$2.65 Billion is the total value of FARMERS & MERCHANTS INVESTMENTS INC's 1763 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 45.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | iShares S&P 500 Index Fundcore s&p500 etf | $147,158,288 | +9.3% | 330,166 | +0.8% | 5.55% | +3.6% |
| NNI | Buy | Nelnet, Inc.cl a | $132,188,309 | +5.0% | 1,370,111 | +0.0% | 4.98% | -0.5% |
| VEA | Buy | Vanguard FTSE Developed Markets ETFvan ftse dev mkt | $125,593,391 | +3.8% | 2,719,649 | +1.5% | 4.74% | -1.7% |
| AAPL | Buy | Apple Inc | $92,174,350 | +18.3% | 475,199 | +0.6% | 3.48% | +12.1% |
| MSFT | Buy | Microsoft Corp | $91,923,324 | +19.3% | 269,934 | +1.0% | 3.47% | +13.0% |
| IJR | Buy | iShares S&P Small Cap 600 Index ETFcore s&p scp etf | $83,721,844 | +5.3% | 840,159 | +2.2% | 3.16% | -0.2% |
| IJH | Buy | iShares S&P Midcap 400core s&p mcp etf | $70,118,477 | +9.3% | 268,160 | +4.6% | 2.64% | +3.6% |
| VWO | Buy | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $55,132,017 | +3.7% | 1,355,261 | +3.0% | 2.08% | -1.7% |
| BRKA | Buy | Berkshire Hathaway Inc Del Cl Acl a | $46,085,090 | +12.5% | 89 | +1.1% | 1.74% | +6.6% |
| BRKB | Buy | Berkshire Hathaway Inc Del Cl B Newcl b new | $35,369,884 | +11.5% | 103,724 | +1.0% | 1.33% | +5.6% |
| WCC | Buy | Wesco International Inc | $34,216,575 | +16.8% | 191,090 | +0.8% | 1.29% | +10.6% |
| BND | Buy | Vanguard Total Bond Market ETFtotal bnd mrkt | $33,784,204 | +2.5% | 464,771 | +4.1% | 1.27% | -2.9% |
| PEP | Buy | PepsiCo Inc | $31,146,966 | +4.1% | 168,162 | +2.5% | 1.18% | -1.3% |
| XOM | Buy | Exxon Mobil Corp | $27,758,767 | -0.2% | 258,823 | +2.0% | 1.05% | -5.4% |
| JNJ | Buy | Johnson & Johnson | $27,184,177 | +8.1% | 164,235 | +1.2% | 1.02% | +2.4% |
| JPM | Buy | JPMorgan Chase & Co. | $25,462,763 | +11.9% | 175,074 | +0.3% | 0.96% | +6.1% |
| WMT | Buy | Walmart, Inc | $25,409,562 | +6.7% | 161,659 | +0.1% | 0.96% | +1.1% |
| APD | Buy | Air Products & Chemicals Inc | $22,369,499 | +5.1% | 74,682 | +0.8% | 0.84% | -0.4% |
| AMD | Buy | Advanced Micro Devices Inc | $21,931,092 | +18.0% | 192,530 | +1.5% | 0.83% | +11.8% |
| CVS | Buy | CVS Health Corporation | $21,360,893 | -5.7% | 308,996 | +1.4% | 0.81% | -10.5% |
| CVX | Buy | Chevron Corp | $19,463,251 | +1.5% | 123,694 | +5.2% | 0.73% | -3.9% |
| GOOGL | Buy | Alphabet Inc Class Acap stk cl a | $18,952,580 | +16.8% | 158,334 | +1.2% | 0.72% | +10.7% |
| ICLR | Buy | ICON PLC | $18,283,365 | +21.3% | 73,075 | +3.6% | 0.69% | +14.8% |
| ROP | Buy | Roper Technologies Inc | $18,053,078 | +19.7% | 37,548 | +9.7% | 0.68% | +13.5% |
