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DORIS ROBERTSON

Farmers & Merchants Investments Inc

Assets Managed
$4.127B
Holdings
1760
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
13.89%(2Q avg: 7.02%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Farmers & Merchants Investments Inc's 2026 - Q2 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 4.127B in assets, with a quarterly growth rate of 13.89% and a 2-quarter average growth rate of 7.02%. The portfolio is managed by DORIS ROBERTSON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.73%
7.09%
$292.508M
390,589 shares@ $748.89 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.92%
6.49%
$267.604M
3.756M shares@ $71.25 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -7.99%
4.02%
$165.604M
1.117M shares@ $148.31 avg price
NNI
Nelnet Inc-cl A
Recent Activity
Decreased -0.42%
3.81%
$157.243M
1.179M shares@ $133.34 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.85%
3.63%
$149.511M
1.939M shares@ $77.11 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.59%
3.14%
$129.433M
447,308 shares@ $289.37 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -0.4%
2.73%
$112.417M
193,518 shares@ $580.91 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.46%
2.56%
$105.424M
282,623 shares@ $373.02 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -7.01%
1.92%
$79.195M
1.327M shares@ $59.7 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.61%
1.88%
$77.556M
205,311 shares@ $377.75 avg price

1-10 of 1760