F/M Investments LLC Top Holdings and 13F Report (2026) About F/M Investments LLCInvestment ActivityF/M Investments LLC has $1.51 billion in total holdings as of March 31, 2026.F/M Investments LLC owns shares of 333 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 15.20% of the portfolio was purchased this quarter.About 83.76% of the portfolio was sold this quarter.This quarter, F/M Investments LLC has purchased 430 new stocks and bought additional shares in 51 stocks.F/M Investments LLC sold shares of 230 stocks and completely divested from 119 stocks this quarter.Largest Holdings Dimensional Core Fixed Income ETF $128,179,920Alphabet $63,627,694Broadcom $57,809,353Apple $57,106,421Vanguard FTSE All-World ex-US ETF $54,154,760 Largest New Holdings this Quarter 25434V872 - Dimensional Core Fixed Income ETF $128,179,920 Holding773903109 - Rockwell Automation $9,266,640 Holding66538R722 - CP High Yield Trend ETF $3,538,185 Holding23282W605 - Cytokinetics $1,950,145 Holding697947109 - PALVELLA THERAPEUTICS INC NE $1,725,031 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 3,036,000 shares (about $128.18M)Vanguard FTSE All-World ex-US ETF 593,891 shares (about $44.60M)Rockwell Automation 25,821 shares (about $9.27M)ARISTA NETWORKS INC 72,615 shares (about $8.92M)US Treasury 3 Month Bill ETF 108,714 shares (about $5.42M) Largest Sales this Quarter NVIDIA 314,139 shares (about $54.79M)Apple 207,551 shares (about $52.67M)Alphabet 144,124 shares (about $41.44M)Microsoft 91,083 shares (about $33.72M)Amazon.com 131,312 shares (about $27.35M) 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 PortfolioSectorDFCFDimensional Core Fixed Income ETF$128,179,920$128,179,920 â–²New Holding3,036,0008.5%ETFGOOGLAlphabet$63,627,694$41,444,211 â–¼-39.4%221,2684.2%Computer and TechnologyAVGOBroadcom$57,809,353$25,295,635 â–¼-30.4%186,7773.8%Computer and TechnologyAAPLApple$57,106,421$52,671,434 â–¼-48.0%225,0273.8%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$54,154,760$44,601,214 â–²466.9%721,1023.6%ETFNVDANVIDIA$49,312,063$54,786,356 â–¼-52.6%282,7503.3%Computer and TechnologyMSFTMicrosoft$47,514,610$33,722,996 â–¼-41.5%128,3333.2%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$45,424,985$5,419,937 â–²13.5%911,1423.0%ETFAMZNAmazon.com$42,752,416$27,348,350 â–¼-39.0%205,2742.8%Retail/WholesaleRBB FD INC$32,689,235$868,649 â–²2.7%637,2272.2%FM OPPORTUNISTICMETAMeta Platforms$31,621,689$17,419,756 â–¼-35.5%55,2282.1%Computer and TechnologyRBB FD INC$26,319,356$1,524,839 â–¼-5.5%519,2281.7%F/M 3 YEAR INVESMAMastercard$25,798,791$15,516,367 â–¼-37.6%51,6081.7%Business ServicesLLYEli Lilly and Company$22,310,203$12,184,004 â–¼-35.3%24,2531.5%MedicalPANWPalo Alto Networks$20,490,980$7,571,914 â–¼-27.0%127,8131.4%Computer and TechnologyHDHome Depot$20,026,536$7,867,544 â–¼-28.2%60,8901.3%Retail/WholesaleRBB FD INC$18,530,377$127,276 â–¼-0.7%367,3301.2%F M 10 