,358,000 | +22.2% | 1,952 | +18.2% | 0.33% | +5.8% |
| TJX | Buy | TJX Companies Inc | $5,714,000 | +22.7% | 83,670 | +0.0% | 0.30% | +6.1% |
| HYG | Buy | iShares iBoxx H/Y Corp Bond Fund ETFiboxx hi yd etf | $5,396,000 | +65.6% | 61,814 | +59.1% | 0.28% | +43.1% |
| FTV | Buy | Fortive Corp | $5,267,000 | -7.1% | 74,375 | +0.0% | 0.27% | -19.8% |
| NUE | Buy | Nucor Corp | $5,241,000 | +38.2% | 98,534 | +16.6% | 0.27% | +19.4% |
| COST | Buy | Costco Wholesale Corp | $4,711,000 | +7.0% | 12,504 | +0.8% | 0.24% | -7.2% |
| BAX | Buy | Baxter International Inc | $4,664,000 | +13.4% | 58,126 | +13.7% | 0.24% | -2.0% |
| BAH | Buy | Booz Allen Hamilton Holding Corpcl a | $4,644,000 | +19.9% | 53,269 | +14.1% | 0.24% | +3.4% |
| VGK | Buy | Vanguard MSCI European ETFftse europe etf | $4,621,000 | +23.5% | 76,705 | +7.5% | 0.24% | +6.7% |
| BNDX | Buy | Vanguard Total International Bond ETFintl bd idx etf | $3,861,000 | +5.2% | 65,941 | +4.6% | 0.20% | -8.7% |
| SPY | Buy | Standard and Poor's Depositary Receipts 500 ETF Trusttr unit | $3,830,000 | +45.3% | 10,244 | +30.2% | 0.20% | +25.3% |
| EXC | Buy | Exelon Corp Common | $3,646,000 | +20.9% | 86,354 | +2.4% | 0.19% | +5.0% |
| HBI | Buy | Hanesbrands Inc | $3,543,000 | -7.4% | 243,019 | +0.1% | 0.18% | -20.1% |
| CARR | Buy | Carrier Global Corp | $3,486,000 | +31.2% | 92,418 | +6.2% | 0.18% | +13.2% |
| GVI | Buy | iShares Intermediate Govt/Credit Bond ETFintrm gov cr etf | $3,115,000 | +1.2% | 26,481 | +1.3% | 0.16% | -12.5% |
| AME | Buy | AMETEK Inc | $3,037,000 | +21.7% | 25,110 | +0.0% | 0.16% | +5.4% |
| CL | Buy | Colgate Palmolive Co | $2,974,000 | +13.8% | 34,776 | +2.7% | 0.15% | -1.3% |
| SAIC | Buy | Science Applications Intl Corp | $2,956,000 | +24.2% | 31,236 | +2.9% | 0.15% | +7.7% |
| EFA | Buy | iShares MSCI EAFE Index Fundmsci eafe etf | $2,427,000 | +15.2% | 33,260 | +0.5% | 0.12% | -0.8% |
| COR | Buy | Coresite Reality Corp | $2,381,000 | +5.4% | 19,007 | +0.0% | 0.12% | -8.9% |
| ZTS | Buy | Zoetis Inccl a | $2,224,000 | +834.5% | 13,441 | +832.8% | 0.12% | +721.4% |
| SO | Buy | Southern Co | $1,996,000 | +13.5% | 32,495 | +0.2% | 0.10% | -1.9% |
| IVW | Buy | iShares S&P 500 Growth Index Funds&p 500 grwt etf | $1,785,000 | +8.1% | 27,968 | +291.4% | 0.09% | -7.1% |
| MA | Buy | Mastercard Inc - class Acl a | $1,698,000 | +6.2% | 4,756 | +0.6% | 0.09% | -8.3% |
| NEE | Buy | NextEra Energy Inc. | $1,398,000 | +11.2% | 18,122 | +300.2% | 0.07% | -4.0% |
| DOW | Buy | Dow Inc | $1,242,000 | +18.5% | 22,379 | +0.5% | 0.06% | +1.6% |
| NVDA | Buy | NVIDIA Corporation common | $972,000 | -2.5% | 1,862 | +1.1% | 0.05% | -16.7% |
| ZBH | Buy | Zimmer Biomet Holdings Inc | $706,000 | +137.7% | 4,579 | +110.1% | 0.04% | +105.6% |
| VOT | Buy | Vanguard Mid-Cap Growth Index ETFmcap gr idxvip | $644,000 | +19.3% | 3,038 | +1.3% | 0.03% | +3.1% |
