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 19 of 20

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Monster Beverage Corp

MNST|61174X109

Shares:4.8K

Value:$282.9K

% of Portfolio:0.0% ($282.9K/$2.5B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:597

Value:$279.9K

% of Portfolio:0.0% ($279.9K/$2.5B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.9K

Value:$275.3K

% of Portfolio:0.0% ($275.3K/$2.5B)

SPDR GOLD TRUST

GLD|78463V107

Shares:953

Value:$274.6K

% of Portfolio:0.0% ($274.6K/$2.5B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.4K

Value:$274.4K

% of Portfolio:0.0% ($274.4K/$2.5B)

74933W528

Shares:5.6K

Value:$267.6K

% of Portfolio:0.0% ($267.6K/$2.5B)

Texas Roadhouse, Inc.

TXRH|882681109

Shares:1.6K

Value:$266.8K

% of Portfolio:0.0% ($266.8K/$2.5B)

33939L407

Shares:6.8K

Value:$265.2K

% of Portfolio:0.0% ($265.2K/$2.5B)

78464A607

Shares:2.6K

Value:$258.9K

% of Portfolio:0.0% ($258.9K/$2.5B)

74933W494

Shares:5.1K

Value:$252.4K

% of Portfolio:0.0% ($252.4K/$2.5B)

ENTEGRIS INC

ENTG|29362U104

Shares:2.9K

Value:$252.1K

% of Portfolio:0.0% ($252.1K/$2.5B)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:8.4K

Value:$248.5K

% of Portfolio:0.0% ($248.5K/$2.5B)

81369Y886

Shares:3.1K

Value:$244.8K

% of Portfolio:0.0% ($244.8K/$2.5B)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

CRL|159864107

Shares:1.6K

Value:$239.8K

% of Portfolio:0.0% ($239.8K/$2.5B)

NOVARTIS AG

NVS|66987V109

Shares:2.1K

Value:$239.7K

% of Portfolio:0.0% ($239.7K/$2.5B)

GENERAL MILLS INC

GIS|370334104

Shares:4.0K

Value:$238.0K

% of Portfolio:0.0% ($238.0K/$2.5B)

74933W486

Shares:4.5K

Value:$220.3K

% of Portfolio:0.0% ($220.3K/$2.5B)

LOWES COMPANIES INC

LOW|548661107

Shares:936

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$2.5B)

PPG INDUSTRIES INC

PPG|693506107

Shares:2.0K

Value:$218.0K

% of Portfolio:0.0% ($218.0K/$2.5B)

