F/m Investments LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$2.5B

Holdings

391

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (391 positions)

StockValue
ZTRERBB FD INC
$147.5M
ZTWORBB FD INC
$128.6M
AAPLAPPLE INC
$88.6M
MSFTMICROSOFT CORP
$85.5M
NVDANVIDIA CORPORATION
$73.3M
GOOGLALPHABET INC
$64.4M
AMZNAMAZON COM INC
$61.5M
ZTENRBB FD INC
$55.7M
MAMASTERCARD INCORPORATED
$51.0M
METAMETA PLATFORMS INC
$50.1M
AVGOBROADCOM INC
$49.6M
VVISA INC
$41.2M
TBILRBB FD INC
$39.0M
KOCOCA COLA CO
$37.4M
HDHOME DEPOT INC
$32.0M
ZHOGRBB FD INC
$30.6M
LLYELI LILLY & CO
$30.4M
PANWPALO ALTO NETWORKS INC
$29.1M
JPMJPMORGAN CHASE & CO.
$27.9M
COSTCOSTCO WHSL CORP NEW
$23.3M
NOWSERVICENOW INC
$23.1M
VEAVANGUARD TAX-MANAGED FDS
$18.9M
JNJJOHNSON & JOHNSON
$16.9M
IBMINTERNATIONAL BUSINESS MACHS
$16.5M
VWOVANGUARD INTL EQUITY INDEX F
$16.0M
CSCOCISCO SYS INC
$16.0M
HONHONEYWELL INTL INC
$16.0M
XOMEXXON MOBIL CORP
$15.6M
INTUINTUIT
$15.6M
ADSKAUTODESK INC
$15.6M
UNHUNITEDHEALTH GROUP INC
$15.3M
EFAISHARES TR
$14.8M
NOCNORTHROP GRUMMAN CORP
$14.7M
MARMARRIOTT INTL INC NEW
$14.4M
ADBEADOBE INC
$14.3M
VRTXVERTEX PHARMACEUTICALS INC
$14.2M
WMTWALMART INC
$13.6M
RTXRTX CORPORATION
$13.6M
ABTABBOTT LABS
$13.3M
WMWASTE MGMT INC DEL
$12.9M
CVXCHEVRON CORP NEW
$12.6M
ABBVABBVIE INC
$12.4M
CATCATERPILLAR INC
$12.4M
JEPIJ P MORGAN EXCHANGE TRADED F
$11.5M
WDAYWORKDAY INC
$11.4M
IDXXIDEXX LABS INC
$11.4M
NFLXNETFLIX INC
$11.4M
ORLYOREILLY AUTOMOTIVE INC
$10.9M
HIG---
$10.7M
PGPROCTER AND GAMBLE CO
$10.5M
VOVANGUARD INDEX FDS
$10.2M
DWDMORGAN STANLEY
$10.1M
PNCPNC FINL SVCS GROUP INC
$10.0M
SYKSTRYKER CORPORATION
$9.9M
ULTAULTA BEAUTY INC
$9.8M
ETNEATON CORP PLC
$9.7M
VOOVANGUARD INDEX FDS
$9.7M
MDTMEDTRONIC PLC
$9.6M
JJACOBS SOLUTIONS INC
$9.4M
TMOTHERMO FISHER SCIENTIFIC INC
$9.1M
NVONOVO-NORDISK A S
$9.0M
NEENEXTERA ENERGY INC
$8.9M
METMETLIFE INC
$8.8M
PPLPPL CORP
$8.7M
ISRGINTUITIVE SURGICAL INC
$8.5M
TSNTYSON FOODS INC
$8.5M
SPYSPDR S&P 500 ETF TR
$8.4M
TSLATESLA INC
$7.9M
IJRISHARES TR
$7.7M
MMSIMERIT MED SYS INC
$7.6M
VEUVANGUARD INTL EQUITY INDEX F
$7.5M
BXBLACKSTONE INC
$7.3M
PLMRPALOMAR HLDGS INC
$7.1M
PWRQUANTA SVCS INC
$6.8M
OLLIOLLIES BARGAIN OUTLET HLDGS
$6.7M
AITAPPLIED INDL TECHNOLOGIES IN
$6.7M
MLIMUELLER INDS INC
$6.2M
VCTRVICTORY CAP HLDGS INC
$6.2M
EGPEASTGROUP PPTYS INC
$6.1M
ROSTROSS STORES INC
$6.0M
CMGCHIPOTLE MEXICAN GRILL INC
$6.0M
TRVCCITIGROUP INC
$6.0M
PEPPEPSICO INC
$5.9M
URIUNITED RENTALS INC
$5.9M
AXPAMERICAN EXPRESS CO
$5.9M
UNPUNION PAC CORP
$5.8M
BACVERIZON COMMUNICATIONS INC
$5.7M
JCIJOHNSON CTLS INTL PLC
$5.7M
ENSGENSIGN GROUP INC
$5.6M
LGNDLIGAND PHARMACEUTICALS INC
$5.5M
DISDISNEY WALT CO
$5.5M
ADPAUTOMATIC DATA PROCESSING IN
$5.4M
AMGNAMGEN INC
$5.3M
BLKBLACKROCK INC
$5.3M
FW2NBANNER CORP
$5.3M
PLTRPALANTIR TECHNOLOGIES INC
$5.3M
ITGRINTEGER HLDGS CORP
$5.2M
LMTLOCKHEED MARTIN CORP
$5.2M
ORCLORACLE CORP
$5.2M
APDAIR PRODS & CHEMS INC
$5.2M
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