Arkolith/Funds/Farmers & Merchants Investments Inc

Farmers & Merchants Investments Inc

CIK 1259969
Holdings as of Mar 31, 2026·disclosed Apr 23, 2026·~23-day 13F lag·13F-HR
Inactive

Farmers & Merchants Investments Inc holds a focused book of 1637 stocks worth $3.6B as of Q1 2026 (disclosed Apr 23, 2026, a ~45-day 13F lag). This quarter they opened Versant Media Group Inc and trimmed VANGUARD FTSE EUROPE ETF. Their largest long position is ISHR IBX USD INVGD CB ETF-UI at 17% of the equity book.

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Use Arkolith to show FARMERS & MERCHANTS INVESTMENTS INC's latest
holdings, largest changes, and filing provenance.
Opened
57
new positions
Added to
249
existing
Trimmed
333
reduced
Sold out
28
exited

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
45%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Financials
7%
Health Care
4%
Industrials
4%
Consumer Discretionary
3%
Energy
2%
Materials
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • +2.4%$14.4M
  • Vanguard FTSE Developed Markets ETF
    +2.8%$6.4M
  • Berkshire Hathaway Inc Del Cl A
    +8.4%$6.3M
  • Salesforce Inc
    +43%$4.6M
  • Microsoft Corp
    +4.0%$3.9M
  • Apple Inc
    +2.8%$3.1M
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,760 positions
#SecurityValueShares% PortLast moveHistory
1iShares S&P 500 Index Fund
CORE S&P500 ETF
$253.3M387.8K
7.0%
+2.0%
Added · +8K sh
2Vanguard FTSE Developed Markets ETF
VAN FTSE DEV MKT
$233.9M3.65M
6.5%
+2.8%
Added · +100K sh
3Nelnet, Inc.
CL A
$152.7M1.18M
4.2%
Held
4iShares S&P Small Cap 600 Index ETF
CORE S&P SCP ETF
$150.9M1.21M
4.2%
+2.6%
Added · +31K sh
5iShares S&P Midcap 400
CORE S&P MCP ETF
$127.3M1.89M
3.5%
+2.9%
Added · +53K sh
6Apple Inc
COM
$111.7M440.3K
3.1%
+2.8%
Added · +12K sh
7Microsoft Corp
COM
$101.1M273.2K
2.8%
+4.0%
Added · +10K sh
8Vanguard FTSE Emerging Markets ETF
FTSE EMR MKT ETF
$77.1M1.43M
2.1%
−0.5%
Reduced · −7K sh
9Broadcom Inc
COM
$65.9M213.0K
1.8%
−0.5%
Reduced · −1K sh
10Vanguard Total Bond Market ETF
TOTAL BND MRKT
$59.5M808.5K
1.6%
+2.6%
Added · +21K sh
11Berkshire Hathaway Inc Del Cl B New
CL B NEW
$53.5M111.5K
1.5%
+8.4%
Added · +9K sh
12Alphabet Inc Class A
CAP STK CL A
$52.2M181.6K
1.4%
+1.1%
Added · +2K sh
13Walmart, Inc
COM
$52.0M418.5K
1.4%
−2.7%
Reduced · −12K sh
14iShares 0-5 Yr Inv Grd Corp Bond ETF
0-5YR INVT GR CP
$49.0M971.0K
1.4%
+0.3%
Added · +3K sh
15Wesco International Inc
COM
$48.0M175.6K
1.3%
−1.7%
Reduced · −3K sh
16Amphenol Corp Cl A
CL A
$46.1M365.0K
1.3%
+2.6%
Added · +9K sh
17Exxon Mobil Corp
COM
$45.3M267.3K
1.3%
+0.7%
Added · +2K sh
18JPMorgan Chase & Co.
COM
$44.8M152.4K
1.2%
+1.5%
Added · +2K sh
19Alphabet Inc Class C
CAP STK CL C
$42.5M148.1K
1.2%
+3.2%
Added · +5K sh
20Eli Lilly & Co
COM
$41.4M45.0K
1.1%
+1.6%
Added · +720 sh
21Advanced Micro Devices Inc
COM
$39.5M194.3K
1.1%
+1.7%
Added · +3K sh
22Johnson & Johnson
COM
$38.4M157.2K
1.1%
+0.5%
Added · +760 sh
23Amazon.com, Inc.
COM
$33.9M162.6K
0.9%
+7.0%
Added · +11K sh
24NVIDIA Corporation
COM
$32.3M185.3K
0.9%
