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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
Helix Energy Solutions Grp Inc(HLX)COM42330P107$6331010.0%
GCI Liberty Inc(GLIBK)COM SER C36164V800$633170.0%
Southside Bancshares Inc(SBSI)COM84470P109$638210.0%
Progyny Inc(PGNY)COM74340E103$642250.0%
NCR Voyix Corp(VYX)COM62886E108$643630.0%
REX American Resources Corp(REX)COM761624105$646200.0%
Xpel Inc(XPEL)COM98379L100$649130.0%
Astec Industries Inc(ASTE)COM046224101$650150.0%
Innoviva Inc(INVA)COM45781M101$660330.0%
Preferred Bank Los Angeles CA(PFBC)COM NEW740367404$66170.0%
Talos Energy Inc(TALO)COM87484T108$661600.0%
Astrana Health Inc(ASTH)COM NEW03763A207$670270.0%
Amphastar Pharmaceuticals Inc(AMPH)COM03209R103$670250.0%
Ezcorp, Inc.(EZPW)CL A NON VTG302301106$680350.0%
JBG Smith Properties REIT(JBGS)COM46590V100$680400.0%
Allegiant Travel Co(ALGT)COM01748X102$68280.0%
Reynolds Consumer Products Inc(REYN)COM76171L106$688300.0%
Six Flags Entertainment Corp(FUN)COM83001C108$690450.0%
Employers Holdings Inc(EIG)COM292218104$691160.0%
Deluxe Corporation(DLX)COM248019101$692310.0%
Perrigo Co PLC(PRGO)SHSG97822103$696500.0%
Global Net Lease Inc(GNL)COM NEW379378201$697810.0%
AdaptHealth Corp(AHCO)COMMON STOCK00653Q102$697700.0%
Xencor Inc(XNCR)COM98401F105$704460.0%
Certara Inc(CERT)COM15687V109$705800.0%
TreeHouse Foods Inc(THS)COM89469A104$708300.0%
Scholastic Corp(SCHL)COM807066105$711240.0%
Indivior PLC(INDV)ORDG4766E116$718200.0%
Under Armour Inc Class C(UA)CL C904311206$7201500.0%
Kinetik Holdings Inc(KNTK)COM NEW CL A02215L209$721200.0%
Worthington Enterprises Inc(WOR)COM981811102$722140.0%
Kennedy-Wilson Holdings Inc(KW)COM489398107$725750.0%
Centerspace REIT(CSR)COM15202L107$734110.0%
Under Armour Inc Class A(UAA)CL A904311107$7361480.0%
Uniti Group Inc REIT(UNIT)COM SHS912932100$7361050.0%
Kodiak Gas Services Inc(KGS)COM50012A108$748200.0%
Marriott Vacations Worldwide Corp(VAC)COM57164Y107$750130.0%
Harmonic Inc.(HLIT)COM413160102$752760.0%
Sarepta Therapeutics Inc(SRPT)COM803607100$753350.0%
American Assets Trust Inc(AAT)COM024013104$757400.0%
Stepan Co(SCL)COM858586100$758160.0%
Mohawk Industries Inc(MHK)COM608190104$76570.0%
Pennymac Mortgage Investment Trust(PMT)COM70931T103$766610.0%
Adient PLC(ADNT)ORD SHSG0084W101$767400.0%
Prog Holdings Inc(PRG)COM NPV74319R101$767260.0%
Winnebago Industries Inc(WGO)COM974637100$770190.0%
Fortrea Holdings Inc(FTRE)COMMON STOCK34965K107$776450.0%
Safety Insurance Group Inc(SAFT)COM78648T100$779100.0%
Vishay Intertechnology, Inc. Ordinary Shares(VSH)COM928298108$782540.0%
Iridium Communications Inc(IRDM)COM46269C102$782450.0%
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