$2.55 Billion is the total value of FARMERS & MERCHANTS INVESTMENTS INC's 1755 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 39.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | iShares S&P 500 Index Fundcore s&p500 etf | $156,167,373 | +6.1% | 363,662 | +10.1% | 6.13% | +10.5% |
| VEA | Buy | Vanguard FTSE Developed Markets ETFvan ftse dev mkt | $123,113,727 | -2.0% | 2,815,959 | +3.5% | 4.83% | +2.1% |
| IJR | Buy | iShares S&P Small Cap 600 Index ETFcore s&p scp etf | $84,493,551 | +0.9% | 895,723 | +6.6% | 3.32% | +5.1% |
| IJH | Buy | iShares S&P Midcap 400core s&p mcp etf | $70,803,681 | +1.0% | 283,953 | +5.9% | 2.78% | +5.1% |
| VWO | Buy | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $55,941,378 | +1.5% | 1,426,712 | +5.3% | 2.20% | +5.6% |
| BND | Buy | Vanguard Total Bond Market ETFtotal bnd mrkt | $34,594,063 | +2.4% | 495,759 | +6.7% | 1.36% | +6.6% |
| XOM | Buy | Exxon Mobil Corp | $31,818,206 | +14.6% | 270,609 | +4.6% | 1.25% | +19.3% |
| PEP | Buy | PepsiCo Inc | $28,577,073 | -8.3% | 168,656 | +0.3% | 1.12% | -4.5% |
| JNJ | Buy | Johnson & Johnson | $25,981,125 | -4.4% | 166,813 | +1.6% | 1.02% | -0.5% |
| CVS | Buy | CVS Health Corporation | $22,091,048 | +3.4% | 316,400 | +2.4% | 0.87% | +7.6% |
| CVX | Buy | Chevron Corp | $21,484,717 | +10.4% | 127,415 | +3.0% | 0.84% | +15.0% |
| GOOGL | Buy | Alphabet Inc Class Acap stk cl a | $20,810,928 | +9.8% | 159,032 | +0.4% | 0.82% | +14.3% |
| AMD | Buy | Advanced Micro Devices Inc | $19,853,205 | -9.5% | 193,087 | +0.3% | 0.78% | -5.8% |
| ROP | Buy | Roper Technologies Inc | $18,640,421 | +3.3% | 38,491 | +2.5% | 0.73% | +7.5% |
| APH | Buy | Amphenol Corp Cl Acl a | $17,801,597 | -1.0% | 211,949 | +0.1% | 0.70% | +3.1% |
| VCSH | Buy | Vanguard S/T Corp Bond ETFshrt trm corp bd | $17,036,280 | -0.6% | 226,697 | +0.1% | 0.67% | +3.6% |
| V | Buy | Visa Inc. | $16,193,394 | -2.9% | 70,403 | +0.3% | 0.64% | +1.1% |
| AMZN | Buy | Amazon.com, Inc. | $14,020,446 | +4.2% | 110,293 | +6.8% | 0.55% | +8.3% |
| HON | Buy | Honeywell Intl Inc | $12,938,451 | -10.4% | 70,036 | +0.6% | 0.51% | -6.8% |
| COP | Buy | ConocoPhillips | $12,514,428 | +20.7% | 104,461 | +4.4% | 0.49% | +25.6% |
| SYK | Buy | Stryker Corp | $12,504,289 | -10.1% | 45,758 | +0.3% | 0.49% | -6.5% |
| DIS | Buy | Walt Disney Company | $12,481,781 | -6.4% | 154,001 | +3.1% | 0.49% | -2.6% |
| NKE | Buy | Nike Inc Cl Bcl b | $12,248,157 | +28.8% | 128,092 | +48.7% | 0.48% | +34.0% |
| BAC | Buy | Bank of America Corp | $11,869,832 | -2.9% | 433,522 | +1.8% | 0.47% | +1.1% |
| HYG | Buy | iShares iBoxx H/Y Corp Bond Fund ETFiboxx hi yd etf | $9,936,055 | +2.6% | 134,781 | +4.5% | 0.39% | +6.8% |
| DHR | Buy | Danaher Corp | $9,685,576 | +3.5% | 39,039 | +0.1% | 0.38% | +7.6% |
| RTX | Buy | RTX Corp | $9,327,096 | -22.8% | 129,597 | +5.0% | 0.37% | -19.7% |
