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CIK: 0001834499
Total reported value
$2.0B
$2.0B
399 檔
30.3%
During the Q4 2024 filing period, F/m Investments LLC (CIK: 0001834499) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 399 reported positions.
During Q4 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 399 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZTWO | F/m 2-year Inv G CORP B ETF | ETF-Other | 5.39% | -0.12% | +1994.04% | |
| 2 | ZTRE | F/m 3-year Inv Gr CORP B ETF | ETF-Other | 5.39% | -0.31% | +623.91% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.09% | -0.44% | -4.71% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -0.57% | -5.80% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | -0.28% | -12.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.05% | -0.22% | -9.98% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | -0.32% | -17.91% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.69% | -0.26% | +3.67% | |
| 9 | ZTEN | F/m 10-year Inv G CORP B ETF | ETF-Other | 1.95% | -0.31% | +228.97% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.93% | -0.51% | -18.09% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.77% | -0.37% | -15.01% | |
| 12 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.68% | -0.93% | +1412.96% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | -0.14% | -17.91% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.26% | -10.11% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.23% | +0.04% | -13.25% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | — | +1.17% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.16% | +0.29% | +59.02% | |
| 18 | NOW | Servicenow Inc | Stock-Tech | 1.13% | -0.92% | -27.28% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.09% | +22.19% | |
| 20 | ZHOG | F/m Opportunistic Inc | ETF-Other | 1.10% | -0.47% | +914.34% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.02% | -17.00% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.28% | -6.46% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.02% | +58.58% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | — | +18.45% | |
| 25 | ADSK | Autodesk Inc | Stock-Tech | 0.65% | -0.90% | EXIT | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.64% | -0.13% | -20.35% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.03% | EXIT | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.59% | -0.77% | EXIT | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | — | +12.25% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.12% | +14.77% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -1.05% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.08% | +5.98% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.23% | +14.62% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.03% | +7.82% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.06% | +76.26% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.07% | +24.06% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | — | -35.69% | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.50% | -0.51% | -22.65% | |
| 39 | WDAY | Workday Inc-class A | Stock-Tech | 0.49% | — | -26.71% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.47% | — | +12.93% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | -0.01% | +7.40% | |
| 42 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.46% | -0.02% | -27.20% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.20% | +1289.52% | |
| 44 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.43% | -0.32% | -27.71% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | +0.27% | -4.46% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.07% | +13.38% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.43% | +0.03% | -10.45% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.62% | -31.84% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.42% | -0.23% | -26.94% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.41% | — | -27.86% |
According to official SEC Form 13F filings, F/m Investments LLC reported a total U.S. public equity portfolio value of $2.0B across 399 disclosed positions in Q4 2024.
During Q4 2024, F/m Investments LLC's top holdings by market value included ZTWO (5.4%)、ZTRE (5.4%)、AAPL (4.1%). The largest single position, ZTWO, represented 5.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including ZTWO, ZTRE, AAPL) accounted for 30.3% of total reported equity market value during Q4 2024.
In Q4 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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