| APH | Buy | Amphenol Corp Cl Acl a | $17,978,478 | +4.0% | 211,636 | +0.1% | 0.68% | -1.5% |
| CSCO | Buy | Cisco Systems Inc | $16,904,493 | +0.1% | 326,720 | +1.1% | 0.64% | -5.2% |
| EMR | Buy | Emerson Electric Co | $16,704,253 | +4.2% | 184,802 | +0.4% | 0.63% | -1.3% |
| MRK | Buy | Merck & Co., Inc | $15,439,182 | +8.6% | 133,800 | +0.1% | 0.58% | +2.8% |
| SYY | Buy | Sysco Corp | $15,153,050 | -3.0% | 204,219 | +0.9% | 0.57% | -8.2% |
| HON | Buy | Honeywell Intl Inc | $14,448,225 | +9.1% | 69,630 | +0.5% | 0.54% | +3.4% |
| SYK | Buy | Stryker Corp | $13,914,545 | +8.7% | 45,608 | +1.7% | 0.52% | +2.9% |
| SBUX | Buy | Starbucks Corp | $13,873,749 | -4.8% | 140,054 | +0.1% | 0.52% | -9.8% |
| IWM | Buy | iShares Russell 2000 Index Fundrussell 2000 etf | $13,795,245 | +5.5% | 73,665 | +0.5% | 0.52% | -0.2% |
| OXY | Buy | Occidental Petroleum Corp | $13,628,723 | -4.9% | 231,781 | +0.9% | 0.51% | -10.0% |
| AMZN | Buy | Amazon.com, Inc. | $13,459,931 | +26.8% | 103,252 | +0.5% | 0.51% | +20.1% |
| ABBV | Buy | Abbvie Inc | $12,462,794 | -13.5% | 92,502 | +2.3% | 0.47% | -18.1% |
| ENB | Buy | Enbridge Inc | $12,251,067 | -0.8% | 329,773 | +1.8% | 0.46% | -6.1% |
| BAC | Buy | Bank of America Corp | $12,218,182 | +1.0% | 425,869 | +0.7% | 0.46% | -4.2% |
| RTX | Buy | Raytheon Technologies Corp | $12,087,480 | +12.3% | 123,392 | +12.3% | 0.46% | +6.5% |
| AFL | Buy | Aflac Inc common | $11,663,859 | +8.5% | 167,104 | +0.3% | 0.44% | +2.8% |
| AMP | Buy | Ameriprise Financial Inc | $11,609,988 | +15.8% | 34,953 | +6.9% | 0.44% | +9.8% |
| MET | Buy | Metlife Inc | $10,282,524 | -2.1% | 181,895 | +0.3% | 0.39% | -7.2% |
| GS | Buy | Goldman Sachs Group Inc. | $10,200,973 | -1.1% | 31,627 | +0.3% | 0.38% | -6.3% |
| ITW | Buy | Illinois Tool Works Inc | $10,090,704 | +5.7% | 40,337 | +2.8% | 0.38% | +0.3% |
| D | Buy | Dominion Energy Inc | $8,948,639 | -7.2% | 172,787 | +0.2% | 0.34% | -12.2% |
| GWW | Buy | W W Grainger Inc | $8,509,675 | +15.5% | 10,791 | +0.9% | 0.32% | +9.6% |
| KO | Buy | Coca-Cola Co | $8,176,973 | -2.3% | 135,785 | +0.7% | 0.31% | -7.5% |
| DAL | Buy | Delta Air Lines Inc | $7,459,264 | +36.6% | 156,905 | +0.4% | 0.28% | +29.5% |
| AME | Buy | AMETEK Inc | $7,243,482 | +11.8% | 44,746 | +0.4% | 0.27% | +5.8% |
| TGT | Buy | Target Corp | $7,130,118 | -17.6% | 54,057 | +3.5% | 0.27% | -22.0% |
| PYPL | Buy | Paypal Holdings Inc | $6,998,776 | -11.9% | 104,882 | +0.3% | 0.26% | -16.5% |
| BAH | Buy | Booz Allen Hamilton Holding Corpcl a | $6,952,345 | +20.6% | 62,297 | +0.2% | 0.26% | +14.4% |
| SLB | Buy | Schlumberger Ltd | $6,683,267 | +8.0% | 136,060 | +7.9% | 0.25% | +2.4% |
