F/M Investments LLC Top Holdings and 13F Report (2025) About F/M Investments LLCInvestment ActivityF/M Investments LLC has $2.51 billion in total holdings as of March 31, 2025.F/M Investments LLC owns shares of 391 different stocks, but just 116 companies or ETFs make up 80% of its holdings.Approximately 4.02% of the portfolio was purchased this quarter.About 7.00% of the portfolio was sold this quarter.This quarter, F/M Investments LLC has purchased 399 new stocks and bought additional shares in 129 stocks.F/M Investments LLC sold shares of 193 stocks and completely divested from 31 stocks this quarter.Largest Holdings RBB FD INC $147,537,336RBB FD INC $128,603,775Apple $88,595,356Microsoft $85,549,483NVIDIA $73,324,572 Largest New Holdings this Quarter 45168D104 - IDEXX Laboratories $11,413,401 Holding172967424 - Citigroup $5,975,977 Holding09290D101 - BLACKROCK INC $5,311,146 Holding512807306 - LAM RESEARCH CORP $4,348,114 Holding443573100 - HubSpot $3,972,751 Holding Largest Purchases this Quarter IDEXX Laboratories 27,178 shares (about $11.41M)Citigroup 84,188 shares (about $5.98M)BLACKROCK INC 5,611 shares (about $5.31M)LAM RESEARCH CORP 59,809 shares (about $4.35M)HubSpot 6,954 shares (about $3.97M) Largest Sales this Quarter UnitedHealth Group 36,578 shares (about $19.16M)RBB FD INC 367,816 shares (about $18.62M)Apple 44,152 shares (about $9.80M)Truist Financial 214,338 shares (about $8.85M)US Treasury 3 Month Bill ETF 131,253 shares (about $6.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofF/M Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRBB FD INC$147,537,336$110,164 ▼-0.1%2,906,1715.9%F/M 3 YEAR INVESRBB FD INC$128,603,775$18,622,521 ▼-12.6%2,540,0715.1%F M 2YEAR INVESAAPLApple$88,595,356$9,799,489 ▼-10.0%399,1703.5%Computer and TechnologyMSFTMicrosoft$85,549,483$4,409,369 ▼-4.9%227,8933.4%Computer and TechnologyNVDANVIDIA$73,324,572$1,127,260 ▼-1.5%676,5512.9%Computer and TechnologyGOOGLAlphabet$64,448,220$3,177,697 ▼-4.7%416,7632.6%Computer and TechnologyAMZNAmazon.com$61,544,734$2,714,630 ▼-4.2%323,4772.5%Retail/WholesaleRBB FD INC$55,680,660$1,976,864 ▲3.7%1,107,6342.2%F M 10 YEAR INVEMAMastercard$50,991,578$956,469 ▲1.9%93,0302.0%Business ServicesMETAMeta Platforms$50,132,172$1,267,411 ▼-2.5%86,9812.0%Computer and TechnologyAVGOBroadcom$49,560,914$3,197,743 ▼-6.1%296,0102.0%Computer and TechnologyVVisa$41,174,757$236,329 ▲0.6%117,6031.6%Business ServicesTBILUS Treasury 3 Month Bill ETF$39,047,200$6,563,306 ▼-14.4%780,8661.6%ETFKOCoca-Cola$37,443,939$117,528 ▲0.3%522,8141.5%Consumer StaplesHDHome Depot$32,018,206$143,298 ▼-0.4%87,3641.3%Retail/WholesaleRBB FD INC$30,632,892$644,099 ▲2.1%590,5911.2%FM OPPORTUNISTICLLYEli Lilly and Company$30,399,684$573,174 ▼-1.9%36,8081.2%MedicalPANWPalo Alto Networks$29,128,589$440,251 ▼-1.5%170,7021.2%Computer and TechnologyJPMJPMorgan Chase & Co.