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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2023-01-31 (Q4 2022) | Holdings: 53 | Value: $82.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE ORD | Reduce 5% $(520.2K) | 11.82% | $9.8M | +83.87% | +17.98% | +30.52% | |
| OBIL - US TREASURY 12 MONTH BL | New Purchase | 6.34% | $5.2M | +14.85% | +0.91% | +4.77% | |
| MSFT - MICROSOFT ORD | Reduce 5% $(254.9K) | 5.58% | $4.6M | +54.41% | +23.52% | +64.26% | |
| AMZN - AMAZON COM ORD | Reduce 7% $(221.1K) | 3.65% | $3.0M | +127.88% | -0.47% | +55.35% | |
| AMD - ADVANCED MICRO DEVICES ORD | Reduce 9% $(277.5K) | 3.60% | $3.0M | +201.55% | +14.30% | +117.26% | |
| NVDA - NVIDIA ORD | Reduce 7% $(220.8K) | 3.52% | $2.9M | +835.10% | +46.84% | +220.22% | |
| SCHW - CHARLES SCHWAB ORD | Reduce 8% $(212.5K) | 3.13% | $2.6M | +32.25% | -32.58% | -17.86% | |
| UNH - UNITEDHEALTH GRP ORD | New Purchase | 2.88% | $2.4M | -34.65% | -0.50% | +2.97% | |
| JPM - JPMORGAN CHASE ORD | New Purchase | 2.88% | $2.4M | +142.31% | +2.97% | +29.29% | |
| F - FORD MOTOR ORD | Reduce 7% $(174.6K) | 2.76% | $2.3M | +16.22% | -3.99% | -1.11% | |
| GS - GOLDMAN SACHS GROUP ORD | New Purchase | 2.64% | $2.2M | +172.78% | -4.48% | +10.28% | |
| AVGO - BROADCOM ORD | New Purchase | 2.54% | $2.1M | +537.42% | +10.11% | +110.31% | |
| SEDG - SOLAREDGE TECHNOLOGIES ORD | New Purchase | 2.54% | $2.1M | -86.74% | -12.55% | -78.05% | |
| JAZZ - JAZZ PHARMACEUTICALS ORD | Reduce 7% $(145.1K) | 2.43% | $2.0M | +27.18% | -9.26% | -20.61% | |
| TBIL - RBB:US TREAS 3 MONTH BL | Add 54% ($675.4K) | 2.34% | $1.9M | +15.83% | +1.18% | +5.22% | |
| BAC - BANK OF AMERICA ORD | Reduce 8% $(152.5K) | 2.23% | $1.8M | +62.92% | -16.96% | -1.72% | |
| NKE - NIKE CL B ORD | New Purchase | 2.22% | $1.8M | -63.48% | +0.30% | -19.41% | |
| LRCX - LAM RESEARCH ORD | New Purchase | 2.21% | $1.8M | +436.11% | +5.42% | +68.91% | |
| ADBE - ADOBE ORD | New Purchase | 2.15% | $1.8M | -37.86% | +1.12% | +69.70% | |
| LSCC - LATTICE SEMICONDUCTOR ORD | Reduce 5% $(96.1K) | 2.09% | $1.7M | +39.63% | +7.25% | -19.69% | |
| NOC - NORTHROP GRUMMAN ORD | New Purchase | 2.05% | $1.7M | +63.53% | +4.26% | +1.82% | |
| MCHP - MICROCHIP TECHNOLOGY ORD | Reduce 7% $(116.1K) | 1.98% | $1.6M | -1.09% | -2.82% | +12.12% | |
| DDOG - DATADOG CL A ORD | Reduce 5% $(91.5K) | 1.96% | $1.6M | +43.09% | -14.13% | +66.62% | |
| VEEV - VEEVA SYSTEMS ORD | Reduce 6% $(98.4K) | 1.86% | $1.5M | -8.24% | +5.15% | +19.17% | |
| ADSK - AUTODESK ORD | New Purchase | 1.73% | $1.4M | +5.26% | -8.14% | +19.25% | |
| MPWR - MONOLITHIC POWER SYSTEMS ORD | New Purchase | 1.58% | $1.3M | +220.63% | +10.82% | +45.10% | |
| SHW - SHERWIN WILLIAMS ORD | New Purchase | 1.57% | $1.3M | +46.40% | -1.52% | +32.18% | |
| PANW - PALO ALTO NETWORKS ORD | New Purchase | 1.55% | $1.3M | +112.25% | +16.49% | +116.06% | |