| VHT | Buy | Vanguard Health Care ETFhealth car etf | $511,000 | +13.8% | 2,283 | +3.8% | 0.03% | -3.7% |
| DD | Buy | Dupont De Nemours Inc. | $484,000 | +30.5% | 6,802 | +1.7% | 0.02% | +13.6% |
| VBR | Buy | Vanguard Small-Cap Value Index ETFsm cp val etf | $411,000 | +42.2% | 2,890 | +10.5% | 0.02% | +23.5% |
| ACN | Buy | Accenture PLC | $346,000 | +15.7% | 1,326 | +0.2% | 0.02% | 0.0% |
| VO | Buy | Vanguard Mid-Cap Index ETFmid cap etf | $219,000 | +26.6% | 1,059 | +7.6% | 0.01% | +10.0% |
| VUG | Buy | Vanguard Growth ETFgrowth etf | $186,000 | +17.7% | 734 | +5.5% | 0.01% | +11.1% |
| UL | Buy | Unilever Plc ADRspon adr new | $195,000 | +84.0% | 3,237 | +88.1% | 0.01% | +66.7% |
| PNR | Buy | Pentair PLC | $201,000 | +16.2% | 3,783 | +0.1% | 0.01% | 0.0% |
| BABA | Buy | Alibaba Group Holding Ltdsponsored ads | $138,000 | +43.8% | 595 | +82.0% | 0.01% | +16.7% |
| LUV | Buy | Southwest Airlines Co common | $127,000 | +25.7% | 2,720 | +1.5% | 0.01% | +16.7% |
| VNQ | Buy | Vanguard Real Estate Index ETFreal estate etf | $127,000 | +35.1% | 1,494 | +25.1% | 0.01% | +16.7% |
| DIA | Buy | SPDR DJIA ETF Trustut ser 1 | $138,000 | +228.6% | 450 | +200.0% | 0.01% | +133.3% |
| CTVA | Buy | Corteva, Inc. | $107,000 | +40.8% | 2,761 | +4.4% | 0.01% | +20.0% |
| AWR | Buy | American States Water Company | $111,000 | +270.0% | 1,400 | +250.0% | 0.01% | +200.0% |
| TSLA | Buy | Tesla Inc | $120,000 | +179.1% | 170 | +70.0% | 0.01% | +100.0% |
| NOW | Buy | ServiceNow, Inc. | $111,000 | +105.6% | 202 | +80.4% | 0.01% | +100.0% |
| IP | Buy | International Paper Co | $93,000 | +45.3% | 1,877 | +19.0% | 0.01% | +25.0% |
| AMAT | Buy | Applied Materials Common | $93,000 | +45.3% | 1,080 | +0.9% | 0.01% | +25.0% |
| DEO | Buy | Diageo Plc ADRspon adr new | $99,000 | +20.7% | 622 | +4.0% | 0.01% | 0.0% |
| IYR | New | iShares Dow Jones U.S. Real Estate Index Fundu.s. real es etf | $86,000 | – | 1,000 | +100.0% | 0.00% | – |
| HDB | Buy | HDFC Bank LTD - ADRsponsored ads | $68,000 | +78.9% | 942 | +24.9% | 0.00% | +100.0% |
| AMD | Buy | Advanced Micro Devices Inc | $76,000 | +13.4% | 825 | +1.2% | 0.00% | 0.0% |
| FMC | Buy | FMC Corp | $57,000 | +216.7% | 500 | +199.4% | 0.00% | +200.0% |
| MTD | Buy | Mettler-Toledo Intn'l Inc | $64,000 | +20.8% | 56 | +1.8% | 0.00% | 0.0% |
| MKC | Buy | McCormick & Co Inc Non Vtg | $63,000 | -1.6% | 656 | +100.0% | 0.00% | -25.0% |
| CCI | Buy | Crown Castle Int Corp | $67,000 | +81.1% | 420 | +90.9% | 0.00% | +50.0% |
| MS | Buy | Morgan Stanley | $59,000 | +96.7% | 862 | +40.6% | 0.00% | +50.0% |
| BKNG | Buy | Booking Holdings Inc | $51,000 | +34.2% | 23 | +4.5% | 0.00% | +50.0% |
| BSX | Buy | Boston Scientific Corporation | $34,000 | -5.6% | 955 | +2.1% | 0.00% | 0.0% |
| VPU | New | Vanguard Utilities ETFutilities etf | $48,000 | – | 350 | +100.0% | 0.00% | – |
| FCX | Buy | Freeport-McMoran Inccl b | $33,000 | +73.7% | 1,275 | +6.3% | 0.00% | +100.0% |
