Funds › F/m Investments LLC
F/m Investments LLC
13F for Q3 2026, filed Nov 13, 2026. 443 positions worth $3.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$3.4B
+$1.4B (71.7%) vs Q2 2026
Positions
443
352 in Q2 2026
Top 10 share
37.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II Short Term Etf | 2.31M | $244.0M | 7.2% | +123% | 13F ↗ |
| 2 | iShares Tr Core Us Aggbd Et | 1.59M | $150.6M | 4.5% | +7.1% | 13F ↗ |
| 3 | Dimensional ETF Trust Core Fixe In Etf | 3.64M | $145.9M | 4.3% | +6.5% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 585,574 | $133.7M | 4.0% | +98.7% | 13F ↗ |
| 5 | AAPL Apple Inc. | 390,118 | $129.9M | 3.8% | +71.0% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 231,035 | $118.5M | 3.5% | +69.8% | 13F ↗ |
| 7 | GOOGL Alphabet Inc. Class A | 332,018 | $114.2M | 3.4% | +50.6% | 13F ↗ |
| 8 | AVGO Broadcom Inc. | 252,883 | $88.8M | 2.6% | +35.5% | 13F ↗ |
| 9 | AMZN Amazon.com, Inc. | 315,620 | $78.6M | 2.3% | +51.4% | 13F ↗ |
| 10 | Vanguard International Equity Index F Allwrld Ex Us | 708,402 | $58.8M | 1.7% | -2.7% | 13F ↗ |
| 11 | META Meta Platforms, Inc. | 74,680 | $54.2M | 1.6% | +34.7% | 13F ↗ |
| 12 | Rbb Fd Inc F/M Us Treasury | 908,065 | $45.3M | 1.3% | +10.0% | 13F ↗ |
| 13 | PANW Palo Alto Networks, Inc. | 104,375 | $41.5M | 1.2% | +9.3% | 13F ↗ |
| 14 | AMD Advanced Micro Devices, Inc. | 67,529 | $41.3M | 1.2% | +96.2% | 13F ↗ |
| 15 | LLY Eli Lilly and Company | 33,608 | $38.9M | 1.2% | +36.8% | 13F ↗ |
| 16 | MA Mastercard Incorporated | 62,885 | $34.6M | 1.0% | +22.2% | 13F ↗ |
| 17 | Rbb Fd Inc Etf | 684,906 | $34.2M | 1.0% | +5.2% | 13F ↗ |
| 18 | JPM JPMorgan Chase & Co. | 92,162 | $30.5M | 0.9% | +114% | 13F ↗ |
| 19 | MU Micron Technology, Inc. | 28,089 | $29.9M | 0.9% | +184% | 13F ↗ |
| 20 | V Visa Inc. | 82,280 | $29.6M | 0.9% | +44.7% | 13F ↗ |
| 21 | Rbb Fd Inc Etf | 589,231 | $29.2M | 0.9% | +5.3% | 13F ↗ |
| 22 | HD Home Depot, Inc. | 86,085 | $24.5M | 0.7% | +43.8% | 13F ↗ |
| 23 | ANET Arista Networks, Inc. | 120,106 | $24.5M | 0.7% | +20.7% | 13F ↗ |
| 24 | LRCX Lam Research Corporation | 73,556 | $24.2M | 0.7% | +601% | 13F ↗ |
| 25 | ETN Eaton Corporation, PLC | 50,442 | $21.7M | 0.6% | +44.8% | 13F ↗ |
| 26 | CSCO Cisco Systems, Inc. | 198,982 | $21.4M | 0.6% | +145% | 13F ↗ |
| 27 | COST Costco Wholesale Corporation | 20,332 | $18.5M | 0.5% | +34.8% | 13F ↗ |
| 28 | Rbb Fd Inc F M 10 Year Inve | 355,841 | $16.9M | 0.5% | -0.5% | 13F ↗ |
| 29 | RTX RTX Corporation | 87,896 | $16.3M | 0.5% | +150% | 13F ↗ |
| 30 | iShares Tr Msci Eafe Etf | 154,263 | $16.0M | 0.5% | New | 13F ↗ |
| 31 | JNJ Johnson & Johnson | 59,396 | $15.7M | 0.5% | +51.6% | 13F ↗ |
| 32 | ABBV AbbVie Inc. | 59,418 | $15.5M | 0.5% | +142% | 13F ↗ |
| 33 | MS Morgan Stanley | 75,168 | $14.1M | 0.4% | +230% | 13F ↗ |
| 34 | LIVN LivaNova PLC | 177,754 | $13.6M | 0.4% | +55.0% | 13F ↗ |
| 35 | MRVL Marvell Technology, Inc. | 51,185 | $13.5M | 0.4% | +135% | 13F ↗ |
| 36 | CORT Corcept Therapeutics Incorporated | 116,997 | $13.5M | 0.4% | +32.9% | 13F ↗ |
| 37 | UNH UnitedHealth Group Incorporated | 36,687 | $13.5M | 0.4% | +356% | 13F ↗ |
| 38 | Rbb Fd Inc Etf | 267,271 | $13.4M | 0.4% | -2.8% | 13F ↗ |
| 39 | CAT Caterpillar, Inc. | 16,501 | $13.4M | 0.4% | +4.2% | 13F ↗ |
| 40 | ISRG Intuitive Surgical, Inc. | 32,810 | $13.3M | 0.4% | -8.4% | 13F ↗ |
| 41 | CVX Chevron Corporation | 64,114 | $13.1M | 0.4% | +56.8% | 13F ↗ |
| 42 | ULTA Ulta Beauty, Inc. | 23,676 | $12.9M | 0.4% | -5.3% | 13F ↗ |
| 43 | LGND Ligand Pharmaceuticals Incorporated | 40,769 | $12.7M | 0.4% | +2100% | 13F ↗ |
| 44 | MDT Medtronic plc. | 147,442 | $12.7M | 0.4% | +337% | 13F ↗ |
| 45 | IDXX IDEXX Laboratories, Inc. | 24,218 | $12.6M | 0.4% | -6.5% | 13F ↗ |
| 46 | Vanguard Index Fds Mrngstr Mid Cap | 159,890 | $12.5M | 0.4% | +11.9% | 13F ↗ |
| 47 | NOC Northrop Grumman Corporation | 25,621 | $12.4M | 0.4% | +3.0% | 13F ↗ |
| 48 | REGN Regeneron Pharmaceuticals, Inc. | 16,167 | $12.3M | 0.4% | -3.7% | 13F ↗ |
| 49 | MPC Marathon Petroleum Corporation | 30,947 | $12.2M | 0.4% | +335% | 13F ↗ |
| 50 | WM Waste Management, Inc. | 58,901 | $12.0M | 0.4% | +17.7% | 13F ↗ |
Showing the top 50 of 443 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
115 new, 233 added to, 65 trimmed, 24 exited, 30 unchanged. By estimated dollars.
