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Farmers & Merchants Investments Inc

Q1 2025 Holdings

Filed 2025-04-16 | 1747 holdings | $3.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Apogee Enterprises, Inc.(APOG)COM037598109$834180.0%
Astrana Health Inc(ASTH)COM NEW03763A207$837270.0%
Hope Bancorp Inc(HOPE)COM43940T109$838800.0%
Upbound Grp Inc(UPBD)COM76009N100$839350.0%
Helix Energy Solutions Grp Inc(HLX)COM42330P107$8391010.0%
Phinia Inc(PHIN)COMMON STOCK71880K101$849200.0%
Interface Inc(TILE)COM458665304$853430.0%
Stellar Bancorp Inc(STEL)COM858927106$857310.0%
Vishay Intertechnology, Inc. Ordinary Shares(VSH)COM928298108$859540.0%
Virtus Investment Partners(VRTS)COM92828Q109$86250.0%
Spdr Blackstone Senior Loan ETF(SRLN)BLACKSTONE SENR78467V608$864210.0%
Safety Insurance Group Inc(SAFT)COM78648T100$868110.0%
Energizer Holdings Inc(ENR)COM29272W109$868290.0%
Pediatrix Medical Group Inc(MD)COM58502B106$869600.0%
Photronics Inc(PLAB)COM719405102$872420.0%
CTS Corp(CTS)COM126501105$873210.0%
G-III Apparel Group Ltd(GIII)COM36237H101$875320.0%
Enovis Corporation(ENOV)COM194014502$879230.0%
Stepan Co(SCL)COM858586100$881160.0%
Spdr Bloomberg Barclays Emerging Markets Local Bond ETF(EBND)BLOOMBERG EMERGI78464A391$883440.0%
Wiley (John) & Sons(WLY)CL A968223206$891200.0%
Xenia Hotels & Resorts Inc REIT(XHR)COM984017103$894760.0%
Trupanion Inc(TRUP)COM898202106$894240.0%
Pennymac Mortgage Investment Trust(PMT)COM70931T103$894610.0%
Neogenomics Inc(NEO)COM NEW64049M209$902950.0%
Hayward Holdings Inc(HAYW)COM421298100$905650.0%
Westamerica BanCorp(WABC)COM957090103$911180.0%
Employers Holdings Inc(EIG)COM292218104$912180.0%
Pebblebrook Hotel Trust REIT(PEB)COM70509V100$912900.0%
Benchmark Electronics, Inc.(BHE)COM08160H101$913240.0%
Spdr Bloomberg Barclays 1-3 Month T-Bill ETF(BIL)BLOOMBERG 1-3 MO78468R663$917100.0%
TripAdvisor Inc.(TRIP)COM896945201$921650.0%
Triumph Financial Inc(TFIN)COM89679E300$925160.0%
Knowles Corp(KN)COM49926D109$927610.0%
Apollo Commercial Real Estate Finance Inc REIT(ARI)COM03762U105$928970.0%
LGI Homes Inc(LGIH)COM50187T106$931140.0%
Agilysys Inc(AGYS)COM00847J105$943130.0%
Provident Financial Services Inc(PFS)COM74386T105$944550.0%
The Andersons Inc(ANDE)COM034164103$944220.0%
Alexander & Baldwin Inc.(ALEX)COM014491104$948550.0%
Adeia Inc(ADEA)COM00676P107$952720.0%
Tennant Co(TNC)COM880345103$957120.0%
Calix Inc(CALX)COM13100M509$957270.0%
Tandem Diabetes Care Inc(TNDM)COM NEW875372203$958500.0%
Edgewell Personal Care Co(EPC)COM28035Q102$968310.0%
SiriusPoint Ltd(SPNT)COMG8192H106$968560.0%
Veritex Holdings Inc(VBTX)COM923451108$974390.0%
La-Z-Boy Incorporated(LZB)COM505336107$977250.0%
Pitney Bowes(PBI)COM724479100$9771080.0%
Veris Residential Inc REIT(VRE)COM554489104$981580.0%
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