F/m Investments LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$2.5T

Holdings

391

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (391 positions)

#StockSharesValue% PortfolioType
1
ZTRERBB FD INC
2,906,171$147.5B5.88%
2
ZTWORBB FD INC
2,540,071$128.6B5.12%
3
AAPLAPPLE INC
399,170$88.6B3.53%
4
MSFTMICROSOFT CORP
227,893$85.5B3.41%
5
NVDANVIDIA CORPORATION
676,551$73.3B2.92%
6
GOOGLALPHABET INC
416,763$64.4B2.57%
7
AMZNAMAZON COM INC
323,477$61.5B2.45%
8
ZTENRBB FD INC
1,107,634$55.7B2.22%
9
MAMASTERCARD INCORPORATED
93,030$51.0B2.03%
10
METAMETA PLATFORMS INC
86,981$50.1B2.00%
11
AVGOBROADCOM INC
296,010$49.6B1.97%
12
VVISA INC
117,603$41.2B1.64%
13
TBILRBB FD INC
780,866$39.0B1.56%
14
KOCOCA COLA CO
522,814$37.4B1.49%
15
HDHOME DEPOT INC
87,364$32.0B1.28%
16
ZHOGRBB FD INC
590,591$30.6B1.22%
17
LLYELI LILLY & CO
36,808$30.4B1.21%
18
PANWPALO ALTO NETWORKS INC
170,702$29.1B1.16%
19
JPMJPMORGAN CHASE & CO.
113,652$27.9B1.11%
20
COSTCOSTCO WHSL CORP NEW
24,631$23.3B0.93%
21
NOWSERVICENOW INC
28,958$23.1B0.92%
22
VEAVANGUARD TAX-MANAGED FDS
372,563$18.9B0.75%
23
JNJJOHNSON & JOHNSON
101,929$16.9B0.67%
24
IBMINTERNATIONAL BUSINESS MACHS
66,506$16.5B0.66%
25
VWOVANGUARD INTL EQUITY INDEX F
353,285$16.0B0.64%
26
CSCOCISCO SYS INC
259,005$16.0B0.64%
27
HONHONEYWELL INTL INC
75,350$16.0B0.64%
28
XOMEXXON MOBIL CORP
131,370$15.6B0.62%
29
INTUINTUIT
25,375$15.6B0.62%
30
ADSKAUTODESK INC
59,449$15.6B0.62%
31
UNHUNITEDHEALTH GROUP INC
29,236$15.3B0.61%
32
EFAISHARES TR
180,613$14.8B0.59%
33
NOCNORTHROP GRUMMAN CORP
28,627$14.7B0.58%
34
MARMARRIOTT INTL INC NEW
60,314$14.4B0.57%
35
ADBEADOBE INC
37,262$14.3B0.57%
36
VRTXVERTEX PHARMACEUTICALS INC
29,293$14.2B0.57%
37
WMTWALMART INC
154,891$13.6B0.54%
38
RTXRTX CORPORATION
102,331$13.6B0.54%
39
ABTABBOTT LABS
100,352$13.3B0.53%
40
WMWASTE MGMT INC DEL
55,903$12.9B0.52%
41
CVXCHEVRON CORP NEW
75,375$12.6B0.50%
42
ABBVABBVIE INC
59,398$12.4B0.50%
43
CATCATERPILLAR INC
37,485$12.4B0.49%
44
JEPIJ P MORGAN EXCHANGE TRADED F
201,615$11.5B0.46%
45
WDAYWORKDAY INC
48,954$11.4B0.46%
46
IDXXIDEXX LABS INC
27,178$11.4B0.45%
47
NFLXNETFLIX INC
12,178$11.4B0.45%
48
ORLYOREILLY AUTOMOTIVE INC
7,599$10.9B0.43%
49
HIG---
86,651$10.7B0.43%