New positions (115)
| iShares Tr Msci Eafe Etf | 154,263 | New | $16.0M |
| MGY Magnolia Oil & Gas Corporation | 300,850 | New | $7.1M |
| BANR Banner Corporation | 97,254 | New | $6.5M |
| MTDR Matador Resources Company | 124,841 | New | $6.4M |
| AJG Arthur J. Gallagher & Co. | 25,524 | New | $5.8M |
| PJT PJT Partners Inc. | 40,754 | New | $5.8M |
| DHR Danaher Corporation | 25,937 | New | $5.7M |
| AZZ AZZ Inc. | 41,795 | New | $5.6M |
| ACIW ACI Worldwide, Inc. | 112,924 | New | $5.5M |
| SXI Standex International Corporation | 20,127 | New | $5.5M |
Added to (233)
| Invesco Exch Traded Fd Tr II Short Term Etf | 2.31M | +123% | $134.8M |
| NVDA NVIDIA Corporation | 585,574 | +98.7% | $66.4M |
| AAPL Apple Inc. | 390,118 | +71.0% | $54.0M |
| MSFT Microsoft Corporation | 231,035 | +69.8% | $48.7M |
| GOOGL Alphabet Inc. Class A | 332,018 | +50.6% | $38.4M |
| AMZN Amazon.com, Inc. | 315,620 | +51.4% | $26.7M |
| AVGO Broadcom Inc. | 252,883 | +35.5% | $23.3M |
| LRCX Lam Research Corporation | 73,556 | +601% | $20.7M |
| AMD Advanced Micro Devices, Inc. | 67,529 | +96.2% | $20.3M |
| MU Micron Technology, Inc. | 28,089 | +184% | $19.4M |
Trimmed (65)
| HONA Honeywell Aerospace Inc. | 2,830 | -91.8% | -$4.9M |
| GH Guardant Health, Inc. | 38,335 | -31.0% | -$3.1M |
| TVTX Travere Therapeutics, Inc. | 148,015 | -21.1% | -$2.3M |
| Vanguard International Equity Index F Allwrld Ex Us | 708,402 | -2.7% | -$1.7M |
| ISRG Intuitive Surgical, Inc. | 32,810 | -8.4% | -$1.2M |
| Rbb Fd Inc Etf | 132,541 | -15.2% | -$1.2M |
| MAR Marriott International | 33,695 | -8.0% | -$1.0M |
| IDXX IDEXX Laboratories, Inc. | 24,218 | -6.5% | -$877.3K |
| J P Morgan Exchange Traded F Equity Premium | 156,030 | -8.9% | -$859.6K |
| ORLY O'Reilly Automotive, Inc. | 86,058 | -10.1% | -$826.6K |
Exited (24)
| iShares Tr 0-3 Mth Treasury | 89,562 | Exited | -$9.0M |
| Exxon Mobil Corp | 46,427 | Exited | -$6.3M |
| Invesco Exch Trd Slf Idx Fd Buletshs 2029 Hg | 146,475 | Exited | -$3.1M |
| BBIO BridgeBio Pharma, Inc. | 18,741 | Exited | -$1.4M |
| Wave Life Sciences Ltd | 235,085 | Exited | -$1.4M |
| LEVI Levi Strauss & Co | 49,485 | Exited | -$1.2M |
| Oneok Inc | 12,763 | Exited | -$1.1M |
| LMRI Lumexa Imaging Holdings, Inc. | 96,046 | Exited | -$1.1M |
| Rbb Fd Inc Etf | 19,386 | Exited | -$969.4K |
| BA Boeing Company | 2,034 | Exited | -$440.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 445 | $3.4B | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 354 | $2.0B | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 333 | $1.5B | Current | SEC ↗ |
| Q4 2025 | Feb 3, 2026 | 13F-HR | 430 | $2.6B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 413 | $2.6B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 400 | $2.8B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 391 | $2.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer