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 16 of 20

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Parker-Hannifin Corp

PH|701094104

Shares:1.4K

Value:$875.9K

% of Portfolio:0.0% ($875.9K/$2.5B)

46436E767

Shares:18.2K

Value:$847.7K

% of Portfolio:0.0% ($847.7K/$2.5B)

Spyre Therapeutics, Inc.

SYRE|00773J202

Shares:51.8K

Value:$836.5K

% of Portfolio:0.0% ($836.5K/$2.5B)

922908652

VXF|922908652

Shares:4.7K

Value:$817.9K

% of Portfolio:0.0% ($817.9K/$2.5B)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:2.5K

Value:$785.2K

% of Portfolio:0.0% ($785.2K/$2.5B)

KROGER CO

KR|501044101

Shares:12.0K

Value:$785.0K

% of Portfolio:0.0% ($785.0K/$2.5B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:7.1K

Value:$777.3K

% of Portfolio:0.0% ($777.3K/$2.5B)

922908751

VB|922908751

Shares:3.5K

Value:$773.5K

% of Portfolio:0.0% ($773.5K/$2.5B)

33939L506

Shares:31.5K

Value:$769.0K

% of Portfolio:0.0% ($769.0K/$2.5B)

464287507

IJH|464287507

Shares:11.9K

Value:$696.4K

% of Portfolio:0.0% ($696.4K/$2.5B)

PLAINS ALL AMERICAN PIPELINE LP

PAA|726503105

Shares:34.7K

Value:$693.5K

% of Portfolio:0.0% ($693.5K/$2.5B)

92206C409

Shares:8.7K

Value:$684.5K

% of Portfolio:0.0% ($684.5K/$2.5B)

78464A847

Shares:13.1K

Value:$673.0K

% of Portfolio:0.0% ($673.0K/$2.5B)

464287457

Shares:7.6K

Value:$629.6K

% of Portfolio:0.0% ($629.6K/$2.5B)

Savara Inc

SVRA|805111101

Shares:223.0K

Value:$617.8K

% of Portfolio:0.0% ($617.8K/$2.5B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:14.7K

Value:$608.7K

% of Portfolio:0.0% ($608.7K/$2.5B)

NovoCure Ltd

NVCR|G6674U108

Shares:34.1K

Value:$607.6K

% of Portfolio:0.0% ($607.6K/$2.5B)

Orthofix Medical Inc.

OFIX|68752M108

Shares:37.1K

Value:$605.5K

% of Portfolio:0.0% ($605.5K/$2.5B)

46428R107

Shares:26.2K

Value:$595.8K

% of Portfolio:0.0% ($595.8K/$2.5B)

KalVista Pharmaceuticals, Inc.

