2026 Q2 Portfolio Activity
In 2026 Q2, FARMERS & MERCHANTS INVESTMENTS INC maintained a portfolio of 1821 distinct positions. The most significant new addition was Invesco Nasdaq 100 ETF, now representing 0.00% of the total fund value. They heavily accumulated shares in Palo Alto Networks, Inc., increasing the position by 6.5%.
Position History
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Total Positions
1821
Quarter
2026 Q2
Top Holding
IVV (7.1%)
Top 10 Concentration
37.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1821
FARMERS & MERCHANTS INVESTMENTS INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
iShares S&P 500...
|
ETF | 7.09% | 6.99% |
#1
Prev: #1
|
5.3 |
—
|
2,801 | 0.7% |
P
S
|
390,589 | $292,508,196 |
$296.73
+158.7%
|
2008 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
VEA
Vanguard FTSE D...
|
ETF | 6.48% | 6.45% |
#2
Prev: #2
|
4.6 |
—
|
106,314 | 2.9% |
P
S
|
3,755,844 | $267,603,885 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IJR
iShares S&P Sma...
|
ETF | 4.01% | 4.16% |
#3
1
Prev: #4
|
3.1 |
—
|
-96,991 | -8.0% |
P
S
|
1,116,608 | $165,604,132 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NNI
Nelnet, Inc.
|
Financial Services | 3.81% | 4.21% |
#4
1
Prev: #3
|
2.5 |
—
|
-5,000 | -0.4% |
P
S
|
1,179,351 | $157,242,869 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IJH
iShares S&P Mid...
|
ETF | 3.62% | 3.51% |
#5
Prev: #5
|
2.4 |
—
|
53,672 | 2.8% |
P
S
|
1,938,937 | $149,511,432 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AAPL
Apple Inc
|
Technology | 3.14% | 3.08% |
#6
Prev: #6
|
1.8 |
—
|
6,997 | 1.6% |
P
S
|
447,308 | $129,433,043 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMD
Advanced Micro ...
|
Technology | 2.72% | 1.09% |
#7
14
Prev: #21
|
1.6 |
—
|
-781 | -0.4% |
P
S
|
193,518 | $112,416,541 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MSFT
Microsoft Corp
|
Technology | 2.55% | 2.79% |
#8
1
Prev: #7
|
1.5 |
—
|
9,451 | 3.5% |
P
S
|
282,623 | $105,424,031 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VWO
Vanguard FTSE E...
|
ETF | 1.92% | 2.13% |
#9
1
Prev: #8
|
1.3 |
—
|
-100,161 | -7.0% |
P
S
|
1,326,765 | $79,194,603 | 2005 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AVGO
Broadcom Inc
|
Technology | 1.88% | 1.82% |
#10
1
Prev: #9
|
1.3 |
—
|
-7,703 | -3.6% |
P
S
|
205,311 | $77,556,230 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOGL
Alphabet Inc Cl...
|
Communication Services | 1.59% | 1.44% |
#11
1
Prev: #12
|
1.1 |
—
|
2,102 | 1.2% |
P
S
|
183,721 | $65,656,374 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
APH
Amphenol Corp C...
|
Technology | 1.58% | 1.27% |
#12
4
Prev: #16
|
1.1 |
—
|
4,217 | 1.2% |
P
S
|
369,201 | $65,097,520 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WCC
Wesco Internati...
|
Industrials | 1.46% | 1.33% |
#13
2
Prev: #15
|
1.1 |
—
|
-1,540 | -0.9% |
P
S
|
174,057 | $60,124,510 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BND
Vanguard Total ...
|
ETF | 1.45% | 1.64% |
#14
4
Prev: #10
|
1.1 |
—
|
4,809 | 0.6% |
P
S
|
813,345 | $59,707,656 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 1.38% | 1.47% |
#15
4
Prev: #11
|
1.1 |
—
|
2,607 | 2.3% |
P
S
|
114,155 | $57,122,020 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOG
Alphabet Inc Cl...
|
Communication Services | 1.31% | 1.17% |
#16
3
Prev: #19
|
1.0 |
—
|
4,867 | 3.3% |
P
S
|
152,949 | $54,041,470 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LLY
Eli Lilly & Co
|
Healthcare | 1.29% | 1.14% |
#17
3
Prev: #20
|
1.0 |
—
|
-610 | -1.4% |
P
S
|
44,397 | $53,251,094 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.22% | 1.24% |
#18
Prev: #18
|
1.0 |
—
|
1,567 | 1.0% |
P
S
|
153,996 | $50,407,511 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SLQD
iShares 0-5 Yr ...
|
ETF | 1.20% | 1.35% |
#19
5
Prev: #14
|
1.0 |
—
|
11,362 | 1.2% |
P
S
|
982,350 | $49,480,970 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WMT
Walmart, Inc
|
Consumer Defensive | 1.11% | 1.44% |
#20
7
Prev: #13
|
0.9 |
—
|
-13,370 | -3.2% |
P
S
|
405,094 | $45,880,946 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TSM
Taiwan Semicond...
|
Technology | 1.10% | 0.87% |
#21
4
Prev: #25
|
0.9 |
—
|
2,076 | 2.2% |
P
S
|
95,452 | $45,585,012 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DELL
Dell Technologi...
|
Technology | 1.03% | 0.45% |
#22
32
Prev: #54
|
0.9 |
—
|
-1,522 | -1.5% |
P
S
|
98,373 | $42,444,015 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 0.99% | 0.93% |
#23
Prev: #23
|
2.4 |
—
|
8,809 | 5.4% |
P
S
|
171,378 | $40,846,233 | 2005 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.98% | 1.06% |
#24
2
Prev: #22
|
0.9 |
—
|
2,185 | 1.4% |
P
S
|
159,376 | $40,476,723 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NVDA
NVIDIA Corporat...
