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 20 of 20

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ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:863

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$2.5B)

Wingstop Inc.

WING|974155103

Shares:936

Value:$211.1K

% of Portfolio:0.0% ($211.1K/$2.5B)

Accenture plc

ACN|G1151C101

Shares:674

Value:$210.3K

% of Portfolio:0.0% ($210.3K/$2.5B)

SharkNinja, Inc.

SN|G8068L108

Shares:2.5K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$2.5B)

REALTY INCOME CORP

O|756109104

Shares:3.6K

Value:$209.8K

% of Portfolio:0.0% ($209.8K/$2.5B)

ONTO INNOVATION INC.

ONTO|683344105

Shares:1.7K

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$2.5B)

Post Holdings, Inc.

POST|737446104

Shares:1.7K

Value:$202.6K

% of Portfolio:0.0% ($202.6K/$2.5B)

Weatherford International plc

WFRD|G48833118

Shares:3.8K

Value:$201.7K

% of Portfolio:0.0% ($201.7K/$2.5B)

371927104

Shares:12.1K

Value:$189.4K

% of Portfolio:0.0% ($189.4K/$2.5B)

Viant Technology Inc.

DSP|92557A101

Shares:14.0K

Value:$173.8K

% of Portfolio:0.0% ($173.8K/$2.5B)

393657AM3

Shares:—

Value:$32.0K

% of Portfolio:0.0% ($32.0K/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	863	QoQ -3.68% (-33) YoY NEW(+863)	All Managers (Combined)	$214.0K	0.0% ($214.0K/$2.5B)	QoQ -5.79% (-$13.2K) YoY NEW(+$214.0K)
Wingstop Inc.(WINGcusip974155103)	936	QoQ -60.88% (-1.5K) YoY NEW(+936)	All Managers (Combined)	$211.1K	0.0% ($211.1K/$2.5B)	QoQ -68.95% (-$468.9K) YoY NEW(+$211.1K)
Accenture plc(ACNcusipG1151C101)	674	QoQ +15.01% (+88) YoY NEW(+674)	All Managers (Combined)	$210.3K	0.0% ($210.3K/$2.5B)	QoQ +2.02% (+$4.2K) YoY NEW(+$210.3K)
SharkNinja, Inc.(SNcusipG8068L108)	2.5K	QoQ 0.00% (-0) YoY NEW(+2.5K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$2.5B)	QoQ -14.32% (-$35.1K) YoY NEW(+$210.1K)
REALTY INCOME CORP(Ocusip756109104)	3.6K	QoQ -87.15% (-24.5K) YoY NEW(+3.6K)	All Managers (Combined)	$209.8K	0.0% ($209.8K/$2.5B)	QoQ -86.05% (-$1.3M) YoY NEW(+$209.8K)
ONTO INNOVATION INC.(ONTOcusip683344105)	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$206.5K	0.0% ($206.5K/$2.5B)	QoQ -27.19% (-$77.2K) YoY NEW(+$206.5K)
Post Holdings, Inc.(POSTcusip737446104)	1.7K	QoQ -26.10% (-615) YoY NEW(+1.7K)	All Managers (Combined)	$202.6K	0.0% ($202.6K/$2.5B)	QoQ -24.87% (-$67.1K) YoY NEW(+$202.6K)
Weatherford International plc(WFRDcusipG48833118)	3.8K	QoQ 0.00% (-0) YoY NEW(+3.8K)	All Managers (Combined)	$201.7K	0.0% ($201.7K/$2.5B)	QoQ -25.24% (-$68.1K) YoY NEW(+$201.7K)
(cusip371927104)✕	12.1K	QoQ 0.00% (+0) YoY NEW(+12.1K)	All Managers (Combined)	$189.4K	0.0% ($189.4K/$2.5B)	QoQ +55.19% (+$67.3K) YoY NEW(+$189.4K)
Viant Technology Inc.(DSPcusip92557A101)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$173.8K	0.0% ($173.8K/$2.5B)	QoQ NEW(+$173.8K) YoY NEW(+$173.8K)
(cusip393657AM3)✕	—	QoQ - YoY -	All Managers (Combined)	$32.0K	0.0% ($32.0K/$2.5B)	QoQ -8.83% (-$3.1K) YoY +0.01% (+$6)