| AZPN - ASPEN TECHNOLOGY ORD | New Purchase | 1.53% | $1.3M | -11.10% | -1.48% | ||
| ZS - ZSCALER ORD | New Purchase | 1.50% | $1.2M | -2.26% | -29.04% | +90.37% | |
| LPLA - LPL FINANCIAL HOLDINGS ORD | New Purchase | 1.47% | $1.2M | +35.29% | -10.28% | +2.48% | |
| BRK.A - BERKSHIRE HATHAWAY CL A ORD | New Purchase | 1.13% | $937.4K | +54.89% | +7.12% | +23.77% | |
| IVV - ISHARES:CORE S&P 500 | New Purchase | 1.08% | $890.6K | +75.48% | +2.95% | +22.70% | |
| BRK.B - BERKSHIRE HATHAWAY CL B ORD | New Purchase | 1.02% | $843.0K | +56.70% | +6.63% | +24.81% | |
| GOOGL - ALPHABET CL A ORD | Reduce 74% $(2.3M) | 1.01% | $830.4K | +225.30% | +8.60% | +43.00% | |
| MDB - MONGODB CL A ORD | New Purchase | 0.89% | $736.2K | +6.96% | +5.23% | +90.66% | |
| KR - KROGER ORD | Add 7% ($38.2K) | 0.71% | $586.6K | +70.22% | +11.61% | +7.69% | |
| UTWO - RBB:US TREAS 2 YR NOTE | Reduce 72% $(1.3M) | 0.61% | $503.2K | +12.03% | +0.66% | +3.22% | |
| JNJ - JOHNSON & JOHNSON ORD | New Purchase | 0.59% | $489.5K | +63.05% | +1.10% | +0.11% | |
| USXF - ISHARES:ESG ADV MSCI USA | Add 22% ($80.4K) | 0.55% | $450.5K | +85.54% | +2.38% | +28.86% | |
| CSCO - CISCO SYSTEMS ORD | New Purchase | 0.54% | $446.4K | +88.15% | -1.44% | +6.86% | |
| SPLG - SPDR PTF S&P 500 | New Purchase | 0.50% | $416.6K | +75.53% | +3.01% | +22.76% | |
| DIS - WALT DISNEY ORD | New Purchase | 0.48% | $397.7K | -5.86% | -5.80% | -10.25% | |
| PG - PROCTER & GAMBLE ORD | New Purchase | 0.43% | $358.9K | +11.43% | +10.89% | +14.88% | |
| SPTM - SPDR PTF S&P 1500 CSM | New Purchase | 0.36% | $298.6K | +72.04% | +2.11% | +21.17% | |
| MA - MASTERCARD CL A ORD | New Purchase | 0.32% | $264.3K | +39.27% | +3.22% | +25.81% | |
| DE - DEERE ORD | New Purchase | 0.31% | $257.3K | +53.15% | -9.18% | -5.46% | |
| UTEN - RBB:US TREAS 10 YR NOTE | Reduce 76% $(822.5K) | 0.31% | $256.2K | +5.75% | -0.26% | +0.06% | |
| GOOG - ALPHABET CL C ORD | New Purchase | 0.29% | $243.1K | +219.80% | +7.99% | +43.08% | |
| ABBV - ABBVIE ORD | New Purchase | 0.25% | $206.1K | +61.44% | +5.79% | +18.92% | |
| ABC - AMERISOURCEBERGEN ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - NASSAU COMPANIES OF NEW YORK | Reduce 100% | 0.00% | $0.00 | ||||
| HWM - HOWMET AEROSPACE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| LUV - SOUTHWEST AIRLINES ORD | Reduce 100% | 0.00% | $0.00 | ||||
| TVC - TENNESSEE VALLEY AUTHORITY | Reduce 100% | 0.00% | $0.00 | ||||
| OTLK - OUTLOOK THERAPEUTICS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CGABL - CARLYLE FINANCE LLC | Reduce 100% | 0.00% | $0.00 | ||||
| HEWA - HEALTHWAREHOUSE.COM ORD | Reduce 100% | 0.00% | $0.00 | ||||
| RILYK - B RILEY FINANCIAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| RILYG - B RILEY FINANCIAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| BWSN - BABCOCK & WILCOX ENTERPRISES INC | Reduce 100% | 0.00% | $0.00 | ||||
| EAI - ENTERGY ARKANSAS LLC | Reduce 100% | 0.00% | $0.00 | ||||