| VMW | Buy | VMware Inc. | $6,572,524 | +24.2% | 45,741 | +7.9% | 0.25% | +17.5% |
| ATR | Buy | AptarGroup Inc | $6,439,962 | -1.2% | 55,584 | +0.8% | 0.24% | -6.2% |
| ITT | Buy | ITT Inc. | $6,353,380 | +8.4% | 68,162 | +0.4% | 0.24% | +3.0% |
| ROK | Buy | Rockwell Automation Inc. | $5,925,817 | +19.6% | 17,987 | +6.5% | 0.22% | +13.2% |
| DLR | Buy | Digital Realty Trust Inc. | $5,301,446 | +19.3% | 46,557 | +3.0% | 0.20% | +13.0% |
| SPY | Buy | Standard and Poor's Depositary Receipts 500 ETF Trusttr unit | $5,232,477 | +36.2% | 11,804 | +25.8% | 0.20% | +28.8% |
| O | Buy | Realty Income Corp | $5,014,886 | -1.4% | 83,875 | +4.4% | 0.19% | -6.4% |
| NVS | Buy | Novartis AG - ADRsponsored adr | $4,993,531 | +14.8% | 49,485 | +4.7% | 0.19% | +8.7% |
| FTS | Buy | Fortis Inc | $4,861,500 | +2.3% | 112,822 | +1.0% | 0.18% | -3.2% |
| VGK | Buy | Vanguard MSCI European ETFftse europe etf | $4,617,381 | +1.3% | 74,836 | +0.1% | 0.17% | -3.9% |
| IBM | Buy | International Business Machines Corp | $4,530,271 | +70.3% | 33,856 | +66.9% | 0.17% | +61.3% |
| IWO | Buy | iShares Russell 2000 Growth Index Fdrus 2000 grw etf | $4,244,366 | +16.3% | 17,491 | +8.7% | 0.16% | +10.3% |
| KHC | Buy | Kraft Heinz Co | $3,615,711 | -7.2% | 101,851 | +1.0% | 0.14% | -12.3% |
| VIG | Buy | Vanguard Dividend Appreciation Index ETFdiv app etf | $3,309,674 | +5.8% | 20,376 | +0.3% | 0.12% | +0.8% |
| CL | Buy | Colgate Palmolive Co | $2,930,370 | +5.9% | 38,037 | +3.3% | 0.11% | +0.9% |
| NVDA | Buy | NVIDIA Corporation | $2,956,487 | +58.8% | 6,989 | +4.3% | 0.11% | +50.0% |
| C | Buy | Citigroup Inc | $2,455,405 | +3.6% | 53,332 | +5.5% | 0.09% | -1.1% |
| PII | Buy | Polaris Inc | $2,130,545 | +9.5% | 17,618 | +0.2% | 0.08% | +3.9% |
| Buy | Safehold Inc REIT | $1,982,025 | -18.5% | 83,524 | +0.9% | 0.08% | -22.7% | |
| WBA | Buy | Walgreens Boots Alliance Inc | $1,979,998 | -14.9% | 69,498 | +3.3% | 0.08% | -19.4% |
| NEE | Buy | NextEra Energy Inc. | $1,618,450 | -0.2% | 21,812 | +3.7% | 0.06% | -6.2% |
| T | Buy | AT&T Inc | $1,596,499 | -15.6% | 100,094 | +1.9% | 0.06% | -20.0% |
| HBI | Buy | Hanesbrands Inc | $1,466,611 | -7.1% | 323,042 | +7.6% | 0.06% | -12.7% |
| ITOT | Buy | iShares Core S&P Total US Stock Market ETFcore s&p ttl stk | $1,420,441 | +8.2% | 14,518 | +0.1% | 0.05% | +3.8% |
| GD | Buy | General Dynamics Corp | $929,018 | +7.3% | 4,318 | +13.8% | 0.04% | +2.9% |
| GLD | Buy | Spdr Gold Trust | $791,875 | +5.7% | 4,442 | +8.6% | 0.03% | 0.0% |
| SCHD | Buy | Schwab US Dividend Equity ETFus dividend eq | $747,260 | +18.9% | 10,290 | +19.8% | 0.03% | +12.0% |
