FI

F/m Investments LLC

Diversified strategyContrarianHigh-turnover trader

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 333

F/m Investments LLC disclosed 333 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 78.1%.

Personality snowflake

Concentration
8.72
Portfolio Stability
78.07
Momentum/Contrarian
0
Sector conviction
50.98
Diversification
100
Sizing Uniformity
74.94

Recent moves

  • Add VEU

    +466.9%　$44.8M

  • Trim NVDA

    -52.6%　-$62.0M

  • Trim MSFT

    -41.5%　-$58.6M

  • Trim VEA

    -98.6%　-$21.5M

  • Trim AAPL

    -48.0%　-$60.5M

  • Add ANET

    +3125.9%　$8.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFCFDimensional Core Fixed INCETF-Other8.51%+8.51%NEW
2GOOGLAlphabet Inc-cl AStock-Comm Services4.22%-0.13%-39.44%
3AVGOBroadcom INCStock-Tech3.84%+0.31%-30.44%
4AAPLApple INCStock-Tech3.79%-0.68%-47.98%
5VEUVanguard Ftse All-world Ex-uETF-Other3.59%+3.24%+466.86%
6NVDANvidia CORPStock-Tech3.27%-0.96%-52.63%
7MSFTMicrosoft CORPStock-Tech3.15%-0.88%-41.51%
8TBILF/m US Treasury 3 Month BillETF-Gov Bonds3.02%—+13.55%
9AMZNAmazon.com INCStock-Consumer Disc2.84%-0.11%-39.01%
10ZHOGF/m Opportunistic INCETF-Other2.17%—+2.73%
11METAMeta Platforms Inc-class AStock-Comm Services2.10%-0.05%-35.52%
12ZTREF/m 3-year Inv Gr CORP B ETFETF-Other1.75%—-5.48%
13MAMastercard INC - AStock-Financials1.71%-0.08%-37.56%
14LLYEli Lilly & CoStock-Healthcare1.48%-0.05%-35.32%
15PANWPalo Alto Networks INCStock-Tech1.36%+0.13%-26.98%
16HDHome Depot INCStock-Consumer Disc1.33%+0.22%-28.21%
17ZTENF/m 10-year Inv G CORP B ETFETF-Other1.23%—-0.68%
18NOCNorthrop Grumman CORPStock-Industrials1.15%—-7.99%
19VVisa Inc-class A SharesStock-Financials1.13%-0.37%-49.96%
20ISRGIntuitive Surgical INCStock-Healthcare1.08%—-8.95%
21HONHoneywell International INCStock-Industrials1.05%—-7.38%
22COSTCostco Wholesale CORPStock-Consumer Staples1.00%—-30.85%
23IDXXIdexx Laboratories INCStock-Healthcare0.99%—-0.20%
24ZTOPF/m High Yield 100 ETFETF-High Yield0.96%—-24.04%
25NOWServicenow INCStock-Tech0.93%+0.07%-9.16%
26ADSKAutodesk INCStock-Tech0.90%—-1.64%
27REGNRegeneron PharmaceuticalsStock-Healthcare0.89%—-23.80%
28ULTAUlta Beauty INCStock-Consumer Disc0.89%—+0.71%
29MARMarriott International -cl AStock-Consumer Disc0.82%—-0.17%
30JPMJpmorgan Chase & CoStock-Financials0.81%-0.46%-60.21%
31WMWaste Management INCStock-Industrials0.80%—-18.69%
32CATCaterpillar INCStock-Industrials0.79%—-16.42%
33INTUIntuit INCStock-Tech0.77%+0.06%-4.85%
34ETNEaton Corporation plcStock-Industrials0.76%—-41.12%
35VOVanguard Mid-cap ETFETF-Other0.69%—-15.62%
36JEPIJpmorgan Equity Premium IncoETF-Other0.69%—-0.19%
37JJacobs Solutions INCStock-Industrials0.65%—+2.24%
38ORLYO'reilly Automotive INCStock-Consumer Disc0.65%—-0.84%
39ABTAbbott LaboratoriesStock-Healthcare0.64%—-1.50%
40JNJJohnson & JohnsonStock-Healthcare0.63%—-44.71%
41ROKRockwell Automation INCStock-Industrials0.62%+0.62%NEW
42ANETArista Networks INCStock-Tech0.61%+0.60%+3125.91%
43ZTWOF/m 2-year Inv G CORP B ETFETF-Other0.61%—-19.35%
44CVXChevron CORPStock-Energy0.58%—-38.56%
45COGTCogent Biosciences INCStock-Other0.58%—-4.10%
46JNJJohnson & JohnsonStock-Healthcare0.58%—-1.60%
47XOMExxon Mobil CORPStock-Energy0.55%—-1.94%
48CMGChipotle Mexican Grill INCStock-Consumer Disc0.54%—+62.65%
49SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.52%—-20.16%
50IJRIshares Core S&p Small-cap EETF-Small Cap0.49%—-17.46%
1–50 of 333

Holding changes this quarter

F/m Investments LLC's most significant position changes for 2026-03-31: New buy: Dimensional Core Fixed INC (DFCF); Sold out: Vanguard Ftse Emerging Marke (VWO); Sold out: Ishares Msci Eafe ETF (EFA); New buy: Rockwell Automation INC (ROK); Add: Vanguard Ftse All-world Ex-u (VEU) — shares +466.86%.

