Filed: 7/14/2025ACC: 0001140361-25-025754
📋 What this filing means
FARMERS & MERCHANTS INVESTMENTS INC filed this quarterly 13F‑HR report disclosing 1729 equity positions with a total reported market value of $3.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1729
Positions
$3.43B
Total AUM (reported)
29.36M
Total Shares
Allocation by class
COM$1.76B51.4%
CL A$266.65M7.8%
CORE S&P500 ETF$244.71M7.1%
VAN FTSE DEV MKT$177.92M5.2%
CORE S&P SCP ETF$122.89M3.6%
CORE S&P MCP ETF$107.26M3.1%
FTSE EMR MKT ETF$82.02M2.4%
Portfolio Concentration
Top 3$568.25M16.6%
4–10$661.89M19.3%
11–25$564.77M16.5%
Rest$1.64B47.7%
Top 3 weight
16.6%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 29.36M
Sole
Full voting authority
29.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1729
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1729
Rows:
iShares S&P 500 Index Fund
SOLEShares394.13K
TypeSH
Market value$244.71M
7.13%
Sole
394.13K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares3.12M
TypeSH
Market value$177.92M
5.19%
Sole
3.12M
Shared
0.00
None
0.00
Nelnet, Inc.
SOLEShares1.20M
TypeSH
Market value$145.62M
4.25%
Sole
1.20M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares273.08K
TypeSH
Market value$135.84M
3.96%
Sole
273.08K
Shared
0.00
None
0.00
iShares S&P Small Cap 600 Index ETF
SOLEShares1.12M
TypeSH
Market value$122.89M
3.58%
Sole
1.12M
Shared
0.00
None
0.00
iShares S&P Midcap 400
SOLEShares1.73M
TypeSH
Market value$107.26M
3.13%
Sole
1.73M
Shared
0.00
None
0.00
Apple Inc
SOLEShares456.37K
TypeSH
Market value$93.63M
2.73%
Sole
456.37K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares1.66M
TypeSH
Market value$82.02M
2.39%
Sole
1.66M
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares230.74K
TypeSH
Market value$63.60M
1.85%
Sole
230.74K
Shared
0.00
None
0.00
Vanguard Total Bond Market ETF
SOLEShares769.28K
TypeSH
Market value$56.64M
1.65%
Sole
769.28K
Shared
0.00
None
0.00
iShares 0-5 Yr Inv Grd Corp Bond ETF
SOLEShares1.01M
TypeSH
Market value$51.00M
1.49%
Sole
1.01M
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del Cl B New
SOLEShares100.03K
TypeSH
Market value$48.59M
1.42%
Sole
100.03K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares218.04K
TypeSH
Market value$47.67M
1.39%
Sole
218.04K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares158.60K
TypeSH
Market value$45.98M
1.34%
Sole
158.60K
Shared
0.00
None
0.00
Walmart, Inc
SOLEShares457.75K
TypeSH
Market value$44.76M
1.30%
Sole
457.75K
Shared
0.00
None
0.00
Amphenol Corp Cl A
SOLEShares380.09K
TypeSH
Market value$37.53M
1.09%
Sole
380.09K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares46.11K
TypeSH
Market value$35.94M
1.05%
Sole
46.11K
Shared
0.00
None
0.00
Wesco International Inc
SOLEShares193.28K
TypeSH
Market value$35.79M
1.04%
Sole
193.28K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares191.94K
TypeSH
Market value$33.83M
0.99%
Sole
191.94K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del Cl A
SOLEShares46.00
TypeSH
Market value$33.52M
0.98%
Sole
46.00
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares150.19K
TypeSH
Market value$32.95M
0.96%
Sole
150.19K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares190.03K
TypeSH
Market value$30.02M
0.88%
Sole
190.03K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares273.41K
TypeSH
Market value$29.47M
0.86%
Sole
273.41K
Shared
0.00
None
0.00
Lowe's Companies, Inc
SOLEShares130.54K
TypeSH
Market value$28.96M
0.84%
Sole
130.54K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares202.55K
TypeSH
Market value$28.74M
0.84%
Sole
202.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares S&P 500 Index FundSOLE | CORE S&P500 ETF | 394.13K | SH | $244.71M 7.13% | 394.13K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | VAN FTSE DEV MKT | 3.12M | SH | $177.92M 5.19% | 3.12M | 0.00 | 0.00 |
Nelnet, Inc.SOLE | CL A | 1.20M | SH | $145.62M 4.25% | 1.20M | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 273.08K | SH | $135.84M 3.96% | 273.08K | 0.00 | 0.00 |
iShares S&P Small Cap 600 Index ETFSOLE | CORE S&P SCP ETF | 1.12M | SH | $122.89M 3.58% | 1.12M | 0.00 | 0.00 |
iShares S&P Midcap 400SOLE | CORE S&P MCP ETF | 1.73M | SH | $107.26M 3.13% | 1.73M | 0.00 | 0.00 |
Apple IncSOLE | COM | 456.37K | SH | $93.63M 2.73% | 456.37K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | FTSE EMR MKT ETF | 1.66M | SH | $82.02M 2.39% | 1.66M | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 230.74K | SH | $63.60M 1.85% | 230.74K | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | TOTAL BND MRKT | 769.28K | SH | $56.64M 1.65% | 769.28K | 0.00 | 0.00 |
iShares 0-5 Yr Inv Grd Corp Bond ETFSOLE | 0-5YR INVT GR CP | 1.01M | SH | $51.00M 1.49% | 1.01M | 0.00 | 0.00 |
Berkshire Hathaway Inc Del Cl B NewSOLE | CL B NEW | 100.03K | SH | $48.59M 1.42% | 100.03K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 218.04K | SH | $47.67M 1.39% | 218.04K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | COM | 158.60K | SH | $45.98M 1.34% | 158.60K | 0.00 | 0.00 |
Walmart, IncSOLE | COM | 457.75K | SH | $44.76M 1.30% | 457.75K | 0.00 | 0.00 |
Amphenol Corp Cl ASOLE | CL A | 380.09K | SH | $37.53M 1.09% | 380.09K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 46.11K | SH | $35.94M 1.05% | 46.11K | 0.00 | 0.00 |
Wesco International IncSOLE | COM | 193.28K | SH | $35.79M 1.04% | 193.28K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | CAP STK CL A | 191.94K | SH | $33.83M 0.99% | 191.94K | 0.00 | 0.00 |
Berkshire Hathaway Inc Del Cl ASOLE | CL A | 46.00 | SH | $33.52M 0.98% | 46.00 | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 150.19K | SH | $32.95M 0.96% | 150.19K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 190.03K | SH | $30.02M 0.88% | 190.03K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 273.41K | SH | $29.47M 0.86% | 273.41K | 0.00 | 0.00 |
Lowe's Companies, IncSOLE | COM | 130.54K | SH | $28.96M 0.84% | 130.54K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 202.55K | SH | $28.74M 0.84% | 202.55K | 0.00 | 0.00 |
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