YEAR INVENOCNorthrop Grumman$17,383,994$1,509,101 â–¼-8.0%25,4811.2%AerospaceVVisa$17,027,856$16,999,746 â–¼-50.0%56,3351.1%Business ServicesISRGIntuitive Surgical$16,306,599$1,602,862 â–¼-8.9%35,3731.1%MedicalHONHoneywell International$15,883,163$1,265,383 â–¼-7.4%70,2791.1%Multi-Sector ConglomeratesCOSTCostco Wholesale$15,030,511$6,707,131 â–¼-30.9%15,0841.0%Retail/WholesaleIDXXIDEXX Laboratories$14,886,152$29,780 â–¼-0.2%26,4931.0%MedicalRBB FD INC$14,515,014$4,594,770 â–¼-24.0%282,0351.0%F/M HIGH YIELDNOWServiceNow$14,028,519$1,414,771 â–¼-9.2%134,1800.9%Computer and TechnologyADSKAutodesk$13,586,429$227,191 â–¼-1.6%56,7520.9%Computer and TechnologyREGNRegeneron Pharmaceuticals$13,431,634$4,194,681 â–¼-23.8%17,3840.9%MedicalULTAUlta Beauty$13,420,057$94,611 â–²0.7%25,6740.9%Retail/WholesaleMARMarriott International$12,399,253$21,256 â–¼-0.2%37,9170.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$12,170,870$18,418,240 â–¼-60.2%41,3750.8%FinanceWMWaste Management$12,057,787$2,771,271 â–¼-18.7%52,4730.8%Business ServicesCATCaterpillar$11,941,802$2,345,711 â–¼-16.4%16,8560.8%IndustrialsINTUIntuit$11,646,156$594,090 â–¼-4.9%26,9350.8%Computer and TechnologyETNEaton$11,416,698$7,972,017 â–¼-41.1%31,9200.8%IndustrialsVOVanguard Mid-Cap ETF$10,413,549$1,927,861 â–¼-15.6%36,2610.7%ETFJEPIJPMorgan Equity Premium Income ETF$10,362,521$19,555 â–¼-0.2%182,8250.7%ETFJJacobs Solutions$9,850,339$216,228 â–²2.2%77,2620.7%Business ServicesORLYO'Reilly Automotive$9,831,477$83,448 â–¼-0.8%106,5050.7%Retail/WholesaleABTAbbott Laboratories$9,699,008$148,051 â–¼-1.5%94,2710.6%MedicalJNJJohnson & Johnson$9,561,759$7,733,592 â–¼-44.7%39,1170.6%MedicalROKRockwell Automation$9,266,640$9,266,640 â–²New Holding25,8210.6%Computer and TechnologyARISTA NETWORKS INC$9,200,888$8,915,670 â–²3,125.9%74,9380.6%COM SHSRBB FD INC$9,123,793$2,189,123 â–¼-19.4%180,9360.6%F M 2YEAR INVESCVXChevron$8,767,181$5,501,471 â–¼-38.6%42,3740.6%EnergyCOGTCogent Biosciences$8,704,206$371,890 â–¼-4.1%226,1420.6%MedicalJCIJohnson Controls International$8,697,830$141,557 â–¼-1.6%66,4210.6%ConstructionXOMExxonMobil$8,267,193$163,383 â–¼-1.9%48,7280.5%EnergyCMGChipotle Mexican Grill$8,203,363$3,159,675 â–²62.6%256,2750.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$7,790,424$1,967,279 â–¼-20.2%11,9790.5%FinanceIJRiShares Core S&P Small-Cap ETF$7,390,851$1,563,074 â–¼-17.5%59,4550.5%ETFXYLXylem$7,205,797$56,891 â–²0.8%60,2900.5%Business ServicesLIVNLivaNova$7,152,025$122,925 â–¼-1.7%112,5240.5%MedicalCSCOCisco Systems$6,309,517$13,539,093 â–¼-68.2%81,3190.4%Computer and TechnologyRTXRTX$6,164,505$11,094,643 â–¼-64.3%31,9570.4%AerospaceBXBlackstone$5,958,897$1,869,967 â–¼-23.9%51,8210.4%FinanceLMTLockheed Martin$5,614,783$140,823 â–¼-2.4%9,2900.4%AerospaceORCLOracle$5,510,446$3,440,167 â–¼-38.4%37,4580.4%Computer and TechnologyTJXTJX Companies$5,459,476$16,130 â–¼-0.3%34,1860.4%Retail/WholesaleABBVAbbVie$5,400,059$8,445,789 â–¼-61.0%24,8290.4%MedicalUNPUnion Pacific$5,099,145$25,960 â–¼-0.5%21,0170.3%TransportationEPDEnterprise Products Partners$5,086,869$11,352 â–¼-0.2%134,4310.3%EnergyECLEcolab$5,069,277$12,237 â–²0.2%19,0560.3%Basic MaterialsSPYRE THERAPEUTICS INC$5,016,762$214,774 â–¼-4.1%99,4600.3%COM NEWGHGuardant Health$5,004,607$405,227 â–¼-7.5%54,1800.3%MedicalUTHRUnited Therapeutics$4,971,544$464,896 â–²10.3%8,3840.3%MedicalTVTXTravere Therapeutics$4,901,853$101,786 â–¼-2.0%164,9900.3%MedicalNUENucor$4,751,710$15,726 â–¼-0.3%28,1000.3%Basic MaterialsHCAHCA Healthcare$4,738,552$109,792 â–¼-2.3%10,0130.3%MedicalMIRMMirum Pharmaceuticals$4,703,158$201,111 â–¼-4.1%50,9110.3%MedicalVIOOVanguard S&P Small-Cap 600 ETF$4,584,2530.0%39,9220.3%ETFKALVKalVista Pharmaceuticals$4,569,329$195,241 â–¼-4.1%226,9910.3%MedicalWALMART INC$4,527,520$7,547,524 â–¼-62.5%36,4300.3%COMNEKTAR THERAPEUTICS$4,396,433$214,483 â–²5.1%61,1040.3%COM NEWRBB FD INC$4,379,405$345,145 â–¼-7.3%87,4370.3%F/M ULTRASHORT TBBIOBridgeBio Pharma$4,054,522$254,489 â–²6.7%54,5990.3%MedicalTMDXTransMedics Group$3,984,949$2,530,283 â–¼-38.8%40,0860.3%MedicalNEENextEra Energy$3,944,799$9,752 â–¼-0.2%42,4720.3%UtilitiesTXNTexas Instruments$3,723,568$1,351,783 â–¼-26.6%19,1800.2%Computer and TechnologySVRASavara$3,554,591$151,728 â–¼-4.1%651,0240.2%MedicalHYTRCP High Yield Trend ETF$3,538,185$3,538,185 â–²New Holding166,1900.2%ETFUFIVUS Treasury 5 Year Note ETF$3,533,590$2,622,768 â–²288.0%72,3810.2%ETFBLACKROCK INC$3,251,912$837,745 â–¼-20.5%3,3810.2%COMRBB FD INC$3,187,375$6,448,918 â–¼-66.9%63,6460.2%FM ULTRASHORT TRMSMorgan Stanley$3,160,073$10,696,062 â–¼-77.2%19,2020.2%FinanceVTWOVanguard Russell 2000 ETF$3,142,446$255,034 â–²8.8%31,3710.2%ETFSYKStryker$3,070,345$108,106 â–²3.6%9,3440.2%MedicalPNCThe PNC Financial Services Group$2,861,446$6,786,024 â–¼-70.3%13,7510.2%FinanceTRVITrevi Therapeutics$2,763,012$117,880 â–¼-4.1%231,6020.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$2,697,067$14,516,353 â–¼-84.3%27,1690.2%FinancePGProcter & Gamble$2,619,907$7,755,716 â–¼-74.7%18,1370.2%Consumer StaplesICUIICU Medical$2,617,337$3,390,553 â–¼-56.4%20,2660.2%MedicalIBMInternational Business Machines$2,513,342$10,328,723 â–¼-80.4%10,3690.2%Computer and TechnologySYYSysco$2,465,669$10,486 â–¼-0.4%34,5670.2%Consumer StaplesMDTMedtronic$2,374,824$5,974,883 â–¼-71.6%27,4070.2%MedicalBACBank of America$2,365,106$1,823,347 â–¼-43.5%48,5150.2%FinanceGOOGAlphabet$2,285,414$1,142,564 â–¼-33.3%7,9670.2%Computer and TechnologyHIGThe Hartford Insurance Group$2,246,306$7,446,036 â–¼-76.8%16,6110.1%FinanceAXSMAxsome Therapeutics$2,242,557$4,709,573 â–¼-67.7%13,2680.1%MedicalTSLATesla$2,231,615$8,465,862 â–¼-79.1%6,0030.1%Auto/Tires/TrucksXBILUS Treasury 6 Month Bill ETF$2,217,180$5,124,555 â–¼-69.8%44,3150.1%ETFShowing largest 100 holdings. 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