10,000+ stock pitches from top investors available on joinyellowbrick.com
F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2021-11-01 (Q3 2021) | Holdings: 86 | Value: $139.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE ORD | Add 8% ($1.1M) | 10.13% | $14.2M | +79.36% | +18.46% | -1.90% | |
| MSFT - MICROSOFT ORD | Add 30% ($2.5M) | 7.68% | $10.7M | +17.23% | -4.93% | -32.81% | |
| GOOGL - ALPHABET CL A ORD | Add 24% ($1.7M) | 6.32% | $8.8M | +122.10% | +2.37% | -39.85% | |
| AMZN - AMAZON COM ORD | Add 16% ($985.6K) | 5.06% | $7.1M | +40.96% | -9.13% | -44.42% | |
| AMD - ADVANCED MICRO DEVICES ORD | Reduce 7% $(427.2K) | 4.34% | $6.1M | +89.33% | -1.78% | -53.09% | |
| NVDA - NVIDIA ORD | Add 258% ($3.2M) | 3.13% | $4.4M | +613.83% | -2.23% | -48.77% | |
| DDOG - DATADOG CL A ORD | New Purchase | 2.60% | $3.6M | -34.36% | -14.35% | -55.14% | |
| GDRX - GOODRX HOLDINGS CL A ORD | New Purchase | 2.39% | $3.3M | -95.06% | -36.23% | -88.57% | |
| F - FORD MOTOR ORD | New Purchase | 2.34% | $3.3M | -10.16% | +14.82% | -26.10% | |
| SQ - SQUARE CL A ORD | 2.27% | $3.2M | -75.23% | -54.93% | -78.41% | ||
| MU - MICRON TECHNOLOGY ORD | New Purchase | 2.27% | $3.2M | +512.33% | +20.02% | -23.68% | |
| AVTR - AVANTOR ORD | 2.01% | $2.8M | -79.77% | -2.27% | -50.75% | ||
| C - CITIGROUP ORD | New Purchase | 2.01% | $2.8M | +109.51% | -4.75% | -32.63% | |
| REGN - REGENERON PHARMACEUTICALS ORD | 1.97% | $2.8M | +21.06% | -2.46% | +15.96% | ||
| CRL - CHRLS RIVER LABS ORD | New Purchase | 1.86% | $2.6M | -60.13% | -22.08% | -51.00% | |
| SBUX - STARBUCKS ORD | Add 26% ($513.1K) | 1.79% | $2.5M | -2.17% | -10.97% | -21.57% | |
| AMAT - APPLIED MATERIAL ORD | 1.75% | $2.4M | +196.53% | +1.07% | -36.56% | ||
| WFC-PL - WELLS FARGO & CO | New Purchase | 1.74% | $2.4M | +86.38% | +8.94% | -7.14% | |
| N/A - BANK OF AMERICA CORP | New Purchase | 1.72% | $2.4M | ||||
| BURL - BURLINGTON STORES ORD | New Purchase | 1.69% | $2.4M | +18.00% | -19.43% | -54.10% | |
| LUV - SOUTHWEST AIRLINES ORD | New Purchase | 1.67% | $2.3M | -11.72% | -9.92% | -25.77% | |
| ULTA - ULTA BEAUTY ORD | New Purchase | 1.65% | $2.3M | +45.42% | +1.45% | +11.02% | |
| DOW - DOW ORD | New Purchase | 1.62% | $2.3M | -15.10% | +8.29% | -14.60% | |
| VZ - VERIZON COMMUNICATIONS ORD | New Purchase | 1.61% | $2.3M | +18.26% | +2.64% | -25.03% | |
| SEDG - SOLAREDGE TECHNOLOGIES ORD | New Purchase | 1.61% | $2.3M | -88.50% | -34.48% | -40.18% | |
| LULU - LULULEMON ATHLETICA ORD | New Purchase | 1.60% | $2.2M | -63.92% | -24.34% | -31.51% | |
| BA - BOEING ORD | Add 5% ($99.6K) | 1.59% | $2.2M | +2.91% | -2.95% | -31.06% | |
| AXP - AMERICAN EXPRESS ORD | 1.57% | $2.2M | +91.96% | +5.50% | -16.94% | ||
| MCHP - MICROCHIP TECHNOLOGY ORD | New Purchase | 1.50% | $2.1M | +2.43% | +3.37% | -19.74% | |
| ALLY - ALLY FINANCIAL ORD | 1.45% | $2.0M | -1.25% | +0.42% | -43.83% | ||
| RILYK - B RILEY FINANCIAL INC | New Purchase | 1.10% | $1.5M | ||||
| N/A - DUKE ENERGY CORP | New Purchase | 1.01% | $1.4M | ||||
| ABC - AMERISOURCEBERGEN ORD | New Purchase | 0.82% | $1.1M | +171.09% | +9.71% | +25.99% | |