| VZ | Buy | Verizon Communications | $9,095,056 | +1.6% | 280,625 | +16.6% | 0.36% | +5.6% |
| COST | Buy | Costco Wholesale Corp | $8,695,299 | +5.7% | 15,391 | +0.7% | 0.34% | +10.0% |
| QCOM | Buy | Qualcomm Inc | $8,399,912 | +2.1% | 75,634 | +9.5% | 0.33% | +6.5% |
| AME | Buy | AMETEK Inc | $8,127,982 | +12.2% | 55,008 | +22.9% | 0.32% | +16.8% |
| IVW | Buy | iShares S&P 500 Growth Index Funds&p 500 grwt etf | $7,714,971 | -2.8% | 112,759 | +0.1% | 0.30% | +1.3% |
| CAT | Buy | Caterpillar Inc | $7,343,700 | +11.7% | 26,900 | +0.7% | 0.29% | +16.1% |
| PYPL | Buy | Paypal Holdings Inc | $6,943,353 | -0.8% | 118,771 | +13.2% | 0.27% | +3.4% |
| TGT | Buy | Target Corp | $6,506,271 | -8.7% | 58,843 | +8.9% | 0.26% | -5.2% |
| ALB | Buy | Albemarle Corp | $6,454,888 | +42450.3% | 37,961 | +55725.0% | 0.25% | +25200.0% |
| ZTS | Buy | Zoetis Inccl a | $5,350,233 | +1.1% | 30,752 | +0.0% | 0.21% | +5.0% |
| KMB | Buy | Kimberly Clark Corp | $5,192,199 | -12.4% | 42,964 | +0.1% | 0.20% | -8.5% |
| SPY | Buy | Standard and Poor's Depositary Receipts 500 ETF Trusttr unit | $5,162,676 | -1.3% | 12,077 | +2.3% | 0.20% | +3.0% |
| EW | Buy | Edwards Lifesciences Corp | $5,150,137 | -26.3% | 74,338 | +0.4% | 0.20% | -23.2% |
| IBM | Buy | International Business Machines Corp | $4,884,685 | +7.8% | 34,816 | +2.8% | 0.19% | +12.3% |
| O | Buy | Realty Income Corp | $4,515,775 | -10.0% | 90,424 | +7.8% | 0.18% | -6.3% |
| PSX | Buy | Phillips 66 | $4,425,365 | +27.0% | 36,832 | +0.8% | 0.17% | +32.8% |
| TROW | Buy | T. Rowe Price Group Inc | $3,846,946 | -6.2% | 36,683 | +0.2% | 0.15% | -2.6% |
| KHC | Buy | Kraft Heinz Co | $3,458,259 | -4.4% | 102,802 | +0.9% | 0.14% | 0.0% |
| OTIS | Buy | Otis Worldwide Corp | $3,449,395 | -9.0% | 42,951 | +0.8% | 0.14% | -5.6% |
| NVDA | Buy | NVIDIA Corporation | $3,047,540 | +3.1% | 7,006 | +0.2% | 0.12% | +8.1% |
| DOW | Buy | Dow Inc | $3,054,208 | -1.4% | 59,236 | +1.9% | 0.12% | +2.6% |
| CL | Buy | Colgate Palmolive Co | $2,737,735 | -6.6% | 38,500 | +1.2% | 0.11% | -3.6% |
| C | Buy | Citigroup Inc | $2,668,432 | +8.7% | 64,878 | +21.6% | 0.10% | +12.9% |
| MA | Buy | Mastercard Inc - Class Acl a | $2,530,261 | +1.0% | 6,391 | +0.3% | 0.10% | +5.3% |
| GNMA | New | iShares GNMA Bond ETFgnma bond etf | $2,211,917 | – | 52,942 | +100.0% | 0.09% | – |
| VO | Buy | Vanguard Mid-Cap Index ETFmid cap etf | $1,954,541 | -5.2% | 9,386 | +0.2% | 0.08% | -1.3% |
| TMO | Buy | Thermo Fisher Scientific | $1,926,989 | -2.7% | 3,807 | +0.3% | 0.08% | +1.3% |
| PII | Buy | Polaris Inc | $1,855,462 | -12.9% | 17,817 | +1.1% | 0.07% | -8.8% |
| ITOT | Buy | iShares Core S&P Total US Stock Market ETFcore s&p ttl stk | $1,787,444 | +25.8% | 18,977 | +30.7% | 0.07% | +29.6% |
| Buy | Safehold Inc REIT | $1,516,329 | -23.5% | 85,187 | +2.0% | 0.06% | -20.0% | |
| VBR | Buy | Vanguard Small-Cap Value Index ETFsm cp val etf | $1,517,228 | -3.2% | 9,513 | +0.4% | 0.06% | +1.7% |
