1y return+14.1%S&P 500 +20.9%
3y return+52.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $206 against $209 in the S&P 500.2
F/m Investments LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AGGIshares Tr | $147.2M | 7.5% | +5373.9% |
| DFCFDimensional Etf Trust | $144.1M | 7.3% | +12.4% |
| TBLLInvesco Exch Traded Fd Tr II | $109.2M | 5.5% | New |
| GOOGLAlphabet Inc | $78.8M | 4.0% | |
| AVGOBroadcom Inc | $70.5M | 3.6% | |
| AAPLApple Inc | $66.0M | 3.4% | +1.4% |
| VEUVanguard Intl Equity Index F | $61.0M | 3.1% | |
| NVDANvidia Corporation | $58.9M | 3.0% | +4.2% |
| MSFTMicrosoft Corp | $50.8M | 2.6% | +6.0% |
| AMZNAmazon Com Inc | $49.7M | 2.5% | +1.6% |
| TBILRbb Fd Inc | $41.2M | 2.1% | −9.4% |
| ZHOGRbb Fd Inc | $33.4M | 1.7% | +2.2% |
| PANWPalo Alto Networks Inc | $32.6M | 1.7% | −25.3% |
| METAMeta Platforms Inc | $31.2M | 1.6% | |
| LLYEli Lilly & Co | $29.5M | 1.5% | +1.3% |
| ZTRERbb Fd Inc | $28.3M | 1.4% | +7.8% |
| MAMastercard Incorporated | $26.4M | 1.3% | |
| HDHome Depot Inc | $21.1M | 1.1% | −1.7% |
| AMDAdvanced Micro Devices Inc | $20.0M | 1.0% | +696.5% |
| VVisa Inc | $19.5M | 1.0% | |
| ZTENRbb Fd Inc | $18.0M | 0.9% | −2.6% |
| ANETArista Networks Inc | $16.9M | 0.9% | +32.8% |
| CATCaterpillar Inc | $16.9M | 0.9% | −6.1% |
| Eaton Corp PLCCUSIP G29183103 | $14.8M | 0.8% | +9.1% |
| ISRGIntuitive Surgical Inc | $14.2M | 0.7% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $58.9M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $70.5M |
| AMDAdvanced Micro Devices Inc | December 31, 2020 | +533.4% | $20.0M |
| PANWPalo Alto Networks Inc | December 31, 2022 | +388.8% | $32.6M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $78.8M |
| TVTXTravere Therapeutics Inc | December 31, 2024 | +226.1% | $10.7M |
| CATCaterpillar Inc | June 30, 2024 | +219.7% | $16.9M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $31.2M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $14.1M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $66.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $15.9M
- ADSKAutodesk Inc was $13.6M
- INTUIntuit was $11.6M
- Kalvista Pharmaceuticals IncCUSIP 483497103 was $4.6M
- HYTRNorthern Lts Fd Tr III was $3.5M
- ITGRInteger Hldgs Corp was $1.6M
- COLLCollegium Pharmaceutical Inc was $1.6M
- XERSXeris Biopharma Holdings Inc was $1.2M
- DDominion Energy Inc was $1.2M
- Soleno Therapeutics IncCUSIP 834203309 was $983K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +4.9% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +15.9% | +8.3% |
| March 31, 2023 | +13.4% | +7.0% |
| December 31, 2022 | +2.9% | +7.1% |
| June 30, 2022 | −21.5% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +10.7% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: F/m Investments LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1834499&type=13F-HR&dateb=&owner=include&count=40CIK 1834499
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1834499/000183449926000006/Filed August 5, 2026 · accession 0001834499-26-000006