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 2 of 20

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ServiceNow, Inc.

NOW|81762P102

Shares:29.0K

Value:$23.1M

% of Portfolio:0.9% ($23.1M/$2.5B)

921943858

VEA|921943858

Shares:372.6K

Value:$18.9M

% of Portfolio:0.8% ($18.9M/$2.5B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:101.9K

Value:$16.9M

% of Portfolio:0.7% ($16.9M/$2.5B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:66.5K

Value:$16.5M

% of Portfolio:0.7% ($16.5M/$2.5B)

922042858

VWO|922042858

Shares:353.3K

Value:$16.0M

% of Portfolio:0.6% ($16.0M/$2.5B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:259.0K

Value:$16.0M

% of Portfolio:0.6% ($16.0M/$2.5B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:75.3K

Value:$16.0M

% of Portfolio:0.6% ($16.0M/$2.5B)

EXXON MOBIL CORP

XOM|30231G102

Shares:131.4K

Value:$15.6M

% of Portfolio:0.6% ($15.6M/$2.5B)

INTUIT INC.

INTU|461202103

Shares:25.4K

Value:$15.6M

% of Portfolio:0.6% ($15.6M/$2.5B)

Autodesk, Inc.

ADSK|052769106

Shares:59.4K

Value:$15.6M

% of Portfolio:0.6% ($15.6M/$2.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:29.2K

Value:$15.3M

% of Portfolio:0.6% ($15.3M/$2.5B)

464287465

EFA|464287465

Shares:180.6K

Value:$14.8M

% of Portfolio:0.6% ($14.8M/$2.5B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:28.6K

Value:$14.7M

% of Portfolio:0.6% ($14.7M/$2.5B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:60.3K

Value:$14.4M

% of Portfolio:0.6% ($14.4M/$2.5B)

ADOBE INC.

ADBE|00724F101

Shares:37.3K

Value:$14.3M

% of Portfolio:0.6% ($14.3M/$2.5B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:29.3K

Value:$14.2M

% of Portfolio:0.6% ($14.2M/$2.5B)

Walmart Inc.

WMT|931142103

Shares:154.9K

Value:$13.6M

% of Portfolio:0.5% ($13.6M/$2.5B)

RTX Corp

RTX|75513E101

Shares:102.3K

Value:$13.6M

% of Portfolio:0.5% ($13.6M/$2.5B)

ABBOTT LABORATORIES

ABT|002824100

Shares:100.4K

Value:$13.3M

% of Portfolio:0.5% ($13.3M/$2.5B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:55.9K

