F/m Investments LLC
Sector Allocation
- Other30.7%$604.7M
- Technology27.0%$531.2M
- Healthcare11.8%$232.3M
- Financials10.8%$213.0M
- Consumer Discretionary7.0%$137.0M
- Industrials6.3%$123.1M
- Energy1.8%$34.8M
- Consumer Staples1.7%$32.9M
- Utilities1.1%$21.9M
- Materials1.0%$18.8M
AUM History
13fpro.ai/research/fund/f-m-investments-llc-1834499
Conviction and streaks
Concentrating · top 10 = 42.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$147.2M
- DIMENSIONAL$144.1M
IVZ
$109.2MGOOGL
$78.8MAVGO
$70.5MAAPL
$66.0M- VANGUARD$61.0M
NVDA
$58.9MMSFT
$50.8MAMZN
$49.7M- RBB$41.2M
- RBB$33.4M
PANW
$32.6MMETA
$31.2MLLY
$29.5M- RBB$28.3M
MA
$26.4MHD
$21.1MAMD
$20.0MV
$19.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/f-m-investments-llc-1834499
F/m Investments LLC 13F holdings — Q2 2026
$2.0B portfolio (+30.7% QoQ) · 354 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
- 1
ISHARES TR - CORE US AGGBD ET
$147.2M
7.5% of stocks
+5374%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - CORE FIXED INCOM
$144.1M
7.3% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $109.2M
5.5% of stocks
NewThis quarter-10.9%Since filedNew this quarterHeld$78.8M
4.0% of stocks
-0.3%This quarter-12.8%Since filed10+ qtrsHeld$70.5M
3.6% of stocks
-0.1%This quarter-21.3%Since filed10+ qtrsHeld$66.0M
3.4% of stocks
+1%This quarter+10.6%Since filed10+ qtrsHeld- 7
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$61.0M
3.1% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— $58.9M
3.0% of stocks
+4%This quarter-1.5%Since filed10+ qtrsHeld$50.8M
2.6% of stocks
+6%This quarter+9.3%Since filed10+ qtrsHeld$49.7M
2.5% of stocks
+2%This quarter-8.6%Since filed10+ qtrsHeld
All holdings — F/m Investments LLC (Q2 2026)
354 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | RBB FD INC - F/M US TREASURY | — | $41.2M | 2.1% | 825K | -9% | — | — | 13F |
| 12 | — | RBB FD INC - FM OPPORTUNISTIC | — | $33.4M | 1.7% | 651K | +2% | — | — | 13F |
| 13 | Palo Alto Networks Inc | Technology | $32.6M | 1.6% | 96K | -25% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $31.2M | 1.6% | 55K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ELI LILLY & Co | Healthcare | $29.5M | 1.5% | 25K | +1% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | RBB FD INC - F/M 3 YEAR INVES | — | $28.3M | 1.4% | 559K | +8% | — | — | 13F |
| 17 | Mastercard Inc | Financials | $26.4M | 1.3% | 51K | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | HOME DEPOT, INC. | Consumer Discretionary | $21.1M | 1.1% | 60K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ADVANCED MICRO DEVICES INC | Technology | $20.0M | 1.0% | 34K | +696% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VISA INC. | Financials | $19.5M | 1.0% | 57K | +0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | RBB FD INC - F M 10 YEAR INVE | — | $18.0M | 0.9% | 358K | -3% | — | — | 13F |
| 22 | Arista Networks, Inc. | Technology | $16.9M | 0.9% | 100K | +33% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CATERPILLAR INC | Industrials | $16.9M | 0.9% | 16K | -6% | 9 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Eaton Corp plc | Industrials | $14.8M | 0.8% | 35K | +9% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INTUITIVE SURGICAL INC | Healthcare | $14.2M | 0.7% | 36K | +1% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | RBB FD INC - F/M HIGH YIELD | — | $14.2M | 0.7% | 275K | -2% | |||
