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CIK: 0001834499
Total reported value
$2.0B
$2.0B
334 檔
27.7%
According to the latest 13F quarterly dataset, F/m Investments LLC managed an equity portfolio of $2.0B at the end of Q3 2024, spanning 334 distinct U.S. exchange-listed positions.
During Q3 2024, F/m Investments LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | Stock-Tech | 4.39% | -0.03% | EXIT | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.57% | -2.94% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.44% | -0.44% | -1.59% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | -0.28% | -1.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | -0.22% | -7.92% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | -0.32% | -5.40% | |
| 7 | MO | Altria Group Inc | Stock-Consumer Staples | 2.00% | -0.01% | -9.79% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.51% | -3.40% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.69% | -0.37% | -3.23% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | -0.26% | +1282.52% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.41% | +0.04% | -1.55% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.02% | -4.90% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.26% | +1.46% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | -0.14% | -0.78% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.18% | +0.29% | -0.86% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.18% | — | +6.46% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.13% | -0.92% | -0.23% | |
| 18 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.85% | -0.01% | -10.91% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.28% | -15.88% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.75% | — | — | |
| 21 | ADSK | Autodesk Inc | Stock-Tech | 0.73% | -0.90% | EXIT | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.70% | -0.02% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.09% | +0.80% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.68% | — | -0.44% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 0.68% | -0.77% | EXIT | |
| 26 | ZTRE | F/m 3-year Inv Gr CORP B ETF | ETF-Other | 0.66% | -0.31% | — | |
| 27 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.63% | -0.51% | -0.11% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.63% | -0.02% | -10.02% | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.62% | -0.13% | -3.70% | |
| 30 | EVR | Evercore Inc - A | Stock-Financials | 0.61% | — | -0.58% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.05% | -6.64% | |
| 32 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.59% | — | -0.59% | |
| 33 | MLI | Mueller Industries Inc | Stock-Industrials | 0.59% | -0.01% | -0.84% | |
| 34 | NSIT | Insight Enterprises Inc | Stock-Tech | 0.59% | — | -0.83% | |
| 35 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.58% | — | -19.41% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.62% | -2.78% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | — | +56.21% | |
| 38 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.55% | +0.02% | -2.93% | |
| 39 | WDAY | Workday Inc-class A | Stock-Tech | 0.55% | — | +40.24% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | — | — | |
| 41 | ZTEN | F/m 10-year Inv G CORP B ETF | ETF-Other | 0.54% | -0.31% | — | |
| 42 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.53% | -0.01% | -0.67% | |
| 43 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 0.52% | +0.01% | NEW | |
| 44 | BDC | Belden Inc | Stock-Tech | 0.51% | — | +2.27% | |
| 45 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.51% | -0.01% | -33.32% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.23% | -0.86% | |
| 47 | NPO | Enpro Inc | Stock-Industrials | 0.51% | — | -0.02% | |
| 48 | VCTR | Victory Capital Holding - A | Stock-Other | 0.50% | — | +20.82% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | — | — | |
| 50 | NMIH | Nmi Holdings Inc | Stock-Financials | 0.48% | — | -0.23% |
According to official SEC Form 13F filings, F/m Investments LLC reported a total U.S. public equity portfolio value of $2.0B across 334 disclosed positions in Q3 2024.
During Q3 2024, F/m Investments LLC's top holdings by market value included ADBE (4.4%)、MSFT (3.5%)、AAPL (3.4%). The largest single position, ADBE, represented 4.4% 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 terms of portfolio concentration, the top 5 core holdings (including ADBE, MSFT, AAPL) accounted for 27.7% of total reported equity market value during Q3 2024.
In Q3 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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