F/M Investments LLC 13F Holdings

Holdings from the most recent 13F from F/M Investments LLC

Filed: 2022-04-22 (Q1 2022) | Holdings: 68 | Value: $124.0M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AAPL - APPLE ORD
Reduce 5% $(901.7K)
13.19%
$16.4M
+65.04%
-4.93%
+3.23%
MSFT - MICROSOFT ORD
Reduce 29% $(3.2M)
6.31%
$7.8M
+41.14%
-5.07%
+4.11%
GOOGL - ALPHABET CL A ORD
5.47%
$6.8M
+169.61%
-9.73%
-11.03%
AMZN - AMAZON COM ORD
5.37%
$6.7M
+62.23%
-15.89%
-26.25%
NVDA - NVIDIA ORD
Add 30% ($1.4M)
4.82%
$6.0M
+859.65%
-11.32%
+40.96%
AMD - ADVANCED MICRO DEVICES ORD
Add 37% ($1.5M)
4.48%
$5.6M
+163.33%
-2.58%
-2.55%
F - FORD MOTOR ORD
Add 2% ($66.2K)
3.07%
$3.8M
+7.55%
-13.88%
-11.52%
DDOG - DATADOG CL A ORD
3.04%
$3.8M
-8.03%
-23.63%
-44.54%
MU - MICRON TECHNOLOGY ORD
Reduce 1% $(42.5K)
2.65%
$3.3M
+529.33%
-11.91%
-12.29%
PFE - PFIZER ORD
2.62%
$3.2M
-29.50%
+9.07%
-13.75%
QCOM - QUALCOMM ORD
2.36%
$2.9M
+6.62%
+17.31%
-8.53%
UNH - UNITEDHEALTH GRP ORD
New Purchase
2.21%
$2.7M
-36.60%
+2.11%
-4.78%
WOLF - WOLFSPEED ORD
2.16%
$2.7M
-24.55%
-41.50%
WMT - WALMART ORD
2.13%
$2.6M
+160.93%
-15.27%
-0.75%
LMT - LOCKHEED MARTIN ORD
New Purchase
2.13%
$2.6M
+56.57%
-9.19%
+11.35%
VRTX - VERTEX PHARMACEUTICALS ORD
2.12%
$2.6M
+65.46%
+5.07%
+23.27%
SEDG - SOLAREDGE TECHNOLOGIES ORD
2.10%
$2.6M
-83.11%
+20.83%
+28.53%
MOH - MOLINA HEALTHCARE ORD
2.08%
$2.6M
-55.32%
-5.22%
-12.63%
BKNG - BOOKING HOLDINGS ORD
New Purchase
2.05%
$2.5M
+105.17%
-16.30%
+22.24%
LUV - SOUTHWEST AIRLINES ORD
Add 16% ($349.0K)
2.01%
$2.5M
-6.27%
-12.29%
-29.82%
ACN - ACCENTURE CL A ORD
New Purchase
1.95%
$2.4M
-35.21%
-6.16%
-8.94%
WFC-PL - WELLS FARGO CO
New Purchase
1.83%
$2.3M
+108.17%
-4.42%
-7.12%
HIG - HARTFORD FINANCIAL SERVICES GRUP ORD
1.72%
$2.1M
+113.93%
-8.33%
+0.58%
SSNC - SS AND C TECHNOLOGIES HOLDINGS ORD
1.69%
$2.1M
+5.63%
-8.99%
-15.88%
MCHP - MICROCHIP TECHNOLOGY ORD
1.57%
$1.9M
+18.71%
-1.32%
+19.56%
MDB - MONGODB CL A ORD
1.50%
$1.9M
-37.81%
-21.57%
-39.31%
NXPI - NXP SEMICONDUCTORS ORD
1.46%
$1.8M
+30.66%
+2.97%
+2.10%
LSCC - LATTICE SEMICONDUCTOR ORD
1.45%
$1.8M
+127.85%
+21.80%
+93.93%
MCK - MCKESSON ORD
Reduce 1% $(17.1K)
1.31%
$1.6M
+181.55%
+6.40%