| 27 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $14.1M | 0.7% | 15K | +0.0% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $14.1M | 0.7% | 43K | +4% | |||
| 29 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $13.6M | 0.7% | 26K | -2% | |||
| 30 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $13.6M | 0.7% | 37K | -3% | |||
| 31 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $12.7M | 0.6% | 25K | -2% | |||
| 32 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $12.5M | 0.6% | 25K | -2% | |||
| 33 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $11.5M | 0.6% | 143K | +294% | |||
| 34 | $MU | MICRON TECHNOLOGY INC | Technology | $11.4M | 0.6% | 9,890 | +726% | |||
| 35 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $11.3M | 0.6% | 25K | -3% | |||
| 36 | $WM | WASTE MANAGEMENT INC | Utilities | $11.2M | 0.6% | 50K | -5% | |||
| 37 | $TVTX | Travere Therapeutics, Inc. | Healthcare | $10.7M | 0.5% | 188K | +14% | |||
| 38 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $10.5M | 0.5% | 17K | -3% | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $9.9M | 0.5% | 39K | +0.2% | |||
| 40 | $GNRC | GENERAC HOLDINGS INC. | Technology | $9.9M | 0.5% | 34K | New | |||
| 41 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $9.7M | 0.5% | 171K | -6% | |||
| 42 | — | RBB FD INC - F M 2YEAR INVES | — | $9.6M | 0.5% | 191K | +5% | |||
| 43 | $CSCO | CISCO SYSTEMS, INC. | Technology | $9.5M | 0.5% | 81K | -0.2% | |||
| 44 | $J | JACOBS SOLUTIONS INC. | Industrials | $9.5M | 0.5% | 75K | -3% | |||
| 45 | $LIVN | LivaNova PLC | Healthcare | $9.4M | 0.5% | 115K | +2% | |||
| 46 | $SPY | SPDR S&P 500 ETF TRUST | — | $9.4M | 0.5% | 13K | +5% | |||
| 47 | $JCI | Johnson Controls International plc | Industrials | $9.4M | 0.5% | 64K | -4% | |||
| 48 | — | ISHARES TR - 0-3 MNTH TREASRY | — | $9.0M | 0.5% | 90K | New | |||
| 49 | $COGT | Cogent Biosciences, Inc. | Healthcare | $8.9M | 0.5% | 229K | +1% | |||
| 50 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $8.8M | 0.5% | 96K | -10% | |||
| 51 | — | ISHARES TR - CORE S&P SCP ETF | — | $8.5M | 0.4% | 58K | -3% | |||
| 52 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $8.4M | 0.4% | 248K | -3% | |||
| 53 | $GH | Guardant Health, Inc. | Healthcare | $8.3M | 0.4% | 56K | +2% | |||
| 54 | $SYRE | Spyre Therapeutics, Inc. | Healthcare | $8.2M | 0.4% | 93K | -7% | |||
| 55 | — | RBB FD INC - FM ULTRASHORT TR | — | $7.8M | 0.4% | 156K | +145% | |||
| 56 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $7.7M | 0.4% | 34K | -51% | |||
| 57 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $7.7M | 0.4% | 88K | +72% | |||
| 58 | $HONA | Honeywell Aerospace Inc. | Industrials | $7.6M | 0.4% | 34K | New | |||
| 59 | — | RBB FD INC - F/M ULTRASHORT T | — | $7.3M | 0.4% | 146K | +67% | |||
| 60 | $NFLX | NETFLIX INC | Communication Services | $6.8M | 0.3% | 96K | +705% | |||
| 61 | $CVX | CHEVRON CORP | Energy | $6.8M | 0.3% | 41K | -4% | |||
| 62 | $XYL | Xylem Inc. | Industrials | $6.7M | 0.3% | 57K | -5% | |||
