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 18 of 20

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PACKAGING CORP OF AMERICA

PKG|695156109

Shares:2.0K

Value:$386.3K

% of Portfolio:0.0% ($386.3K/$2.5B)

PAYCHEX INC

PAYX|704326107

Shares:2.4K

Value:$373.5K

% of Portfolio:0.0% ($373.5K/$2.5B)

74933W510

Shares:7.6K

Value:$373.2K

% of Portfolio:0.0% ($373.2K/$2.5B)

ESAB Corp

ESAB|29605J106

Shares:3.2K

Value:$368.8K

% of Portfolio:0.0% ($368.8K/$2.5B)

CINTAS CORP

CTAS|172908105

Shares:1.8K

Value:$363.9K

% of Portfolio:0.0% ($363.9K/$2.5B)

On Holding AG

ONON|H5919C104

Shares:8.2K

Value:$360.5K

% of Portfolio:0.0% ($360.5K/$2.5B)

AUTOZONE INC

AZO|053332102

Shares:92

Value:$350.8K

% of Portfolio:0.0% ($350.8K/$2.5B)

464287614

IWF|464287614

Shares:958

Value:$345.9K

% of Portfolio:0.0% ($345.9K/$2.5B)

AMERICAN FINANCIAL GROUP INC

AFG|025932104

Shares:2.6K

Value:$344.9K

% of Portfolio:0.0% ($344.9K/$2.5B)

APi Group Corp

APG|00187Y100

Shares:9.6K

Value:$344.4K

% of Portfolio:0.0% ($344.4K/$2.5B)

78464A805

Shares:5.1K

Value:$343.1K

% of Portfolio:0.0% ($343.1K/$2.5B)

464288588

Shares:3.6K

Value:$335.2K

% of Portfolio:0.0% ($335.2K/$2.5B)

Duke Energy CORP

DUK|26441C204

Shares:2.6K

Value:$322.1K

% of Portfolio:0.0% ($322.1K/$2.5B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.7K

Value:$321.1K

% of Portfolio:0.0% ($321.1K/$2.5B)

464287440

IEF|464287440

Shares:3.3K

Value:$317.8K

% of Portfolio:0.0% ($317.8K/$2.5B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.6K

Value:$315.2K

% of Portfolio:0.0% ($315.2K/$2.5B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.7K

Value:$300.0K

% of Portfolio:0.0% ($300.0K/$2.5B)

TopBuild Corp

BLD|89055F103

Shares:979

Value:$298.5K

% of Portfolio:0.0% ($298.5K/$2.5B)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

Shares:2.7K

Value:$298.5K

% of Portfolio:0.0% ($298.5K/$2.5B)

