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Farmers & Merchants Investments Inc

Q4 2021 Holdings

Filed 2022-01-14 | 991 holdings | $65.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
KLA Corporation(KLAC)COM NEW482480100$35810.0%
CubeSmart(CUBE)COM229663109$356220.0%
Parker-Hannifin Corporation(PH)COM701094104$351110.0%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$351600.0%
Johnson Controls International(JCI)SHSG51502105$354300.0%
American Intl Group, Inc(AIG)COM NEW026874784$356090.0%
Cousins Properties Inc(CUZ)COM NEW222795502$368840.0%
Kroger Co(KR)COM501044101$367850.0%
Transdigm Group Inc(TDG)COM893641100$36560.0%
T-Mobile US, Inc.(TMUS)COM872590104$363100.0%
Proshares Ultra QQQ ETF(QLD)PSHS ULTRA QQQ74347R206$364000.0%
Restaurant Brands International Inc(QSR)COM76131D103$365950.0%
Take-Two Interactive Software, Inc.(TTWO)COM874054109$372070.0%
Terreno Realty Corp(TRNO)COM88146M101$374370.0%
Epam Sys Inc(EPAM)COM29414B104$37550.0%
Palo Alto Networks, Inc.(PANW)COM697435105$37660.0%
Rexford Industrial Realty Inc(REXR)COM76169C100$374530.0%
Etsy Inc(ETSY)COM29786A106$371690.0%
Lumen Technologies Inc(LUMN)COM550241103$382,9950.0%
Coterra Energy Inc(CTRA)COM127097103$382,0000.0%
Equity LifeStyle Properties, Inc.(ELS)COM29472R108$384300.0%
Alcon Inc(ALC)ORD SHSH01301128$384330.0%
Copart Inc(CPRT)COM217204106$382500.0%
First Trust ISE Cloud Computing Index Fund(SKYY)CLOUD COMPUTING33734X192$393720.0%
Generac Holdings, Inc.(GNRC)COM368736104$391100.0%
GXO Logistics Inc(GXO)COMMON STOCK36262G101$394240.0%
Albemarle Corp(ALB)COM012653101$401720.0%
Apartment Income REIT Corp(AIRCUSD)COM03750L109$407290.0%
Ingevity Corp(NGVT)COM45688C107$405590.0%
Dexcom Inc(DXCM)COM252131107$40740.0%
Regency Centers Corp(REG)COM758849103$415450.0%
National Fuel Gas Company(NFG)COM636180101$416340.0%
Monolithic Power Systems Inc(MPWR)COM609839105$41840.0%
Vanguard Russell 2000 Index Fund(VTWO)VNG RUS2000IDX92206C664$414540.0%
Zebra Technologies Corp(ZBRA)CL A989207105$42710.0%
Ferrari NV(RACE)COMN3167Y103$421620.0%
Spdr Dow Jones REIT ETF(RWR)DJ REIT ETF78464A607$423450.0%
Financial Select Sector Spdr Fund(XLF)FINANCIAL81369Y605$421,0700.0%
Novavax Inc(NVAX)COM NEW670002401$433000.0%
Chesapeake Utilities Corporation(CPK)COM165303108$432950.0%
West Pharmaceutical Services Inc(WST)COM955306105$43920.0%
Trane Technologies Plc(TT)SHSG8994E103$432110.0%
Horizon Therapeutics Public Ltd CoSHSG46188101$444050.0%
Utilities Select Sector Spdr Fund(XLU)SBI INT-UTILS81369Y886$446200.0%
Marathon Petroleum Corp(MPC)COM56585A102$446830.0%
Schwab U.S. Tips ETF(SCHP)US TIPS ETF808524870$446950.0%
FMC Corp(FMC)COM NEW302491303$444000.0%
First Industrial Realty Trust, Inc.(FR)COM32054K103$456870.0%
Lululemon Athletica Inc.(LULU)COM550021109$451140.0%
Martin Marietta Materials(MLM)COM573284106$461040.0%
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