F/m Investments LLC
Filing Date
Global Rank
#1,674
/ 8,623
▼ 551
· as of Mar 2026
Top Industry
Semiconductors
10.7%
3Y Alpha vs SPY
+2.0%
Period ended 4 months ago
Filed May 11, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+74.7%
SPY
+65.3%
Annualised alpha
+2.2%
Max drawdown
−20.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
275 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.8%
+0.7 pts
Top 5
25.1%
+1.4 pts
Top 10
38.1%
+3.0 pts
HHI
210
Diversified+40
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.5% | $312,577,874 |
| Healthcare | 19.0% | $208,743,942 |
| Industrials | 12.9% | $141,061,018 |
| Consumer Cyclical | 11.6% | $127,487,223 |
| Communication Services | 9.3% | $102,134,109 |
| Financial Services | 8.3% | $91,236,286 |
| Energy | 3.4% | $37,046,030 |
| Consumer Defensive | 3.2% | $35,392,954 |
| Basic Materials | 1.3% | $14,349,926 |
| Utilities | 1.0% | $10,929,258 |
| Unclassified | 0.9% | $10,419,171 |
| Real Estate | 0.5% | $6,015,847 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMG | Chipotle Mexican Grill Inc | +98,709 | 256,275 | $8,203,362 | |
| ANET | Arista Networks, Inc. | +72,615 | 74,938 | $9,200,887 | |
| WAY | Waystar Holding Corp. | +38,767 | 55,155 | $1,329,787 | |
| TTI | Tetra Technologies Inc | +27,578 | 129,798 | $1,105,878 | |
| INDI | indie Semiconductor, Inc. | +22,224 | 104,624 | $336,889 | |
| ARLO | Arlo Technologies, Inc. | +17,968 | 50,473 | $718,230 | |
| CL | Colgate Palmolive Co | +10,000 | 14,835 | $1,264,387 | |
| PXLW | Pixelworks, Inc | +7,904 | 37,237 | $201,079 | |
| EE | Excelerate Energy, Inc. | +4,827 | 22,712 | $759,035 | |
| SKWD | Skyward Specialty Insurance Group, Inc. | +4,498 | 10,596 | $462,833 | |
| AMSC | American Superconductor Corp /De/ | +3,629 | 17,099 | $578,801 | |
| BBIO | BridgeBio Pharma, Inc. | +3,427 | 54,599 | $4,054,521 | |
| NKTR | Nektar Therapeutics | +2,981 | 61,104 | $4,396,432 | |
| MATW | Matthews International Corp | +2,861 | 13,503 | $348,647 | |
| SEI | Solaris Energy Infrastructure, Inc. | +2,755 | 13,027 | $736,155 | |
| HOOD | Robinhood Markets, Inc. | +2,289 | 4,372 | $302,979 | |
| GLNG | Golar Lng Ltd | +1,938 | 9,171 | $496,242 | |
| J | Jacobs Solutions Inc. | +1,696 | 77,262 | $9,833,907 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | +1,558 | 7,342 | $517,684 | |
| MP | MP Materials Corp. / DE | +1,470 | 6,966 | $336,179 | |
| TTWO | Take Two Interactive Software Inc | +892 | 2,683 | $529,892 | |
| APH | Amphenol Corp /De/ | +813 | 2,995 | $378,418 | |
| MDB | MongoDB, Inc. | +804 | 1,963 | $480,483 | |
| KR | Kroger Co | +800 | 11,600 | $839,376 | |
| UTHR | UNITED THERAPEUTICS Corp | +784 | 8,384 | $4,971,544 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −314,139 | 282,750 | $49,311,600 | |
| WVE | Wave Life Sciences Ltd. | −230,973 | 164,921 | $1,195,677 | |
| PFE | Pfizer Inc | −220,786 | 76,170 | $2,138,853 | |
| AAPL | Apple Inc. | −207,551 | 225,027 | $57,109,602 | |
| ACAD | Acadia Pharmaceuticals Inc | −206,406 | 17,599 | $391,753 | |
| PPL | PPL Corp | −202,580 | 32,330 | $1,235,006 | |
| VZ | Verizon Communications Inc | −195,589 | 37,680 | $1,891,536 | |
| CSCO | Cisco Systems, Inc. | −174,496 | 81,319 | $6,309,541 | |
| GOOGL | Alphabet Inc. | −144,124 | 221,268 | $63,627,826 | |
| AMZN | Amazon Com Inc | −131,312 | 205,274 | $42,752,415 | |
| KO | Coca Cola Co | −108,344 | 17,678 | $1,344,411 | |
| TSN | Tyson Foods, Inc. | −100,135 | 28,882 | $1,850,469 | |
| MTDR | Matador Resources Co | −98,156 | 3,553 | $224,478 | |
| SLB | Slb Limited/Nv | −91,875 | 15,091 | $775,526 | |
| MSFT | Microsoft Corp | −91,083 | 128,333 | $47,505,026 | |
| NFLX | Netflix Inc | −89,169 | 11,881 | $1,142,358 | |
