F/m Investments LLC Q2 2024 Filing
Filed July 29, 2024
Portfolio Value
$2.8T
Holdings
315
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (315 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $117.2M |
AAPLAPPLE INC | $99.6M |
NVDANVIDIA CORPORATION | $98.6M |
GOOGLALPHABET INC CL A | $95.4M |
AMZNAMAZON COM INC | $83.5M |
METAMETA PLATFORMS INC CL A | $56.4M |
MAMASTERCARD INC CL A | $49.0M |
LLYELI LILLY & CO | $42.7M |
UNHUNITEDHEALTH GROUP INC | $38.9M |
VVISA INC CL A | $37.4M |
PANWPALO ALTO NETWORKS INC | $37.0M |
AVGOBROADCOM INC | $34.6M |
HDHOME DEPOT INC | $32.9M |
ADBEADOBE INC | $32.6M |
NOWSERVICENOW INC | $31.1M |
KOCOCA COLA CO COM | $30.8M |
COSTCOSTCO WHOLESALE CORP NEW | $28.9M |
NVONOVO-NORDISK A S ADR | $25.9M |
INTUINTUIT INC | $22.5M |
EFAISHARES MSCI EAFE ETF | $22.1M |
VRTXVERTEX PHARMACEUTICALS INC COM | $22.1M |
VCSHVANGUARD S/T CORP BOND ETF | $21.4M |
ADSKAUTODESK INC DELAWARE | $20.7M |
JPMJPMORGAN CHASE & CO | $20.5M |
MARMARRIOTT INTL INC NEW CL A | $19.8M |
STRLSTERLING INFRASTRUCTURE INC | $18.4M |
IEIINSIGHT ENTERPRISES INC | $17.3M |
WMWASTE MGMT INC (DELA) | $16.5M |
VEAVANGUARD FTSE DEVELOPED ETF | $15.9M |
ABTABBOTT LABORATORIES | $15.9M |
NOCNORTHROP GRUMMAN CP(HLDG CO) | $15.7M |
JJACOBS SOLUTIONS INC | $15.5M |
HONHONEYWELL INTL INC | $15.1M |
PEPPEPSICO INC NC | $15.1M |
MODMODINE MFG CO | $14.8M |
ULTAULTA BEAUTY INC | $14.4M |
NPOENPRO INC | $14.3M |
XOMEXXON MOBIL CORP COM | $14.1M |
VWOVANGUARD FTSE EMERGING MARKET ETF | $13.9M |
FNFABRINET | $13.6M |
KAIKADANT INC | $13.5M |
JNJJOHNSON & JOHNSON | $13.4M |
BRBRBELLRING BRANDS INC | $12.8M |
MTSIMACOM TECHNOLOGY SOLU HLDS | $12.6M |
FIXCOMFORT SYSTEMS USA INC | $12.5M |
ACNACCENTURE PLC-CL A | $12.4M |
EOGEOG RESOURCES INC | $11.9M |
WDAYWORKDAY INC CL A | $11.2M |
ITGRINTEGER HOLDINGS CORP | $11.1M |
ORLYOREILLY AUTOMOTIVE INC NEW | $11.1M |
FSSFEDERAL SIGNAL CORP | $11.1M |
EVREVERCORE INC CLASS A | $11.0M |
TMDXTRANSMEDICS GROUP INC | $11.0M |
CATCATERPILLAR INC | $11.0M |
ETNEATON CORP PLC | $10.9M |
CASHPATHWARD FINANCIAL INC | $10.8M |
PGPROCTER AND GAMBLE CO COM | $10.4M |
ICUIICU MEDICAL INC | $10.2M |
WMTWAL-MART STORES INC | $10.1M |
AITAPPLIED IND TECH INC | $10.0M |
NSSCNAPCO SECURITY TECHNOLOGIE INC | $10.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $10.0M |
BOOTBOOT BARN HLDGS INC COM | $10.0M |
AMDADVANCED MICRO DEVICES | $10.0M |
VOOVANGUARD S&P 500 ETF | $9.9M |
KEXKIRBY CP | $9.9M |
ENSGTHE ENSIGN GROUP INC | $9.8M |
NFLXNETFLIX INC COM | $9.8M |
HIGHARTFORD FINANCIAL SVCS GRP | $9.6M |
MLIMUELLER INDUS INC | $9.5M |
CVXCHEVRON CORP | $9.4M |
WFCWELLS FARGO & CO | $9.3M |
SPSCSPS COMMERCE INC | $9.2M |
OLLIOLLIES BARGAIN OUTLET HLDG INC | $9.2M |
ABBVABBVIE INC COM | $8.9M |
DWDMORGAN STANLEY | $8.9M |
RTXRTX CORP | $8.8M |
BDCBELDEN INC | $8.7M |
NMIHNMI HLDGS INC | $8.7M |
IJRISHARES CORE S&P SMALL CAP E | $8.7M |
ISRGINTUITIVE SURGICAL INC | $8.6M |
SIMOSILICON MOTION TECH CORP ADR | $8.5M |
MMSIMERIT MED SYST | $8.4M |
VVVVALVOLINE INC COM | $8.3M |
JCIJOHNSON CTLS INTL PLC | $8.3M |
SYKSTRYKER CORP COM | $8.3M |
IWMISHARES RUSSELL 2000 ETF | $8.3M |
WF2WINTRUST FIN CORP | $8.2M |
OZKBANK OZK | $8.2M |
NEENEXTERA ENERGY INC COM | $8.1M |
PLMRPALOMAR HLDGS INC | $8.0M |
MGYMAGNOLIA OIL & GAS CORP CL A | $8.0M |
LRCXEURLAM RESEARCH CORP COM | $8.0M |
ECLECOLAB INC | $7.9M |
SAIASAIA INC COM | $7.9M |
VOVANGUARD MID CAP ETF | $7.9M |
CMCSACOMCAST CORP NEW CL A | $7.8M |
PBVPRESTIGE CONSMR HEALTHCARE INC | $7.8M |
MODMODINE MFG CO COM | $7.8M |
MTRNMATERION CORP COM | $7.8M |
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