| BIDU | Buy | Baidu, Inc.spon adr rep a | $30,000 | +130.8% | 137 | +37.0% | 0.00% | +100.0% |
| ETSY | Buy | Etsy Inc | $31,000 | +106.7% | 174 | +45.0% | 0.00% | +100.0% |
| URI | Buy | United Rentals, Inc. | $31,000 | +416.7% | 135 | +285.7% | 0.00% | – |
| FAST | Buy | Fastenal Co | $41,000 | +7.9% | 845 | +1.2% | 0.00% | 0.0% |
| MAR | Buy | Marriott Intl Inc New Cl Acl a | $45,000 | +45.2% | 340 | +0.9% | 0.00% | 0.0% |
| EL | Buy | Estee Lauder Companies Inccl a | $31,000 | +24.0% | 118 | +1.7% | 0.00% | +100.0% |
| CPRT | Buy | Copart Inc | $31,000 | +24.0% | 243 | +1.2% | 0.00% | +100.0% |
| SCHW | Buy | The Charles Schwab Corporation | $40,000 | +81.8% | 750 | +26.3% | 0.00% | +100.0% |
| TLT | Buy | iShares Barclays 20 Year Treasury Bond Fund20 yr tr bd etf | $30,000 | +50.0% | 189 | +54.9% | 0.00% | +100.0% |
| IWP | Buy | iShares Russell Mid-Cap Growth ETFrus md cp gr etf | $31,000 | +19.2% | 300 | +100.0% | 0.00% | 0.0% |
| IJJ | Buy | iShares S&P Midcap 400/Barra Value Index Funds&p mc 400vl etf | $35,000 | +29.6% | 402 | +100.0% | 0.00% | 0.0% |
| F | Buy | Ford Mtr Co | $38,000 | +31.0% | 4,350 | +0.9% | 0.00% | 0.0% |
| DXCM | Buy | Dexcom Inc | $19,000 | -5.0% | 51 | +6.2% | 0.00% | 0.0% |
| DOCU | New | DocuSign, Inc | $22,000 | – | 100 | +100.0% | 0.00% | – |
| ENTG | New | Entegris Inc | $13,000 | – | 134 | +100.0% | 0.00% | – |
| NVST | New | Envista Holdings Corp | $12,000 | – | 344 | +100.0% | 0.00% | – |
| FNF | Buy | Fidelity National Financial Group | $20,000 | +233.3% | 502 | +148.5% | 0.00% | – |
| FND | New | Floor & Decor Holdings Inccl a | $10,000 | – | 110 | +100.0% | 0.00% | – |
| GPI | New | Group 1 Automotive Inc | $11,000 | – | 84 | +100.0% | 0.00% | – |
| CRH | Buy | CRH Plc ADRadr | $13,000 | +30.0% | 314 | +11.0% | 0.00% | 0.0% |
| MGEE | New | MGE Energy Inc | $20,000 | – | 281 | +100.0% | 0.00% | – |
| MGA | Buy | Magna International, Inc. | $17,000 | +70.0% | 236 | +3.1% | 0.00% | 0.0% |
| MBUU | Buy | Malibu Boats Inc | $10,000 | +66.7% | 159 | +30.3% | 0.00% | – |
| MAS | Buy | Masco Corp | $20,000 | +150.0% | 357 | +151.4% | 0.00% | – |
| MRCY | New | Mercury Systems Inc | $10,000 | – | 109 | +100.0% | 0.00% | – |
| MCHP | Buy | Microchip Technology Inc | $17,000 | +41.7% | 125 | +6.8% | 0.00% | 0.0% |
| MBT | Buy | Mobile Telesystems ADRsponsored adr | $11,000 | +10.0% | 1,261 | +11.6% | 0.00% | 0.0% |
| MSI | Buy | Motorola Solutions, Inc. | $28,000 | +12.0% | 162 | +1.2% | 0.00% | 0.0% |
| NVR | Buy | NVR Inc | $12,000 | +50.0% | 3 | +50.0% | 0.00% | – |
| NTES | Buy | NetEase Incsponsored ads | $16,000 | +6.7% | 170 | +400.0% | 0.00% | 0.0% |
| OTEX | Buy | Open Text Corp | $10,000 | +42.9% | 223 | +38.5% | 0.00% | – |
| BLMN | New | Bloomin' Brands Inc | $10,000 | – | 527 | +100.0% | 0.00% | – |
| POOL | Buy | Pool Corp | $28,000 | +55.6% | 75 | +41.5% | 0.00% | 0.0% |