+15.04%
MCO - MOODYS ORD
New Purchase
1.14%
$1.4M
+41.73%
-8.97%
-4.50%
ABC - AMERISOURCEBERGEN ORD
1.14%
$1.4M
+111.64%
-8.70%
+7.21%
IVV - ISHARESCORE SP 500
Reduce 1% $(10.9K)
0.91%
$1.1M
+70.02%
-6.25%
-0.95%
BRK.A - BERKSHIRE HATHAWAY CL A ORD
0.85%
$1.1M
+45.04%
-13.80%
-0.71%
BRK.B - BERKSHIRE HATHAWAY CL B ORD
0.78%
$963.1K
+46.01%
-13.33%
-1.88%
SPTM - SPDR PTF SP 1500 CSM
0.66%
$818.8K
+67.90%
-6.07%
-0.99%
KR - KROGER ORD
Reduce 10% $(80.0K)
0.57%
$706.0K
+34.79%
-19.40%
-13.49%
JPM - JPMORGAN CHASE ORD
Add 2% ($10.9K)
0.50%
$625.4K
+172.51%
-7.75%
+15.42%
DIS - WALT DISNEY ORD
0.50%
$623.3K
-13.19%
-12.72%
-15.28%
CSCO - CISCO SYSTEMS ORD
Add 1% ($3.8K)
0.42%
$518.7K
+81.65%
-13.04%
-4.74%
JNJ - JOHNSON JOHNSON ORD
0.41%
$502.9K
+48.63%
-4.81%
-7.80%
PG - PROCTER GAMBLE ORD
Add 11% ($40.5K)
0.34%
$417.6K
-0.13%
-10.37%
-0.76%
GOOG - ALPHABET CL C ORD
0.31%
$382.6K
+167.08%
-9.39%
-10.59%
ABBV - ABBVIE ORD
New Purchase
0.26%
$319.8K
+57.37%
-2.08%
+10.08%
INTU - INTUIT ORD
New Purchase
0.23%
$281.3K
-15.74%
-3.33%
+0.90%
V - VISA CL A ORD
New Purchase
0.22%
$274.1K
+54.04%
+4.04%
+13.69%
FCX - FREEPORT MCMORAN ORD
New Purchase
0.22%
$272.2K
+75.58%
-28.91%
+0.56%
USXF - ISHARESESG ADV MSCI USA
New Purchase
0.21%
$266.1K
+84.75%
-5.57%
+0.56%
AMAT - APPLIED MATERIAL ORD
Add 1% ($2.6K)
0.21%
$262.7K
+270.02%
-9.12%
+2.98%
DXC - DXC TECHNOLOGY ORD
New Purchase
0.20%
$249.4K
-57.43%
+7.23%
-16.86%
DE - DEERE ORD
New Purchase
0.20%
$249.3K
+66.53%
-17.30%
+0.29%
ULTA - ULTA BEAUTY ORD
Reduce 100%
0.00%
$0.00
CGABL - CARLYLE FINANCE LLC
Reduce 100%
0.00%
$0.00
BWSN - BABCOCK & WILCOX ENTERPRISES INC
Reduce 100%
0.00%
$0.00
LULU - LULULEMON ATHLETICA ORD
Reduce 100%
0.00%
$0.00
N/A - NASSAU COMPANIES OF NEW YORK
Reduce 100%
0.00%
$0.00
OKTA - OKTA CL A ORD
Reduce 100%
0.00%
$0.00
SYNA - SYNAPTICS ORD
Reduce 100%
0.00%
$0.00
METCL - RAMACO RESOURCES INC
Reduce 100%
0.00%
$0.00
WDC - WESTERN DIGITAL ORD
Reduce 100%
0.00%
$0.00
RILYG - B RILEY FINANCIAL INC
Reduce 100%
0.00%
$0.00
RILYK - B RILEY FINANCIAL INC
Reduce 100%
0.00%
$0.00
TVC - TENNESSEE VALLEY AUTHORITY
Reduce 100%
0.00%
$0.00
CSL - CARLISLE COMPANIES ORD
Reduce 100%
0.00%
$0.00