Filed: 2/3/2026ACC: 0001140361-26-003508
📋 What this filing means
FARMERS & MERCHANTS INVESTMENTS INC filed this quarterly 13F‑HR report disclosing 1721 equity positions with a total reported market value of $3.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1721
Positions
$3.62B
Total AUM (reported)
28.47M
Total Shares
Allocation by class
COM$1.80B49.7%
CL A$277.38M7.7%
CORE S&P500 ETF$260.40M7.2%
VAN FTSE DEV MKT$221.74M6.1%
CORE S&P SCP ETF$142.13M3.9%
CORE S&P MCP ETF$120.92M3.3%
FTSE EMR MKT ETF$77.10M2.1%
Portfolio Concentration
Top 3$639.61M17.7%
4–10$716.09M19.8%
11–25$651.19M18.0%
Rest$1.61B44.5%
Top 3 weight
17.7%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 28.47M
Sole
Full voting authority
28.47M
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)
Sole1721
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1721
Rows:
iShares S&P 500 Index Fund
SOLEShares380.17K
TypeSH
Market value$260.40M
7.20%
Sole
380.17K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares3.55M
TypeSH
Market value$221.74M
6.13%
Sole
3.55M
Shared
0.00
None
0.00
Nelnet, Inc.
SOLEShares1.18M
TypeSH
Market value$157.47M
4.35%
Sole
1.18M
Shared
0.00
None
0.00
iShares S&P Small Cap 600 Index ETF
SOLEShares1.18M
TypeSH
Market value$142.13M
3.93%
Sole
1.18M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares262.75K
TypeSH
Market value$127.07M
3.51%
Sole
262.75K
Shared
0.00
None
0.00
iShares S&P Midcap 400
SOLEShares1.83M
TypeSH
Market value$120.92M
3.34%
Sole
1.83M
Shared
0.00
None
0.00
Apple Inc
SOLEShares428.22K
TypeSH
Market value$116.42M
3.22%
Sole
428.22K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares1.43M
TypeSH
Market value$77.10M
2.13%
Sole
1.43M
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares214.09K
TypeSH
Market value$74.10M
2.05%
Sole
214.09K
Shared
0.00
None
0.00
Vanguard Total Bond Market ETF
SOLEShares787.87K
TypeSH
Market value$58.36M
1.61%
Sole
787.87K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares179.64K
TypeSH
Market value$56.23M
1.55%
Sole
179.64K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del Cl B New
SOLEShares102.85K
TypeSH
Market value$51.70M
1.43%
Sole
102.85K
Shared
0.00
None
0.00
iShares 0-5 Yr Inv Grd Corp Bond ETF
SOLEShares968.32K
TypeSH
Market value$49.09M
1.36%
Sole
968.32K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares150.15K
TypeSH
Market value$48.38M
1.34%
Sole
150.15K
Shared
0.00
None
0.00
Amphenol Corp Cl A
SOLEShares355.69K
TypeSH
Market value$48.07M
1.33%
Sole
355.69K
Shared
0.00
None
0.00
Walmart, Inc
SOLEShares430.08K
TypeSH
Market value$47.92M
1.32%
Sole
430.08K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares44.29K
TypeSH
Market value$47.59M
1.32%
Sole
44.29K
Shared
0.00
None
0.00
Alphabet Inc Class C
SOLEShares143.50K
TypeSH
Market value$45.03M
1.24%
Sole
143.50K
Shared
0.00
None
0.00
Wesco International Inc
SOLEShares178.72K
TypeSH
Market value$43.72M
1.21%
Sole
178.72K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares191.12K
TypeSH
Market value$40.93M
1.13%
Sole
191.12K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares204.54K
TypeSH
Market value$39.87M
1.10%
Sole
204.54K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares151.88K
TypeSH
Market value$35.06M
0.97%
Sole
151.88K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares178.47K
TypeSH
Market value$33.28M
0.92%
Sole
178.47K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares156.43K
TypeSH
Market value$32.37M
0.89%
Sole
156.43K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares265.45K
TypeSH
Market value$31.94M
0.88%
Sole
265.45K
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 | 380.17K | SH | $260.40M 7.20% | 380.17K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | VAN FTSE DEV MKT | 3.55M | SH | $221.74M 6.13% | 3.55M | 0.00 | 0.00 |
Nelnet, Inc.SOLE | CL A | 1.18M | SH | $157.47M 4.35% | 1.18M | 0.00 | 0.00 |
iShares S&P Small Cap 600 Index ETFSOLE | CORE S&P SCP ETF | 1.18M | SH | $142.13M 3.93% | 1.18M | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 262.75K | SH | $127.07M 3.51% | 262.75K | 0.00 | 0.00 |
iShares S&P Midcap 400SOLE | CORE S&P MCP ETF | 1.83M | SH | $120.92M 3.34% | 1.83M | 0.00 | 0.00 |
Apple IncSOLE | COM | 428.22K | SH | $116.42M 3.22% | 428.22K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | FTSE EMR MKT ETF | 1.43M | SH | $77.10M 2.13% | 1.43M | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 214.09K | SH | $74.10M 2.05% | 214.09K | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | TOTAL BND MRKT | 787.87K | SH | $58.36M 1.61% | 787.87K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | CAP STK CL A | 179.64K | SH | $56.23M 1.55% | 179.64K | 0.00 | 0.00 |
Berkshire Hathaway Inc Del Cl B NewSOLE | CL B NEW | 102.85K | SH | $51.70M 1.43% | 102.85K | 0.00 | 0.00 |
iShares 0-5 Yr Inv Grd Corp Bond ETFSOLE | 0-5YR INVT GR CP | 968.32K | SH | $49.09M 1.36% | 968.32K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | COM | 150.15K | SH | $48.38M 1.34% | 150.15K | 0.00 | 0.00 |
Amphenol Corp Cl ASOLE | CL A | 355.69K | SH | $48.07M 1.33% | 355.69K | 0.00 | 0.00 |
Walmart, IncSOLE | COM | 430.08K | SH | $47.92M 1.32% | 430.08K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 44.29K | SH | $47.59M 1.32% | 44.29K | 0.00 | 0.00 |
Alphabet Inc Class CSOLE | CAP STK CL C | 143.50K | SH | $45.03M 1.24% | 143.50K | 0.00 | 0.00 |
Wesco International IncSOLE | COM | 178.72K | SH | $43.72M 1.21% | 178.72K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 191.12K | SH | $40.93M 1.13% | 191.12K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 204.54K | SH | $39.87M 1.10% | 204.54K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 151.88K | SH | $35.06M 0.97% | 151.88K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 178.47K | SH | $33.28M 0.92% | 178.47K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 156.43K | SH | $32.37M 0.89% | 156.43K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 265.45K | SH | $31.94M 0.88% | 265.45K | 0.00 | 0.00 |
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