F/m Investments LLC

CIK: 0001834499SEC EDGAR →

Portfolio Value

$2.6T

Holdings

430

As of

Q4 2025

New Positions

411

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

432,578$117.6B
4.47%
2

ALPHABET INC

365,392$114.4B
4.35%
3

NVIDIA CORPORATION

596,889$111.3B
4.23%
4

MICROSOFT CORP

219,416$106.1B
4.03%
5

BROADCOM INC

268,505$92.9B
3.53%
6

AMAZON COM INC

336,586$77.7B
2.95%
7

META PLATFORMS INC

85,652$56.5B
2.15%
8

MASTERCARD INCORPORATED

82,647$47.2B
1.79%
9

ELI LILLY & CO

37,498$40.3B
1.53%
10

RBB FD INC

802,428$40.0B
1.52%

Quarterly Changes

Top Buys

REGN↑ Increased
$13.9B
AGG↑ Increased
$13.0B
XYLNEW
$8.1B
AAPL↑ Increased
$8.1B
ISRG↑ Increased
$7.3B

Top Sells

GOOGL↓ Decreased
$16.9B
LLY↓ Decreased
$11.0B
WDAYCLOSED
$10.8B
NVDA↓ Decreased
$9.6B
MSFT↓ Decreased
$9.1B

New Positions (50)

$8.1B · 60K shares
$4.9B · 72K shares
$4.7B · 94K shares
$3.9B · 18K shares
$3.2B · 39K shares
$3.1B · 5K shares
$3.0B · 241K shares
$2.9B · 73K shares
$2.5B · 27K shares
$2.3B · 32K shares
$1.8B · 7K shares
$1.6B · 61K shares
$1.2B · 5K shares
$1.1B · 16K shares
$957.0M · 102K shares
$902.0M · 2K shares
$901.0M · 110K shares
$542.0M · 3K shares
$536.0M · 16K shares
$528.0M · 45K shares
$501.0M · 18K shares
$486.0M · 1K shares
$472.0M · 10K shares
$461.0M · 5K shares
$458.0M · 2K shares
$454.0M · 33K shares
$439.0M · 6K shares
$433.0M · 2K shares
$427.0M · 39K shares
$387.0M · 13K shares
$349.0M · 1K shares
$332.0M · 2K shares
$311.0M · 6K shares
$291.0M · 1K shares
$290.0M · 82K shares
$285.0M · 1K shares
$280.0M · 4K shares
$277.0M · 11K shares
$277.0M · 5K shares
$269.0M · 7K shares
$254.0M · 14K shares
$240.0M · 887 shares
$235.0M · 2K shares
$224.0M · 2K shares
$223.0M · 833 shares
$206.0M · 1K shares
$203.0M · 651 shares
$201.0M · 1K shares
$186.0M · 29K shares
$117.0M · 15K shares

Closed Positions (33)

$10.8B · 45K shares
$7.0B · 127K shares
$4.5B · 98K shares
$3.1B · 6K shares
$2.8B · 28K shares
$2.6B · 19K shares
$2.6B · 77K shares
$2.6B · 23K shares
$2.5B · 52K shares
$2.1B · 22K shares
$2.1B · 20K shares
$2.0B · 128K shares
$2.0B · 76K shares
$1.6B · 15K shares
$1.4B · 30K shares
$1.1B · 50K shares
$1.1B · 1K shares
$972.7M · 24K shares
$971.0M · 66K shares
$848.5M · 37K shares
$476.6M · 8K shares
$448.4M · 27K shares
$374.1M · 3K shares
$337.4M · 22K shares
$265.4M · 538 shares
$247.7M · 19K shares
$237.3M · 11K shares
$225.5M · 465 shares
$219.3M · 3K shares
$217.9M · 9K shares
$212.5M · 863 shares
$207.0M · 2K shares
$200.7M · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology59$689.2B26.2%
Financial Services112$605.7B23.0%
Healthcare56$334.0B12.7%
Industrials55$239.9B9.1%
Consumer Cyclical33$238.6B9.1%
Communication Services12$200.4B7.6%
Unknown32$94.8B3.6%
Consumer Defensive16$74.9B2.8%
Energy24$67.1B2.6%
Utilities11$35.1B1.3%
Basic Materials13$31.7B1.2%
Real Estate7$19.3B0.7%