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CIK: 0001259969
Total reported value
$4.1B
$4.1B
1774 檔
17.6%
According to the latest 13F quarterly dataset, Farmers & Merchants Investments Inc managed an equity portfolio of $4.1B at the end of Q4 2024, spanning 1774 distinct U.S. exchange-listed positions.
Farmers & Merchants Investments Inc executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 1 holdings and trimming 26 positions.
Showing top 200 holdings (of 1774 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.02% | +0.10% | -1.10% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.51% | +0.03% | +1.61% | |
| 3 | NNI | Nelnet Inc-cl A | Stock-Other | 3.98% | -0.40% | +0.48% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.24% | +0.99% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.62% | -0.15% | +1.77% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.59% | +0.06% | -2.47% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.00% | +0.11% | +0.36% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.15% | -0.21% | +1.18% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | +0.06% | +2.90% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.68% | -0.19% | +18.20% | |
| 11 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.64% | -0.15% | +3.59% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.10% | -1.07% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.35% | -0.33% | -1.03% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.02% | +3.27% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.19% | -0.10% | +0.19% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.15% | +0.39% | |
| 17 | WCC | Wesco International Inc | Stock-Industrials | 1.11% | +0.13% | +0.39% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.07% | -0.08% | -3.85% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | -0.14% | -1.21% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.15% | +1.25% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | +0.16% | -0.07% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.06% | +3.71% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.35% | -2.78% | |
| 24 | APH | Amphenol Corp-cl A | Stock-Tech | 0.90% | +0.31% | -0.17% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.14% | -0.52% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.17% | -0.76% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.77% | +1.63% | -0.86% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.06% | +0.12% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.74% | -0.02% | -0.92% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.08% | -0.28% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.01% | +2.21% | |
| 32 | ROP | Roper Technologies Inc | Stock-Tech | 0.67% | -0.06% | +0.33% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.65% | -0.06% | -0.52% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.13% | -0.37% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.10% | -0.42% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.62% | +0.21% | -1.29% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | -0.01% | -2.01% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.21% | +0.12% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.01% | -1.04% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | -0.12% | +7.44% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.56% | +0.04% | -0.58% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | -0.04% | +0.13% | |
| 43 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.55% | +0.10% | +1.74% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.02% | -0.12% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.19% | -0.47% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.54% | +0.23% | +3.67% | |
| 47 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.54% | -0.05% | -2.00% | |
| 48 | MET | Metlife Inc | Stock-Financials | 0.54% | +0.02% | +7.05% | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.53% | -0.03% | -0.00% | |
| 50 | DOV | Dover CORP | Stock-Industrials | 0.53% | -0.03% | -1.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | +2.90% | Add |
| 2 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 3 | BND | Vanguard Total Bond Market | +0.2% | +18.20% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | +3.27% | Add |
| 5 | AAPL | Apple Inc | +0.2% | -2.47% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.2% | +3.71% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | +11012.40% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.25% | Add |
| 9 | WMT | Walmart Inc | +0.1% | -1.03% | Trim |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.10% | Trim |
| 11 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | +0.1% | +2.21% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.52% | Trim |
| 14 | WCC | Wesco International Inc | +0.1% | +0.39% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.67% | Add |
| 16 | EW | Edwards Lifesciences CORP | +0.1% | +21.10% | Add |
| 17 | WFC | Wells Fargo & Co | +0.1% | -0.30% | Trim |
| 18 | EMR | Emerson Electric Co | +0.1% | -0.92% | Trim |
| 19 | COF | Capital One Financial CORP | +0.1% | -0.51% | Trim |
| 20 | DIS | Walt Disney Co/the | +0.1% | +0.13% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | -0.58% | Trim |
| 22 | FISV | Fiserv Inc | +0.1% | -0.00% | Trim |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +0.12% | Add |
| 24 | APH | Amphenol Corp-cl A | +0.1% | -0.17% | Trim |
| 25 | AMP | Ameriprise Financial Inc | +0.1% | -2.00% | Trim |
| 26 | BAC | Bank Of America CORP | +0.1% | -0.12% | Trim |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -3.85% | Trim |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | +6.52% | Add |
| 29 | BAH | Booz Allen Hamilton Holdings | -0.1% | +4.08% | Add |
| 30 | NKE | Nike Inc -cl B | -0.1% | +1.28% | Add |
| 31 | AME | Ametek Inc | -0.1% | -26.61% | Trim |
| 32 | UNP | Union Pacific CORP | -0.1% | -2.01% | Trim |
| 33 | LIN | Linde plc | -0.1% | -0.27% | Trim |
| 34 | DHR | Danaher CORP | -0.1% | -0.80% | Trim |
| 35 | ABBV | Abbvie Inc | -0.1% | -0.81% | Trim |
| 36 | TXN | Texas Instruments Inc | -0.1% | -1.29% | Trim |
| 37 | NUE | Nucor CORP | -0.1% | +1.26% | Add |
| 38 | JNJ | Johnson & Johnson | -0.1% | -0.28% | Trim |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -2.78% | Trim |
| 40 | PEP | Pepsico Inc | -0.1% | -0.76% | Trim |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -1.21% | Trim |
| 42 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.18% | Add |
| 43 | LLY | Eli Lilly & Co | -0.2% | +0.39% | Add |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -0.07% | Trim |
| 45 | CVS | Cvs Health CORP | -0.2% | -3.74% | Trim |
| 46 | NNI | Nelnet Inc-cl A | -0.2% | +0.48% | Add |
| 47 | ICLR | ICON Public Limited Company | -0.2% | +1.74% | Add |
| 48 | AMD | Advanced Micro Devices | -0.3% | -0.86% | Trim |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.4% | +1.61% | Add |
| 50 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Farmers & Merchants Investments Inc reported a total U.S. public equity portfolio value of $4.1B across 1774 disclosed positions in Q4 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 17.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $13.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $12.3M
During Q4 2024, Farmers & Merchants Investments Inc's top holdings by market value included IVV (7.0%)、VEA (4.5%)、NNI (4.0%). The largest single position, IVV, represented 7.0% of total portfolio value.
In Q4 2024, Farmers & Merchants Investments Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 26 holdings, and fully liquidating 1 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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