FARMERS & MERCHANTS INVESTMENTS INC

Q1 2023 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2023
Date filed
5/12/2023
Form type
13F-HR
Num holdings
1,744
Total value ($000)
$2,512,211
Net value change ($000)
+78,576 (3.2%)
New positions
56
Sold out positions
79
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/2/2023 Next filing: 8/1/2023 SEC filing

Snapshot: Change Analysis

Compared to Q4 2022
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)
AAPL 16,394 26.6%
LIN 13,459 NEW
MSFT 12,778 19.9%
IVV 12,313 10.1%
AMD 6,830 58.1%
IJH 6,536 11.3%
IJR 6,133 8.4%
WCC 5,831 24.8%
VEA 5,521 4.8%
ROP 5,503 57.5%
Top Reduces (Value $000, Stocks/ETFs)
LIN -12,448 -100.0%
USB -5,165 -30.2%
AGG -4,619 -33.0%
BRK-B -4,492 -9.9%
CVS -4,168 -15.5%
UNH -3,798 -11.1%
PFE -3,368 -25.9%
MET -3,224 -23.5%
IBM -3,181 -54.5%
IVW -2,904 -28.7%
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