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Latest F/M Investments LLC Stock Portfolio

$1.97Billion | No. of Holdings #351

F/M Investments LLC Performance

2026 Q2+7.27%
YTD+3.90%
2025+12.86%

About F/M Investments LLC and 13F Hedge Fund Stock Holdings

F/m Investments LLC is a hedge fund based in Washington, DC. On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, F/m Investments LLC reported an equity portfolio of $2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of F/m Investments LLC are IJR, DFAC, BAB. The fund has invested 7.5% of it's portfolio in ISHARES TR and 7.3% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), AUTODESK INC (ADSK) and INTUIT (INTU) stocks. They significantly reduced their stock positions in SERVICENOW INC (NOW), ABBOTT LABORATORIES (ABT) and BLOOM ENERGY CORP (BE). F/m Investments LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (BAB), GENERAC HLDGS INC (GNRC) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), MICRON TECHNOLOGY INC (MU) and NETFLIX INC. (NFLX).
F/M Investments LLC Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$1.97Billion
  as of Aug 05, 2026

F/M Investments LLC Annual Return Estimates Vs S&P 500

Our best estimate is that F/m Investments LLC made a return of 7.27% in the last quarter. In trailing 12 months, it's portfolio return was 12.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii109,207,000
generac hldgs inc9,925,380
ishares tr9,016,210
honeywell intl inc7,696,670
honeywell aerospace inc7,597,520
marvell technology inc6,484,470
veradermics inc4,421,780
dianthus therapeutics inc3,497,100
New stocks bought by F/M Investments LLC

Additions

Ticker% Inc.
ishares tr5,373
micron technology inc726
netflix inc.704
advanced micro devices inc696
analog devices inc438
vanguard index fds294
ishares tr277
palantir technologies inc167
Additions to existing portfolio by F/M Investments LLC

Reductions

Ticker% Reduced
servicenow inc-98.21
abbott laboratories-96.24
bloom energy corp-81.34
bridgebio pharma inc-65.68
rbb fd inc-65.1
rbb fd inc-56.25
ishares tr-42.15
sterling infrastructure inc-40.69
F/M Investments LLC reduced stake in above stock

Sold off

Ticker$ Sold
kalvista pharmaceuticals inc-4,569,330
xeris biopharma holdings inc-1,203,750
northern lts fd tr iii-3,538,180
honeywell intl inc-15,883,200
autodesk inc-13,586,400
collegium pharmaceutical inc-1,587,130
soleno therapeutics inc-982,671
intuit-11,646,200
F/M Investments LLC got rid off the above stocks

Sector Distribution

F/m Investments LLC has about 38.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Consumer Defensive
  • Energy
Sector%
Others38.6
Technology19.6
Healthcare10.8
Industrials7.7
Consumer Cyclical7
Communication Services6.4
Financial Services4.8
Consumer Defensive1.8
Energy1.7

Market Cap. Distribution

F/m Investments LLC has about 55.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED38.7
MEGA-CAP36.8
LARGE-CAP19
MID-CAP4.7

Stocks belong to which Index?

About 58.5% of the stocks held by F/m Investments LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50053.1
Others41.5
RUSSELL 20005.4
Top 5 Winners (%)%
CRDO
credo technology group holdi
152.9 %
TWST
twist bioscience corp
115.1 %
cardinal infrastructure grou
111.4 %
SITM
sitime corp
103.1 %
AMAT
applied matls inc
100.1 %
Top 5 Winners ($)$
PANW
palo alto networks inc
20.2 M
GOOG
alphabet inc
15.4 M
AVGO
broadcom inc
12.7 M
AAPL
apple inc
8.1 M
NVDA
nvidia corporation
7.4 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.6 %
BZQ
proshares tr
-39.4 %
INSM
insmed inc
-31.6 %
TMDX
transmedics group inc
-30.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-18.5 M
NOC
northrop grumman corp
-4.4 M
REGN
regeneron pharmaceuticals
-2.5 M
ISRG
intuitive surgical inc
-2.3 M
ULTA
ulta beauty inc
-1.8 M

F/M Investments LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of F/M Investments LLC

F/m Investments LLC has 351 stocks in it's portfolio. About 42.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for F/m Investments LLC last quarter.

$1.97BTotal Value
382Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of F/M Investments LLC, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
F/M Investments LLC's holding in Ishares Tr over time
0.04%16,335
$868.4K
0.04%
increased 8.52 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
F/M Investments LLC's holding in Ishares Tr over time
0.04%7,222
$848.2K
0.04%
decreased 5.1 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
F/M Investments LLC's holding in Ishares Tr over time
0.04%7,537
$712.4K
0.04%
increased 1.52 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
F/M Investments LLC's holding in Ishares Tr over time
0.03%11,204
$587.2K
0.03%
decreased 2.5 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
F/M Investments LLC's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off