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CIK: 0001259969
Total reported value
$4.1B
$4.1B
1740 檔
16.3%
The Q1 2024 SEC filing reveals that Farmers & Merchants Investments Inc held a total portfolio value of $4.1B, covering 1740 public equity positions.
During Q1 2024, Farmers & Merchants Investments Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, NNI) accounted for 16.3% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 1740 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.68% | +0.10% | +1.59% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.89% | +0.03% | +2.09% | |
| 3 | NNI | Nelnet Inc-cl A | Stock-Other | 3.86% | -0.40% | +1.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | -0.24% | +0.55% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.51% | -0.15% | +2.88% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.04% | +0.11% | +411.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.06% | -0.26% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.09% | -0.21% | +3.64% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.68% | -0.15% | +0.17% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.10% | -2.89% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.38% | -0.19% | +4.33% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | +0.15% | +0.06% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.26% | +1.63% | -0.62% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.14% | -1.45% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.14% | -0.08% | -8.62% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.02% | -0.68% | |
| 17 | WCC | Wesco International Inc | Stock-Industrials | 1.10% | +0.13% | -0.29% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.06% | -0.97% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -0.35% | +0.18% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | +0.16% | -0.32% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.17% | +0.13% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.10% | -1.76% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.33% | +200.77% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.08% | -1.37% | |
| 25 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.86% | +0.10% | +3.11% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 0.83% | +0.14% | -0.79% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 0.82% | +0.31% | -1.01% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.15% | -0.53% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.06% | -0.29% | |
| 30 | ROP | Roper Technologies Inc | Stock-Tech | 0.76% | -0.06% | +2.75% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.14% | -1.19% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.74% | -0.01% | -0.75% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | -0.02% | +4.13% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.06% | +5.03% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.10% | -0.50% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.13% | +0.12% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.67% | +0.21% | -10.97% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.01% | +0.19% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.19% | -0.51% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.04% | -0.53% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.02% | +3.82% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.59% | -0.06% | -0.57% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | -0.12% | -0.06% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.58% | -0.04% | -0.11% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.58% | -0.05% | -0.27% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.01% | — | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.56% | -0.07% | -0.97% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.55% | +0.04% | -0.60% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.55% | -0.07% | -0.77% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.03% | +0.35% |
According to official SEC Form 13F filings, Farmers & Merchants Investments Inc reported a total U.S. public equity portfolio value of $4.1B across 1740 disclosed positions in Q1 2024.
During Q1 2024, Farmers & Merchants Investments Inc's top holdings by market value included IVV (6.7%)、VEA (4.9%)、NNI (3.9%). The largest single position, IVV, represented 6.7% of total portfolio value.
In Q1 2024, Farmers & Merchants Investments Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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