FARMERS & MERCHANTS INVESTMENTS INC

Q4 2022 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
12/31/2022
Date filed
2/2/2023
Form type
13F-HR
Num holdings
1,767
Total value ($000)
$2,433,635
Net value change ($000)
+214,513 (9.7%)
New positions
78
Sold out positions
41
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: 10/31/2022 Next filing: 5/12/2023 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
NNI 15,756 14.5%
VEA 11,854 11.4%
AGG 11,611 484.4%
IJH 11,533 25.0%
IJR 11,427 18.4%
IVV 9,235 8.2%
XOM 6,629 30.7%
BRK-B 6,037 15.3%
VWO 5,827 13.5%
APD 5,391 32.4%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -7,405 -10.7%
BND -4,168 -13.1%
AMZN -3,574 -29.8%
D -1,931 -14.8%
PYPL -1,816 -18.7%
VTIP -1,512 -8.0%
VCSH -1,254 -6.6%
GOOGL -1,206 -8.0%
DIS -1,145 -8.0%
KEY -1,084 -99.0%
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