Farmers & Merchants Investments Inc.

Overview

Farmers & Merchants Investments Inc. is a U.S.-based investment advisory firm headquartered in Lincoln, Nebraska. Established in 1964, the firm manages investment portfolios for individuals, institutions, and retirement plans, operating as a subsidiary of a bank holding company. With approximately $3.43 billion in assets under management, it offers comprehensive wealth and financial management services. The firm employs a team of investment professionals dedicated to client service. The firm's investment strategy is diversified, encompassing equities, fixed income, mutual funds, and ETFs. Portfolios are constructed based on long-term strategies that balance risk and growth, with top holdings including major ETFs and large-cap stocks such as IVV and MSFT. Investment decisions are driven by client objectives, risk tolerance, and market outlook, focusing on prudent asset allocation to achieve steady growth and capital preservation. In its most recent 13F filing as of September 30, 2025, Farmers & Merchants Investments Inc. disclosed 1,707 equity positions with a total market value of $4 billion. The firm increased holdings in Vanguard FTSE Developed Markets ETF, Apple Inc., and iShares S&P Small Cap 600 Index ETF, among other positions, while reducing exposure to Roper Technologies Inc., iShares Barclays MBS Bond Fund ETF, and Fiserv Inc. This reflects the firm's active management approach in aligning portfolios with evolving market conditions and client objectives.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies