test

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
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 0.25%
1.46%
$46.952M
102,011 shares@ $460.27 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2.14%
1.33%
$42.529M
48,004 shares@ $885.95 avg price
AVGOBroadcom Inc
Recent Activity
Increased 889.64%
1.27%
$40.841M
236,760 shares@ $172.5 avg price
WMTWalmart, Inc
Recent Activity
Increased 0.29%
1.21%
$38.781M
480,266 shares@ $80.76 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.37%
1.21%
$38.752M
227,415 shares@ $170.4 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.94%
1.13%
$36.289M
62,067 shares@ $584.69 avg price
LOWLowe's Companies, Inc
Recent Activity
Decreased -0.47%
1.13%
$36.204M
133,669 shares@ $270.86 avg price
BRK.ABerkshire Hathaway Inc Del Cl A
Recent Activity
Increased 1.97%
1.12%
$35.941M
52 shares@ $691180.0 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.37%
1.1%
$35.121M
166,561 shares@ $210.86 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -0.42%
1.06%
$33.861M
206,367 shares@ $164.08 avg price