| DE | Buy | Deere & Company | $724,075 | +2.6% | 1,787 | +4.6% | 0.03% | -3.6% |
| TSLA | Buy | Tesla Inc | $723,009 | +35.5% | 2,762 | +7.4% | 0.03% | +28.6% |
| BNDX | Buy | Vanguard Total International Bond ETFtotal int bd etf | $691,945 | +24.1% | 14,156 | +24.3% | 0.03% | +18.2% |
| TMUS | Buy | T-Mobile US, Inc. | $656,858 | +16.5% | 4,729 | +21.4% | 0.02% | +13.6% |
| FB | Buy | Meta Platforms Inccl a | $591,179 | +37.6% | 2,060 | +1.6% | 0.02% | +29.4% |
| DGX | Buy | Quest Diagnostics Inc | $592,742 | +1.1% | 4,217 | +1.8% | 0.02% | -4.3% |
| EFG | Buy | iShares MSCI EAFE Growth Index ETFeafe grwth etf | $578,185 | +2.9% | 6,060 | +1.0% | 0.02% | 0.0% |
| VGT | Buy | Vanguard Information Technology Index ETFinf tech etf | $574,366 | +20.3% | 1,299 | +4.8% | 0.02% | +15.8% |
| WELL | Buy | Welltower Inc | $564,208 | +47.3% | 6,975 | +30.6% | 0.02% | +40.0% |
| TSCO | Buy | Tractor Supply Co | $560,267 | -4.4% | 2,534 | +1.6% | 0.02% | -8.7% |
| OMC | Buy | Omnicom Group Inc | $501,060 | +4.8% | 5,266 | +3.9% | 0.02% | 0.0% |
| NRC | Buy | National Research Corp | $452,504 | +126.1% | 10,400 | +126.1% | 0.02% | +112.5% |
| FITB | Buy | Fifth Third Bancorp | $300,629 | +19.2% | 11,470 | +21.1% | 0.01% | +10.0% |
| ZBH | Buy | Zimmer Biomet Holdings Inc | $299,936 | +17.0% | 2,060 | +3.8% | 0.01% | +10.0% |
| STT | Buy | State Street Corp | $273,035 | +32.1% | 3,731 | +36.6% | 0.01% | +25.0% |
| EFV | Buy | iShares MSCI EAFE Value ETFeafe value etf | $249,202 | +3.1% | 5,092 | +2.2% | 0.01% | -10.0% |
| LW | Buy | Lamb Weston Holdings Inc | $247,832 | +15.3% | 2,156 | +4.9% | 0.01% | 0.0% |
| DIA | Buy | SPDR DJIA ETF Trustut ser 1 | $211,468 | +338.5% | 615 | +324.1% | 0.01% | +300.0% |
| VTV | Buy | Vanguard Value ETFvalue etf | $213,150 | +49.1% | 1,500 | +44.9% | 0.01% | +33.3% |
| QQQ | Buy | Invesco QQQ Trustunit ser 1 | $206,875 | +126.2% | 560 | +96.5% | 0.01% | +100.0% |
| KMI | Buy | Kinder Morgan Inc. | $209,085 | +94.4% | 12,142 | +97.7% | 0.01% | +100.0% |
| PNC | Buy | PNC Finl Svcs Group Inc | $198,749 | +73.6% | 1,578 | +75.1% | 0.01% | +40.0% |
| AMAT | Buy | Applied Materials Common | $178,073 | +18.6% | 1,232 | +0.8% | 0.01% | +16.7% |
| NYCB | Buy | New York Community Bancorp, Inc. | $149,380 | +76.0% | 13,290 | +41.5% | 0.01% | +100.0% |
| SNA | Buy | Snap-On Inc | $159,657 | +33.1% | 554 | +14.0% | 0.01% | +20.0% |
| AXP | Buy | American Express Co | $160,264 | +77.3% | 920 | +67.9% | 0.01% | +50.0% |
| MMP | Buy | LP Magellian Midstream | $127,943 | +340.7% | 2,053 | +283.7% | 0.01% | +400.0% |
| Buy | GSK PLC ADRsponsored adr | $127,342 | +233.6% | 3,573 | +233.0% | 0.01% | +150.0% | |
