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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2025-02-13 (Q4 2024) | Holdings: 399 | Value: $2.7B | 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 |
| ZTWO - RBB FD INC | New Purchase | 5.39% | $146.2M | +5.35% | +1.20% | +5.52% | |
| ZTRE - RBB FD INC | Add 624% ($125.9M) | 5.39% | $146.1M | +6.18% | +1.31% | +6.54% | |
| AAPL - APPLE INC | Reduce 4% $(5.0M) | 4.09% | $111.0M | +8.47% | -11.87% | +9.86% | |
| MSFT - MICROSOFT CORP | Reduce 5% $(5.2M) | 3.72% | $101.0M | -7.61% | +11.29% | -1.96% | |
| NVDA - NVIDIA CORPORATION | Reduce 12% $(13.0M) | 3.40% | $92.3M | +34.82% | -0.83% | +35.57% | |
| GOOGL - ALPHABET INC | Reduce 10% $(9.2M) | 3.05% | $82.8M | +72.89% | -10.53% | +63.84% | |
| AMZN - AMAZON COM INC | Reduce 17% $(15.6M) | 2.73% | $74.1M | +1.94% | -8.27% | -12.24% | |
| AVGO - BROADCOM INC | Add 5% ($3.5M) | 2.69% | $73.1M | +53.02% | -0.73% | +43.07% | |
| ZTEN - RBB FD INC | Add 229% ($36.8M) | 1.95% | $52.9M | +8.24% | -0.22% | +9.30% | |
| META - META PLATFORMS INC | Reduce 17% $(11.1M) | 1.93% | $52.2M | -13.11% | -9.12% | -11.68% | |
| MA - MASTERCARD INCORPORATED | Reduce 14% $(8.1M) | 1.77% | $48.1M | -10.36% | +1.45% | -7.26% | |
| TBIL - RBB FD INC | New Purchase | 1.68% | $45.5M | +4.65% | +0.98% | +4.14% | |
| V - VISA INC | Reduce 17% $(7.7M) | 1.36% | $37.0M | -12.37% | +0.74% | -9.18% | |
| HD - HOME DEPOT INC | Reduce 10% $(3.6M) | 1.26% | $34.1M | -15.57% | -9.60% | -5.40% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 13% $(4.8M) | 1.23% | $33.3M | -40.09% | -41.53% | -44.01% | |
| KO - COCA COLA CO | Add 1% ($375.1K) | 1.20% | $32.4M | +16.83% | +0.44% | +18.08% | |
| PANW - PALO ALTO NETWORKS INC | Add 60% ($11.9M) | 1.16% | $31.5M | -13.02% | -0.57% | -14.84% | |
| NOW - SERVICENOW INC | Reduce 27% $(11.1M) | 1.13% | $30.7M | -54.14% | +4.87% | -45.91% | |
| JPM - JPMORGAN CHASE & CO. | Add 28% ($6.5M) | 1.10% | $29.9M | +14.76% | -3.64% | +13.00% | |
| XFIX - RBB FD INC | New Purchase | 1.10% | $29.9M | +5.52% | -0.35% | +5.67% | |
| LLY - ELI LILLY & CO | Reduce 16% $(5.7M) | 1.07% | $29.0M | +10.72% | -17.67% | +20.09% | |
| COST - COSTCO WHSL CORP NEW | Reduce 6% $(1.7M) | 0.90% | $24.5M | -3.60% | -7.77% | -5.47% | |
| TSLA - TESLA INC | New Purchase | 0.68% | $18.5M | -4.16% | -3.59% | +13.87% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 18% ($2.8M) | 0.67% | $18.2M | +35.31% | +4.48% | +37.14% | |
| ADSK - AUTODESK INC | Reduce 28% $(7.0M) | 0.65% | $17.7M | -25.82% | -2.62% | -25.75% | |
| MAR - MARRIOTT INTL INC NEW | Reduce 20% $(4.5M) | 0.64% | $17.5M | +23.01% | -5.88% | +25.21% | |
| ADBE - ADOBE INC | Reduce 35% $(9.0M) | 0.63% | $17.2M | -50.37% | -13.79% | -43.79% | |
