F/m Investments LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.6B
Holdings
413
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (413 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $120.9M |
MSFTMICROSOFT CORP | $115.2M |
AAPLAPPLE INC | $109.5M |
GOOGLALPHABET INC | $97.4M |
AVGOBROADCOM INC | $91.0M |
AMZNAMAZON COM INC | $73.0M |
METAMETA PLATFORMS INC | $63.8M |
MAMASTERCARD INCORPORATED | $50.4M |
VVISA INC | $39.7M |
TBILRBB FD INC | $38.9M |
PANWPALO ALTO NETWORKS INC | $36.6M |
JPMJPMORGAN CHASE & CO. | $34.7M |
HDHOME DEPOT INC | $33.6M |
LLYELI LILLY & CO | $29.3M |
NOWSERVICENOW INC | $28.1M |
ZTRERBB FD INC | $27.5M |
ZHOGRBB FD INC | $25.4M |
VEAVANGUARD TAX-MANAGED FDS | $21.5M |
COSTCOSTCO WHSL CORP NEW | $20.8M |
INTUINTUIT | $19.8M |
ZTENRBB FD INC | $19.7M |
ADSKAUTODESK INC | $18.7M |
VWOVANGUARD INTL EQUITY INDEX F | $18.5M |
CSCOCISCO SYS INC | $18.5M |
JNJJOHNSON & JOHNSON | $18.4M |
ZTOPRBB FD INC | $17.6M |
NOCNORTHROP GRUMMAN CORP | $17.4M |
IDXXIDEXX LABS INC | $17.4M |
EFAISHARES TR | $16.1M |
HONHONEYWELL INTL INC | $15.8M |
IBMINTERNATIONAL BUSINESS MACHS | $15.6M |
RTXRTX CORPORATION | $15.4M |
ABBVABBVIE INC | $15.2M |
ORCLORACLE CORP | $15.0M |
ISRGINTUITIVE SURGICAL INC | $14.7M |
ULTAULTA BEAUTY INC | $14.3M |
DWDMORGAN STANLEY | $13.8M |
TSLATESLA INC | $13.1M |
ABTABBOTT LABS | $13.1M |
BXBLACKSTONE INC | $13.0M |
ADBEADOBE INC | $12.9M |
VOVANGUARD INDEX FDS | $12.6M |
AITAPPLIED INDL TECHNOLOGIES IN | $12.5M |
NFLXNETFLIX INC | $12.3M |
ZTWORBB FD INC | $12.2M |
PGPROCTER AND GAMBLE CO | $12.0M |
ETNEATON CORP PLC | $11.9M |
ORLYOREILLY AUTOMOTIVE INC | $11.8M |
WMWASTE MGMT INC DEL | $11.8M |
PNCPNC FINL SVCS GROUP INC | $11.7M |
JJACOBS SOLUTIONS INC | $11.6M |
CVXCHEVRON CORP NEW | $10.8M |
WDAYWORKDAY INC | $10.8M |
ETRENTERGY CORP NEW | $10.5M |
JEPIJ P MORGAN EXCHANGE TRADED F | $10.5M |
PLTRPALANTIR TECHNOLOGIES INC | $10.4M |
CATCATERPILLAR INC | $10.4M |
WMTWALMART INC | $10.3M |
MARMARRIOTT INTL INC NEW | $10.1M |
SYKSTRYKER CORPORATION | $9.9M |
SPYSPDR S&P 500 ETF TR | $9.9M |
HIGHARTFORD INSURANCE GROUP INC | $9.9M |
SITMSITIME CORP | $9.8M |
MDTMEDTRONIC PLC | $9.5M |
PWRQUANTA SVCS INC | $9.4M |
URIUNITED RENTALS INC | $9.3M |
LGNDLIGAND PHARMACEUTICALS INC | $9.1M |
PPLPPL CORP | $9.0M |
HCAHCA HEALTHCARE INC | $8.8M |
VEUVANGUARD INTL EQUITY INDEX F | $8.8M |
IJRISHARES TR | $8.6M |
TRVCCITIGROUP INC | $8.5M |
KOCOCA COLA CO | $8.4M |
MLIMUELLER INDS INC | $8.2M |
MODMODINE MFG CO | $8.2M |
BACVERIZON COMMUNICATIONS INC | $7.9M |
JCIJOHNSON CTLS INTL PLC | $7.8M |
RBILRBB FD INC | $7.7M |
STRLSTERLING INFRASTRUCTURE INC | $7.7M |
EGPEASTGROUP PPTYS INC | $7.7M |
LRCXLAM RESEARCH CORP | $7.7M |
FANGDIAMONDBACK ENERGY INC | $7.5M |
ENSGENSIGN GROUP INC | $7.5M |
XBILRBB FD INC | $7.4M |
CMGCHIPOTLE MEXICAN GRILL INC | $7.4M |
ESEESCO TECHNOLOGIES INC | $7.3M |
TSNTYSON FOODS INC | $7.3M |
AXPAMERICAN EXPRESS CO | $7.2M |
NPOENPRO INC | $7.2M |
NVONOVO-NORDISK A S | $7.0M |
MPCMARATHON PETE CORP | $6.7M |
FSSFEDERAL SIGNAL CORP | $6.7M |
TMDXTRANSMEDICS GROUP INC | $6.4M |
IESCIES HLDGS INC | $6.4M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $6.3M |
SPOTSPOTIFY TECHNOLOGY S A | $6.2M |
ROSTROSS STORES INC | $6.1M |
DISDISNEY WALT CO | $6.1M |
BDCBELDEN INC | $6.0M |
VCTRVICTORY CAP HLDGS INC | $6.0M |
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