| VXUS | New | Vanguard Total International Stock Index Fund ETFvg tl intl stk f | $100,888 | – | 1,799 | +100.0% | 0.00% | – |
| SDOG | New | ALPS Sector Dividend Dogs ETFsectr div dogs | $96,042 | – | 1,922 | +100.0% | 0.00% | – |
| F | Buy | Ford Mtr Co | $113,853 | +42.9% | 7,525 | +19.0% | 0.00% | +33.3% |
| New | Crane Co | $96,339 | – | 1,081 | +100.0% | 0.00% | – | |
| MPC | Buy | Marathon Petroleum Corp | $110,187 | +5.4% | 945 | +21.9% | 0.00% | 0.0% |
| CME | Buy | CME Group, Inc | $112,286 | +38.6% | 606 | +43.3% | 0.00% | +33.3% |
| ADSK | Buy | Autodesk, Inc. | $92,279 | -0.8% | 451 | +0.9% | 0.00% | -25.0% |
| SGOL | New | abrdn Physical Gold Shares ETF | $78,458 | – | 4,271 | +100.0% | 0.00% | – |
| MUB | Buy | iShares National Muni Bond Cl Enational mun etf | $53,045 | -0.5% | 497 | +0.4% | 0.00% | 0.0% |
| FMC | Buy | FMC Corp | $59,787 | +17.7% | 573 | +37.7% | 0.00% | 0.0% |
| VXF | New | Vanguard Extended Market Index ETFextend mkt etf | $48,072 | – | 323 | +100.0% | 0.00% | – |
| TPVG | Buy | Triplepoint Venture Growth BDC Corp | $45,153 | +60.2% | 3,833 | +64.3% | 0.00% | +100.0% |
| STZ | Buy | Constellation Brands Inc.cl a | $63,994 | +11.1% | 260 | +2.0% | 0.00% | 0.0% |
| SPTS | New | SPDR Portfolio Short Term Treasury ETFportfolio sh tsr | $46,525 | – | 1,616 | +100.0% | 0.00% | – |
| PANW | Buy | Palo Alto Networks, Inc. | $48,547 | +1329.5% | 190 | +1017.6% | 0.00% | – |
| IXUS | Buy | iShares Core MSCI Total International Stock ETFcore msci total | $53,164 | +24.4% | 849 | +23.0% | 0.00% | 0.0% |
| FBND | New | Fidelity Total Bond ETFtotal bd etf | $43,830 | – | 965 | +100.0% | 0.00% | – |
| EIX | Buy | Edison Intl Common | $18,057 | +0.3% | 260 | +2.0% | 0.00% | 0.0% |
| TPR | Buy | Tapestry Inc | $23,882 | +211.2% | 558 | +213.5% | 0.00% | – |
| AWK | Buy | American Water Works Co Inc | $18,129 | -0.2% | 127 | +2.4% | 0.00% | 0.0% |
| SPYV | New | SPDR Portfolio S&P 500 Value ETFprtflo s&p500 vl | $14,688 | – | 340 | +100.0% | 0.00% | – |
| PODD | New | Insulet Corp | $13,840 | – | 48 | +100.0% | 0.00% | – |
| SPYG | New | SPDR Portfolio S&P 500 Growth ETFprtflo s&p500 gw | $21,415 | – | 351 | +100.0% | 0.00% | – |
| FICO | Buy | Fair Isaac Corp common | $23,467 | +51.8% | 29 | +31.8% | 0.00% | 0.0% |
| WFCPRL | New | Wells Fargo Co Perpetual Pfd Ser Lperp pfd cnv a | $39,168 | – | 34 | +100.0% | 0.00% | – |
| CSGP | Buy | CoStar Group Inc | $22,428 | +41.6% | 252 | +9.6% | 0.00% | 0.0% |
| TLT | Buy | iShares Barclays 20 Year Treasury Bond Fund20 yr tr bd etf | $14,309 | +140.2% | 139 | +148.2% | 0.00% | – |
