Institutions / F/m Investments LLC

F/m Investments LLC

CIK 1834499 · Institution · as of Dec 31, 2025
Portfolio value
$2.63B
Positions
430
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 430 →
CompanyClassValueShares% of portfolio
Apple Inc.$117.60M432,5784.5%
Alphabet Inc.$114.37M365,3924.3%
NVIDIA Corp$111.32M596,8894.2%
Microsoft Corp$106.11M219,4164.0%
Broadcom Inc.$92.93M268,5053.5%
Amazon.com Inc$77.69M336,5863.0%
Meta Platforms Inc$56.54M85,6522.1%
Mastercard Inc$47.18M82,6471.8%
ELI LILLY & Co$40.30M37,4981.5%
Rbb Fd Inc$40.03M802,4281.5%
Visa Inc$39.48M112,5771.5%
JPMORGAN CHASE & CO$33.51M103,9881.3%
Palo Alto Networks Inc$32.24M175,0431.2%
Rbb Fd Inc$32.23M620,2941.2%
Home Depot, Inc.$29.18M84,8111.1%
Rbb Fd Inc$28.14M549,3101.1%
ServiceNow Inc$22.63M147,7120.9%
Intuitive Surgical Inc$22.00M38,8500.8%
Vanguard Tax-Managed Fds$21.84M349,6830.8%
Cisco Systems, Inc.$19.71M255,8150.7%
Rbb Fd Inc$19.38M371,3140.7%
Rbb Fd Inc$19.00M369,8530.7%
Costco Wholesale Corp /New$18.81M21,8150.7%
Intuit Inc.$18.75M28,3090.7%
Idexx Laboratories Inc /De$17.96M26,5460.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.