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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2024-07-29 (Q2 2024) | Holdings: 476 | Value: $2.8B | 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 |
| MSFT - MICROSOFT CORP | Add 980% ($105.3M) | 4.19% | $116.0M | -11.58% | +1.31% | +20.91% | |
| AAPL - APPLE INC | Add 581% ($84.6M) | 3.58% | $99.2M | +19.78% | +5.10% | -4.18% | |
| NVDA - NVIDIA CORPORATION | Add 9188% ($97.6M) | 3.56% | $98.6M | +65.02% | +24.95% | +60.80% | |
| GOOGL - ALPHABET INC CL A | Add 1392% ($89.0M) | 3.44% | $95.4M | +88.40% | +2.61% | +16.00% | |
| AMZN - AMAZON COM INC | Add 801% ($74.2M) | 3.02% | $83.5M | +26.49% | +4.34% | +24.62% | |
| META - META PLATFORMS INC CL A | Add 1029% ($51.4M) | 2.04% | $56.4M | +35.34% | +26.84% | +49.38% | |
| MA - MASTERCARD INC CL A | New Purchase | 1.75% | $48.6M | +14.65% | +15.91% | +26.72% | |
| LLY - ELI LILLY & CO | New Purchase | 1.54% | $42.7M | +18.61% | +4.03% | -6.12% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 1.41% | $38.9M | -43.68% | -0.34% | -52.18% | |
| V - VISA INC CL A | New Purchase | 1.35% | $37.4M | +18.66% | +10.45% | +34.28% | |
| PANW - PALO ALTO NETWORKS INC | Add 1849% ($35.1M) | 1.33% | $37.0M | +2.69% | +10.54% | +12.55% | |
| AVGO - BROADCOM INC | Add 2971% ($33.5M) | 1.25% | $34.6M | +135.53% | +15.62% | +99.68% | |
| HD - HOME DEPOT INC | New Purchase | 1.19% | $32.9M | -2.33% | +8.84% | +5.03% | |
| ADBE - ADOBE INC | Add 972% ($29.6M) | 1.18% | $32.6M | -57.56% | -10.18% | -32.82% | |
| NOW - SERVICENOW INC | Add 1318% ($28.9M) | 1.12% | $31.1M | -44.27% | +17.90% | +21.31% | |
| KO - COCA COLA CO COM | New Purchase | 1.11% | $30.8M | +23.67% | -0.16% | +6.44% | |
| COST - COSTCO WHOLESALE CORP NEW | New Purchase | 1.04% | $28.9M | +27.17% | +7.47% | +13.81% | |
| NVO - NOVO-NORDISK A S ADR | New Purchase | 0.92% | $25.6M | -70.07% | -13.40% | -61.28% | |
| INTU - INTUIT INC | New Purchase | 0.81% | $22.5M | -42.74% | -2.79% | +26.97% | |
| EFA - ISHARES MSCI EAFE ETF | New Purchase | 0.80% | $22.1M | +34.86% | +0.43% | +14.94% | |
| VRTX - VERTEX PHARMACEUTICALS INC COM | Add 1051% ($20.2M) | 0.80% | $22.1M | -10.60% | -4.93% | -6.11% | |
| VCSH - VANGUARD S/T CORP BOND ETF | New Purchase | 0.77% | $21.4M | +9.55% | +1.57% | +6.03% | |
| ADSK - AUTODESK INC DELAWARE | New Purchase | 0.75% | $20.7M | -7.81% | +18.28% | +26.19% | |
| MAR - MARRIOTT INTL INC NEW CL A | New Purchase | 0.71% | $19.8M | +50.17% | +10.88% | +14.11% | |
| JPM - JPMORGAN CHASE & CO | Add 1620% ($18.4M) | 0.71% | $19.6M | +50.97% | +5.89% | +43.68% | |
| WM - WASTE MGMT INC (DELA) | New Purchase | 0.60% | $16.5M | +19.19% | +7.44% | +17.52% | |
| VEA - VANGUARD FTSE DEVELOPED ETF | New Purchase | 0.57% | $15.9M | +41.94% | +0.79% | +16.43% | |
| NOC - NORTHROP GRUMMAN CP(HLDG CO) | New Purchase | 0.57% | $15.7M | +49.10% | +6.45% | +22.30% | |
| ABT - ABBOTT LABORATORIES | New Purchase | 0.57% | $15.7M | +0.89% | +9.76% | +25.07% | |
| J - JACOBS SOLUTIONS INC | New Purchase | 0.56% | $15.5M | +6.64% | +15.98% | +17.76% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.54% | $15.1M | +28.73% | +1.67% | +12.32% | |
| PEP - PEPSICO INC NC | New Purchase | 0.54% | $15.1M | -2.76% | -3.02% | -14.26% | |
| MOD - MODINE MFG CO | New Purchase | 0.54% | $14.8M | +134.64% | +17.45% | +10.39% | |
| ULTA - ULTA BEAUTY INC | New Purchase | 0.52% | $14.4M | +46.37% | +3.33% | +42.15% | |
| XOM - EXXON MOBIL CORP COM | New Purchase | 0.51% | $14.1M | +41.32% | +1.09% | -0.48% | |
| VWO - VANGUARD FTSE EMERGING MARKET ETF | New Purchase | 0.50% | $13.9M | +36.75% | +7.31% | +18.34% | |