$27,878,836$2,741,473 ▼-9.0%113,6521.1%FinanceCOSTCostco Wholesale$23,295,696$1,970,076 ▼-7.8%24,6310.9%Retail/WholesaleNOWServiceNow$23,054,6220.0%28,9580.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$18,937,768$438,367 ▼-2.3%372,5630.8%ETFJNJJohnson & Johnson$16,903,131$581,740 ▼-3.3%101,9290.7%MedicalIBMInternational Business Machines$16,536,702$69,125 ▼-0.4%66,5060.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$15,989,679$175,745 ▼-1.1%353,2850.6%ETFCSCOCisco Systems$15,983,205$971,439 ▲6.5%259,0050.6%Computer and TechnologyHONHoneywell International$15,955,298$1,843,700 ▲13.1%75,3500.6%Multi-Sector ConglomeratesXOMExxon Mobil$15,623,834$613,560 ▼-3.8%131,3700.6%EnergyINTUIntuit$15,579,719$42,365 ▼-0.3%25,3750.6%Computer and TechnologyADSKAutodesk$15,563,748$81,420 ▼-0.5%59,4490.6%Computer and TechnologyUNHUnitedHealth Group$15,312,355$19,157,728 ▼-55.6%29,2360.6%MedicalEFAiShares MSCI EAFE ETF$14,761,500$97,749 ▼-0.7%180,6130.6%FinanceNOCNorthrop Grumman$14,657,383$237,574 ▼-1.6%28,6270.6%AerospaceMARMarriott International$14,366,795$569,298 ▼-3.8%60,3140.6%Consumer DiscretionaryADBEAdobe$14,321,025$516,544 ▼-3.5%37,2620.6%Computer and TechnologyVRTXVertex Pharmaceuticals$14,201,832$786,378 ▼-5.2%29,2930.6%MedicalWMTWalmart$13,597,881$754,643 ▼-5.3%154,8910.5%Retail/WholesaleRTXRTX$13,553,765$239,867 ▲1.8%102,3310.5%AerospaceABTAbbott Laboratories$13,311,639$114,344 ▼-0.9%100,3520.5%MedicalWMWaste Management$12,942,165$53,479 ▼-0.4%55,9030.5%Business ServicesCVXChevron$12,609,071$229,682 ▼-1.8%75,3750.5%EnergyABBVAbbVie$12,445,069$5,657 ▲0.0%59,3980.5%MedicalCATCaterpillar$12,362,553$552,085 ▼-4.3%37,4850.5%IndustrialsJEPIJPMorgan Equity Premium Income ETF$11,520,281$226,560 ▼-1.9%201,6150.5%ETFWDAYWorkday$11,432,228$610,214 ▼-5.1%48,9540.5%Computer and TechnologyIDXXIDEXX Laboratories$11,413,401$11,413,401 ▲New Holding27,1780.5%MedicalNFLXNetflix$11,356,350$882,173 ▼-7.2%12,1780.5%Consumer DiscretionaryORLYO'Reilly Automotive$10,886,175$78,792 ▼-0.7%7,5990.4%Retail/WholesaleHIGThe Hartford Financial Services Group$10,721,328$632,631 ▼-5.6%86,6510.4%FinancePGProcter & Gamble$10,506,884$117,314 ▼-1.1%61,7080.4%Consumer StaplesVOVanguard Mid-Cap ETF$10,249,433$372,453 ▲3.8%39,6820.4%ETFMSMorgan Stanley$10,065,121$677,036 ▼-6.3%86,2700.4%FinancePNCThe PNC Financial Services Group$10,030,139$1,564,353 ▼-13.5%57,0640.4%FinanceSYKStryker$9,874,304$474,619 ▼-4.6%26,5260.4%MedicalULTAUlta Beauty$9,767,924$151,014 ▼-1.5%26,6490.4%Retail/WholesaleETNEaton$9,708,410$577,626 ▼-5.6%35,6990.4%IndustrialsVOOVanguard S&P 500 ETF$9,702,921$28,778 ▲0.3%18,8810.4%ETFMDTMedtronic$9,560,434$295,369 ▼-3.0%106,3930.4%MedicalJJacobs Solutions$9,405,757$45,334 ▼-0.5%77,8040.4%Business