|
Technology | 0.97% | 0.89% |
#25
1
Prev: #24
|
2.4 |
—
|
13,817 | 7.5% |
P
S
|
199,159 | $39,849,724 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 0.90% | 1.25% |
#26
9
Prev: #17
|
0.9 |
—
|
2,990 | 1.1% |
P
S
|
270,273 | $36,951,725 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CSCO
Cisco Systems I...
|
Technology | 0.86% | 0.65% |
#27
5
Prev: #32
|
0.8 |
—
|
-3,483 | -1.1% |
P
S
|
301,674 | $35,434,628 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PANW
Palo Alto Netwo...
|
Technology | 0.84% | 0.42% |
#28
32
Prev: #60
|
2.3 |
—
|
6,192 | 6.5% |
P
S
|
101,488 | $34,609,438 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GS
Goldman Sachs G...
|
Financial Services | 0.80% | 0.76% |
#29
1
Prev: #28
|
0.8 |
—
|
172 | 0.5% |
P
S
|
32,556 | $32,926,162 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TXN
Texas Instrumen...
|
Technology | 0.76% | 0.55% |
#30
10
Prev: #40
|
0.8 |
—
|
1,411 | 1.4% |
P
S
|
104,902 | $31,268,139 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ORCL
Oracle Corp
|
Technology | 0.75% | 0.85% |
#31
5
Prev: #26
|
0.8 |
—
|
2,350 | 1.1% |
P
S
|
211,699 | $31,024,488 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LOW
Lowe's Companie...
|
Consumer Cyclical | 0.69% | 0.83% |
#32
5
Prev: #27
|
0.8 |
—
|
3,352 | 2.6% |
P
S
|
129,937 | $28,649,809 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/A
Berkshire Hatha...
|
Financial Services | 0.67% | 0.75% |
#33
4
Prev: #29
|
0.8 |
—
|
-1 | -2.6% |
P
S
|
37 | $27,707,450 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CVS
CVS Health Corp...
|
Healthcare | 0.66% | 0.52% |
#34
10
Prev: #44
|
0.8 |
—
|
1,955 | 0.8% |
P
S
|
262,608 | $27,166,798 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CAT
Caterpillar Inc
|
Industrials | 0.65% | 0.50% |
#35
11
Prev: #46
|
0.8 |
—
|
-644 | -2.5% |
P
S
|
25,053 | $26,678,940 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
EMR
Emerson Electri...
|
Industrials | 0.64% | 0.66% |
#36
5
Prev: #31
|
0.8 |
—
|
1,829 | 1.0% |
P
S
|
185,400 | $26,540,010 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
UNH
UnitedHealth Gr...
|
Healthcare | 0.63% | 0.47% |
#37
15
Prev: #52
|
0.8 |
—
|
448 | 0.7% |
P
S
|
63,018 | $26,192,171 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ASML
ASML Holding
|
Technology | 0.61% | 0.45% |
#38
17
Prev: #55
|
0.7 |
—
|
274 | 2.2% |
P
S
|
12,630 | $25,126,627 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 0.61% | 0.60% |
#39
4
Prev: #35
|
0.7 |
—
|
303 | 0.8% |
P
S
|
36,563 | $25,111,834 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BAC
Bank of America...
|
Financial Services | 0.57% | 0.55% |
#40
2
Prev: #42
|
0.7 |
—
|
7,043 | 1.7% |
P
S
|
414,377 | $23,611,201 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 0.56% | 0.73% |
#41
11
Prev: #30
|
0.7 |
—
|
2,773 | 1.6% |
P
S
|
172,175 | $23,312,495 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
V
Visa Inc.
|
Financial Services | 0.56% | 0.57% |
#42
4
Prev: #38
|
0.7 |
—
|
-188 | -0.3% |
P
S
|
67,906 | $23,297,870 | 2008 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
UNP
Union Pacific C...
|
Industrials | 0.54% | 0.55% |
#43
2
Prev: #41
|
0.7 |
—
|
-78 | -0.1% |
P
S
|
82,218 | $22,363,296 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
RTX
RTX Corp
|
Industrials | 0.53% | 0.61% |
#44
10
Prev: #34
|
0.7 |
—
|
-120 | -0.1% |
P
S
|
114,759 | $21,773,225 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IWM
iShares Russell...
|
ETF | 0.53% | 0.49% |
#45
2
Prev: #47
|
0.7 |
—
|
124 | 0.2% |
P
S
|
72,308 | $21,724,939 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ABBV
Abbvie Inc
|
Healthcare | 0.52% | 0.49% |
#46
2
Prev: #48
|
0.7 |
—
|
3,498 | 4.3% |
P
S
|
85,666 | $21,556,992 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
APD
Air Products & ...
|
Basic Materials | 0.50% | 0.56% |
#47
8
Prev: #39
|
0.7 |
—
|
495 | 0.7% |
P
S
|
70,728 | $20,736,035 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.48% | 0.54% |
#48
5
Prev: #43
|
0.7 |
—
|
1,090 | 0.8% |
P
S
|
136,436 | $20,006,902 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VCSH
Vanguard S/T Co...
|
ETF | 0.48% | 0.60% |
#49
13
Prev: #36
|
0.7 |
—
|
-20,600 | -7.6% |
P
S
|
251,560 | $19,880,787 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MCD
McDonald's Corp
|
Consumer Cyclical | 0.45% | 0.58% |
#50
13
Prev: #37
|
0.7 |
—
|
1,158 | 1.7% |
P
S
|
68,407 | $18,491,096 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-50 of 1821 holdings