| 63 | $RTX | RTX Corp | Industrials | $6.7M | 0.3% | 35K | +10% | |||
| 64 | $MRVL | Marvell Technology, Inc. | Technology | $6.5M | 0.3% | 22K | New | |||
| 65 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.3M | 0.3% | 46K | -5% | |||
| 66 | $ABBV | AbbVie Inc. | Healthcare | $6.2M | 0.3% | 25K | -1% | |||
| 67 | $NUE | NUCOR CORP | Materials | $6.1M | 0.3% | 27K | -3% | |||
| 68 | $MIRM | Mirum Pharmaceuticals, Inc. | Healthcare | $6.0M | 0.3% | 51K | +1% | |||
| 69 | $BX | Blackstone Inc. | Financials | $5.9M | 0.3% | 51K | -3% | |||
| 70 | $ORCL | ORACLE CORP | Technology | $5.6M | 0.3% | 38K | +3% | |||
| 71 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.6M | 0.3% | 19K | -2% | |||
| 72 | $UNP | UNION PACIFIC CORP | Industrials | $5.6M | 0.3% | 21K | -2% | |||
| 73 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $5.5M | 0.3% | 40K | — | |||
| 74 | $BLLN | BillionToOne, Inc. | Healthcare | $5.2M | 0.3% | 44K | +158% | |||
| 75 | $CYTK | CYTOKINETICS INC | Healthcare | $5.2M | 0.3% | 61K | +106% | |||
| 76 | $ECL | ECOLAB INC. | Materials | $5.1M | 0.3% | 18K | -4% | |||
| 77 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $5.1M | 0.3% | 33K | -2% | |||
| 78 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $4.9M | 0.3% | 133K | -1% | |||
| 79 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $4.9M | 0.3% | 8,975 | +7% | |||
| 80 | $MS | MORGAN STANLEY | Financials | $4.8M | 0.2% | 23K | +19% | |||
| 81 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.6M | 0.2% | 9,107 | -2% | |||
| 82 | $LRCX | LAM RESEARCH CORP | Technology | $4.5M | 0.2% | 10K | +24% | |||
| 83 | $MANE | Veradermics, Inc | Healthcare | $4.4M | 0.2% | 36K | New | |||
| 84 | $WMT | Walmart Inc. | Consumer Staples | $4.4M | 0.2% | 39K | +7% | |||
| 85 | $TRVI | Trevi Therapeutics, Inc. | Healthcare | $4.4M | 0.2% | 234K | +1% | |||
| 86 | $NKTR | NEKTAR THERAPEUTICS | Healthcare | $4.2M | 0.2% | 61K | -0.8% | |||
| 87 | $SVRA | Savara Inc | Healthcare | $4.1M | 0.2% | 658K | +1% | |||
| 88 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.0M | 0.2% | 14K | +36% | |||
| 89 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $3.8M | 0.2% | 31K | +0.2% | |||
| 90 | $HCA | HCA Healthcare, Inc. | Healthcare | $3.8M | 0.2% | 9,701 | -3% | |||
| 91 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.7M | 0.2% | 15K | +9% | |||
| 92 | $NEE | NEXTERA ENERGY INC | Utilities | $3.7M | 0.2% | 42K | -2% | |||
| 93 | $DNTH | Dianthus Therapeutics, Inc. /DE/ | Healthcare | $3.5M | 0.2% | 36K | New | |||
| 94 | $TMDX | TransMedics Group, Inc. | Healthcare | $3.4M | 0.2% | 52K | +29% | |||
| 95 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.4M | 0.2% | 8,017 | +34% | |||
| 96 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.3M | 0.2% | 8,043 | +13% | |||
| 97 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $3.3M | 0.2% | 13K | +1% | |||
| 98 | $BLK | BlackRock, Inc. | Financials | $3.2M | 0.2% | 3,307 | -2% | |||
| 99 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG | — | $3.1M | 0.2% | 146K | New | |||
| 100 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.1M | 0.2% | 4,146 | +10% | |||
| 101 | $ETR | ENTERGY CORP /DE/ | Utilities | $2.9M | 0.1% | 26K | +33% | |||