| HBI | Buy | Hanesbrands Inc | $1,280,470 | -12.7% | 323,351 | +0.1% | 0.05% | -9.1% |
| NEE | Buy | NextEra Energy Inc. | $1,267,427 | -21.7% | 22,123 | +1.4% | 0.05% | -18.0% |
| GSLC | Buy | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFactivebeta us lg | $1,152,603 | +83.6% | 13,684 | +90.3% | 0.04% | +87.5% |
| SCHD | Buy | Schwab US Dividend Equity ETFus dividend eq | $1,081,920 | +44.8% | 15,290 | +48.6% | 0.04% | +50.0% |
| ZBH | Buy | Zimmer Biomet Holdings Inc | $985,853 | +228.7% | 8,785 | +326.5% | 0.04% | +254.5% |
| TSLA | Buy | Tesla Inc | $916,556 | +26.8% | 3,663 | +32.6% | 0.04% | +33.3% |
| VUG | Buy | Vanguard Growth ETFgrowth etf | $772,543 | +115.5% | 2,837 | +123.9% | 0.03% | +114.3% |
| TMUS | Buy | T-Mobile US, Inc. | $757,671 | +15.3% | 5,410 | +14.4% | 0.03% | +20.0% |
| New | Kenvue Inc | $665,853 | – | 33,160 | +100.0% | 0.03% | – | |
| OKE | Buy | Oneok Inc | $625,449 | +13.5% | 9,860 | +10.4% | 0.02% | +19.0% |
| XEL | Buy | Xcel Energy | $577,178 | -2.9% | 10,087 | +5.5% | 0.02% | +4.5% |
| WELL | Buy | Welltower Inc | $572,211 | +1.4% | 6,985 | +0.1% | 0.02% | +4.8% |
| DGX | Buy | Quest Diagnostics Inc | $523,023 | -11.8% | 4,292 | +1.8% | 0.02% | -4.5% |
| VFC | Buy | VF Corp | $466,877 | +6.5% | 26,422 | +15.0% | 0.02% | +5.9% |
| OMC | Buy | Omnicom Group Inc | $419,397 | -16.3% | 5,631 | +6.9% | 0.02% | -15.8% |
| PRF | Buy | Invesco FTSE RAFI US 1000 ETFftse rafi 1000 | $407,455 | -2.8% | 12,805 | +400.0% | 0.02% | 0.0% |
| AMT | Buy | American Tower Corp | $374,288 | -13.2% | 2,276 | +2.3% | 0.02% | -6.2% |
| PFG | Buy | Principal Financial Group, Inc. | $324,892 | -1.2% | 4,508 | +3.9% | 0.01% | +8.3% |
| BX | Buy | Blackstone Inc | $308,456 | +72.2% | 2,879 | +49.4% | 0.01% | +71.4% |
| SCHX | Buy | Schwab U.S. Large-Cap ETFus lrg cap etf | $293,834 | +2.9% | 5,807 | +6.5% | 0.01% | +9.1% |
| CRM | Buy | Salesforce Inc | $283,081 | -1.8% | 1,396 | +2.3% | 0.01% | 0.0% |
| QQQ | Buy | Invesco QQQ Trustunit ser 1 | $257,238 | +24.3% | 718 | +28.2% | 0.01% | +25.0% |
| ADI | Buy | Analog Devices, Inc. | $205,731 | -9.1% | 1,175 | +1.1% | 0.01% | -11.1% |
| IWB | Buy | iShares Russell 1000 Index Fundrus 1000 etf | $201,083 | +678.3% | 856 | +707.5% | 0.01% | +700.0% |
| VTV | Buy | Vanguard Value ETFvalue etf | $215,585 | +1.1% | 1,563 | +4.2% | 0.01% | 0.0% |
| ADBE | Buy | Adobe Inc | $195,802 | +10.3% | 384 | +5.8% | 0.01% | +14.3% |
| EXR | Buy | Extra Space Storage Inc | $199,634 | -16.0% | 1,642 | +2.8% | 0.01% | -11.1% |
| PLD | Buy | Prologis Inc | $174,823 | -8.1% | 1,558 | +0.5% | 0.01% | 0.0% |
| IEFA | Buy | iShares Core MSCI EAFE ETFcore msci eafe | $180,051 | +33.5% | 2,798 | +40.0% | 0.01% | +40.0% |
| IGSB | New | iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF | $157,064 | – | 3,152 | +100.0% | 0.01% | – |