ServicesTMOThermo Fisher Scientific$9,110,143$895,190 ▼-8.9%18,3080.4%MedicalNVONovo Nordisk A/S$8,956,669$95,966 ▼-1.1%128,9840.4%MedicalNEENextEra Energy$8,858,840$379,403 ▼-4.1%124,9660.4%UtilitiesMETMetLife$8,766,584$255,203 ▼-2.8%109,1690.3%FinancePPLPPL$8,714,395$229,154 ▼-2.6%241,3290.3%UtilitiesISRGIntuitive Surgical$8,518,644$1,597,741 ▼-15.8%17,2000.3%MedicalTSNTyson Foods$8,490,392$805,163 ▲10.5%133,0560.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$8,422,736$126,982 ▲1.5%15,0570.3%FinanceTSLATesla$7,870,430$4,010,501 ▼-33.8%30,3690.3%Auto/Tires/TrucksIJRiShares Core S&P Small-Cap ETF$7,660,798$1,255 ▼0.0%73,2600.3%ETFMMSIMerit Medical Systems$7,611,966$111,101 ▲1.5%72,0080.3%MedicalVEUVanguard FTSE All-World ex-US ETF$7,505,826$96,146 ▲1.3%123,7360.3%ETFBXBlackstone$7,319,160$85,406 ▼-1.2%52,3620.3%FinancePLMRPalomar$7,056,330$103,770 ▼-1.4%51,4760.3%FinancePWRQuanta Services$6,798,298$416,347 ▼-5.8%26,7460.3%ConstructionOLLIOllie's Bargain Outlet$6,717,114$103,328 ▼-1.5%57,7270.3%Consumer StaplesAITApplied Industrial Technologies$6,706,794$115,825 ▼-1.7%29,7630.3%IndustrialsMLIMueller Industries$6,227,567$103,094 ▲1.7%81,7910.2%IndustrialsVCTRVictory Capital$6,156,905$66,840 ▼-1.1%106,3920.2%FinanceEGPEastGroup Properties$6,149,925$1,116,439 ▲22.2%34,9130.2%FinanceROSTRoss Stores$6,029,852$289,442 ▼-4.6%47,1860.2%Retail/WholesaleCMGChipotle Mexican Grill$6,005,819$360,156 ▼-5.7%119,6140.2%Retail/WholesaleCCitigroup$5,975,977$5,975,977 ▲New Holding84,1880.2%FinancePEPPepsiCo$5,928,196$1,075,373 ▼-15.4%39,5370.2%Consumer StaplesURIUnited Rentals$5,924,195$339,045 ▼-5.4%9,4530.2%ConstructionAXPAmerican Express$5,859,102$735,045 ▲14.3%21,7770.2%FinanceUNPUnion Pacific$5,814,339$60,477 ▼-1.0%24,6120.2%TransportationVZVerizon Communications$5,730,057$164,566 ▼-2.8%126,3240.2%Computer and TechnologyJCIJohnson Controls International$5,715,929$3,445 ▼-0.1%71,3510.2%ConstructionENSGThe Ensign Group$5,590,727$50,595 ▼-0.9%43,2050.2%MedicalLGNDLigand Pharmaceuticals$5,493,039$67,079 ▼-1.2%52,2450.2%MedicalDISWalt Disney$5,460,054$116,652 ▼-2.1%55,1380.2%Consumer DiscretionaryADPAutomatic Data Processing$5,449,128$327,528 ▼-5.7%17,8350.2%Business ServicesAMGNAmgen$5,346,444$77,254 ▼-1.4%17,1630.2%MedicalBLACKROCK INC$5,311,146$5,311,146 ▲New Holding5,6110.2%COMBANRBanner$5,307,896$1,466,009 ▲38.2%83,2350.2%FinancePALANTIR TECHNOLOGIES INC$5,306,144$3,108,790 ▲141.5%62,8690.2%CL AITGRInteger$5,193,856$31,981 ▼-0.6%44,0120.2%MedicalLMTLockheed Martin$5,189,430$37,077 ▼-0.7%11,6170.2%AerospaceORCLOracle$5,175,906$61,097 ▼-1.2%37,0210.2%Computer and TechnologyAPDAir Products and Chemicals$5,162,310$115,609 ▼-2.2%17,5040.2%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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