FARMERS & MERCHANTS INVESTMENTS INC

Q3 2020 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
9/30/2020
Date filed
10/19/2020
Form type
13F-HR
Num holdings
832
Total value ($000)
$1,673,045
Net value change ($000)
+143,775 (9.4%)
New positions
24
Sold out positions
40
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/21/2020 Next filing: 1/20/2021 SEC filing

Snapshot: Change Analysis

Compared to Q2 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NNI 18,815 25.9%
AAPL 8,495 18.3%
IVV 6,380 9.5%
VEA 5,012 6.8%
LOW 4,870 22.8%
QCOM 4,423 117.5%
COST 4,283 3569.2%
RTX 3,932 NEW
WMT 3,573 19.1%
VWO 3,461 10.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,150 -39.4%
O -2,370 -43.7%
INTC -2,063 -13.2%
WBA -2,061 -34.2%
PSX -1,824 -44.7%
WFC -1,781 -19.9%
CVX -1,630 -17.8%
CVS -1,543 -10.2%
CSCO -1,484 -12.8%
ABBV -972 -11.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type