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CIK: 0001834499
Total reported value
$2.0B
$2.0B
80 檔
2.7%
As reported in its official Q1 2024 Form 13F filing, F/m Investments LLC's tracked investment portfolio stood at $2.0B with 80 total positions.
During Q1 2024, F/m Investments LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, ZTEN, MSFT) accounted for 2.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.99% | -0.44% | -0.73% | |
| 2 | ZTEN | F/m 10-year Inv G CORP B ETF | ETF-Other | 7.86% | -0.31% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.84% | -0.57% | +0.24% | |
| 4 | ZTRE | F/m 3-year Inv Gr CORP B ETF | ETF-Other | 6.74% | -0.31% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.13% | -0.32% | -0.84% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 5.26% | -0.28% | -0.30% | |
| 7 | ZTWO | F/m 2-year Inv G CORP B ETF | ETF-Other | 4.33% | -0.12% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.58% | -0.22% | -0.78% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.25% | -0.51% | -4.96% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 3.06% | +0.96% | +0.32% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 3.05% | +0.27% | -0.38% | |
| 12 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.37% | -0.93% | -39.15% | |
| 13 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 2.10% | — | -3.29% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.87% | -0.03% | EXIT | |
| 15 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.74% | — | -0.84% | |
| 16 | TDG | Transdigm Group Inc | Stock-Industrials | 1.46% | — | -0.51% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.44% | — | -0.79% | |
| 18 | NOW | Servicenow Inc | Stock-Tech | 1.43% | -0.92% | -0.57% | |
| 19 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.39% | — | -0.61% | |
| 20 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.22% | — | -0.59% | |
| 21 | WDAY | Workday Inc-class A | Stock-Tech | 1.20% | — | -0.64% | |
| 22 | FANG | Diamondback Energy Inc | Stock-Energy | 1.19% | -0.04% | -1.47% | |
| 23 | EG | Everest Group, Ltd. | Stock-Financials | 1.18% | — | -0.56% | |
| 24 | SNPS | Synopsys Inc | Stock-Tech | 1.16% | — | -1.24% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.16% | -0.02% | -0.68% | |
| 26 | MDB | Mongodb Inc | Stock-Tech | 1.08% | +0.01% | -0.54% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.07% | +0.29% | -1.10% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.01% | -0.61% | |
| 29 | SNOW | Snowflake Inc | Stock-Tech | 0.96% | — | -0.65% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.94% | — | -0.77% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.05% | +0.25% | |
| 32 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.87% | — | -0.61% | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.87% | — | -0.63% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.86% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.02% | +2.22% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.09% | -1.40% | |
| 37 | PMT 5.5 11-01-24Bond | Pennymac CORP | Bond | 0.72% | — | -52.26% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | -0.26% | +3.08% | |
| 39 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.61% | -0.01% | — | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | — | +9.36% | |
| 41 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.58% | — | +7.48% | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.45% | -0.03% | -27.88% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | +0.01% | +0.29% | |
| 44 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 0.37% | -0.01% | -83.64% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.06% | -19.31% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.12% | +2.23% | |
| 47 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 0.32% | — | -95.78% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.06% | +1.72% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | +0.01% | +2.89% | |
| 50 | ANETEUR | Arista Networks Inc | Stock-Other | 0.28% | — | +0.64% |
According to official SEC Form 13F filings, F/m Investments LLC reported a total U.S. public equity portfolio value of $2.0B across 80 disclosed positions in Q1 2024.
During Q1 2024, F/m Investments LLC's top holdings by market value included AAPL (8.0%)、ZTEN (7.9%)、MSFT (6.8%). The largest single position, AAPL, represented 8.0% of total portfolio value.
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In Q1 2024, F/m Investments LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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