KALV|483497103

Shares:50.1K

Value:$578.1K

% of Portfolio:0.0% ($578.1K/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Parker-Hannifin Corp(PHcusip701094104)	1.4K	QoQ -3.54% (-53) YoY NEW(+1.4K)	All Managers (Combined)	$875.9K	0.0% ($875.9K/$2.5B)	QoQ -7.82% (-$74.3K) YoY NEW(+$875.9K)
(cusip46436E767)✕	18.2K	QoQ 0.00% (-0) YoY -3.95% (-749)	All Managers (Combined)	$847.7K	0.0% ($847.7K/$2.5B)	QoQ -6.15% (-$55.6K) YoY -0.74% (-$6.4K)
Spyre Therapeutics, Inc.(SYREcusip00773J202)	51.8K	QoQ +6.22% (-3.0K) YoY NEW(+51.8K)	All Managers (Combined)	$836.5K	0.0% ($836.5K/$2.5B)	QoQ -26.37% (-$299.7K) YoY NEW(+$836.5K)
(VXFcusip922908652)	4.7K	QoQ -1.45% (-70) YoY NEW(+4.7K)	All Managers (Combined)	$817.9K	0.0% ($817.9K/$2.5B)	QoQ -10.64% (-$97.4K) YoY NEW(+$817.9K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	2.5K	QoQ +5.94% (-143) YoY NEW(+2.5K)	All Managers (Combined)	$785.2K	0.0% ($785.2K/$2.5B)	QoQ -7.43% (-$63.1K) YoY NEW(+$785.2K)
KROGER CO(KRcusip501044101)	12.0K	QoQ +7.14% (+800) YoY 0.00% (+0)	All Managers (Combined)	$785.0K	0.0% ($785.0K/$2.5B)	QoQ +14.61% (+$100.1K) YoY +17.73% (+$118.3K)
EMERSON ELECTRIC CO(EMRcusip291011104)	7.1K	QoQ -3.08% (-226) YoY NEW(+7.1K)	All Managers (Combined)	$777.3K	0.0% ($777.3K/$2.5B)	QoQ -14.26% (-$129.3K) YoY NEW(+$777.3K)
(VBcusip922908751)	3.5K	QoQ +5.68% (-188) YoY NEW(+3.5K)	All Managers (Combined)	$773.5K	0.0% ($773.5K/$2.5B)	QoQ -2.59% (-$20.6K) YoY NEW(+$773.5K)
(cusip33939L506)✕	31.5K	QoQ 0.00% (+0) YoY NEW(+31.5K)	All Managers (Combined)	$769.0K	0.0% ($769.0K/$2.5B)	QoQ +3.39% (+$25.2K) YoY NEW(+$769.0K)
(IJHcusip464287507)	11.9K	QoQ -1.70% (-207) YoY NEW(+11.9K)	All Managers (Combined)	$696.4K	0.0% ($696.4K/$2.5B)	QoQ -7.95% (-$60.2K) YoY NEW(+$696.4K)
PLAINS ALL AMERICAN PIPELINE LP(PAAcusip726503105)	34.7K	QoQ 0.00% (+0) YoY NEW(+34.7K)	All Managers (Combined)	$693.5K	0.0% ($693.5K/$2.5B)	QoQ +17.06% (+$101.1K) YoY NEW(+$693.5K)
(cusip92206C409)✕	8.7K	QoQ -1.08% (-95) YoY NEW(+8.7K)	All Managers (Combined)	$684.5K	0.0% ($684.5K/$2.5B)	QoQ +0.09% (-$653) YoY NEW(+$684.5K)
(cusip78464A847)✕	13.1K	QoQ -0.91% (-121) YoY NEW(+13.1K)	All Managers (Combined)	$673.0K	0.0% ($673.0K/$2.5B)	QoQ -7.23% (-$52.5K) YoY NEW(+$673.0K)
(cusip464287457)✕	7.6K	QoQ -1.55% (-120) YoY NEW(+7.6K)	All Managers (Combined)	$629.6K	0.0% ($629.6K/$2.5B)	QoQ -0.64% (-$4.1K) YoY NEW(+$629.6K)
Savara Inc(SVRAcusip805111101)	223.0K	QoQ +174.16% (+141.7K) YoY NEW(+223.0K)	All Managers (Combined)	$617.8K	0.0% ($617.8K/$2.5B)	QoQ +147.37% (+$368.0K) YoY NEW(+$617.8K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	14.7K	QoQ -93.56% (-214.3K) YoY NEW(+14.7K)	All Managers (Combined)	$608.7K	0.0% ($608.7K/$2.5B)	QoQ -93.87% (-$9.3M) YoY NEW(+$608.7K)
NovoCure Ltd(NVCRcusipG6674U108)	34.1K	QoQ +6.22% (-2.0K) YoY NEW(+34.1K)	All Managers (Combined)	$607.6K	0.0% ($607.6K/$2.5B)	QoQ -36.47% (-$348.9K) YoY NEW(+$607.6K)
Orthofix Medical Inc.(OFIXcusip68752M108)	37.1K	QoQ +40.61% (+10.7K) YoY NEW(+37.1K)	All Managers (Combined)	$605.5K	0.0% ($605.5K/$2.5B)	QoQ +31.35% (+$144.5K) YoY NEW(+$605.5K)
(cusip46428R107)✕	26.2K	QoQ 0.00% (+0) YoY NEW(+26.2K)	All Managers (Combined)	$595.8K	0.0% ($595.8K/$2.5B)	QoQ +4.59% (+$26.2K) YoY NEW(+$595.8K)
KalVista Pharmaceuticals, Inc.(KALVcusip483497103)	50.1K	QoQ NEW(+50.1K) YoY NEW(+50.1K)	All Managers (Combined)	$578.1K	0.0% ($578.1K/$2.5B)	QoQ NEW(+$578.1K) YoY NEW(+$578.1K)