+3.9%
Added · +7K sh
25Taiwan Semiconductor Manufacturing Company Ltd.
SPONSORED ADS
$31.6M93.4K
0.9%
+1.8%
Added · +2K sh
26Oracle Corp
COM
$30.8M209.3K
0.8%
+2.3%
Added · +5K sh
27Lowe's Companies, Inc
COM
$29.9M126.6K
0.8%
+0.8%
Added · +967 sh
28Goldman Sachs Group Inc.
COM
$27.4M32.4K
0.8%
+1.4%
Added · +464 sh
29Berkshire Hathaway Inc Del Cl A
CL A
$27.3M38
0.8%
Held
30PepsiCo Inc
COM
$26.3M169.4K
0.7%
+2.8%
Added · +5K sh
31Emerson Electric Co
COM
$24.1M183.6K
0.7%
+0.9%
Added · +2K sh
32Cisco Systems Inc
COM
$23.7M305.2K
0.7%
+1.0%
Added · +3K sh
33Chevron Corp
COM
$22.7M109.7K
0.6%
+0.6%
Added · +692 sh
34RTX Corp
COM
$22.2M114.9K
0.6%
−0.5%
Reduced · −550 sh
35Vanguard S&P 500 ETF
S&P 500 ETF SHS
$21.7M36.3K
0.6%
−0.3%
Reduced · −108 sh
36Vanguard S/T Corp Bond ETF
SHRT TRM CORP BD
$21.6M272.2K
0.6%
+14%
Added · +33K sh
37McDonald's Corp
COM
$20.9M67.2K
0.6%
+0.7%
Added · +483 sh
38Visa Inc.
COM CL A
$20.6M68.1K
0.6%
+1.8%
Added · +1K sh
39Air Products & Chemicals Inc
COM
$20.4M70.2K
0.6%
+0.3%
Added · +245 sh
40Texas Instruments Inc
COM
$20.1M103.5K
0.6%
+1.8%
Added · +2K sh
41Union Pacific Corp
COM
$20.0M82.3K
0.6%
+3.0%
Added · +2K sh
42Bank of America Corp
COM
$19.9M407.3K
0.5%
+4.3%
Added · +17K sh
43Procter & Gamble Co
COM
$19.5M135.3K
0.5%
+1.0%
Added · +1K sh
44CVS Health Corporation
COM
$18.7M260.7K
0.5%
+2.2%
Added · +6K sh
45Abbott Laboratories
COM
$18.2M177.5K
0.5%
+2.9%
Added · +5K sh
46Caterpillar Inc
COM
$18.2M25.7K
0.5%
+2.2%
Added · +561 sh
47iShares Russell 2000 Index Fund
RUSSELL 2000 ETF
$17.9M72.2K
0.5%
−0.3%
Reduced · −232 sh
48Abbvie Inc
COM
$17.9M82.2K
0.5%
+1.7%
Added · +1K sh
49Vanguard Short-Term Inflation -Protected Securities ETF
STRM INFPROIDX
$17.4M348.7K
0.5%
+8.6%
Added · +28K sh
50Costco Wholesale Corp
COM
$17.4M17.5K
0.5%
−0.1%
Reduced · −21 sh
Showing 50 of 1,760 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 23, 20261,760$3.6B13F-HR
Q4 2025Dec 31, 2025Feb 3, 20261,721$3.6B13F-HR
Q3 2025Sep 30, 2025Oct 17, 20251,737$3.5B13F-HR
Q2 2025Jun 30, 2025Jul 14, 20251,729$3.4B13F-HR
Q1 2025Mar 31, 2025Apr 16, 20251,747$3.1B13F-HR
Q4 2024Dec 31, 2024Jan 28, 20251,774$3.2B13F-HR
Q3 2024Sep 30, 2024Oct 25, 20241,793$3.2B13F-HR
Q2 2024Jun 30, 2024Aug 5, 20241,777$3.0B13F-HR
Q1 2024Mar 31, 2024Apr 18, 20241,740$3.0B13F-HR
Q4 2023Dec 31, 2023Jan 23, 20241,754$2.7B13F-HR
Q3 2023Sep 30, 2023Oct 25, 20231,755$2.5B13F-HR
Q2 2023Jun 30, 2023Aug 1, 20231,763$2.7B13F-HR
Q1 2023Mar 31, 2023May 12, 20231,744$2.5B13F-HR
Q4 2022Dec 31, 2022Feb 2, 20231,767$2.4B13F-HR
Q3 2022Sep 30, 2022Oct 31, 20221,730$2.2B13F-HR
Q2 2022Jun 30, 2022Jul 28, 2022963$2.3B13F-HR
Q1 2022Mar 31, 2022Apr 19, 2022970$2.6B13F-HR
Q4 2021Dec 31, 2021Jan 14, 2022991$2.7B13F-HR
Q3 2021Sep 30, 2021Oct 21, 20211,005$2.4B13F-HR
Q2 2021Jun 30, 2021Jul 16, 2021943$2.2B13F-HR
Q1 2021Mar 31, 2021Apr 14, 2021844$2.1B13F-HR
Q4 2020Dec 31, 2020Jan 20, 2021840$1.9B13F-HR
Q3 2020Sep 30, 2020Oct 19, 2020832$1.7B13F-HR
Q2 2020Jun 30, 2020Jul 21, 2020847$1.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.