F/m Investments LLC

CIK

1834499

Location

WASHINGTON, DC

Portfolio Value

Micro $10,929,258

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

8 positions · $10,929,258 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Reduced	42,472	-105	$3,944,799	+15.4%	36.09%
ETR	Entergy Corp /De/ Utilities	Reduced	19,241	-72,302	$2,161,918	−74.4%	19.78%
PPL	PPL Corp Utilities	Reduced	32,330	-202,580	$1,235,006	−85.0%	11.30%
D	Dominion Energy, Inc Utilities	NEW	18,762	NEW	$1,159,866	NEW	10.61%
FE	Firstenergy Corp Utilities	Reduced	22,464	-21,094	$1,138,026	−41.6%	10.41%
NRG	Nrg Energy, Inc. Utilities	Reduced	4,610	-4,403	$673,705	−53.1%	6.16%
WEC	Wec Energy Group, Inc. Utilities	Reduced	3,401	-60	$393,733	+7.9%	3.60%
DUK	Duke Energy CORP Utilities	Reduced	1,697	-942	$222,205	−28.2%	2.03%