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DORIS ROBERTSON

@Farmers & Merchants Investments Inc

Latest period2024 - Q3ReportedManaged Assets$3.217BTotal holdings1793
Assets growth rate7.32%Assets growth rate (2-Q avg)4.29%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Farmers & Merchants Investments Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1793 positions.

Assets under management

The assets under management (AUM) of Farmers & Merchants Investments Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.217B in assets, with a quarterly growth rate of 7.32% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by DORIS ROBERTSON, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Ltd.
Recent Activity
Exited
0%
$526,655
3,501 shares@ $150.43 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$186,967
3,720 shares@ $50.26 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Exited
0%
$83,200
1,300 shares@ $64.0 avg price
DBEFDb X-trackers Msci Eafe Etf
Recent Activity
Exited
0%
$54,949
1,326 shares@ $41.44 avg price
FDNFirst Trust Dow Jones Internet Index Fund
Recent Activity
Exited
0%
$53,284
260 shares@ $204.94 avg price
FTSLFirst Trust Senior Loan Etf
Recent Activity
Exited
0%
$45,710
1,000 shares@ $45.71 avg price
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
Exited
0%
$24,149
147 shares@ $164.28 avg price
CCJCameco Corp
Recent Activity
Exited
0%
$19,680
400 shares@ $49.2 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$15,848
5,600 shares@ $2.83 avg price
ELANElanco Animal Health Inc
Recent Activity
Exited
0%
$11,544
800 shares@ $14.43 avg price