F/m Investments LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$2.6B

Holdings

430

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (430 positions)

#	Stock	Shares	Value	% Portfolio
401	GILDGILEAD SCIENCES INC	2,163	$265K	0.01%
402	TXRHTEXAS ROADHOUSE INC	1,596	$264K	0.01%
403	UTENRBB FD INC	5,999	$264K	0.01%
404	SKYTSKYWATER TECHNOLOGY INC	14,024	$254K	0.01%
405	ALSALLSTATE CORP	1,185	$246K	0.01%
406	ADIANALOG DEVICES INC	887	$240K	0.01%
407	ONONON HLDG AG	5,115	$237K	0.01%
408	GEVGE VERNOVA INC	361	$235K	0.01%
409	HOODROBINHOOD MKTS INC	2,083	$235K	0.01%
410	SPYMSPDR SERIES TRUST	2,897	$232K	0.01%
411	IFFINTERNATIONAL FLAVORS&FRAGRA	3,443	$232K	0.01%
412	DINOHF SINCLAIR CORP	5,054	$232K	0.01%
413	WMSADVANCED DRAIN SYS INC DEL	1,583	$229K	0.01%
414	PAYXPAYCHEX INC	2,002	$224K	0.01%
415	ACNACCENTURE PLC IRELAND	833	$223K	0.01%
416	VBKVANGUARD INDEX FDS	740	$223K	0.01%
417	MANHMANHATTAN ASSOCIATES INC	1,234	$213K	0.01%
418	PMT 8.5 06/01/29PENNYMAC CORP	200,000	$213K	0.01%
419	PRUPRUDENTIAL FINL INC	1,879	$212K	0.01%
420	ITWILLINOIS TOOL WKS INC	863	$212K	0.01%
421	OMCOMNICOM GROUP INC	2,610	$210K	0.01%
422	CINFCINCINNATI FINL CORP	1,263	$206K	0.01%
423	XLUSELECT SECTOR SPDR TR	4,800	$204K	0.01%
424	CDNSCADENCE DESIGN SYSTEM INC	651	$203K	0.01%
425	SHOPSHOPIFY INC	1,252	$201K	0.01%
426	GELGENESIS ENERGY L P	12,070	$188K	0.01%
427	PXLWPIXELWORKS INC	29,333	$186K	0.01%
428	DSPVIANT TECHNOLOGY INC	13,250	$159K	0.01%
429	RCATRED CAT HLDGS INC	14,777	$117K	0.00%
430	GBX 2.875 04/15/28GREENBRIER COS INC	29,000	$31K	0.00%

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