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CIK: 0001259969
Total reported value
$4.1B
$4.1B
1793 檔
18.0%
During the Q3 2024 filing period, Farmers & Merchants Investments Inc (CIK: 0001259969) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.1B across 1793 reported positions.
In Q3 2024, Farmers & Merchants Investments Inc displayed an active expansion posture, initiating 0 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1793 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.90% | +0.10% | +0.55% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.86% | +0.03% | +1.53% | |
| 3 | NNI | Nelnet Inc-cl A | Stock-Other | 4.16% | -0.40% | -0.55% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.24% | +1.28% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.58% | -0.15% | +1.62% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.39% | +0.06% | +1.22% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.96% | +0.11% | +1.60% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.29% | -0.21% | +1.61% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.59% | -0.15% | +1.26% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.47% | -0.19% | +5.72% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.10% | +0.24% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.15% | -2.14% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.06% | +889.63% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.33% | +0.28% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.20% | -0.10% | -0.37% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.13% | +0.16% | -1.94% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.13% | -0.14% | -0.47% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.12% | -0.08% | +1.96% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.02% | +1.36% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.05% | +1.63% | -0.43% | |
| 21 | WCC | Wesco International Inc | Stock-Industrials | 1.02% | +0.13% | +1.52% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.35% | +1.35% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.17% | +0.19% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.15% | +2.18% | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 0.84% | +0.31% | -0.21% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.08% | +0.30% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.06% | +0.75% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.14% | +0.06% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.06% | +4.68% | |
| 30 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.73% | +0.10% | +8.70% | |
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 0.71% | -0.06% | +1.98% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.69% | +0.21% | -0.51% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.68% | -0.01% | +0.13% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.13% | -1.30% | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.67% | -0.06% | +0.08% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.66% | -0.02% | +0.98% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.10% | -0.63% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.01% | +3.21% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | +0.13% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.03% | +1.45% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.19% | -1.17% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.54% | -0.12% | -3.06% | |
| 43 | CVS | Cvs Health CORP | Stock-Healthcare | 0.54% | +0.14% | -9.38% | |
| 44 | DOV | Dover CORP | Stock-Industrials | 0.54% | -0.03% | +0.21% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.53% | -0.09% | +44.75% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.53% | -0.05% | +2.52% | |
| 47 | AFL | Aflac Inc | Stock-Financials | 0.53% | -0.02% | -1.78% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.21% | +0.93% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.04% | +2.08% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.51% | -0.07% | -2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NKE | Nike Inc -cl B | +0.2% | +44.75% | Add |
| 2 | NNI | Nelnet Inc-cl A | +0.2% | -0.55% | Trim |
| 3 | AAPL | Apple Inc | +0.1% | +1.22% | Add |
| 4 | LOW | Lowe's Cos Inc | +0.1% | -0.47% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.62% | Add |
| 6 | WMT | Walmart Inc | +0.1% | +0.28% | Add |
| 7 | ORCL | Oracle CORP | +0.1% | -0.37% | Trim |
| 8 | PYPL | Paypal Holdings Inc | +0.1% | +2.01% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.61% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.24% | Add |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +1.96% | Add |
| 12 | AFL | Aflac Inc | +0.1% | -1.78% | Trim |
| 13 | NEE | Nextera Energy Inc | +0.1% | +16.67% | Add |
| 14 | MCD | Mcdonald's CORP | +0.1% | -1.30% | Trim |
| 15 | MET | Metlife Inc | +0.1% | +2.77% | Add |
| 16 | SBUX | Starbucks CORP | +0.1% | +0.17% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.53% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | -1.94% | Trim |
| 19 | APD | Air Products & Chemicals Inc | +0.1% | +0.08% | Add |
| 20 | ABBV | Abbvie Inc | +0.1% | +1.45% | Add |
| 21 | RTX | Rtx CORP | +0.1% | +0.27% | Add |
| 22 | FISV | Fiserv Inc | +0.1% | -0.72% | Trim |
| 23 | BND | Vanguard Total Bond Market | 0% | +5.72% | Add |
| 24 | BLKCHF | Blackrock Inc | 0% | +1.13% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | +0.30% | Add |
| 26 | ADP | Automatic Data Processing | 0% | +0.06% | Add |
| 27 | PANW | Palo Alto Networks Inc | 0% | +15.03% | Add |
| 28 | CAT | Caterpillar Inc | 0% | +0.53% | Add |
| 29 | ENB | Enbridge Inc | 0% | +0.22% | Add |
| 30 | O | Realty Income CORP | 0% | +6.27% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.60% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | +0.93% | Add |
| 33 | HD | Home Depot Inc | 0% | -4.26% | Trim |
| 34 | IWM | Ishares Russell 2000 ETF | 0% | +2.08% | Add |
| 35 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 36 | UNP | Union Pacific CORP | 0% | +0.13% | Add |
| 37 | ABT | Abbott Laboratories | 0% | -0.63% | Trim |
| 38 | WCC | Wesco International Inc | — | +1.52% | Add |
| 39 | AVGO | Broadcom Inc | 0% | +889.63% | Add |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +1.36% | Add |
| 41 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.1% | +1.26% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.55% | Add |
| 43 | QCOM | Qualcomm Inc | -0.1% | +0.05% | Add |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -1.55% | Trim |
| 45 | DELL | Dell Technologies -c | -0.1% | -1.90% | Trim |
| 46 | OXY | Occidental Petroleum CORP | -0.1% | +1.35% | Add |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | +0.06% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.18% | Add |
| 49 | LLY | Eli Lilly & Co | -0.2% | -2.14% | Trim |
| 50 | MSFT | Microsoft CORP | -0.4% | +1.28% | Add |
According to official SEC Form 13F filings, Farmers & Merchants Investments Inc reported a total U.S. public equity portfolio value of $4.1B across 1793 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, NNI) accounted for 18.0% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
NNI
前期市值: $119.9M
During Q3 2024, Farmers & Merchants Investments Inc's top holdings by market value included IVV (6.9%)、VEA (4.9%)、NNI (4.2%). The largest single position, IVV, represented 6.9% of total portfolio value.
In Q3 2024, Farmers & Merchants Investments Inc made 49 total portfolio adjustments, initiating 0 new buys, adding to 37 positions, trimming 12 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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