| Buy | GE HealthCare Technologies Inc | $161,187 | -5.7% | 2,369 | +12.6% | 0.01% | 0.0% | |
| CTVA | Buy | Corteva, Inc. | $159,056 | -6.1% | 3,109 | +5.1% | 0.01% | 0.0% |
| AXP | Buy | American Express Co | $144,565 | -9.8% | 969 | +5.3% | 0.01% | 0.0% |
| URI | Buy | United Rentals, Inc. | $155,600 | +16.5% | 350 | +16.7% | 0.01% | +20.0% |
| CME | Buy | CME Group, Inc | $122,134 | +8.8% | 610 | +0.7% | 0.01% | +25.0% |
| PFF | Buy | IShares Preferred & Income Securities ETFpfd and incm sec | $100,671 | +1.7% | 3,339 | +4.3% | 0.00% | 0.0% |
| IEMG | Buy | iShares Core MSCI Emerging Markets ETFcore msci emkt | $114,168 | +9.9% | 2,399 | +13.8% | 0.00% | 0.0% |
| INTU | Buy | Intuit Corp Common | $97,079 | +14.5% | 190 | +2.7% | 0.00% | +33.3% |
| NOW | Buy | ServiceNow, Inc. | $86,080 | +3.5% | 154 | +4.1% | 0.00% | 0.0% |
| ISRG | Buy | Intuitive Surgical, Inc. | $75,703 | -6.6% | 259 | +9.3% | 0.00% | 0.0% |
| EMB | New | iShares JPMorgan USD Emerging Markets Bond Fundjpmorgan usd emg | $42,003 | – | 509 | +100.0% | 0.00% | – |
| LNG | Buy | Cheniere Energy Inc | $57,256 | +31.9% | 345 | +21.1% | 0.00% | 0.0% |
| NJR | Buy | New Jersey Resources Corp | $42,255 | +2138.1% | 1,040 | +2500.0% | 0.00% | – |
| ES | Buy | Eversource Energy | $55,243 | -15.8% | 950 | +2.7% | 0.00% | 0.0% |
| NOC | Buy | Northrop Grumman Corp | $44,459 | -1.5% | 101 | +2.0% | 0.00% | 0.0% |
| UBER | Buy | Uber Technologies Inc | $49,393 | +14.4% | 1,074 | +7.4% | 0.00% | 0.0% |
| VRTX | Buy | Vertex Pharmaceuticals Inc | $58,768 | +1.2% | 169 | +2.4% | 0.00% | 0.0% |
| ABNB | New | Airbnb Inc | $38,556 | – | 281 | +100.0% | 0.00% | – |
| AWK | Buy | American Water Works Co Inc | $47,055 | +159.6% | 380 | +199.2% | 0.00% | +100.0% |
| PANW | Buy | Palo Alto Networks, Inc. | $49,467 | +1.9% | 211 | +11.1% | 0.00% | 0.0% |
| CCI | Buy | Crown Castle Inc | $46,015 | -17.6% | 500 | +2.0% | 0.00% | 0.0% |
| USHY | New | iShares Broad USD High Yield Corporate Bond ETFbroad usd high | $30,614 | – | 882 | +100.0% | 0.00% | – |
| IBDR | New | iShares iBonds Dec 2026 Term Corporate ETFibonds dec2026 | $26,929 | – | 1,154 | +100.0% | 0.00% | – |
| IBDP | New | iShares iBonds Dec 2024 Term Corporate ETFibonds dec24 etf | $27,549 | – | 1,114 | +100.0% | 0.00% | – |
| IBDQ | New | iShares iBonds Dec 2025 Term Corporate ETFibonds dec25 etf | $27,148 | – | 1,114 | +100.0% | 0.00% | – |
| IUSB | New | iShares Core Total USD Bond Market ETFcore total usd | $20,721 | – | 474 | +100.0% | 0.00% | – |
| BLDR | Buy | Builders FirstSource Inc | $19,171 | +138.9% | 154 | +161.0% | 0.00% | – |
| IQV | Buy | IQVIA Holdings Inc | $25,578 | -9.0% | 130 | +4.0% | 0.00% | 0.0% |
| STIP | New | iShares 0-5 Year TIPS Bond ETF0-5 yr tips etf | $26,265 | – | 271 | +100.0% | 0.00% | – |
| CSGP | Buy | CoStar Group Inc | $20,760 | -7.4% | 270 | +7.1% | 0.00% | 0.0% |
| PCG | Buy | PG&E Corp | $20,904 | +0.3% | 1,296 | +7.5% | 0.00% | 0.0% |
