FARMERS & MERCHANTS INVESTMENTS INC

Q1 2021 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2021
Date filed
4/14/2021
Form type
13F-HR
Num holdings
844
Total value ($000)
$2,086,884
Net value change ($000)
+152,775 (7.9%)
New positions
45
Sold out positions
39
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/20/2021 Next filing: 7/16/2021 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVV 10,820 11.8%
IJR 9,012 21.6%
IJH 6,122 16.4%
VEA 5,937 6.4%
USB 5,078 23.7%
LOW 4,599 18.4%
SLQD 4,033 12.6%
MSFT 3,876 7.4%
CVX 3,812 43.4%
VTIP 3,520 35.1%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -5,648 -9.2%
EXC -3,062 -84.0%
XLNX -1,652 -13.9%
QCOM -1,457 -13.0%
VFC -1,402 -14.4%
WMT -1,319 -5.8%
MRK -1,193 -12.2%
WEC -1,099 -15.8%
KMB -1,046 -15.9%
ROST -1,015 -8.1%
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