FARMERS & MERCHANTS INVESTMENTS INC

Q2 2025 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 4/16/2025 Next filing: 10/17/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 UNION BANK & TRUST CO /NE/ 028-10512