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DORIS ROBERTSON

Farmers & Merchants Investments Inc

Assets Managed
$3.624B
Holdings
1760
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
0.15%(2Q avg: 1.37%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Farmers & Merchants Investments Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1760 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 2026 - Q1, they manage 3.624B in assets, with a quarterly growth rate of 0.15% and a 2-quarter average growth rate of 1.37%. The portfolio is managed by DORIS ROBERTSON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.01%
6.99%
$253.307M
387,788 shares@ $653.21 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.82%
6.46%
$233.862M
3.65M shares@ $64.08 avg price
NNI
Nelnet Inc-cl A
Recent Activity
4.22%
$152.734M
1.184M shares@ $128.97 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.62%
4.17%
$150.862M
1.214M shares@ $124.32 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.91%
3.52%
$127.312M
1.885M shares@ $67.53 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.83%
3.09%
$111.747M
440,311 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.97%
2.8%
$101.12M
273,172 shares@ $370.17 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -0.5%
2.13%
$77.125M
1.427M shares@ $54.06 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.5%
1.82%
$65.93M
213,014 shares@ $309.51 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.63%
1.65%
$59.541M
808,536 shares@ $73.64 avg price

1-10 of 1760