| JCI | Buy | Johnson Controls International | $35,842 | +16.7% | 526 | +3.1% | 0.00% | 0.0% |
| FVC | New | First Trust Dorsey Wright Dynamic Focus 5 ETFdorsey wright | $23,191 | – | 690 | +100.0% | 0.00% | – |
| IWY | New | iShares Russell Top 200 Growth ETFrus tp200 gr etf | $15,856 | – | 100 | +100.0% | 0.00% | – |
| Buy | Kyndryl Holdings Inc | $5,551 | -6.5% | 418 | +4.0% | 0.00% | – | |
| New | McEwen Mining Inc | $7,190 | – | 1,000 | +100.0% | 0.00% | – | |
| New | N-able Inc | $605 | – | 42 | +100.0% | 0.00% | – | |
| NEX | New | NexTier Oilfield Solutions Inc | $939 | – | 105 | +100.0% | 0.00% | – |
| OVV | Buy | Ovintiv Inc | $2,855 | +72.0% | 75 | +63.0% | 0.00% | – |
| PACW | Buy | Pacwest Bancorp | $611 | +20.8% | 75 | +44.2% | 0.00% | – |
| PEB | Buy | Pebblebrook Hotel Trust REIT | $1,255 | +54.2% | 90 | +55.2% | 0.00% | – |
| New | RB Global Inc | $1,980 | – | 33 | +100.0% | 0.00% | – | |
| RDN | New | Radian Group INC CORP COMMON | $2,781 | – | 110 | +100.0% | 0.00% | – |
| REXR | Buy | Rexford Industrial Realty Inc | $4,282 | -4.3% | 82 | +9.3% | 0.00% | – |
| Buy | SL Green Realty Corp REIT | $1,202 | +82.4% | 40 | +42.9% | 0.00% | – | |
| SLYG | New | SPDR S&P 600 Small Cap Growth ETFs&p 600 smcp grw | $5,002 | – | 65 | +100.0% | 0.00% | – |
| SPMB | New | SPDR Portfolio Mortgage Backed Bond ETFport mtg bk etf | $1,139 | – | 52 | +100.0% | 0.00% | – |
| MDYG | New | SPDR S&P 400 Mid CapGrowth ETFs&p 400 mdcp grw | $6,663 | – | 93 | +100.0% | 0.00% | – |
| New | SPDR Blackstone High Income ETFspdr blackstone | $55 | – | 2 | +100.0% | 0.00% | – | |
| New | Sigma Lithium Corp | $10,075 | – | 250 | +100.0% | 0.00% | – | |
| SQ | New | Block Inccl a | $4,660 | – | 70 | +100.0% | 0.00% | – |
| STAG | New | Stag Industrial Inc | $2,691 | – | 75 | +100.0% | 0.00% | – |
| New | Star Holdings | $132 | – | 9 | +100.0% | 0.00% | – | |
| TNDM | Buy | Tandem Diabetes Care Inc | $1,104 | +8.8% | 45 | +80.0% | 0.00% | – |
| VTWO | Buy | Vanguard Russell 2000 Index Fundvng rus2000idx | $7,713 | +98.2% | 102 | +88.9% | 0.00% | – |
| VRRM | New | Verra Mobility Corp | $1,972 | – | 100 | +100.0% | 0.00% | – |
| VSAT | Buy | Viasat Inc | $2,063 | +103.3% | 50 | +66.7% | 0.00% | – |
| WAFD | Buy | Washington Federal Inc | $1,167 | +29.1% | 44 | +46.7% | 0.00% | – |
| DON | New | WisdomTree MidCap Dividend Fundus midcap divid | $4,205 | – | 100 | +100.0% | 0.00% | – |
| AGGY | New | WisdomTree Yield Enhanced US Aggregate Bond Fund ETFyield enhancd us | $1,422 | – | 33 | +100.0% | 0.00% | – |
| New | WisdomTree Floating Rate Treasury Fund ETFfloatng rat trea | $4,428 | – | 88 | +100.0% | 0.00% | – | |
