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CIK: 0001834499
Total reported value
$2.0B
$2.0B
430 檔
27.6%
At the close of Q4 2025, F/m Investments LLC disclosed equity holdings valued at approximately $2.0B, spread across 430 reported holdings.
In Q4 2025, F/m Investments LLC displayed an active expansion posture, initiating 8 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, NVDA) accounted for 27.6% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 430 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.47% | -0.44% | +0.62% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.35% | -0.22% | -8.84% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.23% | -0.28% | -7.88% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.57% | -1.36% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.53% | -0.26% | -2.65% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | -0.32% | +1.24% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.51% | -1.34% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 1.79% | -0.37% | -6.70% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.53% | +0.02% | -2.32% | |
| 10 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.52% | -0.93% | +3.20% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | -0.14% | -3.14% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.09% | -5.45% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.23% | +0.29% | -2.53% | |
| 14 | ZHOG | F/m Opportunistic Inc | ETF-Other | 1.23% | -0.47% | +27.37% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.26% | +2.26% | |
| 16 | ZTRE | F/m 3-year Inv Gr CORP B ETF | ETF-Other | 1.07% | -0.31% | +2.43% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 0.86% | -0.92% | +384.52% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.84% | -0.36% | +18.54% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | — | -2.77% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | +0.06% | -5.13% | |
| 21 | ZTOP | F/m High Yield 100 ETF | ETF-High Yield | 0.74% | -0.24% | +10.53% | |
| 22 | ZTEN | F/m 10-year Inv G CORP B ETF | ETF-Other | 0.72% | -0.31% | -3.22% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.28% | -2.86% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 0.71% | -0.77% | EXIT | |
| 25 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.68% | -0.30% | -2.46% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | — | -3.23% | |
| 27 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.67% | -0.36% | +248.66% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | +7.30% | +300.88% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | -0.01% | +69.86% | |
| 30 | ADSK | Autodesk Inc | Stock-Tech | 0.65% | -0.90% | EXIT | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.07% | -2.86% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | — | -2.46% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.60% | -0.51% | -3.05% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | +0.03% | -4.16% | |
| 35 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.59% | -0.32% | -2.24% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.57% | +0.03% | -3.19% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -1.05% | EXIT | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.12% | -28.60% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.05% | -3.21% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.54% | -0.23% | +20.99% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.02% | -2.49% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | -0.11% | +0.41% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.62% | -2.07% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.08% | +14.05% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.45% | -0.13% | -2.33% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.07% | -7.15% | |
| 47 | ZTWO | F/m 2-year Inv G CORP B ETF | ETF-Other | 0.43% | -0.12% | -6.54% | |
| 48 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.42% | +0.02% | -10.79% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.08% | -2.89% | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.41% | +0.11% | +8.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -8.84% | Trim |
| 2 | REGN | Regeneron Pharmaceuticals | +0.5% | +248.66% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.5% | +300.88% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | -2.32% | Trim |
| 5 | ISRG | Intuitive Surgical Inc | +0.3% | +18.54% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +0.62% | Add |
| 7 | ZHOG | F/m Opportunistic Inc | +0.3% | +27.37% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +150.12% | Add |
| 9 | ETN | Eaton Corporation plc | +0.2% | +69.86% | Add |
| 10 | COGT | Cogent Biosciences Inc | +0.2% | +7.10% | Add |
| 11 | ACAD | Acadia Pharmaceuticals Inc | +0.2% | +342.86% | Add |
| 12 | AMD | Advanced Micro Devices | +0.2% | +96.22% | Add |
| 13 | PFE | Pfizer Inc | +0.2% | +163.88% | Add |
| 14 | WVE | Wave Life Sciences Ltd. | +0.2% | +24.46% | Add |
| 15 | WTFC | Wintrust Financial CORP | +0.2% | +61.61% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +1.24% | Add |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +1536.09% | Add |
| 18 | GH | Guardant Health Inc | +0.1% | +24.07% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | +8.89% | Add |
| 20 | LIVN | LivaNova PLC | +0.1% | +46.90% | Add |
| 21 | AVNT | Avient CORP | -0.1% | -89.96% | Trim |
| 22 | NFLX | Netflix Inc | -0.1% | +881.07% | Add |
| 23 | ORCL | Oracle CORP | -0.1% | +14.05% | Add |
| 24 | JNJ | Johnson & Johnson | -0.2% | -28.60% | Trim |
| 25 | MA | Mastercard Inc - A | -0.2% | -6.70% | Trim |
| 26 | HCA | Hca Healthcare Inc | -0.2% | -50.65% | Trim |
| 27 | ADP | Automatic Data Processing | -0.2% | -81.27% | Trim |
| 28 | ADBE | Adobe Inc | -0.2% | -33.68% | Trim |
| 29 | PANW | Palo Alto Networks Inc | -0.2% | -2.53% | Trim |
| 30 | DT | Dynatrace Inc | -0.2% | -91.44% | Trim |
| 31 | HD | Home Depot Inc | -0.2% | +2.26% | Add |
| 32 | NOW | Servicenow Inc | -0.2% | +384.52% | Add |
| 33 | SYK | Stryker CORP | -0.3% | -66.45% | Trim |
| 34 | PLTR | Palantir Technologies Inc-a | -0.3% | -73.36% | Trim |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -1.34% | Trim |
| 36 | MSFT | Microsoft CORP | -0.4% | -1.36% | Trim |
| 37 | NVDA | Nvidia CORP | -0.4% | -7.88% | Trim |
| 38 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 39 | XYL | Xylem Inc | — | NEW | New buy |
| 40 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 41 | ES | Eversource Energy | — | NEW | New buy |
| 42 | ZMUN | F/m Ulsh Tx-fr Mncpl Etf-usd | — | NEW | New buy |
| 43 | FBND | Fidelity Total Bond ETF | — | EXIT | Sold out |
| 44 | DAVE | Dave Inc | — | NEW | New buy |
| 45 | TARS | Tarsus Pharmaceuticals Inc | — | NEW | New buy |
| 46 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 47 | APP | Applovin Corp-class A | — | NEW | New buy |
| 48 | TRVI | Trevi Therapeutics Inc | — | NEW | New buy |
| 49 | ATRC | Atricure Inc | — | NEW | New buy |
| 50 | IPAR | Interparfums Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, F/m Investments LLC reported a total U.S. public equity portfolio value of $2.0B across 430 disclosed positions in Q4 2025.
During Q4 2025, F/m Investments LLC's top holdings by market value included AAPL (4.5%)、GOOGL (4.3%)、NVDA (4.2%). The largest single position, AAPL, represented 4.5% 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.
Top New Position Initiated
XYL
市值: $8.1M
Top Position Liquidated / Trimmed
WDAY
前期市值: $10.8M
In Q4 2025, F/m Investments LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 15 holdings, and fully liquidating 5 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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