| VCTR | Victory Capital Holdings, Inc. | −87,712 | 3,074 | $201,285 | |
| AVGO | Broadcom Inc. | −81,728 | 186,777 | $57,809,349 | |
| MLI | Mueller Industries Inc | −76,518 | 2,083 | $230,796 | |
| ETR | Entergy Corp /De/ | −72,302 | 19,241 | $2,161,918 | |
| KNF | Knife River Corp | −70,945 | 2,666 | $217,678 | |
| MDT | Medtronic plc | −68,954 | 27,407 | $2,374,816 | |
| WTFC | Wintrust Financial Corp | −67,446 | 3,411 | $473,924 | |
| MS | Morgan Stanley | −64,994 | 19,202 | $3,160,073 | |
| ANIP | Ani Pharmaceuticals Inc | −64,938 | 2,865 | $220,318 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ROK | Rockwell Automation, Inc | 25,821 | $9,266,640 | |
| CYTK | Cytokinetics Inc | 29,588 | $1,950,145 | |
| PVLA | Palvella Therapeutics, Inc. | 13,839 | $1,725,031 | |
| CRVS | Corvus Pharmaceuticals, Inc. | 100,029 | $1,463,424 | |
| BLLN | BillionToOne, Inc. | 16,908 | $1,334,717 | |
| XERS | Xeris Biopharma Holdings, Inc. | 207,543 | $1,203,749 | |
| D | Dominion Energy, Inc | 18,762 | $1,159,866 | |
| HNGE | Hinge Health, Inc. | 24,206 | $933,383 | |
| HAS | Hasbro, Inc. | 9,198 | $860,932 | |
| TWST | Twist Bioscience Corp | 17,850 | $848,232 | |
| LMRI | Lumexa Imaging Holdings, Inc. | 94,977 | $816,802 | |
| CDNL | Cardinal Infrastructure Group Inc. | 16,576 | $657,321 | |
| FICO | Fair Isaac Corp | 402 | $429,151 | |
| MRCY | Mercury Systems Inc | 5,486 | $399,984 | |
| BA | Boeing Co | 1,958 | $389,700 | |
| CVLT | Commvault Systems Inc | 4,252 | $331,188 | |
| U | Unity Software Inc. | 12,180 | $267,229 | |
| COP | Conocophillips | 1,726 | $227,832 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HURN | Huron Consulting Group Inc. | 36,902 | $6,380,724 | |
| IESC | IES Holdings, Inc. | 15,562 | $6,053,929 | |
| BDC | Belden Inc. | 48,810 | $5,688,805 | |
| SBCF | Seacoast Banking Corp Of Florida | 169,675 | $5,331,188 | |
| CWST | Casella Waste Systems Inc | 52,858 | $5,176,912 | |
| PJT | PJT Partners Inc. | 30,893 | $5,165,309 | |
| IDA | Idacorp Inc | 40,323 | $5,103,278 | |
| BANR | Banner Corp | 80,351 | $5,034,793 | |
| MMSI | Merit Medical Systems Inc | 55,306 | $4,874,670 | |
| ES | Eversource Energy | 72,086 | $4,853,550 | |
| IAU | Ishares Gold Trust | 59,536 | $4,832,537 | |
| FSLR | First Solar, Inc. | 18,451 | $4,819,954 | |
| OSW | ONESPAWORLD HOLDINGS Ltd | 230,121 | $4,772,709 | |
| BOOT | Boot Barn Holdings, Inc. | 26,747 | $4,720,043 | |
| NMIH | NMI Holdings, Inc. | 115,346 | $4,704,963 | |
| EFSC | Enterprise Financial Services Corp | 86,597 | $4,676,238 | |
| WSBC | Wesbanco Inc | 137,551 | $4,572,195 | |
| SIMO | Silicon Motion Technology CORP | 49,010 | $4,543,227 | |
| MGY | Magnolia Oil & Gas Corp | 205,569 | $4,499,905 | |
| IBP | Installed Building Products, Inc. | 17,306 | $4,489,003 | |
| MTRN | MATERION Corp | 35,373 | $4,397,571 | |
| EPAC | Enerpac Tool Group Corp | 114,218 | $4,367,696 | |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | 36,163 | $3,963,826 | |
| DAVE | Dave Inc./DE | 17,578 | $3,891,944 | |
| KRG | Kite Realty Group Trust | 154,929 | $3,713,648 | |
| No positions match the current search. | ||||
275 tracked positions ·
$1,097,393,638 total
· filing declares
333 positions · $1,506,407,087