MANHATTAN ASSOCIATES INC

MANH|562750109

Shares:1.3K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Monster Beverage Corp(MNSTcusip61174X109)	4.8K	QoQ +16.42% (+682) YoY NEW(+4.8K)	All Managers (Combined)	$282.9K	0.0% ($282.9K/$2.5B)	QoQ +29.62% (+$64.7K) YoY NEW(+$282.9K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	597	QoQ NEW(+597) YoY NEW(+597)	All Managers (Combined)	$279.9K	0.0% ($279.9K/$2.5B)	QoQ NEW(+$279.9K) YoY NEW(+$279.9K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.9K	QoQ -27.15% (-707) YoY -9.58% (-201)	All Managers (Combined)	$275.3K	0.0% ($275.3K/$2.5B)	QoQ -34.99% (-$148.2K) YoY -36.54% (-$158.5K)
SPDR GOLD TRUST(GLDcusip78463V107)	953	QoQ 0.00% (+0) YoY -2.55% (-25)	All Managers (Combined)	$274.6K	0.0% ($274.6K/$2.5B)	QoQ +19.00% (+$43.8K) YoY +36.48% (-$73.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.4K	QoQ -0.08% (-2) YoY NEW(+2.4K)	All Managers (Combined)	$274.4K	0.0% ($274.4K/$2.5B)	QoQ +21.22% (-$48.0K) YoY NEW(+$274.4K)
(cusip74933W528)✕	5.6K	QoQ -5.81% (-343) YoY NEW(+5.6K)	All Managers (Combined)	$267.6K	0.0% ($267.6K/$2.5B)	QoQ -3.19% (-$8.8K) YoY NEW(+$267.6K)
Texas Roadhouse, Inc.(TXRHcusip882681109)	1.6K	QoQ -1.23% (-20) YoY NEW(+1.6K)	All Managers (Combined)	$266.8K	0.0% ($266.8K/$2.5B)	QoQ -8.78% (-$25.7K) YoY NEW(+$266.8K)
(cusip33939L407)✕	6.8K	QoQ 0.00% (+0) YoY NEW(+6.8K)	All Managers (Combined)	$265.2K	0.0% ($265.2K/$2.5B)	QoQ +6.79% (+$16.9K) YoY NEW(+$265.2K)
(cusip78464A607)✕	2.6K	QoQ 0.00% (+0) YoY NEW(+2.6K)	All Managers (Combined)	$258.9K	0.0% ($258.9K/$2.5B)	QoQ +0.28% (+$732) YoY NEW(+$258.9K)
(cusip74933W494)✕	5.1K	QoQ 0.00% (+0) YoY NEW(+5.1K)	All Managers (Combined)	$252.4K	0.0% ($252.4K/$2.5B)	QoQ +1.34% (+$3.4K) YoY NEW(+$252.4K)
ENTEGRIS INC(ENTGcusip29362U104)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$252.1K	0.0% ($252.1K/$2.5B)	QoQ -11.69% (-$33.4K) YoY NEW(+$252.1K)
Hims & Hers Health, Inc.(HIMScusip433000106)	8.4K	QoQ -7.10% (-643) YoY NEW(+8.4K)	All Managers (Combined)	$248.5K	0.0% ($248.5K/$2.5B)	QoQ +13.52% (-$29.6K) YoY NEW(+$248.5K)
(cusip81369Y886)✕	3.1K	QoQ 0.00% (+0) YoY NEW(+3.1K)	All Managers (Combined)	$244.8K	0.0% ($244.8K/$2.5B)	QoQ +4.17% (+$9.8K) YoY NEW(+$244.8K)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.(CRLcusip159864107)	1.6K	QoQ -18.59% (-364) YoY NEW(+1.6K)	All Managers (Combined)	$239.8K	0.0% ($239.8K/$2.5B)	QoQ -33.62% (-$121.5K) YoY NEW(+$239.8K)
NOVARTIS AG(NVScusip66987V109)	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$239.7K	0.0% ($239.7K/$2.5B)	QoQ +14.56% (+$30.5K) YoY +15.24% (+$31.7K)
GENERAL MILLS INC(GIScusip370334104)	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$238.0K	0.0% ($238.0K/$2.5B)	QoQ -6.24% (-$15.8K) YoY NEW(+$238.0K)
(cusip74933W486)✕	4.5K	QoQ NEW(+4.5K) YoY -60.37% (-6.9K)	All Managers (Combined)	$220.3K	0.0% ($220.3K/$2.5B)	QoQ NEW(+$220.3K) YoY -60.07% (-$331.5K)
LOWES COMPANIES INC(LOWcusip548661107)	936	QoQ +15.12% (+123) YoY NEW(+936)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$2.5B)	QoQ +8.79% (+$17.7K) YoY NEW(+$218.3K)
PPG INDUSTRIES INC(PPGcusip693506107)	2.0K	QoQ -1.67% (-34) YoY NEW(+2.0K)	All Managers (Combined)	$218.0K	0.0% ($218.0K/$2.5B)	QoQ -9.99% (-$24.2K) YoY NEW(+$218.0K)
MANHATTAN ASSOCIATES INC(MANHcusip562750109)	1.3K	QoQ -29.28% (-519) YoY NEW(+1.3K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$2.5B)	QoQ -54.72% (-$262.0K) YoY NEW(+$216.8K)