F/m Investments LLC Q3 2024 Filing

Filed October 29, 2024

Portfolio Value

$3.2T

Holdings

334

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (334 positions)

StockValue
OZKBANK OZK
$8.6B
CVXCHEVRON CORP
$8.6B
TFCTRUIST FINANCIAL CORP
$8.5B
SYKSTRYKER CORP COM
$8.5B
BRBRBELLRING BRANDS INC
$8.5B
KRGKITE RLTY GROUP TR
$8.4B
ECLECOLAB INC
$8.4B
MMSIMERIT MED SYST
$8.4B
PBVPRESTIGE CONSMR HEALTHCARE INC
$8.2B
IJRISHARES CORE S&P SMALL CAP E
$8.2B
SITMSITIME CORPORATION
$8.2B
IBPINSTALLED BLDG PRODS INC
$8.2B
VVVVALVOLINE INC COM
$8.2B
APDAIR PRODS & CHEMS INC
$8.1B
GOOGALPHABET INC CAP STK CL C
$8.1B
ESEESCO TECHNOLOGIES
$8.1B
OREALTY INCOME CORP COM
$8.0B
HURNHURON CONSULTING GRP INC
$8.0B
ASTHASTRANA HEALTH INC
$7.9B
EFSCENTERPRISE FINCL SVCS CORP
$7.9B
PWRQUANTA SVCS INC COM
$7.8B
MGYMAGNOLIA OIL & GAS CORP CL A
$7.8B
SPSCSPS COMMERCE INC
$7.6B
TSLATESLA INC
$7.6B
URIUNITED RENTALS INC
$7.5B
PPLPPL CORP COM
$7.5B
CWSTCASELLA WASTE SYS INC CL A
$7.5B
KNFKNIFE RIV HLDG CO
$7.5B
GTLSCHART INDS INC
$7.4B
CMCSACOMCAST CORP NEW CL A
$7.3B
METMETLIFE INC COM
$7.3B
IPARINTER PARFUMS INC
$7.1B
ZTWORBB FD INC
$7.1B
FELEFRANKLIN ELECTRIC CO
$7.1B
STAGSTAG INDL INC COM
$7.0B
SAIASAIA INC COM
$7.0B
POSTPOST HOLDINGS INC
$6.8B
REGNREGENERON PHARMACEUTICAL
$6.8B
ROSTROSS STORES INC COM
$6.6B
CSCOCISCO SYS INC COM
$6.6B
VEUVANGUARD FTSE ALL-WORLD EX-U
$6.6B
CMGCHIPOTLE MEXICAN GRIL
$6.6B
SSBUSDSOUTHSTATE CORPORATION
$6.5B
EVTCEVERTEC INC
$6.5B
MTRNMATERION CORP COM
$6.2B
MLIMUELLER INDUSTRIES INC
$6.2B
BSXBOSTON SCIENTIFIC CORP COM
$6.1B
VNTVONTIER CORPORATION
$6.1B
MTSIMACOM TECHNOLOGY SOLUTIONS H
$6.1B
SBG1SEACOAST BANKING CORPOF FLORI
$6.0B
PRGSPROGRESS SOFTWARE
$6.0B
TSNTYSON FOODS INC CL A
$6.0B
IFFINTL FLAVORS & FRAGRANCES
$5.8B
AITAPPLIED INDUSTRIAL TECH INC
$5.8B
EVREVERCORE PARTNERS INC - CL A
$5.8B
IDAIDACORP INC
$5.6B
DTDYNATRACE INC
$5.6B
SIMOSILICON MOTION TECH CORP ADR
$5.6B
SPOTSPOTIFY TECHNOLOGY SA
$5.6B
GIIIG III APPAREL GROUP
$5.5B
HAEHAEMONETICS CORP
$5.4B
MTDRMATADOR RES CO
$5.4B
BOOTBOOT BARN HOLDINGS INC
$5.4B
WSBCWESBANCO
$5.4B
BXBLACKSTONE INC
$5.3B
MZTILANCASTER COLONY CRP
$5.2B
ENSGENSIGN GROUP INC
$5.2B
LMTLOCKHEED MARTIN CORP
$5.1B
BDCBELDEN INC COM
$5.1B
SPYSPDR S&P 500 ETF TRUST
$5.1B
VCTRVICTORY CAPITAL HOLDING - A
$5.1B
FIXCOMFORT SYS USA INC COM
$5.0B
NSSCNAPCO SECURITY TECHNOLOGIE INC
$5.0B
SAIASAIA INC
$4.9B
ADPAUTOMATIC DATA PROCESSING
$4.8B
OIIOCEANEERING INTL INC
$4.8B
IAU*ISHARES GOLD TRUST ISHARES
$4.8B
AXPAMERICAN EXPRESS CO COM
$4.8B
MLMMARTIN MARIETTA MATLS INC COM
$4.7B
UNPUNION PACIFIC CORP
$4.7B
OLLIOLLIE'S BARGAIN OUTLET HOLDING
$4.7B
EGPEASTGROUP PROPERTIES INC
$4.5B
PLYMPLYMOUTH INDL REIT INC
$4.5B
PLMRPALOMAR HOLDINGS INC
$4.4B
BACVERIZON COMMUNICATIONS INC COM
$4.4B
NMIHNMI HOLDINGS INC
$4.4B
LGNDLIGAND PHARMACEUTICALS
$4.4B
SLBSCHLUMBERGER LTD
$4.3B
UTENRBB FD INC
$4.3B
KEXKIRBY CORP
$4.3B
ORCLORACLE CORP COM
$4.2B
SITMSITIME CORP
$4.2B
AVNTAVIENT CORP
$4.1B
IBPINSTALLED BUILDING PRODUCTS
$4.1B
MPCMARATHON PETE CORP COM
$4.1B
ATKRATKORE INC
$4.1B
VBTXVERITEX HOLDINGS INC
$4.0B
MMSIMERIT MEDICAL SYSTEMS INC
$4.0B
EPDENTERPRISE PRODS PARTNERS L P COM
$3.9B
AMGNAMGEN INC COM
$3.9B
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