| JNJ - JOHNSON & JOHNSON | Add 2687% ($12.2M) | 0.46% | $12.7M | +60.17% | +2.07% | +8.94% | |
| MTSI - MACOM TECHNOLOGY SOLU HLDS | New Purchase | 0.45% | $12.6M | +147.86% | +17.88% | +40.10% | |
| FIX - COMFORT SYSTEMS USA INC | New Purchase | 0.45% | $12.5M | +401.33% | +23.63% | +123.42% | |
| ACN - ACCENTURE PLC-CL A | New Purchase | 0.45% | $12.4M | -40.94% | +6.26% | -14.79% | |
| STRL - STERLING INFRASTRUCTURE INC | New Purchase | 0.44% | $12.1M | +280.08% | +33.89% | +129.76% | |
| EOG - EOG RESOURCES INC | New Purchase | 0.43% | $11.9M | +14.84% | -2.98% | +0.02% | |
| NSIT - INSIGHT ENTERPRISES INC | New Purchase | 0.42% | $11.7M | -68.71% | -8.72% | -35.27% | |
| WDAY - WORKDAY INC CL A | Add 668% ($9.8M) | 0.41% | $11.2M | -50.41% | +4.51% | +4.25% | |
| ORLY - OREILLY AUTOMOTIVE INC NEW | New Purchase | 0.40% | $11.1M | +26.58% | +3.91% | +33.28% | |
| EVR - EVERCORE INC CLASS A | New Purchase | 0.40% | $11.0M | +37.98% | +7.31% | +26.81% | |
| ETN - EATON CORP PLC | New Purchase | 0.39% | $10.9M | +37.57% | +15.59% | +32.85% | |
| CAT - CATERPILLAR INC | New Purchase | 0.38% | $10.4M | +133.87% | +10.75% | +28.32% | |
| PG - PROCTER AND GAMBLE CO COM | Add 2027% ($9.9M) | 0.37% | $10.4M | -5.75% | +3.30% | -3.12% | |
| WMT - WAL-MART STORES INC | New Purchase | 0.37% | $10.1M | +89.07% | +17.36% | +41.76% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | +9.86% | +3.57% | ||
| CASY - CASEYS GEN STORES INC | Reduce 100% | 0.00% | $0.00 | +7.82% | +1.91% | ||
| AJG - GALLAGHER ARTHUR J & CO | Reduce 100% | 0.00% | $0.00 | +11.41% | +1.50% | ||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | +23.81% | +16.24% | ||
| XLK - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| UTWO - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| ANET - ARISTA NETWORKS INC | Reduce 100% | 0.00% | $0.00 | +26.17% | +23.12% | ||
| OBIL - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | +40.73% | +19.61% | ||
| AMAT - APPLIED MATLS INC | Reduce 100% | 0.00% | $0.00 | -15.75% | -10.85% | ||
| KR - KROGER CO | Reduce 100% | 0.00% | $0.00 | +13.81% | +3.30% | ||
| SNPS - SYNOPSYS INC | Reduce 100% | 0.00% | $0.00 | +1.26% | -2.74% | ||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | +14.07% | +12.34% | ||
| TDG - TRANSDIGM GROUP INC | Reduce 100% | 0.00% | $0.00 | +5.95% | +12.44% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| AZPN - ASPEN TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| UTEN - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| FANG - DIAMONDBACK ENERGY INC | Reduce 100% | 0.00% | $0.00 | -9.01% | -9.93% | ||
| EG - EVEREST GROUP LTD | Reduce 100% | 0.00% | $0.00 | +1.20% | -1.29% | ||
| CAH - CARDINAL HEALTH INC | Reduce 100% | 0.00% | $0.00 | +25.33% | +10.62% | ||
| VEEV - VEEVA SYS INC | Reduce 100% | 0.00% | $0.00 | +18.53% | +11.71% | ||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | +28.14% | +3.72% | ||
| USXF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ZTWO - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZTEN - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| TBIL - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 100% | 0.00% | $0.00 | -1.93% | +6.23% | ||
| SNOW - SNOWFLAKE INC | Reduce 100% | 0.00% | $0.00 | +35.99% | -7.43% | ||
| N/A - PENNYMAC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ZTRE - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | +27.30% | +14.35% | ||
| MDB - MONGODB INC | Reduce 100% | 0.00% | $0.00 | +28.15% | +12.74% | ||
| DDOG - DATADOG INC | Reduce 100% | 0.00% | $0.00 | +29.59% | +8.73% | ||
| WFC-PL - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||