Value:$12.9M

% of Portfolio:0.5% ($12.9M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ServiceNow, Inc.(NOWcusip81762P102)	29.0K	QoQ 0.00% (-0) YoY +939.78% (+26.2K)	All Managers (Combined)	$23.1M	0.9% ($23.1M/$2.5B)	QoQ -24.90% (-$7.6M) YoY +985.80% (+$20.9M)
(VEAcusip921943858)	372.6K	QoQ -2.26% (-8.6K) YoY NEW(+372.6K)	All Managers (Combined)	$18.9M	0.8% ($18.9M/$2.5B)	QoQ +3.89% (-$709.4K) YoY NEW(+$18.9M)
JOHNSON & JOHNSON(JNJcusip478160104)	101.9K	QoQ -3.32% (-3.5K) YoY +3175.35% (+98.8K)	All Managers (Combined)	$16.9M	0.7% ($16.9M/$2.5B)	QoQ +10.85% (-$1.7M) YoY +3333.61% (+$16.4M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	66.5K	QoQ -0.41% (-278) YoY NEW(+66.5K)	All Managers (Combined)	$16.5M	0.7% ($16.5M/$2.5B)	QoQ +12.63% (-$1.9M) YoY NEW(+$16.5M)
(VWOcusip922042858)	353.3K	QoQ -1.08% (-3.9K) YoY NEW(+353.3K)	All Managers (Combined)	$16.0M	0.6% ($16.0M/$2.5B)	QoQ +1.65% (-$260.0K) YoY NEW(+$16.0M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	259.0K	QoQ +6.47% (+15.7K) YoY +2510.67% (+249.1K)	All Managers (Combined)	$16.0M	0.6% ($16.0M/$2.5B)	QoQ +10.98% (+$1.6M) YoY +3129.66% (+$15.5M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	75.3K	QoQ +13.06% (+8.7K) YoY NEW(+75.3K)	All Managers (Combined)	$16.0M	0.6% ($16.0M/$2.5B)	QoQ +5.98% (+$901.2K) YoY NEW(+$16.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	131.4K	QoQ -3.77% (-5.2K) YoY NEW(+131.4K)	All Managers (Combined)	$15.6M	0.6% ($15.6M/$2.5B)	QoQ +6.38% (-$937.4K) YoY NEW(+$15.6M)
INTUIT INC.(INTUcusip461202103)	25.4K	QoQ -0.27% (-69) YoY NEW(+25.4K)	All Managers (Combined)	$15.6M	0.6% ($15.6M/$2.5B)	QoQ -2.57% (-$411.8K) YoY NEW(+$15.6M)
Autodesk, Inc.(ADSKcusip052769106)	59.4K	QoQ -0.52% (-311) YoY NEW(+59.4K)	All Managers (Combined)	$15.6M	0.6% ($15.6M/$2.5B)	QoQ -11.88% (-$2.1M) YoY NEW(+$15.6M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	29.2K	QoQ -55.57% (-36.6K) YoY NEW(+29.2K)	All Managers (Combined)	$15.3M	0.6% ($15.3M/$2.5B)	QoQ -54.00% (-$18.0M) YoY NEW(+$15.3M)
(EFAcusip464287465)	180.6K	QoQ -0.65% (-1.2K) YoY NEW(+180.6K)	All Managers (Combined)	$14.8M	0.6% ($14.8M/$2.5B)	QoQ +7.38% (-$1.0M) YoY NEW(+$14.8M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	28.6K	QoQ -1.59% (-464) YoY NEW(+28.6K)	All Managers (Combined)	$14.7M	0.6% ($14.7M/$2.5B)	QoQ +7.36% (-$1.0M) YoY NEW(+$14.7M)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	60.3K	QoQ -3.81% (-2.4K) YoY NEW(+60.3K)	All Managers (Combined)	$14.4M	0.6% ($14.4M/$2.5B)	QoQ -17.86% (-$3.1M) YoY NEW(+$14.4M)
ADOBE INC.(ADBEcusip00724F101)	37.3K	QoQ -3.48% (-1.3K) YoY +579.83% (+31.8K)	All Managers (Combined)	$14.3M	0.6% ($14.3M/$2.5B)	QoQ -16.57% (-$2.8M) YoY +418.23% (+$11.6M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	29.3K	QoQ -5.24% (-1.6K) YoY +614.28% (+25.2K)	All Managers (Combined)	$14.2M	0.6% ($14.2M/$2.5B)	QoQ +14.07% (-$1.8M) YoY +728.45% (+$12.5M)
Walmart Inc.(WMTcusip931142103)	154.9K	QoQ -5.25% (-8.6K) YoY +3371.33% (+150.4K)	All Managers (Combined)	$13.6M	0.5% ($13.6M/$2.5B)	QoQ -7.94% (-$1.2M) YoY +4964.78% (+$13.3M)
RTX Corp(RTXcusip75513E101)	102.3K	QoQ +1.80% (+1.8K) YoY NEW(+102.3K)	All Managers (Combined)	$13.6M	0.5% ($13.6M/$2.5B)	QoQ +16.51% (+$1.9M) YoY NEW(+$13.6M)
ABBOTT LABORATORIES(ABTcusip002824100)	100.4K	QoQ -0.85% (-862) YoY NEW(+100.4K)	All Managers (Combined)	$13.3M	0.5% ($13.3M/$2.5B)	QoQ +16.27% (-$1.9M) YoY NEW(+$13.3M)
WASTE MANAGEMENT INC(WMcusip94106L109)	55.9K	QoQ -0.41% (-231) YoY NEW(+55.9K)	All Managers (Combined)	$12.9M	0.5% ($12.9M/$2.5B)	QoQ +14.25% (-$1.6M) YoY NEW(+$12.9M)