F/m Investments LLC Q3 2024 Filing

Filed October 29, 2024

Portfolio Value

$3.2B

Holdings

334

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (334 positions)

StockValue
VNQVANGUARD REAL ESTATE ETF
$3.0M
MGYMAGNOLIA OIL & GAS CORP - A
$3.0M
MMSIMERIT MEDICAL SYSTEMS INC
$3.0M
MMM3M CO
$3.0M
SPSCSPS COMM INC COM
$3.0M
PBVPTESTIGE CONSUMER HEALTHCARE
$3.0M
ASTHAstrana Health, Inc
$3.0M
GTLSCHART INDUSTRIES INC
$3.0M
ESEESCO TECHNOLOGIES INC
$3.0M
FCXFREEPORT-MCMORAN INC
$3.0M
FELEFRANKLIN ELECTRIC CO INC
$2.0M
PRGSPROGRESS SOFTWARE CORP COM
$2.0M
BACBANK OF AMERICA CORP
$2.0M
WFCWELLS FARGO & CO
$2.0M
SBG1SEACOAST BANKING CORP/FL
$2.0M
SSBUSDSOUTHSTATE CORP
$2.0M
JBIJANUS INTERNATIONAL GROUP IN
$2.0M
MYRGMYR GROUP INC DEL COM
$2.0M
NSSCNAPCO SECURITY TECHNOLOGIES
$2.0M
VKTXVIKING THERAPEUTICS INC
$2.0M
MZTILANCASTER COLONY CORPORATION
$2.0M
OBILRBB FD INC
$2.0M
MTDRMATADOR RES CO COM
$2.0M
ATKRATKORE INTERNATIONAL GROUP I
$2.0M
LPLALPL FINL HLDGS INC
$2.0M
TOLTOLL BROTHERS INC
$2.0M
OIIOCEANEERING INTL INC COM
$2.0M
GSGOLDMAN SACHS GROUP INC COM
$2.0M
WSBCWESBANCO INC COM
$2.0M
VNTVONTIER CORP
$2.0M
BURLBURLINGTON STORES INC
$2.0M
TJXTJX COS INC NEW COM
$2.0M
PTENPATTERSON -UTI ENERGY INC
$2.0M
GIIIG-III APPAREL GROUP LTD
$2.0M
DKDELEK US HLDGS INC
$2.0M
MDTMEDTRONIC PLC
$2.0M
BFCBANK FIRST CORP
$2.0M
HAEHAEMONETICS CORP COM
$2.0M
SMSM ENERGY CO COM
$2.0M
FASTFASTENAL CO COM
$2.0M
NUENUCOR CORP COM
$2.0M
ADIANALOG DEVICES INC
$2.0M
FSLRFIRST SOLAR INC
$2.0M
IBNDSPDR BLOOMBERG INT CORP
$2.0M
IDAIDACORP INC COM
$2.0M
PSXPHILLIPS 66
$1.5M
MYRGMYR GROUP INC
$1.0M
IVVISHARES TR CORE S&P500 ETF
$1.0M
EPCEDGEWELL PERS CARE CO COM
$1.0M
CVSCVS HEALTH CORP COM
$1.0M
DOWDOW INC
$1.0M
NRANRG ENERGY INC
$1.0M
GSGISHARES S&P GSCI COMMODITY I
$1.0M
AQLTISHARES CORE MSCI EAFE ETF
$1.0M
PTENPATTERSON UTI ENERGY INC COM
$1.0M
MCDMCDONALDS CORP
$1.0M
PFEPFIZER INC COM
$1.0M
IPGINTERPUBLIC GROUP COS INC COM
$1.0M
SNASNAP ON INC COM
$1.0M
ETRENTERGY CORP NEW COM
$1.0M
CLXCLOROX CO DEL COM
$1.0M
EEMISHARES TR MSCI EMG MKT ETF
$1.0M
MSFTMICROSOFT
$1.0M
FQIDIGITAL RLTY TR INC COM
$1.0M
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
$1.0M
AGGISHARES CORE US AGGREGATE
$1.0M
ENRENERGIZER HLDGS INC NEW COM
$1.0M
VLTOVERALTO CORP
$1.0M
OKEONEOK INC
$1.0M
HRBH&R BLOCK INC
$1.0M
IRMIRON MOUNTAIN INC
$1.0M
BMRNBIOMARIN PHARMACEUTICAL INC
$1.0M
DKDELEK US HLDGS INC COM
$1.0M
SYYSYSCO CORP COM
$1.0M
QCOMQUALCOMM INC COM
$1.0M
ETENERGY TRANSFER LP
$1.0M
BAXBAXTER INTL INC COM
$1.0M
4DHDANA INC
$1.0M
ALLYALLY FINANCIAL INC
$1.0M
FDXFEDEX CORP COM
$1.0M
CRMSALESFORCE INC
$1.0M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$1.0M
WHRWHIRLPOOL CORP
$1.0M
KMBKIMBERLY CLARK CORP
$1.0M
FEFIRSTENERGY CORP COM
$1.0M
PLYMPLYMOUTH INDUSTRIAL REIT INC
$1.0M
FANGDIAMONDBACK ENERGY INC
$1.0M
KWRQUAKER CHEMCIAL CORP
$1.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.0M
ZZILLOW GROUP INC
$1.0M
EMNEASTMAN CHEM CO COM
$1.0M
KEYSKEYSIGHT TECHNOLOGIES INC
$1.0M
DUKDUKE ENERGY CORP
$1.0M
8CWCROWN CASTLE INC
$1000K
AZNASTRAZENECA PLC - SPONS ADR
$996K
PMT 5.5 11/01/24PENNYMAC CORP
$976K
CMACOMERICA INC COM
$968K
TROWPRICE T ROWE GROUP INC COM
$966K
XLKSELECT SECTOR SPDR TR
$951K
ABTABBOTT
$947K
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