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: 2023-05-01 (Q1 2023) | Holdings: 62 | Value: $99.2M | 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 10% ($1.2M) | 13.71% | $13.6M | +55.40% | +13.38% | +2.27% | |
| MSFT - MICROSOFT ORD | Add 69% ($3.8M) | 9.44% | $9.4M | +24.12% | +6.65% | +30.33% | |
| AMZN - AMAZON COM ORD | Add 47% ($1.8M) | 5.50% | $5.5M | +130.26% | +26.35% | +82.04% | |
| AMD - ADVANCED MICRO DEVICES ORD | Add 3% ($155.9K) | 4.69% | $4.7M | +164.92% | +22.42% | +63.64% | |
| NVDA - NVIDIA ORD | Reduce 17% $(967.8K) | 4.60% | $4.6M | +541.91% | +54.37% | +199.32% | |
| OBIL - RBB:US TREAS 12 MONTH BL | Reduce 35% $(1.8M) | 3.47% | $3.4M | +13.91% | +0.79% | +4.63% | |
| GOOGL - ALPHABET CL A ORD | Add 250% ($2.4M) | 3.45% | $3.4M | +199.71% | +19.82% | +55.52% | |
| TBIL - RBB:US TREAS 3 MONTH BL | Add 42% ($825.7K) | 2.79% | $2.8M | +14.36% | +1.17% | +5.22% | |
| LSCC - LATTICE SEMICONDUCTOR ORD | Add 4% ($106.6K) | 2.67% | $2.6M | +24.96% | +7.17% | -17.87% | |
| F - FORD MOTOR ORD | Add 6% ($141.7K) | 2.64% | $2.6M | +21.15% | +9.39% | +9.28% | |
| AVGO - BROADCOM ORD | Add 4% ($103.3K) | 2.53% | $2.5M | +490.20% | +43.35% | +101.84% | |
| LRCX - LAM RESEARCH ORD | Add 4% ($99.1K) | 2.42% | $2.4M | +408.61% | +31.32% | +70.53% | |
| SEDG - SOLAREDGE TECHNOLOGIES ORD | Add 6% ($140.4K) | 2.41% | $2.4M | -84.83% | -29.10% | -78.37% | |
| XBIL - US TREASURY 6 MONTH BILL ETF | New Purchase | 2.15% | $2.1M | +14.37% | +1.13% | +5.14% | |
| MCHP - MICROCHIP TECHNOLOGY ORD | Add 6% ($110.9K) | 2.08% | $2.1M | +0.55% | +18.89% | +19.70% | |
| NKE - NIKE CL B ORD | Add 6% ($122.0K) | 2.06% | $2.0M | -63.37% | -15.17% | -26.33% | |
| PEN - PENUMBRA ORD | New Purchase | 1.99% | $2.0M | +16.08% | -5.08% | -27.41% | |
| MPWR - MONOLITHIC POWER SYSTEMS ORD | Add 5% ($98.1K) | 1.96% | $1.9M | +188.89% | +12.49% | +52.05% | |
| ULTA - ULTA BEAUTY ORD | New Purchase | 1.95% | $1.9M | +0.62% | -17.24% | -24.97% | |
| PANW - PALO ALTO NETWORKS ORD | Add 5% ($99.7K) | 1.95% | $1.9M | +84.14% | +30.21% | +62.83% | |
| ADSK - AUTODESK ORD | Add 5% ($83.1K) | 1.69% | $1.7M | +14.54% | +5.20% | +6.81% | |
| DDOG - DATADOG CL A ORD | Add 5% ($75.1K) | 1.69% | $1.7M | +67.66% | +64.35% | +93.02% | |
| CRM - SALESFORCE ORD | New Purchase | 1.68% | $1.7M | -12.45% | +11.35% | +37.61% | |
| NFLX - NETFLIX ORD | New Purchase | 1.48% | $1.5M | +214.12% | +32.22% | +73.89% | |
| PLTR - PALANTIR TECHNOLOGIES CL A ORD | New Purchase | 1.44% | $1.4M | +1590.28% | +145.73% | +192.10% | |
| ZS - ZSCALER ORD | Add 6% ($76.9K) | 1.38% | $1.4M | +41.14% | +73.83% | +103.66% | |
| IVV - ISHARES:CORE S&P 500 | Add 30% ($285.4K) | 1.24% | $1.2M | +70.78% | +8.97% | +23.66% | |
| ZTS - ZOETIS CL A ORD | New Purchase | 0.96% | $954.6K | -30.98% | +1.63% | -5.92% | |
| BRK.A - BERKSHIRE HATHAWAY CL A ORD | 0.94% | $931.2K | +44.59% | +6.04% | +20.46% | ||
