FARMERS & MERCHANTS INVESTMENTS INC

Q2 2025 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
6/30/2025
Date filed
7/14/2025
Form type
13F-HR
Num holdings
1,729
Total value ($000)
$3,430,225
Net value change ($000)
+282,156 (9.0%)
New positions
35
Sold out positions
53
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: 4/16/2025 Next filing: 10/17/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
MSFT 33,361 32.6%
IVV 28,670 13.3%
AVGO 23,505 58.6%
VEA 22,136 14.2%
ORCL 15,374 47.6%
IJR 14,357 13.2%
IJH 14,176 15.2%
NVDA 13,191 78.4%
CRM 12,904 4230.8%
NNI 11,970 9.0%
Top Reduces (Value $000, Stocks/ETFs)
UNH -11,665 -36.3%
AAPL -6,610 -6.6%
BRK-B -4,607 -8.7%
FISV -3,812 -21.2%
BRK-B -3,203 -8.7%
LLY -3,059 -7.8%
CVX -2,851 -14.2%
ROP -2,635 -10.8%
XOM -2,616 -8.2%
ABBV -2,528 -13.6%
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