| BMO | Buy | Bank Montreal Que | $10,000 | +66.7% | 138 | +26.6% | 0.00% | – |
| SCHF | New | Schwab Intl Equity ETFintl eqty etf | $21,000 | – | 580 | +100.0% | 0.00% | – |
| SMPL | New | Simply Good Foods Co | $11,000 | – | 363 | +100.0% | 0.00% | – |
| SONY | Buy | Sony Corp - Spons ADRsponsored adr | $16,000 | +45.5% | 158 | +12.9% | 0.00% | 0.0% |
| STOR | New | Store Capital Corp | $10,000 | – | 300 | +100.0% | 0.00% | – |
| TER | New | Teradyne Inc | $11,000 | – | 90 | +100.0% | 0.00% | – |
| TDG | Buy | Transdigm Group Inc | $17,000 | +30.8% | 28 | +3.7% | 0.00% | 0.0% |
| AWK | Buy | American Water Works Co Inc | $15,000 | +7.1% | 98 | +2.1% | 0.00% | 0.0% |
| VOOG | New | Vanguard S&P Growth ETF500 grth idx f | $17,000 | – | 73 | +100.0% | 0.00% | – |
| VCR | New | Vanguard Consumer Discretionary ETFconsum dis etf | $14,000 | – | 50 | +100.0% | 0.00% | – |
| VONG | New | Vanguard Russell 1000 Growth Index Fund ETF Sharesvng rus1000grw | $15,000 | – | 61 | +100.0% | 0.00% | – |
| ALB | Buy | Albemarle Corp | $23,000 | +64.3% | 156 | +2.0% | 0.00% | 0.0% |
| ZBRA | Buy | Zebra Technologies Corpcl a | $27,000 | +58.8% | 70 | +1.4% | 0.00% | 0.0% |
| ZTO | Buy | ZTO Express Cayman Inc-ADRsponsored ads a | $10,000 | +25.0% | 332 | +19.0% | 0.00% | – |
| BHVN | New | Biohaven Pharmaceutical Holding Company Ltd | $26,000 | – | 300 | +100.0% | 0.00% | – |
| HZNP | Buy | Horizon Therapeutics Public Ltd Co | $22,000 | 0.0% | 303 | +6.3% | 0.00% | 0.0% |
| AER | Buy | AerCap Holdings NV | $16,000 | +100.0% | 341 | +1.5% | 0.00% | – |
| LYB | Buy | Lyondellbasell Industries CL-A | $26,000 | +36.8% | 286 | +5.1% | 0.00% | 0.0% |
| YY | Buy | Joyy Inc | $8,000 | +14.3% | 95 | +11.8% | 0.00% | – |
| ITUB | Buy | Itau Unibanco Holding ADRspon adr rep pfd | $7,000 | +40.0% | 1,206 | +4.2% | 0.00% | – |
| CEO | Buy | CNOOC Limited ADRsponsored adr | $9,000 | +12.5% | 97 | +18.3% | 0.00% | – |
| PFF | New | IShares Preferred & Income Securities ETFpfd and incm sec | $4,000 | – | 91 | +100.0% | 0.00% | – |
| DCO | New | Ducommun Inc | $9,000 | – | 160 | +100.0% | 0.00% | – |
| SMTC | New | Semtech Corp | $9,000 | – | 127 | +100.0% | 0.00% | – |
| WHD | Buy | Cactus Inc-Acl a | $6,000 | +100.0% | 222 | +31.4% | 0.00% | – |
| CHRW | Buy | C.H. Robinson Worldwide Inc | $7,000 | 0.0% | 72 | +5.9% | 0.00% | – |
| CPB | Buy | Campbell Soup Company | $5,000 | 0.0% | 112 | +9.8% | 0.00% | – |
| RSP | New | Invesco S&P 500 Equal Weight ETFs&p500 eql wgt | $3,000 | – | 20 | +100.0% | 0.00% | – |
| IFF | Buy | International Flavors & Fragrances Inc | $6,000 | 0.0% | 57 | +9.6% | 0.00% | – |
| CFX | New | Colfax Corp | $8,000 | – | 210 | +100.0% | 0.00% | – |
| IR | Buy | Ingersoll-Rand Inc | $9,000 | +50.0% | 190 | +15.2% | 0.00% | – |
| ING | Buy | ING Groep N.V. - Spons ADRsponsored adr | $8,000 | +60.0% | 888 | +37.2% | 0.00% | – |
