Fm-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKRO",
  "MMSI",
  "ALAB",
  "SPSC",
  "INSM",
  "HLNE",
  "MGY",
  "FN",
  "RDNT",
  "ACAD",
  "PLMR",
  "NEO",
  "RRX",
  "KAI",
  "TROW",
  "NLY",
  "AFG",
  "STRL",
  "ENTG",
  "OLLI",
  "INTA",
  "PRGS",
  "ONON",
  null,
  "NPO",
  "NSIT",
  "MU",
  null,
  "KRG",
  "PATK",
  "ACN",
  "MDGL",
  "PBH",
  "MMM",
  "CASH",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "PAA",
  "SBCF",
  "MTRN",
  "NMIH",
  "MTSI",
  "ALL",
  "GOOGL",
  "BOOT",
  "AXP",
  "ANIP",
  "APG",
  "T",
  "BLK",
  "ESAB",
  "ENR",
  "CAT",
  "AVGO",
  "LOW",
  "AIT",
  "HRI",
  "FELE",
  "ITGR",
  "BSX",
  "HRB",
  "CCI",
  "COF",
  "LGND",
  "LMB",
  "DUK",
  "OII",
  "COOP",
  "OSPN",
  "OFIX",
  "DT",
  null,
  "KWR",
  "PLYM",
  "SMPL",
  "SIMO",
  "EOG",
  "LIVN",
  "SN",
  "OSW",
  "NVCR",
  "IPAR",
  "FCX",
  "BFC",
  "SVRA",
  "TVTX",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "SYRE",
  "LAMR",
  "ISRG",
  "GIII",
  "GH",
  "HURN",
  "HUBS",
  "ITW",
  "IDA",
  "AMAT",
  "EMR",
  null,
  "BKNG",
  "META",
  null,
  null,
  "KALV",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "ENSG",
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "ESE",
  "EQT",
  "EVR",
  "EVRG",
  "FSS",
  "GE",
  "ICUI",
  "HIG",
  "NVS",
  "ORLY",
  "EMN",
  "BX",
  "FAST",
  "IJR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "IEMG",
  "IVV",
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "LPLA",
  "MKC",
  "AMGN",
  "PKG",
  "PPG",
  null,
  "REGN",
  null,
  "TMDX",
  "IEFA",
  "NOW",
  "SLB",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TKO",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TSN",
  "UTHR",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "WMS",
  "VXF",
  "ATEC",
  "MNST",
  "BANR",
  "EPC",
  "AB",
  "SLNO",
  "STAG",
  null,
  null,
  "VWO",
  "PGNY",
  null,
  "ETNB",
  null,
  null,
  "TRGP",
  "MOD",
  "ULTA",
  "IWO",
  "GMED",
  "IEF",
  "GSK",
  "ETR",
  "VRTX",
  "HAE",
  "SAIA",
  "SRPT",
  "MTDR",
  "MLI",
  null,
  "ADSK",
  "SSB",
  "VNT",
  "BLD",
  "TOL",
  "AMD",
  "DRI",
  "IP",
  "VVV",
  "WVE",
  "WEC",
  "WM",
  "FSLR",
  "EPAC",
  "EFSC",
  "ENVA",
  "IESC",
  "IBP",
  "IFF",
  "KNF",
  "LANC",
  "IDXX",
  "PJT",
  null,
  "NVO",
  "AMZN",
  "LMAT",
  "ACIW",
  "DKS",
  "REXR",
  "HIMS",
  "EGP",
  null,
  "VEU",
  "VEA",
  null,
  null,
  "VOT",
  "VB",
  "VOO",
  "VBTX",
  "DSP",
  "VCTR",
  "V",
  "WFRD",
  "WMT",
  "WSBC",
  null,
  "WES",
  "WBS",
  "WFC",
  "WHR",
  "WING",
  "WTFC",
  "WDAY",
  "LNT",
  "EVTC",
  "ONTO",
  "POST",
  "SITM",
  null,
  "ET",
  "BHVN",
  "KEX",
  "JCI",
  "MFC",
  "UFPI",
  "PPL",
  "RARE",
  "PSX",
  "CRM",
  null,
  "SYY",
  "PTEN",
  "SPOT",
  "DINO",
  "MANH",
  "GAP",
  "NUE",
  "NRG",
  "FDX",
  "ALLY",
  "KMB",
  "AVNT",
  "ADP",
  "AZO",
  "AXS",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDC",
  "BRBR",
  "BPMC",
  "BBIO",
  "BOX",
  "CWST",
  "CRL",
  "CVX",
  "GTLS",
  "CIEN",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMA",
  "COLL",
  "FIX",
  "CMCSA",
  "CL",
  "COST",
  "CRDO",
  "CVS",
  "CYBR",
  "DE",
  "FANG",
  "DLR",
  "EFA",
  "J",
  "NEE",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 391
Total Value: 2510768421
Accession Number: 0001834499-25-000007
Form Type: 13F-HR
CIK: fm-investments
Manager Name: Fm-Investments

Data Enrichment

90% identified

353 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

391 positions • $2.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 20

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74933W395

Shares:2.9M

Value:$147.5M

% of Portfolio:5.9% ($147.5M/$2.5B)

74933W429

Shares:2.5M

Value:$128.6M

% of Portfolio:5.1% ($128.6M/$2.5B)

Apple Inc.