REGAL REXNORD CORP

RRX|758750103

Shares:2.5K

Value:$287.5K

% of Portfolio:0.0% ($287.5K/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PACKAGING CORP OF AMERICA(PKGcusip695156109)	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$386.3K	0.0% ($386.3K/$2.5B)	QoQ -12.04% (-$52.9K) YoY NEW(+$386.3K)
PAYCHEX INC(PAYXcusip704326107)	2.4K	QoQ +10.80% (+236) YoY NEW(+2.4K)	All Managers (Combined)	$373.5K	0.0% ($373.5K/$2.5B)	QoQ +21.91% (+$67.1K) YoY NEW(+$373.5K)
(cusip74933W510)✕	7.6K	QoQ +6.27% (+451) YoY NEW(+7.6K)	All Managers (Combined)	$373.2K	0.0% ($373.2K/$2.5B)	QoQ +8.62% (+$29.6K) YoY NEW(+$373.2K)
ESAB Corp(ESABcusip29605J106)	3.2K	QoQ 0.00% (-0) YoY NEW(+3.2K)	All Managers (Combined)	$368.8K	0.0% ($368.8K/$2.5B)	QoQ -2.86% (-$10.9K) YoY NEW(+$368.8K)
CINTAS CORP(CTAScusip172908105)	1.8K	QoQ +1.72% (+30) YoY NEW(+1.8K)	All Managers (Combined)	$363.9K	0.0% ($363.9K/$2.5B)	QoQ +14.43% (+$45.9K) YoY NEW(+$363.9K)
On Holding AG(ONONcusipH5919C104)	8.2K	QoQ -14.01% (-1.3K) YoY NEW(+8.2K)	All Managers (Combined)	$360.5K	0.0% ($360.5K/$2.5B)	QoQ -31.05% (-$162.3K) YoY NEW(+$360.5K)
AUTOZONE INC(AZOcusip053332102)	92	QoQ +19.48% (+15) YoY NEW(+92)	All Managers (Combined)	$350.8K	0.0% ($350.8K/$2.5B)	QoQ +42.27% (+$104.2K) YoY NEW(+$350.8K)
(IWFcusip464287614)	958	QoQ -3.62% (-36) YoY NEW(+958)	All Managers (Combined)	$345.9K	0.0% ($345.9K/$2.5B)	QoQ -13.33% (-$53.2K) YoY NEW(+$345.9K)
AMERICAN FINANCIAL GROUP INC(AFGcusip025932104)	2.6K	QoQ NEW(+2.6K) YoY -2.05% (-55)	All Managers (Combined)	$344.9K	0.0% ($344.9K/$2.5B)	QoQ NEW(+$344.9K) YoY -5.74% (-$21.0K)
APi Group Corp(APGcusip00187Y100)	9.6K	QoQ -15.90% (-1.8K) YoY NEW(+9.6K)	All Managers (Combined)	$344.4K	0.0% ($344.4K/$2.5B)	QoQ -16.39% (-$67.6K) YoY NEW(+$344.4K)
(cusip78464A805)✕	5.1K	QoQ +9.42% (+435) YoY +26.49% (+1.1K)	All Managers (Combined)	$343.1K	0.0% ($343.1K/$2.5B)	QoQ +4.04% (+$13.3K) YoY +33.93% (+$86.9K)
(cusip464288588)✕	3.6K	QoQ +15.99% (+493) YoY NEW(+3.6K)	All Managers (Combined)	$335.2K	0.0% ($335.2K/$2.5B)	QoQ +18.64% (+$52.7K) YoY NEW(+$335.2K)
Duke Energy CORP(DUKcusip26441C204)	2.6K	QoQ -25.00% (-881) YoY NEW(+2.6K)	All Managers (Combined)	$322.1K	0.0% ($322.1K/$2.5B)	QoQ -15.16% (-$57.6K) YoY NEW(+$322.1K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.7K	QoQ -1.80% (-68) YoY NEW(+3.7K)	All Managers (Combined)	$321.1K	0.0% ($321.1K/$2.5B)	QoQ +1.37% (-$4.4K) YoY NEW(+$321.1K)
(IEFcusip464287440)	3.3K	QoQ -0.71% (-24) YoY NEW(+3.3K)	All Managers (Combined)	$317.8K	0.0% ($317.8K/$2.5B)	QoQ +2.43% (-$7.5K) YoY NEW(+$317.8K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.6K	QoQ 0.00% (+0) YoY NEW(+1.6K)	All Managers (Combined)	$315.2K	0.0% ($315.2K/$2.5B)	QoQ +20.00% (+$52.5K) YoY NEW(+$315.2K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.7K	QoQ -0.41% (-7) YoY NEW(+1.7K)	All Managers (Combined)	$300.0K	0.0% ($300.0K/$2.5B)	QoQ +0.13% (-$391) YoY NEW(+$300.0K)
TopBuild Corp(BLDcusip89055F103)	979	QoQ 0.00% (-0) YoY NEW(+979)	All Managers (Combined)	$298.5K	0.0% ($298.5K/$2.5B)	QoQ -2.05% (-$6.3K) YoY NEW(+$298.5K)
ADVANCED DRAINAGE SYSTEMS, INC.(WMScusip00790R104)	2.7K	QoQ +30.93% (+649) YoY NEW(+2.7K)	All Managers (Combined)	$298.5K	0.0% ($298.5K/$2.5B)	QoQ +23.06% (+$55.9K) YoY NEW(+$298.5K)
REGAL REXNORD CORP(RRXcusip758750103)	2.5K	QoQ -17.13% (-522) YoY NEW(+2.5K)	All Managers (Combined)	$287.5K	0.0% ($287.5K/$2.5B)	QoQ -39.18% (-$185.2K) YoY NEW(+$287.5K)