| CCL | Buy | Carnival Corp newunit 99/99/9999 | $5,000 | +66.7% | 240 | +4.3% | 0.00% | – |
| CTLT | New | Catalent Inc | $9,000 | – | 85 | +100.0% | 0.00% | – |
| ABCB | New | Ameris Bancorp | $9,000 | – | 236 | +100.0% | 0.00% | – |
| UAL | Buy | United Airlines Holdings Inc | $5,000 | +25.0% | 122 | +4.3% | 0.00% | – |
| DHC | New | Diversified Healthcare Trust | $1,000 | – | 158 | +100.0% | 0.00% | – |
| FMS | Buy | Fresenius Medical Care Ag & CO Kgaa ADR Reptg 0.5 CORP COMMONsponsored adr | $9,000 | +12.5% | 217 | +10.2% | 0.00% | – |
| New | DermTech Inc | $6,000 | – | 200 | +100.0% | 0.00% | – | |
| FFIV | Buy | F5 Networks, Inc. | $6,000 | +50.0% | 34 | +6.2% | 0.00% | – |
| EXPE | Buy | Expedia Group Inc. | $9,000 | +50.0% | 70 | +12.9% | 0.00% | – |
| VIRT | New | Virtu Financial Inccl a | $9,000 | – | 340 | +100.0% | 0.00% | – |
| VNT | New | Vontier Co | $2,000 | – | 70 | +100.0% | 0.00% | – |
| BWA | Buy | Borgwarner INC CORP COMMON | $4,000 | 0.0% | 104 | +3.0% | 0.00% | – |
| MRNA | New | Moderna Inc | $7,000 | – | 65 | +100.0% | 0.00% | – |
| PKG | Buy | Packaging Corp of America | $7,000 | +40.0% | 49 | +6.5% | 0.00% | – |
| PLTR | New | Palantir Technologies Inc.cl a | $2,000 | – | 100 | +100.0% | 0.00% | – |
| ADC | New | Agree Realty Corp REIT | $9,000 | – | 128 | +100.0% | 0.00% | – |
| PBCT | Buy | Peoples United Financial Inc | $3,000 | +50.0% | 210 | +10.5% | 0.00% | – |
| PRI | Buy | Primerica Inc | $8,000 | +33.3% | 62 | +24.0% | 0.00% | – |
| MGNX | New | MacroGenics Inc | $2,000 | – | 80 | +100.0% | 0.00% | – |
| LTHM | New | Livent Corp | $6,000 | – | 311 | +100.0% | 0.00% | – |
| FWONK | New | Liberty Media Corp-Liberty-C | $6,000 | – | 142 | +100.0% | 0.00% | – |
| EBS | Buy | Emergent Biosolutions Inc | $9,000 | +12.5% | 106 | +32.5% | 0.00% | – |
| ESI | New | Element Solutions Inc | $9,000 | – | 490 | +100.0% | 0.00% | – |
| REZI | Buy | Resideo Technologies, Inc | $2,000 | – | 86 | +100.0% | 0.00% | – |
| RAD | New | Rite Aid Corp | $2,000 | – | 100 | +100.0% | 0.00% | – |
| ROL | Buy | Rollins, Inc. | $4,000 | 0.0% | 97 | +49.2% | 0.00% | – |
| RDSB | New | Royal Dutch Shell PLC ADR Bspon adr b | $6,000 | – | 178 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Nelnet, Inc. | 42 | Q3 2023 | 11.0% |
| Vanguard MSCI EAFE ETF | 42 | Q3 2023 | 5.0% |
| iShares S&P 500 Index Fund | 42 | Q3 2023 | 6.1% |
| Microsoft Corp | 42 | Q3 2023 | 3.5% |
| Apple Inc | 42 | Q3 2023 | 3.5% |
| Vanguard FTSE Emerging Markets ETF | 42 | Q3 2023 | 2.3% |
| Johnson & Johnson | 42 | Q3 2023 | 1.9% |
| PepsiCo Inc | 42 | Q3 2023 | 1.8% |
| iShares S&P Midcap 400 | 42 | Q3 2023 | 2.8% |
| Lowe's Companies, Inc | 42 | Q3 2023 | 1.6% |
View FARMERS & MERCHANTS INVESTMENTS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-14 |
View FARMERS & MERCHANTS INVESTMENTS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.