Farmers & Merchants Investments Inc.
Farmers & Merchants Investments Inc is a US-based investment advisory firm headquartered in Lincoln, Nebraska. Established in 1964, it operates as a subsidiary of a bank holding company structure and manages investment portfolios for individuals, institutions, and retirement plans. The firm is registered with the SEC and has a strong regional presence, primarily serving clients in Nebraska and surrounding areas. The firm has approximately $3.43 billion in assets under management, with hundreds of portfolio holdings and a focus on comprehensive wealth and financial management services. It employs a team of investment professionals and support staff dedicated to client service.
Investment Strategy
Farmers & Merchants Investments Inc pursues a diversified investment approach, managing equities, fixed income, mutual funds, and ETFs for its clients. The firm constructs portfolios 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.
Top Holdings
Equity Positions (1,707)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares S&P 500 Index Fund | 7.21% | $254.2M | 379,752 | $327.98 | $669.30 | +$9.5M |
V VEA | Vanguard FTSE Developed Markets ETF | 5.71% | $201.6M | 3,364,114 | $44.19 | $59.92 | +$23.7M |
N NNI | Nelnet, Inc. | 4.21% | $148.4M | 1,183,342 | $44.22 | $125.38 | +$2.7M |
I IJR | iShares S&P Small Cap 600 Index ETF | 3.88% | $136.8M | 1,151,423 | $86.28 | $118.83 | +$13.9M |
M MSFT | Microsoft Corp | 3.81% | $134.4M | 259,399 | $86.17 | $517.95 | -$1.5M |