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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2025-05-14 (Q1 2025) | Holdings: 391 | Value: $2.5B | 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 |
| ZTRE - RBB FD INC | 5.88% | $147.5M | +4.50% | +2.07% | |||
| ZTWO - RBB FD INC | Reduce 13% $(18.6M) | 5.12% | $128.6M | +3.89% | +1.61% | ||
| AAPL - APPLE INC | Reduce 10% $(9.8M) | 3.53% | $88.6M | +23.88% | +9.91% | ||
| MSFT - MICROSOFT CORP | Reduce 5% $(4.4M) | 3.41% | $85.5M | -16.74% | +15.40% | ||
| NVDA - NVIDIA CORPORATION | Reduce 2% $(1.1M) | 2.92% | $73.3M | +37.00% | +34.38% | ||
| GOOGL - ALPHABET INC | Reduce 5% $(3.2M) | 2.57% | $64.4M | ||||
| AMZN - AMAZON COM INC | Reduce 4% $(2.7M) | 2.45% | $61.5M | +13.17% | +11.91% | ||
| ZTEN - RBB FD INC | Add 4% ($2.0M) | 2.22% | $55.7M | +8.22% | +4.27% | ||
| MA - MASTERCARD INCORPORATED | Add 2% ($956.5K) | 2.03% | $51.0M | -11.77% | +1.46% | ||
| META - META PLATFORMS INC | Reduce 2% $(1.3M) | 2.00% | $50.1M | -3.66% | +20.11% | ||
| AVGO - BROADCOM INC | Reduce 6% $(3.2M) | 1.97% | $49.6M | ||||
| V - VISA INC | Add 1% ($236.3K) | 1.64% | $41.2M | ||||
| TBIL - RBB FD INC | Reduce 14% $(6.6M) | 1.56% | $39.0M | +3.60% | +1.10% | ||
| KO - COCA COLA CO | 1.49% | $37.4M | +15.42% | +1.03% | |||
| HD - HOME DEPOT INC | 1.28% | $32.0M | -6.43% | +8.00% | |||
| XFIX - RBB FD INC | Add 2% ($644.1K) | 1.22% | $30.6M | +5.83% | +2.77% | ||
| LLY - ELI LILLY & CO | Reduce 2% $(573.2K) | 1.21% | $30.4M | +32.60% | -2.96% | ||
| PANW - PALO ALTO NETWORKS INC | Reduce 1% $(440.3K) | 1.16% | $29.1M | -12.01% | -6.69% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 9% $(2.7M) | 1.11% | $27.9M | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 8% $(2.0M) | 0.93% | $23.3M | +4.40% | -1.94% | ||
| NOW - SERVICENOW INC | 0.92% | $23.1M | |||||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 2% $(438.4K) | 0.75% | $18.9M | +28.67% | +9.56% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 3% $(581.7K) | 0.67% | $16.9M | +67.59% | +20.37% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.66% | $16.5M | -6.77% | -6.82% | |||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(175.7K) | 0.64% | $16.0M | +21.47% | +7.85% | ||
| CSCO - CISCO SYS INC | Add 6% ($971.4K) | 0.64% | $16.0M | +34.90% | +5.59% | ||
| HON - HONEYWELL INTL INC | Add 13% ($1.8M) | 0.64% | $16.0M | ||||
| XOM - EXXON MOBIL CORP | Reduce 4% $(613.6K) | 0.62% | $15.6M | +49.22% | +0.93% | ||
| INTU - INTUIT | 0.62% | $15.6M | -44.27% | +9.69% | |||
| ADSK - AUTODESK INC | Reduce 1% $(81.4K) | 0.62% | $15.6M | -23.68% | -2.79% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 56% $(19.2M) | 0.61% | $15.3M | +14.79% | +11.37% | ||
| EFA - ISHARES TR | Reduce 1% $(97.7K) | 0.59% | $14.8M | +21.77% | +8.15% | ||
| NOC - NORTHROP GRUMMAN CORP | Reduce 2% $(237.6K) | 0.58% | $14.7M | ||||
| MAR - MARRIOTT INTL INC NEW | Reduce 4% $(569.3K) | 0.57% | $14.4M | ||||
| ADBE - ADOBE INC | Reduce 3% $(516.5K) | 0.57% | $14.3M | -42.42% | -11.14% | ||
| VRTX - VERTEX PHARMACEUTICALS INC | Reduce 5% $(786.4K) | 0.57% | $14.2M | +5.19% | -7.51% | ||
| WMT - WALMART INC | Reduce 5% $(754.6K) | 0.54% | $13.6M | +38.03% | +6.29% | ||
| RTX - RTX CORPORATION | Add 2% ($239.9K) | 0.54% | $13.6M | ||||
| ABT - ABBOTT LABS | Reduce 1% $(114.3K) | 0.53% | $13.3M | -19.16% | +2.71% | ||
| WM - WASTE MGMT INC DEL | 0.52% | $12.9M | |||||
| CVX - CHEVRON CORP NEW | New Purchase | 0.50% | $12.6M | ||||
| ABBV - ABBVIE INC | New Purchase | 0.50% | $12.4M | +22.19% | +17.11% | ||
| CAT - CATERPILLAR INC | Reduce 4% $(552.1K) | 0.49% | $12.4M | +127.24% | +17.13% | ||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 2% $(226.6K) | 0.46% | $11.5M | +11.76% | +4.06% | ||
| WDAY - WORKDAY INC | Reduce 5% $(610.2K) | 0.46% | $11.4M | -58.31% | -16.62% | ||
| IDXX - IDEXX LABS INC | New Purchase | 0.45% | $11.4M | +15.09% | +28.10% | ||
| NFLX - NETFLIX INC | Reduce 7% $(882.2K) | 0.45% | $11.4M | -11.05% | +7.95% | ||
| ORLY - OREILLY AUTOMOTIVE INC | New Purchase | 0.43% | $10.9M | +6.54% | +14.62% | ||
| HIG - --- | New Purchase | 0.43% | $10.7M | ||||
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.42% | $10.5M | -6.17% | -2.62% | ||
| MS - MORGAN STANLEY | Reduce 100% | 0.00% | $0.00 | ||||
| PNC - PNC FINL SVCS GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| NVO - NOVO-NORDISK A S | Reduce 100% | 0.00% | $0.00 | ||||
| ULTA - ULTA BEAUTY INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| ETN - EATON CORP PLC | Reduce 100% | 0.00% | $0.00 | ||||