| 102 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.9M | 0.1% | 3,974 | +30% | |||
| 103 | $SYY | SYSCO CORP | Consumer Discretionary | $2.8M | 0.1% | 34K | -3% | |||
| 104 | $GOOG | Alphabet Inc. | Technology | $2.8M | 0.1% | 7,930 | -0.5% | |||
| 105 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.8M | 0.1% | 48K | -0.4% | |||
| 106 | $SYK | STRYKER CORP | Healthcare | $2.7M | 0.1% | 8,601 | -8% | |||
| 107 | $PVLA | PALVELLA THERAPEUTICS, INC. | Healthcare | $2.7M | 0.1% | 17K | +26% | |||
| 108 | $MDT | Medtronic plc | Healthcare | $2.6M | 0.1% | 34K | +23% | |||
| 109 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $2.6M | 0.1% | 20K | +18% | |||
| 110 | $ICUI | ICU MEDICAL INC/DE | Healthcare | $2.5M | 0.1% | 17K | -15% | |||
| 111 | $MET | METLIFE INC | Financials | $2.5M | 0.1% | 30K | -0.1% | |||
| 112 | $QCOM | QUALCOMM INC/DE | Technology | $2.5M | 0.1% | 14K | +30% | |||
| 113 | $CRVS | Corvus Pharmaceuticals, Inc. | Healthcare | $2.5M | 0.1% | 167K | +67% | |||
| 114 | $VRDN | Viridian Therapeutics, Inc.\DE | Healthcare | $2.5M | 0.1% | 135K | New | |||
| 115 | $URI | UNITED RENTALS, INC. | Industrials | $2.2M | 0.1% | 1,937 | +41% | |||
| 116 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.2M | 0.1% | 15K | -18% | |||
| 117 | — | SELECT SECTOR SPDR TR - --- | — | $2.1M | 0.1% | 11K | -0.5% | |||
| 118 | $CRDO | Credo Technology Group Holding Ltd | Technology | $2.0M | 0.1% | 7,403 | -39% | |||
| 119 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $2.0M | 0.1% | 9,615 | +47% | |||
| 120 | $TSN | TYSON FOODS, INC. | Consumer Staples | $2.0M | 0.1% | 34K | +19% | |||
| 121 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.9M | 0.1% | 19K | +1% | |||
| 122 | $FAST | FASTENAL CO | Industrials | $1.9M | 0.1% | 40K | -0.2% | |||
| 123 | $CDNL | Cardinal Infrastructure Group Inc. | Industrials | $1.9M | 0.1% | 20K | +22% | |||
| 124 | $ADI | ANALOG DEVICES INC | Technology | $1.9M | 0.1% | 4,709 | +438% | |||
| 125 | $TWST | Twist Bioscience Corp | Healthcare | $1.9M | 0.1% | 18K | +1% | |||
| 126 | $MPC | Marathon Petroleum Corp | Energy | $1.8M | 0.1% | 7,120 | +58% | |||
| 127 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.1% | 22K | +26% | |||
| 128 | $AMGN | AMGEN INC | Healthcare | $1.7M | 0.1% | 4,809 | -0.2% | |||
| 129 | $CBLL | Ceribell, Inc. | Healthcare | $1.7M | 0.1% | 89K | +1% | |||
| 130 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.7M | 0.1% | 2,493 | -12% | |||
| 131 | $FANG | Diamondback Energy, Inc. | Energy | $1.7M | 0.1% | 9,631 | -0.5% | |||
| 132 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.7M | 0.1% | 7,900 | +20% | |||
| 133 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.6M | 0.1% | 3,250 | -1% | |||
| 134 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.6M | 0.1% | 6,749 | -0.4% | |||
| 135 | $TTI | TETRA TECHNOLOGIES INC | Energy | $1.6M | 0.1% | 141K | +9% | |||
| 136 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 0.1% | 38K | -0.0% | |||
| 137 | $FDX | FEDEX CORP | Industrials | $1.6M | 0.1% | 5,008 | -0.4% | |||
| 138 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $1.5M | 0.1% | 66K | New | |||
| 139 | — | ISHARES TR - BROAD USD HIGH | — | $1.5M | 0.1% | 42K | New | |||
