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F/m Investments LLC
CIK:0001834499
Investment Adviser
$17B AUM
400 holdings
Washington, DC, USA
F/m Investments LLC is a registered investment adviser providing diversified investment strategies including ETFs.
Investment Strategy
Diversified investment strategies with a focus on ETFs and fixed income exposure
Latest 13F Filing Activity
F/m Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 397 equity positions with a total 13F market value of $3B. The fund increased holdings in Broadcom Inc., Nvidia Corporation, Microsoft Corp. among other positions. F/m Investments LLC reduced exposure to Coca Cola Co., Unitedhealth Group Inc., Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (397)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Z ZTRE | RBB FD INC | 5.54% | $152.5M | 2,983,863 | $50.39 | $51.12 | +$5.0M |
Z ZTWO | RBB FD INC | 4.70% | $129.4M | 2,546,143 | $50.32 | $50.82 | +$791.2K |
M MSFT | MICROSOFT CORP | 4.01% | $110.4M | 221,868 | $438.65 | $497.41 | +$24.8M |
N NVDA | NVIDIA CORPORATION | 3.87% | $106.5M | 674,338 | $112.43 | $157.99 | +$33.2M |
A AVGO | BROADCOM INC | 3.11% | $85.8M | 311,242 | $171.84 | $275.65 | +$36.2M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+9.8%
SERVICES-PREPACKAGED SOFTWARE
+9.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.6%
PHARMACEUTICAL PREPARATIONS
+6.3%
ELECTRONIC COMPUTERS
+4.2%
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Research Analyst | Milwaukee, WI , United States | |
 | Equity Research Analyst | Milwaukee, WI , United States | |
F Francisco J. Bido | Senior Vice President and Senior Portfolio Manager | Lawrence, KS , United States |
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