F/m Investments LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$2.6B
Holdings
430
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (430 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $117.6M |
GOOGLALPHABET INC | $114.4M |
NVDANVIDIA CORPORATION | $111.3M |
MSFTMICROSOFT CORP | $106.1M |
AVGOBROADCOM INC | $92.9M |
AMZNAMAZON COM INC | $77.7M |
METAMETA PLATFORMS INC | $56.5M |
MAMASTERCARD INCORPORATED | $47.2M |
LLYELI LILLY & CO | $40.3M |
TBILRBB FD INC | $40.0M |
VVISA INC | $39.5M |
JPMJPMORGAN CHASE & CO. | $33.5M |
PANWPALO ALTO NETWORKS INC | $32.2M |
ZHOGRBB FD INC | $32.2M |
HDHOME DEPOT INC | $29.2M |
ZTRERBB FD INC | $28.1M |
NOWSERVICENOW INC | $22.6M |
ISRGINTUITIVE SURGICAL INC | $22.0M |
VEAVANGUARD TAX-MANAGED FDS | $21.8M |
CSCOCISCO SYS INC | $19.7M |
ZTOPRBB FD INC | $19.4M |
ZTENRBB FD INC | $19.0M |
COSTCOSTCO WHSL CORP NEW | $18.8M |
INTUINTUIT | $18.8M |
IDXXIDEXX LABS INC | $18.0M |
VWOVANGUARD INTL EQUITY INDEX F | $17.8M |
REGNREGENERON PHARMACEUTICALS | $17.6M |
AGGISHARES TR | $17.3M |
ETNEATON CORP PLC | $17.3M |
ADSKAUTODESK INC | $17.1M |
RTXRTX CORPORATION | $16.4M |
EFAISHARES TR | $16.2M |
NOCNORTHROP GRUMMAN CORP | $15.8M |
IBMINTERNATIONAL BUSINESS MACHS | $15.7M |
ULTAULTA BEAUTY INC | $15.4M |
DWDMORGAN STANLEY | $14.9M |
HONHONEYWELL INTL INC | $14.8M |
JNJJOHNSON & JOHNSON | $14.6M |
ABBVABBVIE INC | $14.5M |
WMWASTE MGMT INC DEL | $14.2M |
TSLATESLA INC | $12.9M |
VOVANGUARD INDEX FDS | $12.5M |
ABTABBOTT LABS | $12.0M |
ORCLORACLE CORP | $11.9M |
MARMARRIOTT INTL INC NEW | $11.8M |
CATCATERPILLAR INC | $11.6M |
ZTWORBB FD INC | $11.4M |
AITAPPLIED INDL TECHNOLOGIES IN | $11.0M |
WMTWALMART INC | $10.8M |
LRCXLAM RESEARCH CORP | $10.7M |
CVXCHEVRON CORP NEW | $10.5M |
BXBLACKSTONE INC | $10.5M |
JEPIJ P MORGAN EXCHANGE TRADED F | $10.5M |
PGPROCTER AND GAMBLE CO | $10.3M |
SPYSPDR S&P 500 ETF TR | $10.2M |
JJACOBS SOLUTIONS INC | $10.0M |
WF2WINTRUST FINL CORP | $9.9M |
HIGHARTFORD INSURANCE GROUP INC | $9.9M |
ORLYOREILLY AUTOMOTIVE INC | $9.8M |
UNHUNITEDHEALTH GROUP INC | $9.7M |
PNCPNC FINL SVCS GROUP INC | $9.7M |
RBILRBB FD INC | $9.6M |
BACVERIZON COMMUNICATIONS INC | $9.5M |
NFLXNETFLIX INC | $9.5M |
VEUVANGUARD INTL EQUITY INDEX F | $9.4M |
MDTMEDTRONIC PLC | $9.3M |
SITMSITIME CORP | $9.2M |
MLIMUELLER INDS INC | $9.0M |
KOCOCA COLA CO | $8.8M |
LGNDLIGAND PHARMACEUTICALS INC | $8.7M |
IJRISHARES TR | $8.7M |
ADBEADOBE INC | $8.5M |
ETRENTERGY CORP NEW | $8.5M |
COGTCOGENT BIOSCIENCES INC | $8.4M |
PPLPPL CORP | $8.2M |
XYLXYLEM INC | $8.1M |
JCIJOHNSON CTLS INTL PLC | $8.1M |
TMDXTRANSMEDICS GROUP INC | $8.0M |
EGPEASTGROUP PPTYS INC | $7.9M |
URIUNITED RENTALS INC | $7.8M |
AXPAMERICAN EXPRESS CO | $7.8M |
MODMODINE MFG CO | $7.8M |
PWRQUANTA SVCS INC | $7.7M |
ENVAENOVA INTL INC | $7.7M |
FANGDIAMONDBACK ENERGY INC | $7.6M |
AMDADVANCED MICRO DEVICES INC | $7.6M |
TSNTYSON FOODS INC | $7.6M |
AXSMAXSOME THERAPEUTICS INC | $7.5M |
ENSGENSIGN GROUP INC | $7.4M |
PFEPFIZER INC | $7.4M |
XBILRBB FD INC | $7.3M |
ROSTROSS STORES INC | $7.1M |
LIVNLIVANOVA PLC | $7.0M |
TRVCCITIGROUP INC | $7.0M |
NPOENPRO INC | $6.8M |
STRLSTERLING INFRASTRUCTURE INC | $6.8M |
WVEWAVE LIFE SCIENCES LTD | $6.7M |
PLMRPALOMAR HLDGS INC | $6.7M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $6.7M |
ESEESCO TECHNOLOGIES INC | $6.7M |
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