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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001834499
Total reported value
$2.0B
$2.0B
315 檔
25.2%
In Q2 2024, F/m Investments LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 315 disclosed stock positions.
During Q2 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 MSFT, AAPL, NVDA) accounted for 25.2% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 315 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.57% | +990.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.60% | -0.44% | +583.46% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.59% | -0.28% | +9247.84% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.47% | -0.22% | +1403.45% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | -0.32% | +806.76% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.51% | +1037.49% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 1.77% | -0.37% | +14167.35% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.55% | +0.02% | — | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.42% | +0.04% | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | -0.14% | +14226.15% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.35% | +0.29% | +1865.17% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | -0.26% | +3031.77% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | -0.26% | +11851.80% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.19% | -0.03% | EXIT | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.13% | -0.92% | +1333.14% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | — | — | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.28% | +7945.02% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.94% | — | — | |
| 19 | INTU | Intuit Inc | Stock-Tech | 0.82% | -0.77% | EXIT | |
| 20 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.82% | -0.01% | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | — | — | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.80% | -0.02% | +1050.79% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.77% | -0.02% | — | |
| 24 | ADSK | Autodesk Inc | Stock-Tech | 0.76% | -0.90% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.09% | +1703.06% | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.71% | -0.13% | — | |
| 27 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.68% | — | — | |
| 28 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.68% | -0.01% | — | |
| 29 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.66% | — | — | |
| 30 | NSIT | Insight Enterprises Inc | Stock-Tech | 0.62% | — | — | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.23% | — | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.59% | -0.51% | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | — | — | |
| 34 | EVR | Evercore Inc - A | Stock-Financials | 0.57% | — | — | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.62% | — | |
| 36 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.57% | +0.02% | — | |
| 37 | J | Jacobs Solutions Inc | Stock-Industrials | 0.56% | -0.17% | — | |
| 38 | NSSC | Napco Security Technologies | Stock-Other | 0.55% | — | — | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.54% | -1.05% | EXIT | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.04% | — | |
| 41 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 0.54% | +0.01% | NEW | |
| 42 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.52% | -0.32% | — | |
| 43 | MLI | Mueller Industries Inc | Stock-Industrials | 0.52% | -0.01% | — | |
| 44 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.52% | -0.01% | — | |
| 45 | NPO | Enpro Inc | Stock-Industrials | 0.52% | — | — | |
| 46 | KEX | Kirby CORP | Stock-Industrials | 0.51% | — | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.23% | — | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | — | — | |
| 49 | SPSC | Sps Commerce Inc | Stock-Tech | 0.50% | — | — | |
| 50 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 0.50% | — | — |
According to official SEC Form 13F filings, F/m Investments LLC reported a total U.S. public equity portfolio value of $2.0B across 315 disclosed positions in Q2 2024.
During Q2 2024, F/m Investments LLC's top holdings by market value included MSFT (4.2%)、AAPL (3.6%)、NVDA (3.6%). The largest single position, MSFT, represented 4.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 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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