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FARMERS & MERCHANTS INVESTMENTS INC — 13F Holdings & Portfolio

CIK 1259969 · latest 13F-HR filed 2026-07-20

Backtest portfolio

FARMERS & MERCHANTS INVESTMENTS INC manages $4.13B in 13F-reported U.S. long-equity assets across 1,760 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (7.09%), VEA (6.48%), IJR (4.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 62 new positions, exited 62, added to 996, and trimmed 374.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
PO BOX 82535
LINCOLN, NE 68501
Phone
(402) 323-1619
Filing Manager
FARMERS & MERCHANTS INVESTMENTS INC
LINCOLN, NE
Signatory
DORIS ROBERTSON
VICE PRESIDENT
Loading holdings…
AUM

$4.13B

Long-equity book

Holdings

1,760

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+62 / −62 / ↑996 / ↓374

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Advanced Micro Devices Inc$72.9M +184.4%
  • iShares S&P 500 Index Fund$39.2M +15.5%
  • Vanguard FTSE Developed Markets ETF$33.7M +14.4%
  • Dell Technologies Inc Cl C$26.0M +158.9%
  • iShares S&P Midcap 400$22.2M +17.4%
Show all 996 →

Top Trims

  • Exxon Mobil Corp-$8.4M -18.5%
  • Walmart, Inc-$6.1M -11.8%
  • Chevron Corp-$4.4M -19.6%
  • Occidental Petroleum Corp-$4.0M -26.7%
  • Paypal Holdings Inc-$3.5M -51.4%
Show all 374 →

New Positions

  • Honeywell International Inc$5.5M
  • Honeywell Aerospace Inc$5.5M
  • Fedex Freight Holding Co Inc$2.0M
  • Invesco Nasdaq 100 ETF$159.7K
  • Marvell Technology Inc$131.4K
Show all 62 →

Exited Positions

  • Honeywell Intl Inc$11.2M
  • IShares Morningstar Mid Core Index Fund$125.4K
  • iShares US Consumer Discretionary ETF$83.7K
  • Coterra Energy Inc$81.0K
  • First Trust Enhanced Short Maturity ETF$53.8K
Show all 62 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 iShares S&P 500 Index Fund IVV 464287200 $292.5M 7.09% 390,589 SH
2 Vanguard FTSE Developed Markets ETF VEA 921943858 $267.6M 6.48% 3,755,844 SH
3 iShares S&P Small Cap 600 Index ETF IJR 464287804 $165.6M 4.01% 1,116,608 SH
4 Nelnet, Inc. NNI 64031N108 $157.2M 3.81% 1,179,351 SH
5 iShares S&P Midcap 400 IJH 464287507 $149.5M 3.62% 1,938,937 SH
6 Apple Inc AAPL 037833100 $129.4M 3.14% 447,308 SH
7 Advanced Micro Devices Inc AMD 007903107 $112.4M 2.72% 193,518 SH
8 Microsoft Corp MSFT 594918104 $105.4M 2.55% 282,623 SH
9 Vanguard FTSE Emerging Markets ETF VWO 922042858 $79.2M 1.92% 1,326,765 SH
10 Broadcom Inc AVGO 11135F101 $77.6M 1.88% 205,311 SH
11 Alphabet Inc Class A GOOGL 02079K305 $65.7M 1.59% 183,721 SH
12 Amphenol Corp Cl A APH 032095101 $65.1M 1.58% 369,201 SH
13 Wesco International Inc WCC 95082P105 $60.1M 1.46% 174,057 SH
14 Vanguard Total Bond Market ETF BND 921937835 $59.7M 1.45% 813,345 SH
15 Berkshire Hathaway Inc Del Cl B New BRK.B 084670702 $57.1M 1.38% 114,155 SH
16 Alphabet Inc Class C GOOG 02079K107 $54.0M 1.31% 152,949 SH
17 Eli Lilly & Co LLY 532457108 $53.3M 1.29% 44,397 SH
18 JPMorgan Chase & Co. JPM 46625H100 $50.4M 1.22% 153,996 SH
19 iShares 0-5 Yr Inv Grd Corp Bond ETF SLQD 46434V100 $49.5M 1.20% 982,350 SH
20 Walmart, Inc WMT 931142103 $45.9M 1.11% 405,094 SH
21 Taiwan Semiconductor Manufacturing Company Ltd. TSM 874039100 $45.6M 1.10% 95,452 SH
22 Dell Technologies Inc Cl C DELL 24703L202 $42.4M 1.03% 98,373 SH
23 Amazon.com, Inc. AMZN 023135106 $40.8M 0.99% 171,378 SH
24 Johnson & Johnson JNJ 478160104 $40.5M 0.98% 159,376 SH
25 NVIDIA Corporation NVDA 67066G104 $39.8M 0.97% 199,159 SH
26 Exxon Mobil Corp XOM 30231G102 $37.0M 0.90% 270,273 SH
27 Cisco Systems Inc CSCO 17275R102 $35.4M 0.86% 301,674 SH
28 Palo Alto Networks, Inc. PANW 697435105 $34.6M 0.84% 101,488 SH
29 Goldman Sachs Group Inc. GS 38141G104 $32.9M 0.80% 32,556 SH
30 Texas Instruments Inc TXN 882508104 $31.3M 0.76% 104,902 SH
31 Oracle Corp ORCL 68389X105 $31.0M 0.75% 211,699 SH
32 Lowe's Companies, Inc LOW 548661107 $28.6M 0.69% 129,937 SH
33 Berkshire Hathaway Inc Del Cl A BRK.A 084670108 $27.7M 0.67% 37 SH
34 CVS Health Corporation CVS 126650100 $27.2M 0.66% 262,608 SH
35 Caterpillar Inc CAT 149123101 $26.7M 0.65% 25,053 SH
36 Emerson Electric Co EMR 291011104 $26.5M 0.64% 185,400 SH
37 UnitedHealth Group Inc UNH 91324P102 $26.2M 0.63% 63,018 SH
38 ASML Holding ASML N07059210 $25.1M 0.61% 12,630 SH
39 Vanguard S&P 500 ETF VOO 922908363 $25.1M 0.61% 36,563 SH
40 Bank of America Corp BAC 060505104 $23.6M 0.57% 414,377 SH
41 PepsiCo Inc PEP 713448108 $23.3M 0.56% 172,175 SH
42 Visa Inc. V 92826C839 $23.3M 0.56% 67,906 SH
43 Union Pacific Corp UNP 907818108 $22.4M 0.54% 82,218 SH
44 RTX Corp RTX 75513E101 $21.8M 0.53% 114,759 SH
45 iShares Russell 2000 Index Fund IWM 464287655 $21.7M 0.53% 72,308 SH
46 Abbvie Inc ABBV 00287Y109 $21.6M 0.52% 85,666 SH
47 Air Products & Chemicals Inc APD 009158106 $20.7M 0.50% 70,728 SH
48 Procter & Gamble Co PG 742718109 $20.0M 0.48% 136,436 SH
49 Vanguard S/T Corp Bond ETF VCSH 92206C409 $19.9M 0.48% 251,560 SH
50 McDonald's Corp MCD 580135101 $18.5M 0.45% 68,407 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $4.13B 1,760 0001140361-26-028983
2026-03-31 2026-04-23 $3.62B 1,760 0001140361-26-016276
2025-12-31 2026-02-03 $3.62B 1,721 0001140361-26-003508