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 275 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 221,268 | $63,627,826 | 5.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 186,777 | $57,809,349 | 5.27% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 225,027 | $57,109,602 | 5.20% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 282,750 | $49,311,600 | 4.49% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 128,333 | $47,505,026 | 4.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 205,274 | $42,752,415 | 3.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 55,228 | $31,597,595 | 2.88% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 51,608 | $25,786,453 | 2.35% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 24,253 | $22,307,181 | 2.03% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 127,813 | $20,490,980 | 1.87% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 60,890 | $20,026,112 | 1.82% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 25,481 | $17,384,157 | 1.58% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 56,335 | $17,026,690 | 1.55% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 35,373 | $16,306,599 | 1.49% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 70,279 | $15,885,164 | 1.45% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 15,084 | $15,030,150 | 1.37% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 26,493 | $14,886,151 | 1.36% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 134,180 | $14,028,519 | 1.28% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 56,752 | $13,586,428 | 1.24% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 17,384 | $13,431,573 | 1.22% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 25,674 | $13,420,056 | 1.22% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 37,917 | $12,401,513 | 1.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 41,375 | $12,170,870 | 1.11% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 52,473 | $12,057,770 | 1.10% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 16,856 | $11,941,801 | 1.09% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 26,935 | $11,646,155 | 1.06% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 31,920 | $11,416,826 | 1.04% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Added | 77,262 | $9,833,907 | 0.90% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 106,505 | $9,831,476 | 0.90% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 94,271 | $9,678,803 | 0.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 39,117 | $9,561,759 | 0.87% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
NEW | 25,821 | $9,266,640 | 0.84% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 74,938 | $9,200,887 | 0.84% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 42,374 | $8,767,180 | 0.80% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
Reduced | 226,142 | $8,704,205 | 0.79% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 66,421 | $8,697,829 | 0.79% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 48,728 | $8,267,192 | 0.75% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Added | 256,275 | $8,203,362 | 0.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 11,979 | $7,790,422 | 0.71% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 60,290 | $7,204,655 | 0.66% | |
| LIVN |
LivaNova PLC
Healthcare
|
Reduced | 112,524 | $7,152,025 | 0.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 81,319 | $6,309,541 | 0.57% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 31,957 | $6,164,505 | 0.56% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 51,821 | $5,958,896 | 0.54% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 9,290 | $5,614,783 | 0.51% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 37,458 | $5,510,446 | 0.50% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 34,186 | $5,459,504 | 0.50% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 24,829 | $5,400,059 | 0.49% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 21,017 | $5,099,144 | 0.46% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 134,431 | $5,086,869 | 0.46% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.