| ZI | New | ZoomInfo Technologies Inc | $2,031 | – | 80 | +100.0% | 0.00% | – |
| AXTA | Buy | Axalta Coating Systems Ltd | $2,625 | +44.5% | 80 | +33.3% | 0.00% | – |
| BG | New | Bunge Limited | $10,190 | – | 108 | +100.0% | 0.00% | – |
| LPG | Buy | Dorian LPG Ltd | $564 | +57.1% | 22 | +22.2% | 0.00% | – |
| AES | Buy | AES Corp | $10,116 | -4.1% | 488 | +11.4% | 0.00% | – |
| AVAV | Buy | Aerovironment Inc | $12,274 | +569.6% | 120 | +500.0% | 0.00% | – |
| AVIG | New | Avantis Core Fixed Income ETFavantis core fi | $1,158 | – | 28 | +100.0% | 0.00% | – |
| AVUV | New | Avantis U.S. Small Cap Value ETFus sml cp valu | $3,260 | – | 42 | +100.0% | 0.00% | – |
| Buy | Annaly Capital Management Inc REIT | $4,102 | +16.0% | 205 | +10.8% | 0.00% | – | |
| ARMK | Buy | Aramark | $4,951 | +38.3% | 115 | +15.0% | 0.00% | – |
| AUB | New | Atlantic Union Bankshares Corp | $1,298 | – | 50 | +100.0% | 0.00% | – |
| ATO | Buy | Atmos Energy Corp | $11,169 | +9.2% | 96 | +5.5% | 0.00% | – |
| AXON | Buy | Axon Enterprise Inc | $9,366 | +38.8% | 48 | +60.0% | 0.00% | – |
| BTEGF | New | Baytex Energy Corp | $339 | – | 104 | +100.0% | 0.00% | – |
| BERY | New | Berry Plastics Group Inc | $1,287 | – | 20 | +100.0% | 0.00% | – |
| BKE | Buy | Buckle Inc | $7,612 | +966.1% | 220 | +1000.0% | 0.00% | – |
| CVI | New | CVR Energy Inc | $599 | – | 20 | +100.0% | 0.00% | – |
| CPT | Buy | Camden Property Trustsh ben int | $7,621 | +21.2% | 70 | +16.7% | 0.00% | – |
| New | Canadian Pacific Kansas City Limited | $11,469 | – | 142 | +100.0% | 0.00% | – | |
| CERT | New | Certara Inc | $1,275 | – | 70 | +100.0% | 0.00% | – |
| New | Core Laboratories Inc | $1,093 | – | 47 | +100.0% | 0.00% | – | |
| COTY | Buy | Coty Inc | $1,966 | +81.2% | 160 | +77.8% | 0.00% | – |
| CRWD | New | Crowdstrike Holdings Inccl a | $1,175 | – | 8 | +100.0% | 0.00% | – |
| CCK | New | Crown Holdings Inc | $2,693 | – | 31 | +100.0% | 0.00% | – |
| New | Cytek Biosciences Inc | $512 | – | 60 | +100.0% | 0.00% | – | |
| Buy | Douglas Elliman Inc | $124 | -26.2% | 56 | +3.7% | 0.00% | – | |
| DOCS | New | Doximity Inccl a | $1,701 | – | 50 | +100.0% | 0.00% | – |
| DY | Buy | Dycom Industries Inc. | $2,273 | +73.4% | 20 | +42.9% | 0.00% | – |
| BGLD | New | FT Cboe Vest Gold Strategy Quarterly Buffer ETFcboe vest gld st | $4,604 | – | 235 | +100.0% | 0.00% | – |
| LMBS | New | First Trust Low Duration Opportunities ETFfst low oppt eft | $2,765 | – | 58 | +100.0% | 0.00% | – |
| KNG | New | FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETFft cboe vest s&p | $1,163 | – | 22 | +100.0% | 0.00% | – |