| BR | Buy | Broadridge Financial Solutions, Inc | $14,503 | +15.2% | 81 | +6.6% | 0.00% | – |
| DXCM | Buy | Dexcom Inc | $30,323 | -6.7% | 325 | +28.5% | 0.00% | 0.0% |
| DSI | New | iShares Trust - iShares MSCI KLD 400 Social ETFmsci kld400 soc | $17,259 | – | 212 | +100.0% | 0.00% | – |
| APTV | Buy | Aptiv PLC | $18,535 | +2.6% | 188 | +6.2% | 0.00% | 0.0% |
| SRE | Buy | Sempra | $29,661 | -34.9% | 436 | +39.3% | 0.00% | -50.0% |
| Buy | Phillips Edison & Company Inc | $26,061 | +9.4% | 777 | +11.2% | 0.00% | 0.0% | |
| IUSV | Buy | iShares Russell 3000 Value Index Fundcore s&p us vlu | $25,968 | +10.6% | 348 | +16.0% | 0.00% | 0.0% |
| HLT | Buy | Hilton Worldwide Holdings Inc | $27,333 | +7.3% | 182 | +4.0% | 0.00% | 0.0% |
| ENPH | Buy | Enphase Energy Inc | $15,860 | +4.1% | 132 | +45.1% | 0.00% | 0.0% |
| DTE | Buy | DTE Energy Co | $13,899 | -6.4% | 140 | +3.7% | 0.00% | 0.0% |
| ANET | Buy | Arista Networks Inc | $29,613 | +21.0% | 161 | +6.6% | 0.00% | 0.0% |
| WTRG | Buy | Essential Utilities Inc | $21,079 | +393.7% | 614 | +473.8% | 0.00% | – |
| BIV | Buy | Vanguard Intermediate-Term Bond ETFintermed term | $24,007 | +81.3% | 332 | +88.6% | 0.00% | – |
| AVB | Buy | Avalonbay Communities Inc. | $16,144 | -7.3% | 94 | +2.2% | 0.00% | 0.0% |
| K | Buy | Kellanova | $21,602 | +96.6% | 363 | +122.7% | 0.00% | – |
| KR | Buy | Kroger Co | $35,353 | +17.5% | 790 | +23.4% | 0.00% | 0.0% |
| VCIT | Buy | Vanguard Intermediate Term Corporate Bond Fundint-term corp | $23,402 | +51.1% | 308 | +57.1% | 0.00% | 0.0% |
| NGVT | Buy | Ingevity Corp | $27,566 | -17.9% | 579 | +0.3% | 0.00% | 0.0% |
| VICI | Buy | Vici Properties Inc | $19,934 | -0.1% | 685 | +7.9% | 0.00% | 0.0% |
| CPRT | Buy | Copart Inc | $23,269 | -5.5% | 540 | +100.0% | 0.00% | 0.0% |
| PEG | Buy | Public Svc Enterprises Common | $32,439 | -7.5% | 570 | +1.8% | 0.00% | 0.0% |
| LPI | Buy | Vital Energy Inc | $720 | +59.3% | 13 | +30.0% | 0.00% | – |
| LBRT | New | Liberty Energy Inc | $1,204 | – | 65 | +100.0% | 0.00% | – |
| New | Liberty Media Corp-Liberty Formula One C | $7,289 | – | 117 | +100.0% | 0.00% | – | |
| LNC | Buy | Lincoln Natl Corp | $4,444 | +46.2% | 180 | +52.5% | 0.00% | – |
| MAC | Buy | The Macerich Co | $1,418 | +35.3% | 130 | +39.8% | 0.00% | – |
| MSGS | New | Madison Square Garden Company (New)cl a | $2,116 | – | 12 | +100.0% | 0.00% | – |
| MRCY | Buy | Mercury Systems Inc | $1,298 | +39.0% | 35 | +29.6% | 0.00% | – |
| MRNA | Buy | Moderna Inc | $2,169 | +19.0% | 21 | +40.0% | 0.00% | – |
| MC | New | Moelis & Cocl a | $2,031 | – | 45 | +100.0% | 0.00% | – |
| MORN | New | Morningstar Inc | $1,171 | – | 5 | +100.0% | 0.00% | – |
| NRG | Buy | NRG Energy Inc | $12,057 | +71.5% | 313 | +66.5% | 0.00% | – |
| NWL | Buy | Newell Brands Inc. | $3,124 | +35.0% | 346 | +30.1% | 0.00% | – |
| NOG | Buy | Northern Oil and Gas Inc | $2,414 | +27.9% | 60 | +9.1% | 0.00% | – |
