F/m Investments LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$2.6T

Holdings

413

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (413 positions)

StockValue
NKENIKE INC
$899.1M
CBLLCERIBELL INC
$890.8M
EMREMERSON ELEC CO
$883.9M
DEDEERE & CO
$882.1M
FQIDIGITAL RLTY TR INC
$881.7M
TRGPTARGA RES CORP
$866.7M
GMEDGLOBUS MED INC
$850.3M
BSJRINVESCO EXCH TRD SLF IDX FD
$848.5M
ENRENERGIZER HLDGS INC NEW
$799.4M
TILTFLEXSHARES TR
$743.1M
QDFFLEXSHARES TR
$739.5M
SPMDSPDR SERIES TRUST
$732.8M
KRKROGER CO
$728.0M
IWOISHARES TR
$721.4M
VCSHVANGUARD SCOTTSDALE FDS
$693.1M
MBBISHARES TR
$682.5M
USXFISHARES TR
$656.9M
EPCEDGEWELL PERS CARE CO
$649.4M
RAVIFLEXSHARES TR
$647.8M
FIXCOMFORT SYS USA INC
$646.9M
SHYISHARES TR
$641.2M
MMM3M CO
$632.4M
TFCTRUIST FINL CORP
$627.3M
GSGISHARES S&P GSCI COMMODITY-
$601.0M
SHWSHERWIN WILLIAMS CO
$593.7M
PAAPLAINS ALL AMERN PIPELINE L
$591.9M
VOTVANGUARD INDEX FDS
$547.0M
HLNEHAMILTON LANE INC
$532.8M
4I1PHILIP MORRIS INTL INC
$519.5M
ABALLIANCEBERNSTEIN HLDG L P
$514.6M
TKOTKO GROUP HOLDINGS INC
$505.1M
BOXBOX INC
$502.2M
WFC 7.5 PERP LWELLS FARGO CO NEW
$495.6M
APGAPI GROUP CORP
$489.5M
MLMMARTIN MARIETTA MATLS INC
$478.4M
WBSWEBSTER FINL CORP
$477.6M
HIMSHIMS & HERS HEALTH INC
$476.6M
BKNGBOOKING HOLDINGS INC
$458.9M
SSBSOUTHSTATE CORPORATION
$454.4M
BSCUINVESCO EXCH TRD SLF IDX FD
$448.4M
PSTGPURE STORAGE INC
$443.5M
XLVSELECT SECTOR SPDR TR
$443.3M
IWFISHARES TR
$439.8M
GEGE AEROSPACE
$438.6M
QQQMINVESCO EXCH TRADED FD TR II
$430.0M
ESABESAB CORPORATION
$413.6M
AXSAXIS CAP HLDGS LTD
$409.4M
WESWESTERN MIDSTREAM PARTNERS L
$406.3M
WECWEC ENERGY GROUP INC
$396.6M
CLCOLGATE PALMOLIVE CO
$386.5M
CITCINTAS CORP
$386.4M
GQ9SPDR GOLD TR
$385.0M
AFGAMERICAN FINL GROUP INC OHIO
$382.7M
UTENRBB FD INC
$380.8M
BLDTOPBUILD CORP
$377.2M
POSTPOST HLDGS INC
$374.1M
IJHISHARES TR
$373.6M
PGNYPROGYNY INC
$364.3M
COFCAPITAL ONE FINL CORP
$352.7M
HRIHERC HLDGS INC
$352.7M
TXRHTEXAS ROADHOUSE INC
$352.6M
PMT 8.5 06/01/29PENNYMAC CORP
$345.3M
ANETARISTA NETWORKS INC
$338.5M
BHVNBIOHAVEN LTD
$337.4M
SNSHARKNINJA INC
$333.5M
IEFISHARES TR
$321.4M
DUKDUKE ENERGY CORP NEW
$319.2M
AZOAUTOZONE INC
$317.5M
USVNRBB FD INC
$311.2M
UTRERBB FD INC
$309.4M
IGFISHARES TR
$307.8M
UNMUNUM GROUP
$305.7M
USHYISHARES TR
$305.2M
XLYSELECT SECTOR SPDR TR
$300.7M
ATDATI INC
$296.6M
WINGWINGSTOP INC
$296.5M
SPTMSPDR SERIES TRUST
$288.9M
XLISELECT SECTOR SPDR TR
$286.4M
UTWORBB FD INC
$275.6M
SNPSSYNOPSYS INC
$265.4M
DINOHF SINCLAIR CORP
$264.5M
NVSNNOVARTIS AG
$262.9M
GUNRFLEXSHARES TR
$257.3M
ALSALLSTATE CORP
$254.4M
WFRDWEATHERFORD INTL PLC
$253.9M
MANHMANHATTAN ASSOCIATES INC
$252.9M
XLUSELECT SECTOR SPDR TR
$252.9M
NVCRNOVOCURE LTD
$247.7M
CRLCHARLES RIV LABS INTL INC
$245.6M
XLFISELECT SECTOR SPDR TR
$243.9M
GILDGILEAD SCIENCES INC
$240.1M
BSJTINVESCO EXCH TRD SLF IDX FD
$237.3M
APHAMPHENOL CORP NEW
$227.7M
VRTVERTIV HOLDINGS CO
$226.1M
TMOTHERMO FISHER SCIENTIFIC INC
$225.5M
ITWILLINOIS TOOL WKS INC
$225.0M
SPYMSPDR SERIES TRUST
$224.2M
GEVGE VERNOVA INC
$222.0M
VBKVANGUARD INDEX FDS
$220.2M
WMSADVANCED DRAIN SYS INC DEL
$219.6M
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