FARMERS & MERCHANTS INVESTMENTS INC

Q1 2024 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2024
Date filed
4/18/2024
Form type
13F-HR
Num holdings
1,740
Total value ($000)
$2,960,564
Net value change ($000)
+219,793 (8.0%)
New positions
26
Sold out positions
40
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/23/2024 Next filing: 8/5/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
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 20,903 11.8%
MSFT 12,560 12.5%
LLY 9,757 33.5%
IJH 9,719 12.1%
VEA 9,370 6.9%
NNI 9,242 8.8%
PANW 6,757 11261.7%
TSM 6,722 21683.9%
AMD 6,658 21.7%
BRK-B 5,272 14.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -9,946 -11.2%
EXPD -4,052 -71.0%
APD -2,399 -12.0%
UNH -2,125 -6.3%
TXN -1,975 -9.0%
NKE -1,727 -12.3%
MDLZ -1,280 -8.8%
BKH -1,185 -22.6%
MCD -1,026 -4.8%
BA -885 -29.8%
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