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Farmers & Merchants Investments Inc

Q4 2025 Holdings

Filed 2026-02-03 | 1721 holdings | $3.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Rexford Industrial Realty Inc(REXR)COM76169C100$7.8K2020.0%
Kinsale Capital Group Inc(KNSL)COM49714P108$7.8K200.0%
Western Alliance Bancorp(WAL)COM957638109$7.9K940.0%
Flowserve Corp(FLS)COM34354P105$7.9K1140.0%
Crane Co(CR)COMMON STOCK224408104$7.9K430.0%
Permian Resources Corp(PR)CLASS A COM71424F105$8.0K5700.0%
Regal Rexnord Corp(RRX)COM758750103$8.0K570.0%
iShares Msci USA Minimum Volatility ETF(USMV)MSCI USA MIN VOL46429B697$8.0K850.0%
EastGroup Properties, Inc(EGP)COM277276101$8.0K450.0%
Builders FirstSource Inc(BLDR)COM12008R107$8.0K780.0%
Chart Industries Inc(GTLS)COM16115Q308$8.0K390.0%
Rocket Companies Inc(RKT)COM CL A77311W101$8.1K4180.0%
Occidental Petroleum Corp Warrant - Expires 08/03/27(OXY/WS)*W EXP 08/03/202674599162$8.2K4240.0%
Nordson Corp(NDSN)COM655663102$8.2K340.0%
Southstate Bank Corporation(SSB)COM84472E102$8.2K870.0%
Wintrust Financial Corp(WTFC)COM97650W108$8.2K590.0%
Camden Property Trust(CPT)SH BEN INT133131102$8.3K750.0%
Owens Corning Inc(OC)COM690742101$8.3K740.0%
Globus Med Inc(GMED)CL A379577208$8.3K950.0%
Core & Main Inc(CNM)CL A21874C102$8.3K1600.0%
American Financial Group(AFG)COM025932104$8.3K610.0%
The Ensign Group Inc(ENSG)COM29358P101$8.4K480.0%
Applied Industrial Technologies, Inc.(AIT)COM03820C105$8.5K330.0%
Globe Life(GL)COM37959E102$8.5K610.0%
Aramark(ARMK)COM03852U106$8.6K2320.0%
Kimco Realty Common(KIM)COM49446R109$8.6K4250.0%
Advanced Drainage Systems Inc(WMS)COM00790R104$8.7K600.0%
Deckers Outdoor Corp(DECK)COM243537107$8.7K840.0%
Super Micro Computer Inc(SMCI)COM NEW86800U302$8.8K3000.0%
Ovintiv Inc(OVV)COM69047Q102$8.8K2250.0%
Everest Group Ltd(EG)COMG3223R108$8.8K260.0%
American Airlines Group Inc(AAL)COM02376R102$8.9K5800.0%
Antero Resources Corp(AR)COM03674X106$8.9K2580.0%
Macom Technology Solutions Holdings Inc(MTSI)COM55405Y100$8.9K520.0%
Rambus Inc.(RMBS)COM750917106$8.9K970.0%
Jack Henry & Associates, Inc.(JKHY)COM426281101$8.9K490.0%
Donaldson Co Inc(DCI)COM257651109$9.0K1010.0%
Service Corp Intl(SCI)COM817565104$9.0K1150.0%
Acuity Inc.(AYI)COM00508Y102$9.0K250.0%
Synnex Corp(SNX)COM87162W100$9.0K600.0%
Five Below Inc(FIVE)COM33829M101$9.0K480.0%
Jefferies Financial Group Inc(JEF)COM47233W109$9.0K1460.0%
Old Republic International Corporation(ORI)COM680223104$9.1K2000.0%
Jazz Pharmaceuticals PLC(JAZZ)SHS USDG50871105$9.2K540.0%
Manhattan Associates Inc(MANH)COM562750109$9.2K530.0%
TKO Group Holdings Inc(TKO)CL A87256C101$9.2K440.0%
Essential Utilities Inc(WTRG)COM29670G102$9.2K2400.0%
American Homes 4 Rent(AMH)CL A02665T306$9.2K2870.0%
Encompass Health Corp(EHC)COM29261A100$9.3K880.0%
Lattice Seminconductor Corp(LSCC)COM518415104$9.3K1270.0%
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