F/m Investments LLC Q1 2022 Filing

Filed April 22, 2022

Portfolio Value

$124.0B

Holdings

68

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE ORD
93,669$16.4T13187.49%
2
MSFTMICROSOFT ORD
25,386$7.8T6310.79%
3
GOOGLALPHABET CL A ORD
2,437$6.8T5465.26%
4
AMZNAMAZON COM ORD
2,042$6.7T5367.42%
5
NVDANVIDIA ORD
21,902$6.0T4818.72%
6
AMDADVANCED MICRO DEVICES ORD
50,810$5.6T4479.48%
7
FFORD MOTOR ORD
224,797$3.8T3065.02%
8
DDOGDATADOG CL A ORD
24,888$3.8T3039.60%
9
MUMICRON TECHNOLOGY ORD
42,185$3.3T2649.35%
10
PFEPFIZER ORD
62,684$3.2T2616.58%
11
QCOMQUALCOMM ORD
19,155$2.9T2360.27%
12
UNHUNITEDHEALTH GRP ORD
5,365$2.7T2206.04%
13
WOLF*WOLFSPEED ORD
23,550$2.7T2162.03%
14
WMTWALMART ORD
17,725$2.6T2128.33%
15
LMTLOCKHEED MARTIN ORD
5,976$2.6T2126.88%
16
VRTXVERTEX PHARMACEUTICALS ORD
10,076$2.6T2120.21%
17
SEDGSOLAREDGE TECHNOLOGIES ORD
8,071$2.6T2097.88%
18
MOHMOLINA HEALTHCARE ORD
7,727$2.6T2078.37%
19
BKNGBOOKING HOLDINGS ORD
1,083$2.5T2050.73%
20
LUVSOUTHWEST AIRLINES ORD
54,445$2.5T2010.59%
21
ACNACCENTURE CL A ORD
7,184$2.4T1953.40%
22
WFC 7.5 PERP LWELLS FARGO CO
1,717$2.3T1834.33%
23
HIGHARTFORD FINANCIAL SERVICES GRUP ORD
29,713$2.1T1720.41%
24
SSNCSS AND C TECHNOLOGIES HOLDINGS ORD
27,954$2.1T1690.91%
25
MCHPMICROCHIP TECHNOLOGY ORD
25,879$1.9T1567.90%
26
MDBMONGODB CL A ORD
4,193$1.9T1499.71%
27
NXPINXP SEMICONDUCTORS ORD
9,796$1.8T1461.87%
28
LSCCLATTICE SEMICONDUCTOR ORD
29,484$1.8T1448.97%
29
MCKMCKESSON ORD
5,326$1.6T1314.64%
30
MCOMOODYS ORD
4,194$1.4T1141.00%
31
ABGAMERISOURCEBERGEN ORD
9,132$1.4T1139.16%
32
IVVISHARESCORE SP 500
2,498$1.1T913.80%
33
BRK-BBERKSHIRE HATHAWAY CL A ORD
2$1.1T852.94%
34
BRK/BBERKSHIRE HATHAWAY CL B ORD
2,729$963.1B776.54%
35
SPTMSPDR PTF SP 1500 CSM
14,732$818.8B660.21%
36
KRKROGER ORD
12,306$706.0B569.25%
37
JPMJPMORGAN CHASE ORD
4,588$625.4B504.29%
38
DISWALT DISNEY ORD
4,544$623.3B502.57%
39
CSCOCISCO SYSTEMS ORD
9,302$518.7B418.23%
40
JNJJOHNSON JOHNSON ORD
2,838$502.9B405.49%
41
PGPROCTER GAMBLE ORD
2,733$417.6B336.71%
42
GOOGALPHABET CL C ORD
137$382.6B308.52%
43
ABBVABBVIE ORD
1,973$319.8B257.89%
44
INTUINTUIT ORD
585$281.3B226.81%
45
VVISA CL A ORD
1,236$274.1B220.99%
46
FCXFREEPORT MCMORAN ORD
5,473$272.2B219.50%
47
USXFISHARESESG ADV MSCI USA
7,457$266.1B214.59%
48
AMATAPPLIED MATERIAL ORD
1,993$262.7B211.80%
49
DXCDXC TECHNOLOGY ORD
7,644$249.4B201.11%
50
DEDEERE ORD
600$249.3B200.99%
51
AGGISHARESCORE US AGG BD
2,301$246.4B198.70%
52
MMM3M ORD
1,616$240.6B193.97%
53
SPYMSPDR PTF SP 500
4,433$235.5B189.90%
54
MAMASTERCARD CL A ORD
638$228.0B183.84%
55
VEAVANGUARD DEV MKT ETF
4,732$227.3B183.26%
56
ANETEURARISTA NETWORKS ORD
1,624$225.7B181.99%
57
METAMETA PLATFORMS CL A ORD
1,013$225.3B181.62%
58
SPABSPDR PTF AGGREGATE BOND
8,104$225.2B181.59%
59
SPDWSPDR PTF DEV WORLD EX-US
6,433$220.5B177.81%
60
SYNASYNAPTICS ORD
1,099$219.3B176.78%
61
AWMSKYWORKS SOLUTIONS ORD
1,634$217.8B175.60%
62
TROWT ROWE PRICE GROUP ORD
1,433$216.7B174.69%
63
TATT ORD
8,862$209.4B168.85%
64
INTCINTEL ORD
4,202$208.3B167.93%
65
SPSMSPDR PTF SP 600 SC
4,909$206.5B166.52%
66
COSTCOSTCO WHOLESALE ORD
353$203.3B163.90%
67
ONSGBPOUTLOOK THERAPEUTICS ORD
10,000$17.8B14.35%
68
HEWAHEALTHWAREHOUSECOM ORD
24,093$3.9B3.16%