| NWE | Buy | NorthWestern Energy Group Inc | $10,814 | +662.1% | 225 | +800.0% | 0.00% | – |
| OVV | Buy | Ovintiv Inc | $4,757 | +66.6% | 100 | +33.3% | 0.00% | – |
| PLMR | Buy | Palomar Holdings Inc | $1,015 | -2.9% | 20 | +11.1% | 0.00% | – |
| PTEN | Buy | Patterson-UTI Energy, Inc. | $3,225 | +73.9% | 233 | +50.3% | 0.00% | – |
| PAG | New | Penske Automotive Group Inc | $1,504 | – | 9 | +100.0% | 0.00% | – |
| New | Permian Resources Corp | $977 | – | 70 | +100.0% | 0.00% | – | |
| New | Phinia Inc | $1,152 | – | 43 | +100.0% | 0.00% | – | |
| PLNT | New | Planet Fitness Inccl a | $1,475 | – | 30 | +100.0% | 0.00% | – |
| PINC | New | Premier Inccl a | $1,613 | – | 75 | +100.0% | 0.00% | – |
| PRVA | New | Privia Health Group Inc | $1,380 | – | 60 | +100.0% | 0.00% | – |
| PRG | Buy | PROG Holdings Inc | $1,229 | +12.5% | 37 | +8.8% | 0.00% | – |
| ROLL | New | RBC Bearings Inc | $1,171 | – | 5 | +100.0% | 0.00% | – |
| RC | Buy | Ready Capital Corp | $1,264 | +60.0% | 125 | +78.6% | 0.00% | – |
| REG | Buy | Regency Centers Corp | $6,954 | +5.2% | 117 | +9.3% | 0.00% | – |
| New | Rivian Automotive Inc Cl A | $9,712 | – | 400 | +100.0% | 0.00% | – | |
| Buy | SL Green Realty Corp REIT | $1,604 | +33.4% | 43 | +7.5% | 0.00% | – | |
| SM | Buy | SM Energy Co | $3,608 | +29.6% | 91 | +3.4% | 0.00% | – |
| SDGR | New | Schrodinger Inc | $707 | – | 25 | +100.0% | 0.00% | – |
| SMPL | Buy | Simply Good Foods Co | $2,140 | -2.5% | 62 | +3.3% | 0.00% | – |
| SNOW | Buy | Snowflake Inccl a | $7,486 | +183.6% | 49 | +226.7% | 0.00% | – |
| STAA | Buy | STAAR Surgical Co | $1,005 | +0.6% | 25 | +31.6% | 0.00% | – |
| STWD | Buy | Starwood Property Trust Inc REIT | $2,419 | +8.4% | 125 | +8.7% | 0.00% | – |
| SUI | New | Sun Communities Inc. REIT | $710 | – | 6 | +100.0% | 0.00% | – |
| New | TKO Group Holdings Inccl a | $1,681 | – | 20 | +100.0% | 0.00% | – | |
| TALO | Buy | Talos Energy Inc | $986 | +58.0% | 60 | +33.3% | 0.00% | – |
| TNDM | Buy | Tandem Diabetes Care Inc | $1,039 | -5.9% | 50 | +11.1% | 0.00% | – |
| UFPT | New | UFP Technologies Inc | $807 | – | 5 | +100.0% | 0.00% | – |
| USPH | Buy | US Physical Therapy Inc | $1,009 | -7.7% | 11 | +22.2% | 0.00% | – |
| UCBI | Buy | United Community Banks, Inc | $2,058 | +7.0% | 81 | +5.2% | 0.00% | – |
| MTN | New | Vail Resorts, Inc. | $3,106 | – | 14 | +100.0% | 0.00% | – |
| BLV | New | Vanguard Long-Term Bond ETFlong term bond | $10,327 | – | 154 | +100.0% | 0.00% | – |
| VRSN | New | VeriSign, Inc. | $10,734 | – | 53 | +100.0% | 0.00% | – |
| VST | New | Vistra Corp | $3,318 | – | 100 | +100.0% | 0.00% | – |
| WAFD | Buy | Washington Federal Inc | $1,281 | +9.8% | 50 | +13.6% | 0.00% | – |
| New | Wheels Up Experience Inc | $1,035 | – | 500 | +100.0% | 0.00% | – | |
| WDAY | New | Workday Inc Cl Acl a | $1,934 | – | 9 | +100.0% | 0.00% | – |