| N/A - JPMORGAN CHASE & CO | New Purchase | 0.82% | $1.1M | ||||
| MCK - MCKESSON ORD | New Purchase | 0.81% | $1.1M | +313.64% | +19.80% | +81.50% | |
| PEB-PH - PEBBLEBROOK HOTEL TRUST | New Purchase | 0.72% | $1.0M | ||||
| IVV - ISHARES:CORE S&P 500 | 0.71% | $995.0K | +57.57% | -0.29% | -17.34% | ||
| BWSN - BABCOCK & WILCOX ENTERPRISES INC | New Purchase | 0.70% | $976.0K | ||||
| BRK.A - BERKSHIRE HATHAWAY CL A ORD | 0.59% | $823.0K | +67.54% | +10.37% | +0.98% | ||
| N/A - GENERAL ELECTRIC CO | New Purchase | 0.57% | $801.0K | ||||
| DIS - WALT DISNEY ORD | 0.55% | $769.0K | -39.93% | -16.12% | -40.12% | ||
| BRK.B - BERKSHIRE HATHAWAY CL B ORD | 0.53% | $745.0K | +69.29% | +11.51% | +0.99% | ||
| JPM - JPMORGAN CHASE ORD | Add 8% ($52.4K) | 0.53% | $738.0K | +104.95% | -11.17% | -22.86% | |
| CGABL - CARLYLE FINANCE LLC | New Purchase | 0.50% | $697.0K | ||||
| GOODO - GLADSTONE COMMERCIAL CORP | New Purchase | 0.43% | $604.0K | ||||
| KR - KROGER ORD | Reduce 2% $(11.9K) | 0.39% | $552.0K | +90.11% | +8.76% | +16.44% | |
| DUK-PA - DUKE ENERGY CORP | New Purchase | 0.38% | $537.0K | +54.42% | +3.31% | -6.01% | |
| PYPL - PAYPAL HOLDINGS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| HWM - HOWMET AEROSPACE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ZEN - ZENDESK ORD | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER & GAMBLE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH ORD | Reduce 100% | 0.00% | $0.00 | ||||
| DOCU - DOCUSIGN ORD | Reduce 100% | 0.00% | $0.00 | ||||
| V - VISA CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SWKS - SKYWORKS SOLUTIONS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| COP - CONOCOPHILLIPS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SYF - SYNCHRONY FINANCIAL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| QCOM - QUALCOMM ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CMG - CHIPOTLE MEXICAN GRILL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| META - FACEBOOK CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CMA - COMERICA ORD | Reduce 100% | 0.00% | $0.00 | ||||
| NXPI - NXP SEMICONDUCTORS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| FDX - FEDEX ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SNAP - SNAP CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PTON - PELOTON INTERACTIVE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYSTEMS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| RNG - RINGCENTRAL CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| BNTX - BIONTECH SE ADR | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - ALPHABET CL C ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ZBH - ZIMMER BIOMET HOLDINGS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SPLG - SPDR PTF S&P 500 | Reduce 100% | 0.00% | $0.00 | ||||
| KLAC - KLA ORD | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX ORD | Reduce 100% | 0.00% | $0.00 | ||||
| XP - XP CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| DXC - DXC TECHNOLOGY ORD | Reduce 100% | 0.00% | $0.00 | ||||