13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001259969
Total reported value
$4.1B
$4.1B
1721 檔
22.0%
During the Q4 2025 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 1721 reported positions.
During Q4 2025, Farmers & Merchants Investments Inc performed routine portfolio adjustments (0 new buys, 22 additions, 28 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 1721 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.20% | +0.10% | +0.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.13% | +0.03% | +5.51% | |
| 3 | NNI | Nelnet Inc-cl A | Stock-Other | 4.35% | -0.40% | +0.09% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.93% | -0.15% | +2.71% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.24% | +1.29% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.34% | +0.11% | +3.37% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.22% | +0.06% | -1.87% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.13% | -0.21% | -6.42% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | +0.06% | -1.68% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.61% | -0.19% | +3.00% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.15% | +1.04% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.10% | +0.51% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.36% | -0.15% | -1.99% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.02% | -11.27% | |
| 15 | APH | Amphenol Corp-cl A | Stock-Tech | 1.33% | +0.31% | +0.10% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.32% | -0.33% | -1.71% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.15% | -0.78% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | +0.14% | +0.87% | |
| 19 | WCC | Wesco International Inc | Stock-Industrials | 1.21% | +0.13% | +0.28% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.13% | +1.63% | -0.49% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.10% | -0.10% | +1.91% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.06% | +12.76% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.08% | +3.53% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.08% | -0.43% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.35% | +0.85% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.84% | -0.14% | -0.50% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.79% | -0.08% | -5.00% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | +0.04% | +0.93% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.77% | +0.23% | +1.93% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.02% | +0.19% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.17% | -0.86% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | -0.83% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.21% | -0.22% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.01% | -2.01% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | -0.10% | -0.66% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.02% | +1.11% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.08% | -0.61% | |
| 38 | COF | Capital One Financial CORP | Stock-Financials | 0.57% | — | +1.22% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.13% | -1.82% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.16% | -0.55% | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.56% | +0.14% | +2.11% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.06% | -3.34% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | -0.12% | +14.43% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.51% | -0.01% | -1.82% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.03% | -4.47% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.04% | -0.84% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.21% | -0.90% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.48% | -0.06% | -2.27% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.42% | +2.58% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.19% | -10.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.4% | +5.51% | Add |
| 2 | LLY | Eli Lilly & Co | +0.4% | -0.78% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.04% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +679.56% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +0.87% | Add |
| 6 | AMD | Advanced Micro Devices | +0.3% | -0.49% | Trim |
| 7 | NNI | Nelnet Inc-cl A | +0.1% | +0.09% | Add |
| 8 | WCC | Wesco International Inc | +0.1% | +0.28% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +12.76% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.1% | +0.10% | Add |
| 11 | ALB | Albemarle CORP | +0.1% | +4.70% | Add |
| 12 | AAPL | Apple Inc | +0.1% | -1.87% | Trim |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +0.93% | Add |
| 14 | CRM | Salesforce Inc | +0.1% | +10.39% | Add |
| 15 | COF | Capital One Financial CORP | +0.1% | +1.22% | Add |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.37% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.43% | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.93% | Add |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +14.43% | Add |
| 20 | FRT | Federal Realty Invs Trust | +0.1% | +42977.55% | Add |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.71% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -0.22% | Trim |
| 23 | ROST | Ross Stores Inc | +0.1% | -1.00% | Trim |
| 24 | NUE | Nucor CORP | +0.1% | -1.14% | Trim |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -5.41% | Trim |
| 26 | WMT | Walmart Inc | 0% | -1.71% | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | +0.85% | Add |
| 28 | DOV | Dover CORP | 0% | -2.61% | Trim |
| 29 | CAT | Caterpillar Inc | 0% | -5.08% | Trim |
| 30 | RTX | Rtx CORP | 0% | -0.61% | Trim |
| 31 | AVGO | Broadcom Inc | 0% | -1.68% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +0.11% | Add |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -1.44% | Trim |
| 34 | BAH | Booz Allen Hamilton Holdings | -0.1% | -2.55% | Trim |
| 35 | DELL | Dell Technologies -c | -0.1% | -0.71% | Trim |
| 36 | ABT | Abbott Laboratories | -0.1% | -0.66% | Trim |
| 37 | SYY | Sysco CORP | -0.1% | -0.38% | Trim |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | -2.27% | Trim |
| 39 | ADP | Automatic Data Processing | -0.1% | -3.65% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -3.34% | Trim |
| 41 | ROP | Roper Technologies Inc | -0.1% | -0.48% | Trim |
| 42 | HD | Home Depot Inc | -0.1% | -0.15% | Trim |
| 43 | DAL | Delta Air Lines Inc | -0.1% | -53.09% | Trim |
| 44 | CVX | Chevron CORP | -0.1% | -10.48% | Trim |
| 45 | FISV | Fiserv Inc | -0.1% | +6.92% | Add |
| 46 | JPM | Jpmorgan Chase & Co | -0.2% | -11.27% | Trim |
| 47 | CMCSA | Comcast Corp-class A | -0.2% | -47.31% | Trim |
| 48 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -6.42% | Trim |
| 49 | MSFT | Microsoft CORP | -0.3% | +1.29% | Add |
| 50 | ORCL | Oracle CORP | -0.5% | +1.91% | 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 1721 disclosed positions in Q4 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 22.0% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $111.1M
During Q4 2025, Farmers & Merchants Investments Inc's top holdings by market value included IVV (7.2%)、VEA (6.1%)、NNI (4.3%). The largest single position, IVV, represented 7.2% of total portfolio value.
In Q4 2025, Farmers & Merchants Investments Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 22 positions, trimming 28 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.