F/M Investments LLC 13F Holdings

Holdings from the most recent 13F from F/M Investments LLC

Filed: 2026-02-03 (Q4 2025) | Holdings: 430 | 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.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AAPL - APPLE INC
Add 1% ($723.4K)
4.47%
$117.6M
-4.23%
GOOGL - ALPHABET INC
Reduce 9% $(11.1M)
4.35%
$114.4M
NVDA - NVIDIA CORPORATION
Reduce 8% $(9.5M)
4.23%
$111.3M
+2.50%
MSFT - MICROSOFT CORP
Reduce 1% $(1.5M)
4.03%
$106.1M
-9.00%
AVGO - BROADCOM INC
Reduce 3% $(2.5M)
3.53%
$92.9M
AMZN - AMAZON COM INC
Add 1% ($954.7K)
2.95%
$77.7M
-2.18%
META - META PLATFORMS INC
Reduce 1% $(767.0K)
2.15%
$56.5M
-8.55%
MA - MASTERCARD INCORPORATED
Reduce 7% $(3.4M)
1.79%
$47.2M
-8.24%
LLY - ELI LILLY & CO
Reduce 2% $(956.5K)
1.53%
$40.3M
-11.01%
TBIL - RBB FD INC
Add 3% ($1.2M)
1.52%
$40.0M
+0.62%
V - VISA INC
Reduce 3% $(1.3M)
1.50%
$39.5M
JPM - JPMORGAN CHASE & CO.
Reduce 5% $(1.9M)
1.27%
$33.5M
PANW - PALO ALTO NETWORKS INC
Reduce 3% $(835.5K)
1.23%
$32.2M
+1.29%
ZHOG - RBB FD INC
Add 27% ($6.9M)
1.23%
$32.2M
+0.15%
HD - HOME DEPOT INC
Add 2% ($644.5K)
1.11%
$29.2M
-11.11%
ZTRE - RBB FD INC
Add 2% ($666.8K)
1.07%
$28.1M
+0.11%
NOW - SERVICENOW INC
Add 385% ($18.0M)
0.86%
$22.6M
ISRG - INTUITIVE SURGICAL INC
Add 19% ($3.4M)
0.84%
$22.0M
-5.24%
VEA - VANGUARD TAX-MANAGED FDS
Reduce 3% $(622.1K)
0.83%
$21.8M
+0.47%
CSCO - CISCO SYS INC
Reduce 5% $(1.1M)
0.75%
$19.7M
-0.43%
ZTOP - RBB FD INC
Add 11% ($1.8M)
0.74%
$19.4M
+0.44%
ZTEN - RBB FD INC
Reduce 3% $(632.4K)
0.72%
$19.0M
+0.59%
COST - COSTCO WHSL CORP NEW
Reduce 3% $(553.6K)
0.72%
$18.8M
+4.95%
INTU - INTUIT
Reduce 2% $(412.0K)
0.71%
$18.8M
-15.22%
IDXX - IDEXX LABS INC
Reduce 2% $(452.6K)
0.68%
$18.0M
-8.37%
VWO - VANGUARD INTL EQUITY INDEX F
Reduce 3% $(594.3K)
0.68%
$17.8M
-1.07%
REGN - REGENERON PHARMACEUTICALS
New Purchase
0.67%
$17.6M
+0.39%
AGG - ISHARES TR
New Purchase
0.66%
$17.3M
+0.52%
ETN - EATON CORP PLC
Add 70% ($7.1M)
0.66%
$17.3M
+9.87%
ADSK - AUTODESK INC
Reduce 2% $(353.1K)
0.65%
$17.1M
-5.71%
RTX - RTX CORPORATION
Reduce 3% $(483.3K)
0.62%
$16.4M
EFA - ISHARES TR
Reduce 2% $(407.6K)
0.61%
$16.2M
-0.51%
NOC - NORTHROP GRUMMAN CORP
Reduce 3% $(497.2K)
0.60%
$15.8M
IBM - INTERNATIONAL BUSINESS MACHS
Reduce 4% $(680.7K)
0.60%
$15.7M
-18.15%
ULTA - ULTA BEAUTY INC
Reduce 2% $(353.3K)
0.59%
$15.4M
-20.88%
MS - MORGAN STANLEY
Reduce 3% $(492.1K)
0.57%
$14.9M
HON - HONEYWELL INTL INC
Add 1% ($183.4K)
0.56%
$14.8M
JNJ - JOHNSON & JOHNSON
Reduce 29% $(5.9M)
0.56%
$14.6M
+3.23%
ABBV - ABBVIE INC
Reduce 3% $(482.6K)
0.55%
$14.5M
+1.25%
WM - WASTE MGMT INC DEL
Add 21% ($2.5M)
0.54%
$14.2M
TSLA - TESLA INC
Reduce 2% $(330.1K)
0.49%
$12.9M
-17.80%
VO - VANGUARD INDEX FDS
0.47%
$12.5M
ABT - ABBOTT LABS
Reduce 2% $(253.2K)
0.46%
$12.0M
-5.93%
ORCL - ORACLE CORP
Add 14% ($1.5M)
0.45%
$11.9M
-10.10%
MAR - MARRIOTT INTL INC NEW
New Purchase
0.45%
$11.8M
CAT - CATERPILLAR INC
New Purchase
0.44%
$11.6M
+11.33%
ZTWO - RBB FD INC
Reduce 7% $(798.3K)
0.43%
$11.4M
+0.13%
AIT - APPLIED INDL TECHNOLOGIES IN
Reduce 11% $(1.3M)
0.42%
$11.0M
WMT - WALMART INC
New Purchase
0.41%
$10.8M
+1.14%
LRCX - LAM RESEARCH CORP
New Purchase
0.41%
$10.7M
+12.72%
PNC - PNC FINL SVCS GROUP INC
Reduce 100%
0.00%
$0.00
PG - PROCTER AND GAMBLE CO
Reduce 100%
0.00%
$0.00
ADBE - ADOBE INC
Reduce 100%
0.00%
$0.00
ORLY - OREILLY AUTOMOTIVE INC
Reduce 100%
0.00%
$0.00
BX - BLACKSTONE INC
Reduce 100%
0.00%
$0.00
NFLX - NETFLIX INC
Reduce 100%
0.00%
$0.00