50
PGPROCTER AND GAMBLE CO
61,708$10.5B0.42%
51
VOVANGUARD INDEX FDS
39,682$10.2B0.41%
52
DWDMORGAN STANLEY
86,270$10.1B0.40%
53
PNCPNC FINL SVCS GROUP INC
57,064$10.0B0.40%
54
SYKSTRYKER CORPORATION
26,526$9.9B0.39%
55
ULTAULTA BEAUTY INC
26,649$9.8B0.39%
56
ETNEATON CORP PLC
35,699$9.7B0.39%
57
VOOVANGUARD INDEX FDS
18,881$9.7B0.39%
58
MDTMEDTRONIC PLC
106,393$9.6B0.38%
59
JJACOBS SOLUTIONS INC
77,804$9.4B0.37%
60
TMOTHERMO FISHER SCIENTIFIC INC
18,308$9.1B0.36%
61
NVONOVO-NORDISK A S
128,984$9.0B0.36%
62
NEENEXTERA ENERGY INC
124,966$8.9B0.35%
63
METMETLIFE INC
109,169$8.8B0.35%
64
PPLPPL CORP
241,329$8.7B0.35%
65
ISRGINTUITIVE SURGICAL INC
17,200$8.5B0.34%
66
TSNTYSON FOODS INC
133,056$8.5B0.34%
67
SPYSPDR S&P 500 ETF TR
15,057$8.4B0.34%
68
TSLATESLA INC
30,369$7.9B0.31%
69
IJRISHARES TR
73,260$7.7B0.31%
70
MMSIMERIT MED SYS INC
72,008$7.6B0.30%
71
VEUVANGUARD INTL EQUITY INDEX F
123,736$7.5B0.30%
72
BXBLACKSTONE INC
52,362$7.3B0.29%
73
PLMRPALOMAR HLDGS INC
51,476$7.1B0.28%
74
PWRQUANTA SVCS INC
26,746$6.8B0.27%
75
OLLIOLLIES BARGAIN OUTLET HLDGS
57,727$6.7B0.27%
76
AITAPPLIED INDL TECHNOLOGIES IN
29,763$6.7B0.27%
77
MLIMUELLER INDS INC
81,791$6.2B0.25%
78
VCTRVICTORY CAP HLDGS INC
106,392$6.2B0.25%
79
EGPEASTGROUP PPTYS INC
34,913$6.1B0.24%
80
ROSTROSS STORES INC
47,186$6.0B0.24%
81
CMGCHIPOTLE MEXICAN GRILL INC
119,614$6.0B0.24%
82
TRVCCITIGROUP INC
84,188$6.0B0.24%
83
PEPPEPSICO INC
39,537$5.9B0.24%
84
URIUNITED RENTALS INC
9,453$5.9B0.24%
85
AXPAMERICAN EXPRESS CO
21,777$5.9B0.23%
86
UNPUNION PAC CORP
24,612$5.8B0.23%
87
BACVERIZON COMMUNICATIONS INC
126,324$5.7B0.23%
88
JCIJOHNSON CTLS INTL PLC
71,351$5.7B0.23%
89
ENSGENSIGN GROUP INC
43,205$5.6B0.22%
90
LGNDLIGAND PHARMACEUTICALS INC
52,245$5.5B0.22%
91
DISDISNEY WALT CO
55,138$5.5B0.22%
92
ADPAUTOMATIC DATA PROCESSING IN
17,835$5.4B0.22%
93
AMGNAMGEN INC
17,163$5.3B0.21%
94
BLKBLACKROCK INC
5,611$5.3B0.21%
95
FW2NBANNER CORP
83,235$5.3B0.21%
96
PLTRPALANTIR TECHNOLOGIES INC
62,869$5.3B0.21%
97
ITGRINTEGER HLDGS CORP
44,012$5.2B0.21%
98
LMTLOCKHEED MARTIN CORP
11,617$5.2B0.21%
99
ORCLORACLE CORP
37,021$5.2B0.21%
100
APDAIR PRODS & CHEMS INC
17,504$5.2B0.21%
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