FARMERS & MERCHANTS INVESTMENTS INC

Q3 2024 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
9/30/2024
Date filed
10/25/2024
Form type
13F-HR
Num holdings
1,793
Total value ($000)
$3,216,787
Net value change ($000)
+219,205 (7.3%)
New positions
45
Sold out positions
30
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: 8/5/2024 Next filing: 1/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
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 14,017 11.7%
IVV 12,520 6.0%
VEA 12,239 8.5%
IJR 11,805 11.4%
AAPL 11,672 12.0%
VWO 7,369 11.1%
IJH 7,219 8.2%
NKE 7,052 69.8%
LOW 6,596 22.3%
ORCL 6,520 20.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,003 -2.5%
OXY -2,632 -17.1%
GOOGL -2,329 -8.8%
DELL -2,275 -15.7%
QCOM -2,064 -14.6%
GOOGL -2,045 -7.0%
LLY -1,884 -4.2%
MRK -1,600 -9.7%
CVX -1,316 -6.9%
COP -990 -8.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type