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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2024-10-29 (Q3 2024) | Holdings: 489 | Value: $3.2B | 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 |
| ADBE - ADOBE | 4.33% | $137.9M | -52.32% | -7.51% | -29.65% | ||
| MSFT - MICROSOFT CORP | Reduce 3% $(3.3M) | 3.41% | $108.4M | -13.70% | -4.94% | +21.09% | |
| AAPL - APPLE INC | Reduce 2% $(1.7M) | 3.38% | $107.6M | +12.74% | +2.25% | +17.22% | |
| NVDA - NVIDIA CORPORATION | Reduce 2% $(1.8M) | 2.99% | $95.2M | +31.87% | -10.66% | +45.44% | |
| GOOGL - ALPHABET | Reduce 7% $(7.3M) | 2.96% | $94.0M | +77.28% | +11.30% | +56.48% | |
| AMZN - AMAZON COM INC | Reduce 5% $(4.4M) | 2.40% | $76.2M | +20.01% | +20.52% | +14.47% | |
| META - META PLATFORMS INC CL A | Reduce 3% $(2.2M) | 1.94% | $61.8M | +5.07% | +14.41% | +11.25% | |
| MO - ALTRIA | New Purchase | 1.94% | $61.8M | +50.17% | +5.30% | +22.83% | |
| MA - MASTERCARD INC CL A | Reduce 3% $(1.8M) | 1.65% | $52.6M | -0.86% | +10.60% | +8.65% | |
| AVGO - BROADCOM INC | Add 1291% ($48.0M) | 1.63% | $51.7M | +102.76% | +21.84% | +114.21% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(678.8K) | 1.38% | $44.0M | -43.32% | -2.42% | -37.24% | |
| LLY - ELI LILLY & CO | Reduce 5% $(2.0M) | 1.25% | $39.7M | +20.92% | +3.27% | +6.57% | |
| HD - HOME DEPOT INC | Add 2% ($582.9K) | 1.23% | $39.3M | -10.83% | +5.49% | -1.63% | |
| ALLY - ALLY | New Purchase | 1.23% | $39.3M | +24.36% | +13.93% | +14.91% | |
| V - VISA INC CL A | Reduce 1% $(295.2K) | 1.22% | $38.8M | +6.63% | +17.57% | +18.85% | |
| KO - COCA COLA CO COM | Add 6% ($2.2M) | 1.16% | $37.0M | +24.64% | -1.49% | +8.46% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 1% $(306.3K) | 1.16% | $36.9M | -8.33% | +2.88% | +19.82% | |
| NOW - SERVICENOW INC | 1.11% | $35.2M | -52.78% | +6.49% | -1.72% | ||
| COST - COSTCO WHOLESALE CORP NEW | Reduce 16% $(4.8M) | 0.80% | $25.3M | +17.36% | +10.60% | +4.35% | |
| EFA - ISHARES MSCI EAFE ETF | 0.74% | $23.6M | +34.52% | +1.90% | +22.73% | ||
| ADSK - AUTODESK INC DELAWARE | 0.72% | $23.0M | -21.88% | +7.55% | +4.37% | ||
| VCSH - VANGUARD S/T CORP BOND ETF | 0.69% | $22.0M | +7.71% | +0.93% | +6.19% | ||
| NVO - NOVO-NORDISK A S ADR | 0.67% | $21.3M | -64.06% | -21.63% | -53.13% | ||
| INTU - INTUIT INC | 0.66% | $21.2M | -41.35% | -2.92% | +5.89% | ||
| ZTRE - RBB FD INC | New Purchase | 0.65% | $20.6M | +7.30% | +0.85% | +5.86% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($201.1K) | 0.65% | $20.6M | +43.78% | +21.15% | +41.99% | |
| VRTX - VERTEX PHARMACEUTICALS INC COM | Reduce 10% $(2.2M) | 0.62% | $19.7M | -5.04% | -6.81% | -10.75% | |
| MAR - MARRIOTT INTL INC NEW CL A | Reduce 4% $(752.0K) | 0.62% | $19.6M | +35.73% | +11.20% | +0.43% | |
| NOC - NORTHROP GRUMMAN CP(HLDG CO) | 0.60% | $19.1M | +40.42% | -3.70% | +16.80% | ||
| MOD - MODINE MFG CO | Reduce 9% $(1.8M) | 0.56% | $17.9M | +93.65% | -17.85% | +22.84% | |
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 0.55% | $17.5M | -8.11% | +10.90% | +1.95% | |
| WDAY - WORKDAY INC CL A | Add 40% ($4.9M) | 0.54% | $17.2M | -52.28% | +9.77% | -1.71% | |
| VEA - VANGUARD FTSE DEVELOPED ETF | 0.53% | $17.0M | +41.02% | +1.56% | +25.07% | ||
| ZTEN - RBB FD INC | New Purchase | 0.53% | $16.9M | +8.69% | -0.17% | +7.59% | |
| ABT - ABBOTT LABORATORIES | Reduce 3% $(475.5K) | 0.53% | $16.7M | -6.61% | +14.96% | +12.78% | |
| WM - WASTE MGMT INC (DELA) | Reduce 1% $(138.1K) | 0.50% | $16.0M | +9.56% | +2.61% | -6.46% | |
| VWO - VANGUARD FTSE EMERGING MARKET ETF | 0.48% | $15.2M | +27.71% | -1.44% | +22.47% | ||
| HON - HONEYWELL INTL INC | Add 3% ($426.0K) | 0.47% | $15.0M | +26.47% | +10.13% | +6.04% | |
| ULTA - ULTA BEAUTY INC | 0.46% | $14.6M | +40.59% | +10.44% | +34.49% | ||
| J - JACOBS SOLUTIONS INC | Reduce 1% $(137.1K) | 0.45% | $14.4M | -8.88% | -2.00% | +12.84% | |
| JNJ - JOHNSON & JOHNSON | 0.44% | $14.1M | +58.06% | -3.36% | +22.40% | ||
| XOM - EXXON MOBIL CORP COM | Reduce 2% $(346.9K) | 0.44% | $14.0M | +38.65% | -6.11% | +1.00% | |
| EVR - EVERCORE INC CLASS A | 0.42% | $13.4M | +28.31% | +9.28% | +11.14% | ||
| IBM - INTL BUSINESS MACHINES CORP | New Purchase | 0.42% | $13.3M | +17.73% | +24.26% | +52.20% | |
| NSIT - INSIGHT ENTERPRISES INC | 0.40% | $12.7M | -66.56% | -16.99% | -52.32% | ||
| MTSI - MACOM TECHNOLOGY SOLU HLDS | 0.40% | $12.6M | +112.30% | +12.15% | +29.08% | ||
| MLI - MUELLER INDUS INC | New Purchase | 0.39% | $12.4M | +48.11% | -3.24% | +28.49% | |
| ORLY - OREILLY AUTOMOTIVE INC NEW | 0.38% | $12.1M | +20.87% | +11.85% | +21.84% | ||
| WMT - WAL-MART STORES INC | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC NC | Reduce 100% | 0.00% | $0.00 | ||||
| EOG - EOG RESOURCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC-CL A | Reduce 100% | 0.00% | $0.00 | ||||
| STRL - STERLING INFRASTRUCTURE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ETN - EATON CORP PLC | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| FIX - COMFORT SYSTEMS USA INC | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO COM | Reduce 100% | 0.00% | $0.00 | ||||