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
Top Buys
A
AVGOBROADCOM INC+$36.2M
N
NVDANVIDIA CORPORATION+$33.2M
M
MSFTMICROSOFT CORP+$24.8M
M
METAMETA PLATFORMS INC+$15.5M
T
TBILRBB FD INC+$12.0M
Top Sells
K
KOCOCA COLA CO-$28.2M
U
UNHUNITEDHEALTH GROUP INC-$12.5M
X
XOMEXXON MOBIL CORP-$10.2M
T
TMOTHERMO FISHER SCIENTIFIC INC-$9.1M
N
NEENEXTERA ENERGY INC-$5.9M
Top Holdings
Z
ZTRERBB FD INC+5.5%$152.5M
Z
ZTWORBB FD INC+4.7%$129.4M
M
MSFTMICROSOFT CORP+4.0%$110.4M
N
NVDANVIDIA CORPORATION+3.9%$106.5M
A
AVGOBROADCOM INC+3.1%$85.8M
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
SERVICES-PREPACKAGED SOFTWARE
+8.8%
SEMICONDUCTORS & RELATED DEVICES
+8.3%
PHARMACEUTICAL PREPARATIONS
+5.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.4%
SERVICES-BUSINESS SERVICES, NEC
+3.4%