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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Fm-Investments
Data Enrichment
90% identified353 identified38 unidentified
Holdings
391 positions • $2.5B total value
Manager:
Search and click to pin securities to the top
Page 12 of 20
Shares:58.3K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$2.5B)
Shares:8.1K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$2.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 59.2K | QoQ +0.15% (+89)YoY NEW(+59.2K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.5B) | YoY NEW(+$2.1M) | |
| 58.3K | YoY NEW(+58.3K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.5B) | YoY NEW(+$2.1M) | |
Phillips 66(PSXcusip718546104) | 17.1K | QoQ -3.91% (-696)YoY NEW(+17.1K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.5B) | YoY NEW(+$2.1M) |
TARGET CORP(TGTcusip87612E106) | 20.1K | YoY NEW(+20.1K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.5B) | YoY NEW(+$2.1M) |
| 25.5K | YoY NEW(+25.5K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.5B) | YoY NEW(+$2.1M) | |
Evercore Inc.(EVRcusip29977A105) | 10.2K | YoY NEW(+10.2K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | YoY NEW(+$2.0M) |
| 15.2K | QoQ -3.56% (-564)YoY NEW(+15.2K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | YoY NEW(+$2.0M) | |
INSMED Inc(INSMcusip457669307) | 26.2K | YoY NEW(+26.2K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | YoY NEW(+$2.0M) |
CVS HEALTH Corp(CVScusip126650100) | 29.3K | QoQ +2.79% (+798)YoY NEW(+29.3K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | YoY NEW(+$2.0M) |
| 8.1K | QoQ NEW(+8.1K) YoY NEW(+8.1K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) | |
| 6.0K | YoY NEW(+6.0K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | YoY NEW(+$2.0M) | |
| 19.6K | YoY NEW(+19.6K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | YoY NEW(+$2.0M) | |
OneSpan Inc.(OSPNcusip68287N100) | 129.2K | QoQ NEW(+129.2K) YoY NEW(+129.2K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.5B) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
| 240.4K | YoY NEW(+240.4K) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$2.5B) | YoY NEW(+$1.9M) | |
| 22.4K | YoY NEW(+22.4K) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$2.5B) | YoY NEW(+$1.9M) | |
| 28.7K | QoQ NEW(+28.7K) YoY NEW(+28.7K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
ONEOK INC /NEW/(OKEcusip682680103) | 18.2K | QoQ 0.00% (-0)YoY NEW(+18.2K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | YoY NEW(+$1.8M) |
FEDEX CORP(FDXcusip31428X106) | 7.4K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | ||
FIRSTENERGY CORP(FEcusip337932107) | 44.2K | YoY NEW(+44.2K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | YoY NEW(+$1.8M) |
| 19.4K | QoQ -2.63% (-526)YoY NEW(+19.4K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.5B) | YoY NEW(+$1.8M) |