FARMERS & MERCHANTS INVESTMENTS INC

Q2 2022 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
6/30/2022
Date filed
7/28/2022
Form type
13F-HR
Num holdings
963
Total value ($000)
$2,340,111
Net value change ($000)
-297,957 (-11.3%)
New positions
28
Sold out positions
35
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: 4/19/2022 Next filing: 10/31/2022 SEC filing

Snapshot: Change Analysis

Compared to Q1 2022
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)
SLQD 4,020 8.4%
LLY 2,314 14.0%
IJR 2,097 3.6%
OXY 2,059 20.3%
MRK 1,866 18.5%
AMZN 1,677 17.6%
BKH 1,509 14.0%
VCSH 1,209 6.6%
XOM 1,180 6.4%
AGG 897 571.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -18,607 -21.2%
IVV -17,254 -12.8%
VEA -16,050 -12.6%
MSFT -13,558 -16.5%
BRK-B -11,517 -22.7%
BRK-B -8,062 -22.2%
IJH -7,084 -13.4%
AMD -6,463 -32.6%
UNP -6,236 -22.9%
DIS -5,479 -27.9%
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