F/m Investments LLC

CIK

1834499

Location

WASHINGTON, DC

Portfolio Value

Mid $1,097,393,636

Diversification

Diversified

Filing Date

Global Rank

#1,421 / 8,232 ▼ 438

Top Industry

Semiconductors 10.7%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed May 11, 2026 · 34d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.6%

SPY

+76.3%

Annualised alpha

-2.3%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

275 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Technology	28.5%	$312,577,874	40
Healthcare	19.0%	$208,743,942	62
Industrials	12.9%	$141,061,016	47
Consumer Cyclical	11.6%	$127,487,223	24
Communication Services	9.3%	$102,134,109	9
Financial Services	8.3%	$91,236,286	32
Energy	3.4%	$37,046,030	19
Consumer Defensive	3.2%	$35,392,954	14
Basic Materials	1.3%	$14,349,926	10
Utilities	1.0%	$10,929,258	8
Unclassified	0.9%	$10,419,171	3
Real Estate	0.5%	$6,015,847	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

275 positions · $1,097,393,636 total · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	221,268	-144,124	$63,627,826	−44.4%	5.80%
AVGO	Broadcom Inc. Technology	Reduced	186,777	-81,728	$57,809,349	−37.8%	5.27%
AAPL	Apple Inc. Technology	Reduced	225,027	-207,551	$57,109,602	−51.4%	5.20%
NVDA	Nvidia Corp Technology	Reduced	282,750	-314,139	$49,311,600	−55.7%	4.49%
MSFT	Microsoft Corp Technology	Reduced	128,333	-91,083	$47,505,026	−55.2%	4.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	205,274	-131,312	$42,752,415	−45.0%	3.90%
META	Meta Platforms, Inc. Communication Services	Reduced	55,228	-30,424	$31,597,595	−44.1%	2.88%
MA	Mastercard Inc Financial Services	Reduced	51,608	-31,039	$25,786,453	−45.3%	2.35%
LLY	ELI LILLY & Co Healthcare	Reduced	24,253	-13,245	$22,307,181	−44.6%	2.03%
PANW	Palo Alto Networks Inc Technology	Reduced	127,813	-47,230	$20,490,980	−36.4%	1.87%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	60,890	-23,921	$20,026,112	−31.4%	1.82%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	25,481	-2,212	$17,384,157	+10.1%	1.58%
V	Visa Inc. Financial Services	Reduced	56,335	-56,242	$17,026,690	−56.9%	1.55%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	35,373	-3,477	$16,306,599	−25.9%	1.49%
HON	Honeywell International Inc Industrials	Reduced	70,279	-5,599	$15,885,162	+7.3%	1.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	15,084	-6,731	$15,030,150	−20.1%	1.37%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	26,493	-53	$14,886,151	−17.1%	1.36%
NOW	ServiceNow, Inc. Technology	Reduced	134,180	-13,532	$14,028,519	−38.0%	1.28%
ADSK	Autodesk, Inc. Technology	Reduced	56,752	-949	$13,586,428	−20.5%	1.24%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	17,384	-5,429	$13,431,573	−23.7%	1.22%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	25,674	+181	$13,420,056	−13.0%	1.22%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	37,917	-65	$12,401,513	+5.2%	1.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	41,375	-62,613	$12,170,870	−63.7%	1.11%
WM	Waste Management Inc Industrials	Reduced	52,473	-12,060	$12,057,770	−15.0%	1.10%
CAT	Caterpillar Inc Industrials	Reduced	16,856	-3,311	$11,941,801	+3.4%	1.09%
INTU	Intuit Inc. Technology	Reduced	26,935	-1,374	$11,646,155	−37.9%	1.06%
ETN	Eaton Corp plc Industrials	Reduced	31,920	-22,289	$11,416,826	−33.9%	1.04%
J	Jacobs Solutions Inc. Industrials	Added	77,262	+1,696	$9,833,907	−1.8%	0.90%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	106,505	-904	$9,831,476	+0.4%	0.90%
ABT	Abbott Laboratories Healthcare	Reduced	94,271	-1,439	$9,678,803	−19.3%	0.88%
JNJ	Johnson & Johnson Healthcare	Reduced	39,117	-31,638	$9,561,759	−34.7%	0.87%
ROK	Rockwell Automation, Inc Industrials	NEW	25,821	NEW	$9,266,640	NEW	0.84%
ANET	Arista Networks, Inc. Technology	Added	74,938	+72,615	$9,200,887	+2922.8%	0.84%
CVX	Chevron Corp Energy	Reduced	42,374	-26,590	$8,767,180	−16.6%	0.80%
COGT	Cogent Biosciences, Inc. Healthcare	Reduced	226,142	-9,662	$8,704,205	+3.9%	0.79%
JCI	Johnson Controls International plc Industrials	Reduced	66,421	-1,081	$8,697,829	+7.6%	0.79%
XOM	Exxon Mobil Corp Energy	Reduced	48,728	-963	$8,267,192	+38.3%	0.75%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	256,275	+98,709	$8,203,362	+40.7%	0.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,979	-3,025	$7,790,422	−23.9%	0.71%
XYL	Xylem Inc. Industrials	Added	60,290	+476	$7,204,655	−11.6%	0.66%
LIVN	LivaNova PLC Healthcare	Reduced	112,524	-1,934	$7,152,025	+1.6%	0.65%
CSCO	Cisco Systems, Inc. Technology	Reduced	81,319	-174,496	$6,309,541	−68.0%	0.57%
RTX	RTX Corp Industrials	Reduced	31,957	-57,515	$6,164,505	−62.4%	0.56%
BX	Blackstone Inc. Financial Services	Reduced	51,821	-16,262	$5,958,896	−43.2%	0.54%
LMT	Lockheed Martin Corp Industrials	Reduced	9,290	-233	$5,614,783	+21.9%	0.51%
ORCL	Oracle Corp Technology	Reduced	37,458	-23,385	$5,510,446	−53.5%	0.50%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	34,186	-101	$5,459,504	+3.7%	0.50%
ABBV	AbbVie Inc. Healthcare	Reduced	24,829	-38,833	$5,400,059	−62.9%	0.49%
UNP	Union Pacific Corp Industrials	Reduced	21,017	-107	$5,099,144	+4.4%	0.46%
EPD	Enterprise Products Partners L.P. Energy	Reduced	134,431	-300	$5,086,869	+17.8%	0.46%