AAPL|037833100

Shares:399.2K

Value:$88.6M

% of Portfolio:3.5% ($88.6M/$2.5B)

MICROSOFT CORP

MSFT|594918104

Shares:227.9K

Value:$85.5M

% of Portfolio:3.4% ($85.5M/$2.5B)

NVIDIA CORP

NVDA|67066G104

Shares:676.6K

Value:$73.3M

% of Portfolio:2.9% ($73.3M/$2.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:416.8K

Value:$64.4M

% of Portfolio:2.6% ($64.4M/$2.5B)

AMAZON COM INC

AMZN|023135106

Shares:323.5K

Value:$61.5M

% of Portfolio:2.5% ($61.5M/$2.5B)

74933W411

Shares:1.1M

Value:$55.7M

% of Portfolio:2.2% ($55.7M/$2.5B)

Mastercard Inc

MA|57636Q104

Shares:93.0K

Value:$51.0M

% of Portfolio:2.0% ($51.0M/$2.5B)

Meta Platforms, Inc.

META|30303M102

Shares:87.0K

Value:$50.1M

% of Portfolio:2.0% ($50.1M/$2.5B)

Broadcom Inc.

AVGO|11135F101

Shares:296.0K

Value:$49.6M

% of Portfolio:2.0% ($49.6M/$2.5B)

VISA INC.

V|92826C839

Shares:117.6K

Value:$41.2M

% of Portfolio:1.6% ($41.2M/$2.5B)

74933W452

Shares:780.9K

Value:$39.0M

% of Portfolio:1.6% ($39.0M/$2.5B)

COCA COLA CO

KO|191216100

Shares:522.8K

Value:$37.4M

% of Portfolio:1.5% ($37.4M/$2.5B)

HOME DEPOT, INC.

HD|437076102

Shares:87.4K

Value:$32.0M

% of Portfolio:1.3% ($32.0M/$2.5B)

74933W445

Shares:590.6K

Value:$30.6M

% of Portfolio:1.2% ($30.6M/$2.5B)

ELI LILLY & Co

LLY|532457108

Shares:36.8K

Value:$30.4M

% of Portfolio:1.2% ($30.4M/$2.5B)

Palo Alto Networks Inc

PANW|697435105

Shares:170.7K

Value:$29.1M

% of Portfolio:1.2% ($29.1M/$2.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:113.7K

Value:$27.9M

% of Portfolio:1.1% ($27.9M/$2.5B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:24.6K

