FARMERS & MERCHANTS INVESTMENTS INC

Q4 2024 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
12/31/2024
Date filed
1/28/2025
Form type
13F-HR
Num holdings
1,774
Total value ($000)
$3,190,558
Net value change ($000)
-26,229 (-0.8%)
New positions
48
Sold out positions
65
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/25/2024 Next filing: 4/16/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVGO 15,643 38.3%
BLK 13,237 NEW
BND 6,231 13.2%
JPM 6,110 17.4%
AAPL 5,268 4.8%
AMZN 5,231 22.1%
JCI 4,347 11146.2%
GOOGL 4,255 15.6%
WMT 4,164 10.7%
ASML 3,486 NEW
Top Reduces (Value $000, Stocks/ETFs)
VEA -12,491 -8.0%
BLK -12,298 -100.0%
AMD -9,148 -27.0%
NNI -7,036 -5.3%
ICLR -6,069 -25.7%
CVS -5,443 -31.3%
LLY -5,324 -12.5%
VWO -5,068 -6.9%
UNH -4,913 -13.5%
LOW -3,614 -10.0%
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