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Farmers & Merchants Investments Inc

Q2 2026 Holdings

Filed 2026-07-20 | 1760 holdings | $4.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Navient Corp(NAVI)COM63938C108$408480.0%
Quanex Building Products Corp(NX)COM747619104$410220.0%
Brandywine Realty Trust(BDN)SH BEN INT NEW105368203$4121300.0%
Baytex Energy Corp(BTE)COM07317Q105$4161040.0%
iShares Msci International Value Factor ETF(IVLU)MSCI INTL VLU FT46435G409$418100.0%
Upwork Inc(UPWK)COM91688F104$418500.0%
Winmark Corp(WINA)COM974250102$42310.0%
Verra Mobility Corp(VRRM)CL A COM STK92511U102$4251000.0%
Grocery Outlet Holding Corp(GO)COM39874R101$429430.0%
Under Armour Inc Class C(UA)CL C904311206$435700.0%
HealthStream, Inc.(HSTM)COM42222N103$436160.0%
NexPoint Residential Trust Inc REIT(NXRT)COM65341D102$447160.0%
Franklin BSP Realty Trust Inc REIT(FBRT)COMMON STOCK35243J101$448550.0%
World Acceptance Corp(WRLD)COM981419104$44820.0%
Dauch Corporation(DCH)COM024061103$461850.0%
Under Armour Inc Class A(UAA)CL A904311107$466730.0%
Marcus & Millichap Inc(MMI)COM566324109$468150.0%
Worthington Steel Inc(WS)COM SHS982104101$470140.0%
Enovis Corporation(ENOV)COM194014502$476230.0%
Papa John's International Inc(PZZA)COM698813102$478130.0%
South Bow Corp(SOBO)COM83671M105$493140.0%
Sabre Corp(SABR)COM78573M104$4952370.0%
Amphastar Pharmaceuticals Inc(AMPH)COM03209R103$505250.0%
Standard Motor Products Inc(SMP)COM853666105$507130.0%
PC Connection Inc(CNXN)COM69318J100$51170.0%
MarineMax Inc(HZO)COM567908108$513140.0%
NCR Voyix Corp(VYX)COM62886E108$515630.0%
John B Sanfilippo & Son Inc(JBSS)COM800422107$51660.0%
Artivion Inc(AORT)COM228903100$517230.0%
Perrigo Co PLC(PRGO)SHSG97822103$520500.0%
Integra LifeSciences Holdings Corp(IART)COM NEW457985208$521290.0%
Certara Inc(CERT)COM15687V109$524800.0%
Ellington Financial Inc REIT(EFC)COM28852N109$531390.0%
Blackbaud Inc(BLKB)COM09227Q100$533180.0%
Cracker Barrel Old Country Store Inc(CBRL)COM22410J106$533100.0%
Metallus Inc(MTUS)COM887399103$542290.0%
QuinStreet Inc(QNST)COM74874Q100$542370.0%
Trupanion Inc(TRUP)COM898202106$545220.0%
CVR Energy Inc(CVI)COM12662P108$551200.0%
Hanmi Financial Corp(HAFC)COM NEW410495204$551170.0%
Tootsie Roll Industries, Inc.(TR)COM890516107$554140.0%
Campbell Soup Company(CPB)COM134429109$557250.0%
Invesco Dorsey Wright Developed Markets Momentum ETF(PIZ)DORSEY WRGT DVLP46138E875$559100.0%
National Beverage Corp(FIZZ)COM635017106$562180.0%
Matthews Intl Corp(MATW)CL A577128101$565210.0%
Neos Nasdaq-100 High Income ETF(QQQI)NASDAQ 100 HIGH78433H675$568100.0%
Eagle Bancorp Inc(EGBN)COM268948106$568200.0%
Whitestone REIT(WSR)COM966084204$569300.0%
Innovex International Inc(INVX)COM457651107$570230.0%
WisdomTree Japan Opportunities Fund ETF(OPPJ)JAPAN OPPOR FD97717W521$577100.0%
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