F/m Investments LLC
SEC Form 13F institutional filer · CIK 0001834499
13F-HR · 178 reported holdings · 2026-03-31
F/m Investments LLC is an asset manager.
Reported long-US-equity value
$1.03B
Top-10 concentration
43.1%
F/m Investments LLC — $1.03B AUM allocation strategy
F/m Investments LLC files SEC Form 13F and reports $1.03B of long US equity value across 178 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.1%, followed by Communication Services 9.2% and Financials 8.8%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
F/m Investments LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.03B
total across 178 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CMG +98.7K sh · +$2.37M+$ANET +72.6K sh · +$8.9M+$CL +10K sh · +$882K
Biggest trims (shares)
−$NVDA −314K sh · −$62M−$IVV −231K sh · −$22.1M−$PFE −221K sh · −$5.26M
Exited to nil (held last quarter, gone now)
$ES ($4.85M last qtr)$FSLR ($4.82M last qtr)$APP ($3.06M last qtr)$PGR ($2.26M last qtr)$CASY ($2.17M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.3%—
- Interactive Media & Services9.2%—
- Systems Software7.9%—
- Technology Hardware, Storage & Peripherals5.5%—
- Diversified Banks4.7%—
- Transaction & Payment Processing Services4.1%—
- Broadline Retail4.1%—
- Health Care Equipment3.0%—
- Other holdings51.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 221K | $63.6M | -144K | 6.2% |
| $AVGO | Broadcom Inc | 187K | $57.8M | -81.7K | 5.6% |
| $AAPL | Apple Inc | 225K | $57.1M | -208K | 5.5% |
| $NVDA | NVIDIA Corporation | 283K | $49.3M | -314K | 4.8% |
| $USB | U.S. Bancorp | 973K | $48.4M | -37.5K | 4.7% |
| $MSFT | Microsoft Corporation | 128K | $47.5M | -91.1K | 4.6% |
| $AMZN | Amazon.com Inc | 205K | $42.8M | -131K | 4.1% |
| $META | Meta Platforms Inc | 55.2K | $31.6M | -60.8K | 3.1% |
| $MA | Mastercard Incorporated | 51.6K | $25.8M | -31K | 2.5% |
| $LLY | Eli Lilly and Company | 24.3K | $22.3M | -13.2K | 2.2% |
…and 168 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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