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CIK: 0001259969
Total reported value
$4.1B
$4.1B
1737 檔
21.2%
According to the latest 13F quarterly dataset, Farmers & Merchants Investments Inc managed an equity portfolio of $4.1B at the end of Q3 2025, spanning 1737 distinct U.S. exchange-listed positions.
In Q3 2025, Farmers & Merchants Investments Inc adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 1737 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.21% | +0.10% | -3.65% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.71% | +0.03% | +7.79% | |
| 3 | NNI | Nelnet Inc-cl A | Stock-Other | 4.21% | -0.40% | -1.57% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.88% | -0.15% | +2.40% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | -0.24% | -5.01% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.28% | +0.11% | +2.49% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.15% | +0.06% | -4.38% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.35% | -0.21% | -7.58% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.04% | +0.06% | -5.63% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.61% | -0.19% | -0.57% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.60% | -0.10% | -7.95% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.02% | +6.70% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.10% | +2.30% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.42% | -0.15% | -1.99% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.33% | -4.41% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 1.25% | +0.31% | -6.52% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.15% | -7.37% | |
| 18 | WCC | Wesco International Inc | Stock-Industrials | 1.07% | +0.13% | -7.79% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.14% | -2.57% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.15% | -3.19% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.08% | -9.28% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.14% | -3.29% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | +1.63% | -5.18% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.86% | -0.08% | -13.04% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.35% | -3.73% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.06% | -10.32% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.08% | -7.06% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.04% | +0.47% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.71% | +0.23% | -11.74% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.02% | -4.30% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.17% | -8.14% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.10% | -0.11% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | -6.76% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.01% | +0.28% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.16% | -5.81% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | -4.35% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.21% | -3.34% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.13% | -3.97% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | +0.02% | -5.51% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.03% | -2.37% | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.55% | -0.06% | -3.51% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.08% | -0.31% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | -0.01% | -3.43% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.19% | +1.60% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.53% | +0.21% | -1.21% | |
| 46 | CVS | Cvs Health CORP | Stock-Healthcare | 0.53% | +0.14% | -6.39% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | +0.42% | -5.63% | |
| 48 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | — | -2.44% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.04% | +0.08% | |
| 50 | ROP | Roper Technologies Inc | Stock-Tech | 0.50% | -0.06% | -8.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -5.63% | Trim |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.8% | +7.79% | Add |
| 3 | ORCL | Oracle CORP | +0.6% | -7.95% | Trim |
| 4 | MSFT | Microsoft CORP | +0.6% | -5.01% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.4% | +2.40% | Add |
| 6 | APH | Amphenol Corp-cl A | +0.4% | -6.52% | Trim |
| 7 | NVDA | Nvidia CORP | +0.4% | -9.28% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | -3.65% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -7.37% | Trim |
| 10 | CRM | Salesforce Inc | +0.3% | +5.91% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +2.49% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.3% | -2.57% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +6.70% | Add |
| 14 | AMD | Advanced Micro Devices | +0.2% | -5.18% | Trim |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -11.74% | Trim |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +0.47% | Add |
| 17 | WCC | Wesco International Inc | +0.1% | -7.79% | Trim |
| 18 | DELL | Dell Technologies -c | +0.1% | -0.76% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.28% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | -0.40% | Add |
| 21 | SPGI | S&p Global Inc | +0.1% | +23.26% | Add |
| 22 | BLK | Blackrock Inc | +0.1% | -5.93% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -0.31% | Add |
| 24 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.04% | Trim |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -7.58% | Trim |
| 26 | BAC | Bank Of America CORP | 0% | -5.51% | Trim |
| 27 | ASML | ASML Holding N.V. | 0% | -16.98% | Trim |
| 28 | PANW | Palo Alto Networks Inc | 0% | -5.63% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +0.08% | Trim |
| 30 | USB | US Bancorp | 0% | -13.09% | Add |
| 31 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.65% | Trim |
| 32 | AMZN | Amazon.com Inc | 0% | -10.32% | Trim |
| 33 | EMR | Emerson Electric Co | 0% | -4.30% | Trim |
| 34 | WMT | Walmart Inc | — | -4.41% | Trim |
| 35 | AAPL | Apple Inc | 0% | -4.38% | Trim |
| 36 | JNJ | Johnson & Johnson | 0% | -7.06% | Trim |
| 37 | NNI | Nelnet Inc-cl A | 0% | -1.57% | Trim |
| 38 | BND | Vanguard Total Bond Market | -0.1% | -0.57% | Add |
| 39 | MDLZ | Mondelez International Inc-a | -0.1% | -10.39% | Trim |
| 40 | CMCSA | Comcast Corp-class A | -0.1% | -5.72% | Trim |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.1% | -19.35% | Trim |
| 42 | PEP | Pepsico Inc | -0.2% | -8.14% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.2% | -4.35% | Trim |
| 44 | V | Visa Inc-class A Shares | -0.2% | -6.76% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -3.73% | Trim |
| 46 | FISV | Fiserv Inc | -0.3% | +1.43% | Add |
| 47 | ROP | Roper Technologies Inc | -0.3% | -8.33% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.3% | -3.19% | Trim |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | -13.04% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -0.4% | -5.81% | 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 1737 disclosed positions in Q3 2025.
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 21.2% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
IVV
前期市值: $216.0M
During Q3 2025, Farmers & Merchants Investments Inc's top holdings by market value included IVV (7.2%)、VEA (5.7%)、NNI (4.2%). The largest single position, IVV, represented 7.2% of total portfolio value.
In Q3 2025, Farmers & Merchants Investments Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 33 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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