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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2025-11-13 (Q3 2025) | Holdings: 415 | Value: $2.6B | 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 |
| NVDA - NVIDIA CORPORATION | Reduce 4% $(4.9M) | 4.66% | $120.9M | +0.60% | +1.16% | ||
| MSFT - MICROSOFT CORP | 4.44% | $115.2M | -24.80% | -20.20% | |||
| AAPL - APPLE INC | Add 4% ($4.1M) | 4.22% | $109.5M | -3.79% | -2.55% | ||
| GOOGL - ALPHABET INC | Reduce 1% $(892.2K) | 3.76% | $97.4M | ||||
| AVGO - BROADCOM INC | Reduce 11% $(11.7M) | 3.51% | $91.0M | ||||
| AMZN - AMAZON COM INC | Add 3% ($2.1M) | 2.81% | $73.0M | -0.60% | -14.43% | ||
| META - META PLATFORMS INC | Reduce 2% $(1.5M) | 2.46% | $63.8M | +4.59% | +6.32% | ||
| MA - MASTERCARD INCORPORATED | Reduce 2% $(857.2K) | 1.94% | $50.4M | -9.14% | -5.99% | ||
| V - VISA INC | Reduce 1% $(537.0K) | 1.53% | $39.7M | ||||
| TBIL - RBB FD INC | Reduce 24% $(12.2M) | 1.50% | $38.9M | +1.45% | +0.95% | ||
| PANW - PALO ALTO NETWORKS INC | Add 5% ($1.8M) | 1.41% | $36.6M | -17.33% | -19.06% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(881.3K) | 1.34% | $34.7M | ||||
| HD - HOME DEPOT INC | Reduce 1% $(432.3K) | 1.30% | $33.6M | -5.97% | +5.36% | ||
| LLY - ELI LILLY & CO | Add 4% ($1.2M) | 1.13% | $29.3M | -5.18% | +2.85% | ||
| NOW - SERVICENOW INC | Add 7% ($2.0M) | 1.08% | $28.1M | ||||
| ZTRE - RBB FD INC | Reduce 82% $(125.6M) | 1.06% | $27.5M | +1.24% | +1.59% | ||
| XFIX - RBB FD INC | Reduce 12% $(3.5M) | 0.98% | $25.4M | +1.25% | +1.39% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 2% $(491.8K) | 0.83% | $21.5M | +12.90% | +14.42% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(156.4K) | 0.80% | $20.8M | +11.47% | +9.31% | ||
| INTU - INTUIT | Add 15% ($2.6M) | 0.76% | $19.8M | -44.13% | -41.61% | ||
| ZTEN - RBB FD INC | Reduce 68% $(42.5M) | 0.76% | $19.7M | +1.59% | +2.59% | ||
| ADSK - AUTODESK INC | Reduce 1% $(166.8K) | 0.72% | $18.7M | -23.89% | -23.83% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(215.6K) | 0.71% | $18.5M | +5.54% | +8.06% | ||
| CSCO - CISCO SYS INC | Add 3% ($518.4K) | 0.71% | $18.5M | +9.78% | +0.89% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 3% $(612.1K) | 0.71% | $18.4M | +25.20% | +25.58% | ||
| ZTOP - RBB FD INC | New Purchase | 0.68% | $17.6M | +2.57% | +2.39% | ||
| NOC - NORTHROP GRUMMAN CORP | Reduce 1% $(97.5K) | 0.67% | $17.4M | ||||
| IDXX - IDEXX LABS INC | 0.67% | $17.4M | -15.97% | -10.02% | |||
| EFA - ISHARES TR | 0.62% | $16.1M | +9.40% | +11.83% | |||
| HON - HONEYWELL INTL INC | Reduce 1% $(231.6K) | 0.61% | $15.8M | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 21% $(4.2M) | 0.60% | $15.6M | -20.49% | -13.41% | ||
| RTX - RTX CORPORATION | Reduce 3% $(478.7K) | 0.59% | $15.4M | ||||
| ABBV - ABBVIE INC | Reduce 1% $(196.8K) | 0.59% | $15.2M | -8.35% | +0.48% | ||
| ORCL - ORACLE CORP | New Purchase | 0.58% | $15.0M | -34.21% | -26.78% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce 1% $(156.5K) | 0.57% | $14.7M | -18.69% | -11.82% | ||
| ULTA - ULTA BEAUTY INC | Reduce 1% $(94.0K) | 0.55% | $14.3M | +0.52% | +33.35% | ||
| MS - MORGAN STANLEY | Reduce 2% $(229.2K) | 0.53% | $13.8M | ||||
| TSLA - TESLA INC | New Purchase | 0.51% | $13.1M | -10.53% | +6.30% | ||
| ABT - ABBOTT LABS | Reduce 1% $(104.7K) | 0.50% | $13.1M | -20.15% | -12.73% | ||
| BX - BLACKSTONE INC | New Purchase | 0.50% | $13.0M | ||||
| ADBE - ADOBE INC | Reduce 22% $(3.7M) | 0.50% | $12.9M | -30.93% | -21.77% | ||
| VO - VANGUARD INDEX FDS | Add 8% ($909.7K) | 0.48% | $12.6M | ||||
| AIT - APPLIED INDL TECHNOLOGIES IN | Reduce 8% $(1.0M) | 0.48% | $12.5M | ||||
| NFLX - NETFLIX INC | Reduce 2% $(203.8K) | 0.48% | $12.3M | -10.66% | -32.62% | ||
| ZTWO - RBB FD INC | Reduce 91% $(117.5M) | 0.47% | $12.2M | +1.23% | +1.39% | ||
| PG - PROCTER AND GAMBLE CO | Add 3% ($378.9K) | 0.46% | $12.0M | -0.94% | +7.77% | ||
| ETN - EATON CORP PLC | Reduce 13% $(1.8M) | 0.46% | $11.9M | +14.77% | +11.85% | ||
| ORLY - OREILLY AUTOMOTIVE INC | New Purchase | 0.46% | $11.8M | -5.23% | -7.03% | ||
| WM - WASTE MGMT INC DEL | Reduce 4% $(490.5K) | 0.45% | $11.8M | ||||
| PNC - PNC FINL SVCS GROUP INC | Reduce 2% $(193.5K) | 0.45% | $11.7M | +22.36% | +26.75% | ||
| WDAY - WORKDAY INC | Reduce 100% | 0.00% | $0.00 | ||||
| MAR - MARRIOTT INTL INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| VRTX - VERTEX PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 100% | 0.00% | $0.00 | ||||