StreetAlpha
13F holdings · Q3 2026

Farmers & Merchants Investments

Lincoln, NE · files as Farmers & Merchants Investments Inc
Holdings as of Sep 30, 2026Filed Oct 22, 2026Next filing due Feb 15, 2027CIK 1259969

Farmers & Merchants Investments reported 1,767 stocks worth $4.2B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVV (7.2%), VEA (6.5%) and IJR (3.7%). Compared with Q2 2026, the fund opened new positions in XOM, added to IVV, VEA and IJR, trimmed NNI, AMD and LLY and sold out of XOM, OKE and QQQM.

Reported value$4.2B+0.8% vs last quarter
Stocks held1,76770 new · 63 sold out
Top 5 weight24.5%spread out
Turnover4%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IVV
Ishares TR
$301M7.2%392K+1,848 (+0%)8 of 8
2
VEA
Vanguard Tax-Managed Fds
$271M6.5%3.8M+83K (+2%)8 of 8
3
IJR
Ishares TR
$152M3.7%1.1M+3,896 (+0%)8 of 8
4
AAPL
Apple Inc
$149M3.6%448KNo change8 of 8
5
MSFT
Microsoft Corp
$146M3.5%286K+2,966 (+1%)8 of 8
6
NNI
Nelnet Inc
$144M3.5%1.2M−6,873 (−1%)8 of 8
7
IJH
Ishares TR
$142M3.4%2M+36K (+2%)8 of 8
8
AMD
Advanced Micro Devices Inc
$117M2.8%191K−2,573 (−1%)8 of 8
9
VWO
Vanguard Intl Equity Index F
$79.3M1.9%1.3M+9,803 (+1%)8 of 8
10
AVGO
Broadcom Inc
$73.4M1.8%209K+3,674 (+2%)8 of 8
🔒 1757 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$37M270K
OKE
Oneok Inc New
$272K3,130
QQQM
Invesco Nasdaq
$160K527
ESGU
Ishares TR
$124K760
IYZ
Ishares TR
$91K2,142

🔒 Free account: see all 30.

Reported value

last 8 quarters
$3.2BQ4 '24
$3.1BQ1 '25
$3.4BQ2 '25
$3.5BQ3 '25
$3.6BQ4 '25
$3.6BQ1 '26
$4.1BQ2 '26
$4.2BQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 22, 202613F-HRQ3 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Farmers & Merchants Investments 13F FAQ

What does Farmers & Merchants Investments own?

Farmers & Merchants Investments reported 1,767 stocks worth $4.2B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVV (7.2%), VEA (6.5%) and IJR (3.7%). The table above lists every position in the filing (the top 10 without an account).

What did Farmers & Merchants Investments buy and sell in Q3 2026?

Compared with Q2 2026: 70 new positions, 743 added to, 268 trimmed and 63 sold out. New positions include XOM. It sold all of XOM, OKE and QQQM.

When will Farmers & Merchants Investments file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Farmers & Merchants Investments's portfolio worth?

The Q3 2026 filing reports $4.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.