$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | New | Vanguard Short-Term Corp Bond ETFshrt trm corp bd | $8,733,000 | – | 104,900 | +100.0% | 0.45% | – |
| IYR | New | iShares Dow Jones U.S. Real Estate Index Fundu.s. real es etf | $86,000 | – | 1,000 | +100.0% | 0.00% | – |
| VPU | New | Vanguard Utilities ETFutilities etf | $48,000 | – | 350 | +100.0% | 0.00% | – |
| 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% | – |
| 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% | – |
| MGEE | New | MGE Energy Inc | $20,000 | – | 281 | +100.0% | 0.00% | – |
| MRCY | New | Mercury Systems Inc | $10,000 | – | 109 | +100.0% | 0.00% | – |
| BLMN | New | Bloomin' Brands Inc | $10,000 | – | 527 | +100.0% | 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% | – |
| STOR | New | Store Capital Corp | $10,000 | – | 300 | +100.0% | 0.00% | – |
| TER | New | Teradyne Inc | $11,000 | – | 90 | +100.0% | 0.00% | – |
| 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% | – |
| BHVN | New | Biohaven Pharmaceutical Holding Company Ltd | $26,000 | – | 300 | +100.0% | 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% | – |
| RSP | New | Invesco S&P 500 Equal Weight ETFs&p500 eql wgt | $3,000 | – | 20 | +100.0% | 0.00% | – |
| CFX | New | Colfax Corp | $8,000 | – | 210 | +100.0% | 0.00% | – |
| CTLT | New | Catalent Inc | $9,000 | – | 85 | +100.0% | 0.00% | – |
| ABCB | New | Ameris Bancorp | $9,000 | – | 236 | +100.0% | 0.00% | – |
| DHC | New | Diversified Healthcare Trust | $1,000 | – | 158 | +100.0% | 0.00% | – |
| New | DermTech Inc | $6,000 | – | 200 | +100.0% | 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% | – |
| MRNA | New | Moderna Inc | $7,000 | – | 65 | +100.0% | 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% | – |
| 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% | – |
| ESI | New | Element Solutions Inc | $9,000 | – | 490 | +100.0% | 0.00% | – |
| RAD | New | Rite Aid Corp | $2,000 | – | 100 | +100.0% | 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.