| 140 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.5M | 0.1% | 19K | -0.5% | |||
| 141 | $ALLY | Ally Financial Inc. | Financials | $1.5M | 0.1% | 33K | -0.5% | |||
| 142 | $LIN | LINDE PLC | Materials | $1.5M | 0.1% | 2,876 | -0.4% | |||
| 143 | $ET | Energy Transfer LP | Energy | $1.5M | 0.1% | 78K | — | |||
| 144 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.5M | 0.1% | 6,098 | +7% | |||
| 145 | $EGP | EASTGROUP PROPERTIES INC | Real Estate | $1.5M | 0.1% | 7,293 | +52% | |||
| 146 | $HNGE | Hinge Health, Inc. | Technology | $1.5M | 0.1% | 18K | -27% | |||
| 147 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.5M | 0.1% | 23K | -0.4% | |||
| 148 | $PEP | PEPSICO INC | Consumer Staples | $1.5M | 0.1% | 11K | -3% | |||
| 149 | $IRM | IRON MOUNTAIN INC | Real Estate | $1.4M | 0.1% | 11K | -0.5% | |||
| 150 | $BBIO | BridgeBio Pharma, Inc. | Healthcare | $1.4M | 0.1% | 19K | -66% |
What changed in Q2 2026
Against the previous quarter's 13F: 46 new, 138 added to, 135 trimmed, 27 sold out. Share-count changes; largest moves by dollar size first.
New positions (46)
$GNRCGENERAC HOLDINGS INC.$9.9M
first bought this quarter
- ISHARES TR - 0-3 MNTH TREASRY$9.0M
first bought this quarter
$HONAHoneywell Aerospace Inc.$7.6M
first bought this quarter
$MRVLMarvell Technology, Inc.$6.5M
first bought this quarter
$MANEVeradermics, Inc$4.4M
first bought this quarter
$DNTHDianthus Therapeutics, Inc. /DE/$3.5M
first bought this quarter
+40 more in the Excel export
Added to (138)
- ISHARES TR - CORE US AGGBD ET+5374%
now $147.2M
now $20.0M · held 10+ qtrs
- DIMENSIONAL ETF TRUST - CORE FIXED INCOM+12%
now $144.1M
$MUMICRON TECHNOLOGY INC+726%
now $11.4M · held 3 qtrs
- VANGUARD INDEX FDS - MID CAP ETF+294%
now $11.5M
$NFLXNETFLIX INC+705%
now $6.8M · held 10+ qtrs
+132 more in the Excel export
Trimmed (135)
$NOWServiceNow, Inc.-98%
now $238K
now $32.6M · held 10+ qtrs, 3 trims in a row
$ABTABBOTT LABORATORIES-96%
now $364K
$HONHONEYWELL INTERNATIONAL INC-51%
now $7.7M · held 9 qtrs, 4 trims in a row
- RBB FD INC - F/M US TREASURY-9%
now $41.2M
$BBIOBridgeBio Pharma, Inc.-66%
now $1.4M · held 7 qtrs
+129 more in the Excel export
Holdings by quarter
Every 13F F/m Investments LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow F/m Investments?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of F/m Investments's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 30% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
F/m Investments LLC disclosed 354 positions worth $2.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 46 new positions and exited 27 — including a new stake in $GNRC and a full exit from $ADSK. The portfolio is most concentrated in Other (30.7% of disclosed assets). All figures are sourced directly from F/m Investments LLC’s Form 13F-HR filing with the SEC under CIK 1834499.
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AI-Powered Hedge Fund Analysis: F/m Investments LLC
13F Pro is an AI hedge fund tracker and stock research platform. For F/m Investments LLC (SEC CIK: 1834499), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in F/m Investments LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.