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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2025-08-13 (Q2 2025) | Holdings: 400 | 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 |
| ZTRE - RBB FD INC | Add 3% ($4.0M) | 5.54% | $152.5M | +2.38% | +1.03% | ||
| ZTWO - RBB FD INC | 4.70% | $129.4M | +2.29% | +1.05% | |||
| MSFT - MICROSOFT CORP | Reduce 3% $(3.0M) | 4.01% | $110.4M | -28.18% | -2.21% | ||
| NVDA - NVIDIA CORPORATION | 3.87% | $106.5M | +2.35% | +5.80% | |||
| AVGO - BROADCOM INC | Add 5% ($4.2M) | 3.11% | $85.8M | ||||
| AAPL - APPLE INC | Add 4% ($3.0M) | 3.08% | $84.8M | +11.53% | +16.50% | ||
| GOOGL - ALPHABET INC | Reduce 3% $(2.2M) | 2.59% | $71.3M | ||||
| AMZN - AMAZON COM INC | 2.57% | $70.8M | +2.75% | +3.21% | |||
| META - META PLATFORMS INC | Add 2% ($1.4M) | 2.38% | $65.6M | -19.03% | -21.60% | ||
| ZTEN - RBB FD INC | Add 9% ($5.1M) | 2.22% | $61.2M | +3.66% | +2.04% | ||
| TBIL - RBB FD INC | Add 31% ($12.0M) | 1.85% | $51.1M | +2.52% | +1.05% | ||
| MA - MASTERCARD INCORPORATED | Reduce 3% $(1.7M) | 1.84% | $50.6M | -12.40% | -5.37% | ||
| V - VISA INC | 1.52% | $41.8M | |||||
| PANW - PALO ALTO NETWORKS INC | 1.27% | $35.0M | -5.66% | +15.96% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(254.8K) | 1.19% | $32.7M | ||||
| HD - HOME DEPOT INC | Reduce 4% $(1.2M) | 1.12% | $30.8M | -13.76% | -9.17% | ||
| NOW - SERVICENOW INC | Reduce 2% $(613.8K) | 1.06% | $29.2M | ||||
| LLY - ELI LILLY & CO | 1.04% | $28.7M | +45.06% | +55.44% | |||
| XFIX - RBB FD INC | Reduce 6% $(1.9M) | 1.04% | $28.7M | +2.91% | +1.63% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 8% $(2.0M) | 0.81% | $22.4M | +5.54% | -5.74% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 1% $(268.8K) | 0.76% | $21.0M | +18.39% | +5.50% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 6% ($1.1M) | 0.75% | $20.7M | +0.67% | +29.01% | ||
| INTU - INTUIT | Reduce 1% $(167.0K) | 0.72% | $19.8M | -48.86% | -6.79% | ||
| ADSK - AUTODESK INC | 0.67% | $18.4M | -21.30% | +4.66% | |||
| ADBE - ADOBE INC | Add 26% ($3.8M) | 0.66% | $18.2M | -34.21% | -5.26% | ||
| CSCO - CISCO SYS INC | Add 1% ($213.6K) | 0.66% | $18.2M | +24.38% | +15.40% | ||
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 0.65% | $18.0M | -5.71% | +13.89% | ||
| HON - HONEYWELL INTL INC | Add 1% ($160.2K) | 0.64% | $17.7M | ||||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 2% $(374.2K) | 0.62% | $17.1M | +12.85% | +7.56% | ||
| CMG - CHIPOTLE MEXICAN GRILL INC | New Purchase | 0.58% | $15.9M | -21.18% | -27.33% | ||
| JNJ - JOHNSON & JOHNSON | 0.57% | $15.6M | +41.08% | +13.23% | |||
| EFA - ISHARES TR | Reduce 5% $(739.1K) | 0.56% | $15.4M | +13.78% | +4.42% | ||
| IDXX - IDEXX LABS INC | 0.53% | $14.6M | -11.95% | +3.89% | |||
| NOC - NORTHROP GRUMMAN CORP | 0.52% | $14.4M | |||||
| NFLX - NETFLIX INC | Reduce 14% $(2.3M) | 0.51% | $14.0M | -15.62% | -8.08% | ||
| RTX - RTX CORPORATION | Reduce 7% $(1.1M) | 0.50% | $13.9M | ||||
| ABT - ABBOTT LABS | Reduce 2% $(250.1K) | 0.49% | $13.4M | -19.68% | +1.60% | ||
| ETN - EATON CORP PLC | New Purchase | 0.48% | $13.1M | +13.90% | -0.08% | ||
| VRTX - VERTEX PHARMACEUTICALS INC | 0.47% | $13.0M | +13.48% | +11.04% | |||
| WM - WASTE MGMT INC DEL | Reduce 1% $(79.2K) | 0.46% | $12.7M | ||||
| MS - MORGAN STANLEY | New Purchase | 0.45% | $12.5M | ||||
| ABBV - ABBVIE INC | Add 12% ($1.3M) | 0.45% | $12.4M | +6.86% | +15.97% | ||
| ULTA - ULTA BEAUTY INC | New Purchase | 0.45% | $12.3M | +3.83% | +3.16% | ||
| AIT - APPLIED INDL TECHNOLOGIES IN | New Purchase | 0.44% | $12.0M | ||||
| PG - PROCTER AND GAMBLE CO | Add 22% ($2.2M) | 0.44% | $12.0M | -3.82% | -3.84% | ||
| WDAY - WORKDAY INC | Reduce 2% $(230.2K) | 0.42% | $11.5M | -49.28% | +3.54% | ||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 1% $(97.8K) | 0.41% | $11.4M | +7.71% | +2.30% | ||
| VO - VANGUARD INDEX FDS | New Purchase | 0.40% | $11.1M | ||||
| PNC - PNC FINL SVCS GROUP INC | New Purchase | 0.40% | $11.0M | +17.90% | -3.57% | ||
| MAR - MARRIOTT INTL INC NEW | Reduce 34% $(5.6M) | 0.40% | $10.9M | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| HIG - --- | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 100% | 0.00% | $0.00 | ||||