| ZI | Buy | ZoomInfo Technologies Inc | $1,640 | -19.3% | 100 | +25.0% | 0.00% | – |
| WFRD | New | Weatherford International PLC | $2,258 | – | 25 | +100.0% | 0.00% | – |
| MANU | New | Manchester United Plcord cl a | $119 | – | 6 | +100.0% | 0.00% | – |
| NCLH | Buy | Norwegian Cruise Line Holdings Ltd | $4,202 | +1.6% | 255 | +34.2% | 0.00% | – |
| RNR | Buy | Renaissance Re Holdings Ltd | $4,156 | +11.4% | 21 | +5.0% | 0.00% | – |
| ST | New | Sensata Technologies Holding PLC | $1,702 | – | 45 | +100.0% | 0.00% | – |
| VAL | Buy | Valaris Ltdcl a | $1,500 | +58.9% | 20 | +33.3% | 0.00% | – |
| PRGO | New | Perrigo Co PLC | $1,598 | – | 50 | +100.0% | 0.00% | – |
| New | Arrival SA | $1 | – | 1 | +100.0% | 0.00% | – | |
| AMLP | Buy | Alerian MLP ETFalerian mlp | $10,508 | +168.0% | 249 | +149.0% | 0.00% | – |
| ARE | Buy | Alexandria Real Estate Equities Inc | $10,811 | -3.8% | 108 | +9.1% | 0.00% | – |
| ALLY | New | Ally Financial Inc | $2,401 | – | 90 | +100.0% | 0.00% | – |
| APLE | New | Apple Hospitality REIT Inc | $1,841 | – | 120 | +100.0% | 0.00% | – |
| ABR | New | Arbor Realty Trust Inc | $1,822 | – | 120 | +100.0% | 0.00% | – |
| APAM | New | Artisan Partners Asset Management Inccl a | $1,684 | – | 45 | +100.0% | 0.00% | – |
| AUB | Buy | Atlantic Union Bankshares Corp | $1,583 | +22.0% | 55 | +10.0% | 0.00% | – |
| BWXT | New | BWX Technologies Inc | $2,624 | – | 35 | +100.0% | 0.00% | – |
| BOH | Buy | Bank of Hawaii Corp | $1,391 | +87.5% | 28 | +55.6% | 0.00% | – |
| BERY | Buy | Berry Plastics Group Inc | $2,972 | +130.9% | 48 | +140.0% | 0.00% | – |
| BILL | New | BILL Holdings Inc | $7,383 | – | 68 | +100.0% | 0.00% | – |
| BXMT | New | Blackstone Mortgage Trust | $2,284 | – | 105 | +100.0% | 0.00% | – |
| CMS | Buy | CMS Energy Corp | $10,941 | -2.5% | 206 | +7.9% | 0.00% | – |
| CRC | New | California Resources Corp | $2,801 | – | 50 | +100.0% | 0.00% | – |
| CPT | Buy | Camden Property Trustsh ben int | $7,094 | -6.9% | 75 | +7.1% | 0.00% | – |
| CARG | New | Cargurus Inc | $1,051 | – | 60 | +100.0% | 0.00% | – |
| CERT | Buy | Certara Inc | $1,163 | -8.8% | 80 | +14.3% | 0.00% | – |
| CHK | New | Chesapeake Energy Corp | $3,622 | – | 42 | +100.0% | 0.00% | – |
| Buy | Civitas Resources Inc | $4,044 | +35.6% | 50 | +16.3% | 0.00% | – | |
| New | Coherent Corp | $1,632 | – | 50 | +100.0% | 0.00% | – | |
| CEIX | Buy | Consol Energy Inc | $2,518 | +68.8% | 24 | +9.1% | 0.00% | – |
| CCK | Buy | Crown Holdings Inc | $4,424 | +64.3% | 50 | +61.3% | 0.00% | – |
| DAN | Buy | Dana Holding Corp | $1,174 | +9.6% | 80 | +27.0% | 0.00% | – |
| DLB | New | Dolby Laboratories Inc Cl A | $1,585 | – | 20 | +100.0% | 0.00% | – |
| DEI | Buy | Douglas Emmett Inc REIT | $1,531 | +52.2% | 120 | +50.0% | 0.00% | – |
| DBX | New | Dropbox Inccl a | $2,723 | – | 100 | +100.0% | 0.00% | – |