| MDB - MONGODB CL A ORD | Add 5% ($46.2K) | 0.93% | $918.0K | +2.07% | +77.34% | +61.52% | |
| BRK.B - BERKSHIRE HATHAWAY CL B ORD | Add 7% ($61.0K) | 0.90% | $893.5K | +46.96% | +6.37% | +21.34% | |
| ETN - EATON ORD | New Purchase | 0.88% | $868.2K | +147.08% | +30.26% | +89.72% | |
| ALGN - ALIGN TECHNOLOGY ORD | New Purchase | 0.85% | $840.7K | -44.97% | +15.84% | -9.65% | |
| KR - KROGER ORD | Add 11% ($70.6K) | 0.72% | $712.4K | +51.19% | -0.86% | +13.54% | |
| JPM - JPMORGAN CHASE ORD | Reduce 70% $(1.6M) | 0.70% | $689.2K | +134.99% | +10.66% | +39.14% | |
| USXF - ISHARES:ESG ADV MSCI USA | Add 13% ($62.9K) | 0.55% | $548.8K | +81.73% | +9.86% | +29.67% | |
| UTWO - RBB:US TREAS 2 YR NOTE | Add 7% ($37.2K) | 0.55% | $543.9K | +11.23% | -0.71% | +2.16% | |
| DIS - WALT DISNEY ORD | Add 4% ($21.4K) | 0.51% | $510.3K | +0.80% | -14.83% | +11.50% | |
| CSCO - CISCO SYSTEMS ORD | 0.50% | $491.4K | +92.66% | +12.95% | +2.86% | ||
| JNJ - JOHNSON & JOHNSON ORD | Add 10% ($42.8K) | 0.48% | $472.3K | +60.56% | +4.17% | -5.97% | |
| SPLG - SPDR PTF S&P 500 | 0.45% | $445.9K | +70.82% | +9.04% | +23.72% | ||
| PG - PROCTER & GAMBLE ORD | Add 22% ($77.1K) | 0.43% | $425.9K | +0.48% | +0.63% | +7.31% | |
| UTEN - RBB:US TREAS 10 YR NOTE | Add 49% ($129.3K) | 0.40% | $394.3K | +5.72% | -3.39% | -4.60% | |
| ADBE - ADOBE ORD | Reduce 87% $(2.0M) | 0.31% | $308.2K | -38.58% | +41.66% | +27.30% | |
| GOOG - ALPHABET CL C ORD | 0.29% | $285.0K | +196.27% | +19.49% | +56.47% | ||
| SPTM - SPDR PTF S&P 1500 CSM | Reduce 13% $(41.9K) | 0.28% | $276.6K | +68.88% | +9.08% | +23.13% | |
| MA - MASTERCARD CL A ORD | 0.28% | $276.2K | +35.67% | +3.39% | +17.45% | ||
| META - META PLATFORMS CL A ORD | New Purchase | 0.28% | $274.5K | +160.43% | +29.25% | +81.82% | |
| SPDW - SPDR PTF DEV WORLD EX-US | New Purchase | 0.27% | $268.9K | +62.12% | +1.71% | +10.71% | |
| ANET - ARISTA NETWORKS ORD | New Purchase | 0.25% | $248.6K | +302.04% | +22.00% | +80.21% | |
| ABBV - ABBVIE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| BAC - BANK OF AMERICA ORD | Reduce 100% | 0.00% | $0.00 | ||||
| AZPN - ASPEN TECHNOLOGY ORD | Reduce 100% | 0.00% | $0.00 | ||||
| NOC - NORTHROP GRUMMAN ORD | Reduce 100% | 0.00% | $0.00 | ||||
| JAZZ - JAZZ PHARMACEUTICALS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| GS - GOLDMAN SACHS GROUP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SCHW - CHARLES SCHWAB ORD | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GRP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| LPLA - LPL FINANCIAL HOLDINGS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SHW - SHERWIN WILLIAMS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| DE - DEERE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| VEEV - VEEVA SYSTEMS ORD | Reduce 100% | 0.00% | $0.00 | ||||