| QJUN | New | FT Cboe Vest Nasdaq-100 Buffer ETF - Junecboe vest nas100 | $8,077 | – | 363 | +100.0% | 0.00% | – |
| QMAR | New | FT Cboe Vest Nasdaq-100 Buffer ETF - Marchcboe vest nas100 | $8,104 | – | 338 | +100.0% | 0.00% | – |
| FJAN | New | FT Cboe Vest U.S. Equity Buffer ETF - Januaryft cboe vest bfr | $10,525 | – | 283 | +100.0% | 0.00% | – |
| DJAN | New | FT Cboe Vest U.S. Equity Deep Buffer ETF - Januarycboe vest us eqt | $9,938 | – | 304 | +100.0% | 0.00% | – |
| QDEC | New | FT Cboe Vest Nasdaq-100 Buffer ETF - Decemberft cboe vest 100 | $7,747 | – | 346 | +100.0% | 0.00% | – |
| FOCT | New | FT Cboe Vest U.S. Equity Buffer ETF - Octobervest us eqty buf | $10,491 | – | 278 | +100.0% | 0.00% | – |
| DOCT | New | FT Cboe Vest U.S. Equity Deep Buffer ETF - Octobervest us eqt dep | $10,331 | – | 296 | +100.0% | 0.00% | – |
| DJUL | New | FT Cboe Vest US Equity Deep Buffer ETF - Julycboe vest us eqt | $10,340 | – | 298 | +100.0% | 0.00% | – |
| FIXD | New | First Trust TCW Opportunistic Fixed Income ETFtcw opportunis | $2,253 | – | 51 | +100.0% | 0.00% | – |
| FJUL | New | FT Cboe Vest US Equity Buffer ETF - Julycboe vest us eqt | $10,413 | – | 267 | +100.0% | 0.00% | – |
| DAPR | New | FT Cboe Vest U.S. Equity Deep Buffer ETF - Aprilcboe vest us dep | $9,622 | – | 313 | +100.0% | 0.00% | – |
| New | FT Cboe Vest Growth-100 Buffer ETF - Septembercboe vest nas100 | $8,193 | – | 384 | +100.0% | 0.00% | – | |
| FAPR | New | FT Cboe Vest U.S. Equity Buffer ETF - Aprilcboe vest us eqt | $10,368 | – | 316 | +100.0% | 0.00% | – |
| GPK | New | Graphic Packaging Holding Co | $1,202 | – | 50 | +100.0% | 0.00% | – |
| HTZZ | New | Hertz Global Holdings Inc | $920 | – | 50 | +100.0% | 0.00% | – |
| IEI | Buy | iShares Barclays 3-7 Year Treasury Bond Fund3 7 yr treas bd | $4,956 | +23.9% | 43 | +26.5% | 0.00% | – |
| IWX | New | iShares Russell Top 200 Value ETFrus tp200 vl etf | $10,521 | – | 156 | +100.0% | 0.00% | – |
| ILTB | New | iShares Core 10 Year USD Bond ETFcore lt usdb etf | $2,367 | – | 45 | +100.0% | 0.00% | – |
| CMBS | New | iShares CMBS ETFcmbs etf | $550 | – | 12 | +100.0% | 0.00% | – |
| JBGS | Buy | JBG Smith Properties REIT | $978 | +29.9% | 65 | +30.0% | 0.00% | – |
| JPST | New | JPMorgan Ultra-Short Income ETFultra shrt inc | $3,359 | – | 67 | +100.0% | 0.00% | – |
| KMT | Buy | Kennametal Inc | $1,420 | +39.2% | 50 | +35.1% | 0.00% | – |
| KW | New | Kennedy-Wilson Holdings Inc | $1,225 | – | 75 | +100.0% | 0.00% | – |
| New | Knife River Corp | $1,001 | – | 23 | +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 2023-08-01
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.