| DVAX | Buy | Dynavax Technologies Corp | $1,329 | +28.5% | 90 | +12.5% | 0.00% | – |
| EPAM | Buy | EPAM Sys Inc | $9,461 | +16.9% | 37 | +2.8% | 0.00% | – |
| ELS | New | Equity LifeStyle Properties, Inc. | $4,460 | – | 70 | +100.0% | 0.00% | – |
| ERIE | New | Erie Indemnity Cocl a | $2,938 | – | 10 | +100.0% | 0.00% | – |
| EXLS | Buy | ExlService Holdings Inc | $1,963 | -13.4% | 70 | +366.7% | 0.00% | – |
| EXPI | New | eXp World Holdings Inc | $812 | – | 50 | +100.0% | 0.00% | – |
| FNF | New | Fidelity National Financial Group | $3,304 | – | 80 | +100.0% | 0.00% | – |
| FCF | Buy | First Commonwealth Financial Corp | $891 | +11.8% | 73 | +15.9% | 0.00% | – |
| CIBR | New | First Trust Nasdaq Cybersecurity ETFnasdaq cyb etf | $4,316 | – | 95 | +100.0% | 0.00% | – |
| FTGC | New | First Trust Global Tactical Commodity Strategy Fund ETFfst tr glb fd | $7,104 | – | 296 | +100.0% | 0.00% | – |
| GQRE | New | FlexShares Global Quality Real Estate Index Fund ETFglb qlt r/e idx | $5,039 | – | 103 | +100.0% | 0.00% | – |
| New | Fortrea Holdings Inc | $7,776 | – | 272 | +100.0% | 0.00% | – | |
| GLPI | New | Gaming and Leisure Properties Inc | $2,733 | – | 60 | +100.0% | 0.00% | – |
| GNRC | Buy | Generac Holdings, Inc. | $4,685 | -19.4% | 43 | +10.3% | 0.00% | – |
| GDDY | New | GoDaddy Inccl a | $3,724 | – | 50 | +100.0% | 0.00% | – |
| GSHD | New | Goosehead Insurance Inc | $1,043 | – | 14 | +100.0% | 0.00% | – |
| GPK | Buy | Graphic Packaging Holding Co | $2,562 | +113.1% | 115 | +130.0% | 0.00% | – |
| HASI | New | Hannon Armstrong Sustainable Infrastructure Capital Inc REIT | $1,166 | – | 55 | +100.0% | 0.00% | – |
| HLX | Buy | Helix Energy Solutions Grp Inc | $1,128 | +67.9% | 101 | +11.0% | 0.00% | – |
| ILMN | New | Illumina Inc | $961 | – | 7 | +100.0% | 0.00% | – |
| ITGR | Buy | Integer Holdings Corp | $1,961 | -7.8% | 25 | +4.2% | 0.00% | – |
| IRM | Buy | Iron Mountain Inc | $12,187 | +10.0% | 205 | +5.1% | 0.00% | – |
| IGE | New | iShares North American Natural Resources ETFnorth amern nat | $5,906 | – | 142 | +100.0% | 0.00% | – |
| IEF | New | iShares 7-10 Year Treasury Bond ETF7-10 yr trsy bd | $4,854 | – | 53 | +100.0% | 0.00% | – |
| IUSG | New | IShares Core S&P US Growth ETFcore s&p us gwt | $1,897 | – | 20 | +100.0% | 0.00% | – |
| ICLN | New | iShares Global Clean Energy ETFgl clean ene etf | $4,678 | – | 320 | +100.0% | 0.00% | – |
| New | JPMorgan Market Expansion Enhanced Equity ETFmkt expn enhncd | $2,587 | – | 53 | +100.0% | 0.00% | – | |
| New | Jackson Financial Inc | $1,529 | – | 40 | +100.0% | 0.00% | – | |
| KMT | Buy | Kennametal Inc | $1,368 | -3.7% | 55 | +10.0% | 0.00% | – |
| KW | Buy | Kennedy-Wilson Holdings Inc | $8,476 | +591.9% | 575 | +666.7% | 0.00% | – |
| AAON | Buy | AAON Inc | $2,616 | -11.0% | 46 | +48.4% | 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 2023-10-25
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.