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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
Sally Beauty Holdings Inc(SBH)COM79546E104$784550.0%
Herman Miller, Inc.(MLKN)COM600544100$786430.0%
Two Harbors Investment Corp REIT(TWO)COM90187B804$788750.0%
Cohu Inc(COHU)COM192576106$791340.0%
Jetblue Airways Corp(JBLU)COM477143101$7961750.0%
Azenta, Inc.(AZTA)COM114340102$798240.0%
G-III Apparel Group Ltd(GIII)COM36237H101$811280.0%
Encore Capital Group Inc(ECPG)COM292554102$815150.0%
Payoneer Global Inc(PAYO)COM70451X104$8151450.0%
Virtus Investment Partners(VRTS)COM92828Q109$81650.0%
Fresh Del Monte Produce Inc(DMC)ORDG36738105$819230.0%
World Kinect Corp(WKC)COM981475106$820350.0%
Trupanion Inc(TRUP)COM898202106$822220.0%
Healthcare Services Group Inc(HCSG)COM421906108$822430.0%
Harmony Biosciences Holdings Inc(HRMY)COM413197104$823220.0%
Pacira BioSciences Inc(PCRX)COM695127100$828320.0%
Collegium Pharmaceutical Inc(COLL)COM19459J104$833180.0%
Newell Brands Inc.(NWL)COM651229106$8372250.0%
Arlo Technologies Inc(ARLO)COM04206A101$839600.0%
ProAssurance Corp(PRA)COM74267C106$846350.0%
Hilltop Holdings Inc.(HTH)COM432748101$849250.0%
Lakeland Financial Corp(LKFN)COM511656100$856150.0%
US Physical Therapy Inc(USPH)COM90337L108$859110.0%
Proto Labs Inc(PRLB)COM743713109$860170.0%
Enviri Corp(NVRI)COM415864107$860480.0%
Westamerica BanCorp(WABC)COM957090103$861180.0%
Veris Residential Inc REIT(VRE)COM554489104$863580.0%
SolarEdge Technologies Inc(SEDG)COM83417M104$866300.0%
National Bank Holdings Corp(NBHC)CL A633707104$874230.0%
Central Garden & Pet Co Cl A(CENTA)CL A NON-VTG153527205$876300.0%
Hope Bancorp Inc(HOPE)COM43940T109$877800.0%
DXP Enterprises Inc(DXPE)COM NEW233377407$87880.0%
Tennant Co(TNC)COM880345103$884120.0%
A10 Networks Inc(ATEN)COM002121101$885500.0%
Ultra Clean Holdings Inc(UCTT)COM90385V107$887350.0%
Conmed Corp(CNMD)COM207410101$893220.0%
CTS Corp(CTS)COM126501105$900210.0%
Getty Realty Corp(GTY)COM374297109$903330.0%
J & J Snack Foods Corp(JJSF)COM466032109$904100.0%
Masterbrand Inc(MBC)COMMON STOCK57638P104$905820.0%
LKQ Corporation(LKQ)COM501889208$906300.0%
Arcus Biosciences Inc(RCUS)COM03969F109$906380.0%
Gentherm Inc(THRM)COM37253A103$909250.0%
Albany Intl Corp(AIN)CL A012348108$913180.0%
Arbor Realty Trust Inc(ABR)COM038923108$9311200.0%
La-Z-Boy Incorporated(LZB)COM505336107$932250.0%
Inter Parfums Inc(IPAR)COM458334109$933110.0%
Apollo Commercial Real Estate Finance Inc REIT(ARI)COM03762U105$939970.0%
Cohen & Steers Inc(CNS)COM19247A100$942150.0%
Lindsay Manufacturing(LNN)COM535555106$94380.0%
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