F/m Investments LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$2.6B

Holdings

413

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (413 positions)

StockValue
WF2WINTRUST FINL CORP
$5.8M
DKSDICKS SPORTING GOODS INC
$5.8M
ENVAENOVA INTL INC
$5.8M
MMSIMERIT MED SYS INC
$5.7M
DRIDARDEN RESTAURANTS INC
$5.7M
PJTPJT PARTNERS INC
$5.7M
XOMEXXON MOBIL CORP
$5.6M
HURNHURON CONSULTING GROUP INC
$5.6M
IDAIDACORP INC
$5.4M
ECLECOLAB INC
$5.4M
FW2NBANNER CORP
$5.4M
SBG1SEACOAST BKG CORP FLA
$5.3M
IDIINTERDIGITAL INC
$5.3M
ITGRINTEGER HLDGS CORP
$5.2M
CWSTCASELLA WASTE SYS INC
$5.2M
ADPAUTOMATIC DATA PROCESSING IN
$5.2M
EFSCENTERPRISE FINL SVCS CORP
$5.2M
DTDYNATRACE INC
$5.1M
BSFAANI PHARMACEUTICALS INC
$5.1M
FNFABRINET
$5.1M
BLKBLACKROCK INC
$5.1M
MGYMAGNOLIA OIL & GAS CORP
$5.0M
UNPUNION PAC CORP
$5.0M
MTSIMACOM TECH SOLUTIONS HLDGS I
$5.0M
OSWONESPAWORLD HOLDINGS LIMITED
$5.0M
TJXTJX COS INC NEW
$5.0M
TXNTEXAS INSTRS INC
$4.9M
PLMRPALOMAR HLDGS INC
$4.9M
GOOGALPHABET INC
$4.9M
AMGNAMGEN INC
$4.9M
PATKPATRICK INDS INC
$4.9M
AXSMAXSOME THERAPEUTICS INC
$4.8M
SIMOSILICON MOTION TECHNOLOGY CO
$4.8M
OLLIOLLIES BARGAIN OUTLET HLDGS
$4.8M
KNFKNIFE RIVER CORP
$4.7M
LMTLOCKHEED MARTIN CORP
$4.7M
MTDRMATADOR RES CO
$4.7M
TVTXTRAVERE THERAPEUTICS INC
$4.7M
CASHPATHWARD FINANCIAL INC
$4.7M
VMCVULCAN MATLS CO
$4.7M
BACBANK AMERICA CORP
$4.6M
NMIHNMI HLDGS INC
$4.5M
FBNDFIDELITY MERRIMACK STR TR
$4.5M
METMETLIFE INC
$4.5M
BOOTBOOT BARN HLDGS INC
$4.5M
WSBCWESBANCO INC
$4.5M
IBPINSTALLED BLDG PRODS INC
$4.5M
MTRNMATERION CORP
$4.4M
PKGPACKAGING CORP AMER
$4.4M
VIOOVANGUARD ADMIRAL FDS INC
$4.4M
IAU*ISHARES GOLD TR
$4.3M
AGGISHARES TR
$4.3M
EPDENTERPRISE PRODS PARTNERS L
$4.2M
ICUIICU MED INC
$4.2M
SAIASAIA INC
$4.2M
CRMSALESFORCE INC
$4.1M
TOLTOLL BROTHERS INC
$4.1M
LIVNLIVANOVA PLC
$4.1M
FSLRFIRST SOLAR INC
$4.1M
UNHUNITEDHEALTH GROUP INC
$4.1M
TSAACI WORLDWIDE INC
$4.0M
LMBLIMBACH HLDGS INC
$4.0M
VRTXVERTEX PHARMACEUTICALS INC
$3.8M
NUENUCOR CORP
$3.8M
CBOECBOE GLOBAL MKTS INC
$3.8M
SLBSCHLUMBERGER LTD
$3.8M
SLNOSOLENO THERAPEUTICS INC
$3.8M
BFCBANK FIRST CORP
$3.8M
ALABASTERA LABS INC
$3.7M
KRGKITE RLTY GROUP TR
$3.7M
WFCWELLS FARGO CO NEW
$3.7M
REGNREGENERON PHARMACEUTICALS
$3.7M
EPACENERPAC TOOL GROUP CORP
$3.6M
VNTVONTIER CORPORATION
$3.6M
EVREVERCORE INC
$3.5M
EVTCEVERTEC INC
$3.4M
FCXFREEPORT-MCMORAN INC
$3.4M
LMATLEMAITRE VASCULAR INC
$3.3M
PBVPRESTIGE CONSMR HEALTHCARE I
$3.3M
AQLTISHARES TR
$3.3M
NEENEXTERA ENERGY INC
$3.2M
COGTCOGENT BIOSCIENCES INC
$3.2M
CYBRCYBERARK SOFTWARE LTD
$3.1M
AVNTAVIENT CORPORATION
$3.0M
NKTRNEKTAR THERAPEUTICS
$3.0M
HMNHORACE MANN EDUCATORS CORP N
$3.0M
KAIKADANT INC
$3.0M
GHGUARDANT HEALTH INC
$2.9M
AMDADVANCED MICRO DEVICES INC
$2.9M
LPLALPL FINL HLDGS INC
$2.9M
FASTFASTENAL CO
$2.9M
MDGLMADRIGAL PHARMACEUTICALS INC
$2.9M
INTAINTAPP INC
$2.9M
PFEPFIZER INC
$2.9M
SYYSYSCO CORP
$2.9M
MRKMERCK & CO INC
$2.9M
VTWOVANGUARD SCOTTSDALE FDS
$2.8M
RDNTRADNET INC
$2.8M
IPARINTERPARFUMS INC
$2.8M
ALLYALLY FINL INC
$2.7M
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