Position changes disclosed by F/m Investments LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VEUVanguard Ftse All-world Ex-u+3.2%+466.86%Add
2ANETArista Networks INC+0.6%+3125.91%Add
3AVGOBroadcom INC+0.3%-30.44%Trim
4HDHome Depot INC+0.2%-28.21%Trim
5PANWPalo Alto Networks INC+0.1%-26.98%Trim
6NOWServicenow INC+0.1%-9.16%Trim
7INTUIntuit INC+0.1%-4.85%Trim
8METAMeta Platforms Inc-class A-0.1%-35.52%Trim
9LLYEli Lilly & Co-0.1%-35.32%Trim
10MAMastercard INC - A-0.1%-37.56%Trim
11AMZNAmazon.com INC-0.1%-39.01%Trim
12GOOGLAlphabet Inc-cl A-0.1%-39.44%Trim
13PNCPnc Financial Services Group-0.2%-70.34%Trim
14ABBVAbbvie INC-0.2%-61.00%Trim
15MDTMedtronic plc-0.2%-71.56%Trim
16RTXRtx CORP-0.2%-64.28%Trim
17PGProcter & Gamble Co/the-0.2%-74.75%Trim
18HIGHartford Insurance Group INC-0.2%-76.82%Trim
19VZVerizon Communications INC-0.2%-83.85%Trim
20PPLPpl CORP-0.2%-86.24%Trim
21URIUnited Rentals INC-0.2%-85.74%Trim
22UNHUnitedhealth Group INC-0.2%-75.71%Trim
23KOCoca-cola Co/the-0.2%-85.97%Trim
24EGPEastgroup Properties INC-0.2%-89.14%Trim
25AXPAmerican Express Co-0.3%-87.63%Trim
26ENSGEnsign Group Inc/the-0.3%-96.14%Trim
27ENVAEnova International INC-0.3%-96.25%Trim
28NFLXNetflix INC-0.3%-88.24%Trim
29LRCXLam Research CORP-0.3%-86.47%Trim
30ADBEAdobe INC-0.3%-93.50%Trim
31LGNDLigand Pharmaceuticals-0.3%-95.66%Trim
32MLIMueller Industries INC-0.3%-97.35%Trim
33CSCOCisco Systems INC-0.3%-68.21%Trim
34SITMSitime CORP-0.3%-97.02%Trim
35TSLATesla INC-0.3%-79.14%Trim
36WTFCWintrust Financial CORP-0.4%-95.19%Trim
37MSMorgan Stanley-0.4%-77.19%Trim
38VVisa Inc-class A Shares-0.4%-49.96%Trim
39AITApplied Industrial Tech INC-0.4%-95.39%Trim
40IBMIntl Business Machines CORP-0.4%-80.43%Trim
41JPMJpmorgan Chase & Co-0.5%-60.21%Trim
42AGGIshares Core U.s. Aggregate-0.5%-84.33%Trim
43AAPLApple INC-0.7%-47.98%Trim
44VEAVanguard Ftse Developed ETF-0.8%-98.57%Trim
45MSFTMicrosoft CORP-0.9%-41.51%Trim
46NVDANvidia CORP-1%-52.63%Trim
47DFCFDimensional Core Fixed INC—NEWNew buy
48VWOVanguard Ftse Emerging Marke—EXITSold out
49EFAIshares Msci Eafe ETF—EXITSold out
50ROKRockwell Automation INC—NEWNew buy

FAQ

What is F/m Investments LLC and what type of investor is it?
F/m Investments LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 333 disclosed positions.
What are F/m Investments LLC's largest equity positions?
Based on the latest 13F filing, F/m Investments LLC's top holdings by market value are: 1. Dimensional Core Fixed INC (DFCF) — $128.2M (8.5%) 2. Alphabet Inc-cl A (GOOGL) — $63.6M (4.2%) 3. Broadcom INC (AVGO) — $57.8M (3.8%) 4. Apple INC (AAPL) — $57.1M (3.8%) 5. Vanguard Ftse All-world Ex-u (VEU) — $54.2M (3.6%)
What changes did F/m Investments LLC make in its most recent portfolio filing?
In the latest reported quarter, F/m Investments LLC made 50 notable position adjustments: 2 new positions were initiated, 2 existing holdings were added to, 44 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Dimensional Core Fixed INC (DFCF); Sold out: Vanguard Ftse Emerging Marke (VWO); Sold out: Ishares Msci Eafe ETF (EFA); New buy: Rockwell Automation INC (ROK); Add: Vanguard Ftse All-world Ex-u (VEU) — shares +466.86%
What sectors does F/m Investments LLC focus on?
F/m Investments LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.8% • Health Care: 14.9% • Industrials: 12.7% • Consumer Discretionary: 12.6% • Communication Services: 10.3% • Financials: 8.8%