| INTU - INTUIT | Reduce 25% $(5.4M) | 0.59% | $16.0M | -37.53% | +11.85% | -34.71% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 12% ($1.7M) | 0.58% | $15.7M | +26.88% | +4.45% | +29.91% | |
| JNJ - JOHNSON & JOHNSON | Add 21% ($2.7M) | 0.56% | $15.2M | +58.95% | -6.20% | +59.44% | |
| HON - HONEYWELL INTL INC | Reduce 8% $(1.4M) | 0.56% | $15.1M | +25.62% | +6.60% | +28.49% | |
| WMT - WALMART INC | New Purchase | 0.54% | $14.8M | +24.25% | -7.57% | +23.54% | |
| XOM - EXXON MOBIL CORP | Add 15% ($1.9M) | 0.54% | $14.7M | +47.78% | -0.04% | +39.34% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 11% ($1.5M) | 0.54% | $14.7M | -6.15% | +0.21% | +2.21% | |
| CSCO - CISCO SYS INC | New Purchase | 0.53% | $14.4M | +34.27% | -3.28% | +23.40% | |
| CAT - CATERPILLAR INC | New Purchase | 0.52% | $14.2M | +123.75% | -1.47% | +117.41% | |
| EFA - ISHARES TR | Reduce 36% $(7.6M) | 0.51% | $13.7M | +28.35% | +4.66% | +31.21% | |
| NOC - NORTHROP GRUMMAN CORP | Reduce 20% $(3.3M) | 0.50% | $13.7M | +55.33% | +1.01% | +57.20% | |
| WDAY - WORKDAY INC | Reduce 27% $(4.8M) | 0.49% | $13.3M | -56.51% | +4.32% | -44.94% | |
| PNC - PNC FINL SVCS GROUP INC | New Purchase | 0.47% | $12.7M | +17.96% | -8.38% | +22.19% | |
| ETN - EATON CORP PLC | New Purchase | 0.46% | $12.6M | +31.44% | +7.08% | +28.10% | |
| VRTX - VERTEX PHARMACEUTICALS INC | Reduce 27% $(4.7M) | 0.46% | $12.4M | -3.41% | -8.94% | +3.20% | |
| JEPI - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.44% | $11.8M | +7.30% | -4.09% | +8.44% | |
| ULTA - ULTA BEAUTY INC | Reduce 28% $(4.5M) | 0.43% | $11.8M | +47.03% | +13.52% | +95.05% | |
| NFLX - NETFLIX INC | New Purchase | 0.43% | $11.7M | -2.30% | +10.15% | -26.31% | |
| RTX - RTX CORPORATION | New Purchase | 0.43% | $11.6M | +65.54% | +4.78% | +65.24% | |
| MS - MORGAN STANLEY | New Purchase | 0.43% | $11.6M | +34.07% | -3.19% | +29.09% | |
| ABT - ABBOTT LABS | Reduce 31% $(5.1M) | 0.42% | $11.4M | -20.92% | -2.40% | -13.57% | |
| WM - WASTE MGMT INC DEL | Reduce 27% $(4.2M) | 0.42% | $11.3M | +4.11% | -2.12% | +4.64% | |
| NVO - NOVO-NORDISK A S | Reduce 27% $(4.2M) | 0.41% | $11.2M | -50.20% | -17.05% | -35.92% | |
| NSIT - INSIGHT ENTERPRISES INC | Reduce 100% | 0.00% | $0.00 | ||||
| VCSH - VANGUARD S/T CORP BOND ETF | Reduce 100% | 0.00% | $0.00 | ||||
| ALLY - ALLY | Reduce 100% | 0.00% | $0.00 | ||||
| EVR - EVERCORE INC CLASS A | Reduce 100% | 0.00% | $0.00 | ||||
| ORLY - OREILLY AUTOMOTIVE INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| MTSI - MACOM TECHNOLOGY SOLU HLDS | Reduce 100% | 0.00% | $0.00 | ||||
| MLI - MUELLER INDUS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||
| MOD - MODINE MFG CO | Reduce 100% | 0.00% | $0.00 | ||||
| J - JACOBS SOLUTIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MO - ALTRIA | Reduce 100% | 0.00% | $0.00 | ||||