Value:$23.3M

% of Portfolio:0.9% ($23.3M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74933W395)✕	2.9M	QoQ -0.07% (-2.2K) YoY +1358.18% (+2.7M)	All Managers (Combined)	$147.5M	5.9% ($147.5M/$2.5B)	QoQ +0.97% (-$1.4M) YoY +1377.45% (+$137.6M)
(cusip74933W429)✕	2.5M	QoQ -12.64% (-367.8K) YoY +1884.39% (+2.4M)	All Managers (Combined)	$128.6M	5.1% ($128.6M/$2.5B)	QoQ -12.05% (-$17.6M) YoY +1903.38% (+$122.2M)
Apple Inc.(AAPLcusip037833100)	399.2K	QoQ -9.95% (-44.2K) YoY +477.06% (+330.0K)	All Managers (Combined)	$88.6M	3.5% ($88.6M/$2.5B)	QoQ -20.19% (-$22.4M) YoY +648.65% (+$76.8M)
MICROSOFT CORP(MSFTcusip594918104)	227.9K	QoQ -4.90% (-11.7K) YoY +848.21% (+203.9K)	All Managers (Combined)	$85.5M	3.4% ($85.5M/$2.5B)	QoQ -15.30% (-$15.5M) YoY +744.38% (+$75.4M)
NVIDIA CORP(NVDAcusip67066G104)	676.6K	QoQ -1.51% (-10.4K) YoY +7770.53% (+668.0K)	All Managers (Combined)	$73.3M	2.9% ($73.3M/$2.5B)	QoQ -20.51% (-$18.9M) YoY +840.64% (+$65.5M)
Alphabet Inc.(GOOGLcusip02079K305)	416.8K	QoQ -4.69% (-20.5K) YoY +1087.69% (+381.7K)	All Managers (Combined)	$64.4M	2.6% ($64.4M/$2.5B)	QoQ -22.14% (-$18.3M) YoY +1117.10% (+$59.2M)
AMAZON COM INC(AMZNcusip023135106)	323.5K	QoQ -4.22% (-14.3K) YoY +574.41% (+275.5K)	All Managers (Combined)	$61.5M	2.5% ($61.5M/$2.5B)	QoQ -16.94% (-$12.6M) YoY +577.95% (+$52.5M)
(cusip74933W411)✕	1.1M	QoQ +3.68% (+39.3K) YoY +376.44% (+875.2K)	All Managers (Combined)	$55.7M	2.2% ($55.7M/$2.5B)	QoQ +5.23% (+$2.8M) YoY +378.15% (+$44.0M)
Mastercard Inc(MAcusip57636Q104)	93.0K	QoQ +1.91% (+1.7K) YoY +11857.58% (+92.3K)	All Managers (Combined)	$51.0M	2.0% ($51.0M/$2.5B)	QoQ +6.08% (+$2.9M) YoY +13510.05% (+$50.6M)
Meta Platforms, Inc.(METAcusip30303M102)	87.0K	QoQ -2.46% (-2.2K) YoY +777.88% (+77.1K)	All Managers (Combined)	$50.1M	2.0% ($50.1M/$2.5B)	QoQ -3.98% (-$2.1M) YoY +941.32% (+$45.3M)
Broadcom Inc.(AVGOcusip11135F101)	296.0K	QoQ -6.06% (-19.1K) YoY +42066.66% (+295.3K)	All Managers (Combined)	$49.6M	2.0% ($49.6M/$2.5B)	QoQ -32.15% (-$23.5M) YoY +5211.84% (+$48.6M)
VISA INC.(Vcusip92826C839)	117.6K	QoQ +0.57% (+675) YoY +11636.82% (+116.6K)	All Managers (Combined)	$41.2M	1.6% ($41.2M/$2.5B)	QoQ +11.42% (+$4.2M) YoY +15769.89% (+$40.9M)
(cusip74933W452)✕	780.9K	QoQ -14.38% (-131.3K) YoY +1013.42% (+710.7K)	All Managers (Combined)	$39.0M	1.6% ($39.0M/$2.5B)	QoQ -14.14% (-$6.4M) YoY +1012.86% (+$35.5M)
COCA COLA CO(KOcusip191216100)	522.8K	QoQ +0.31% (+1.6K) YoY NEW(+522.8K)	All Managers (Combined)	$37.4M	1.5% ($37.4M/$2.5B)	QoQ +15.39% (+$5.0M) YoY NEW(+$37.4M)
HOME DEPOT, INC.(HDcusip437076102)	87.4K	QoQ -0.44% (-391) YoY +10752.67% (+86.6K)	All Managers (Combined)	$32.0M	1.3% ($32.0M/$2.5B)	QoQ -6.20% (-$2.1M) YoY +10271.20% (+$31.7M)
(cusip74933W445)✕	590.6K	QoQ +2.14% (+12.4K) YoY NEW(+590.6K)	All Managers (Combined)	$30.6M	1.2% ($30.6M/$2.5B)	QoQ +2.42% (+$724.5K) YoY NEW(+$30.6M)
ELI LILLY & Co(LLYcusip532457108)	36.8K	QoQ -1.85% (-694) YoY NEW(+36.8K)	All Managers (Combined)	$30.4M	1.2% ($30.4M/$2.5B)	QoQ +5.00% (-$1.4M) YoY NEW(+$30.4M)
Palo Alto Networks Inc(PANWcusip697435105)	170.7K	QoQ -1.48% (-2.6K) YoY +2952.06% (+165.1K)	All Managers (Combined)	$29.1M	1.2% ($29.1M/$2.5B)	QoQ -7.61% (-$2.4M) YoY +1732.97% (+$27.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	113.7K	QoQ -8.95% (-11.2K) YoY +1921.91% (+108.0K)	All Managers (Combined)	$27.9M	1.1% ($27.9M/$2.5B)	QoQ -6.82% (-$2.0M) YoY +2376.16% (+$26.8M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	24.6K	QoQ -7.79% (-2.1K) YoY +5736.72% (+24.2K)	All Managers (Combined)	$23.3M	0.9% ($23.3M/$2.5B)	QoQ -4.82% (-$1.2M) YoY +7433.11% (+$23.0M)