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 3 of 20

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CHEVRON CORP

CVX|166764100

Shares:75.4K

Value:$12.6M

% of Portfolio:0.5% ($12.6M/$2.5B)

AbbVie Inc.

ABBV|00287Y109

Shares:59.4K

Value:$12.4M

% of Portfolio:0.5% ($12.4M/$2.5B)

CATERPILLAR INC

CAT|149123101

Shares:37.5K

Value:$12.4M

% of Portfolio:0.5% ($12.4M/$2.5B)

46641Q332

Shares:201.6K

Value:$11.5M

% of Portfolio:0.5% ($11.5M/$2.5B)

Workday, Inc.

WDAY|98138H101

Shares:49.0K

Value:$11.4M

% of Portfolio:0.5% ($11.4M/$2.5B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:27.2K

Value:$11.4M

% of Portfolio:0.5% ($11.4M/$2.5B)

NETFLIX INC

NFLX|64110L106

Shares:12.2K

Value:$11.4M

% of Portfolio:0.5% ($11.4M/$2.5B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:7.6K

Value:$10.9M

% of Portfolio:0.4% ($10.9M/$2.5B)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:86.7K

Value:$10.7M

% of Portfolio:0.4% ($10.7M/$2.5B)

PROCTER & GAMBLE Co

PG|742718109

Shares:61.7K

Value:$10.5M

% of Portfolio:0.4% ($10.5M/$2.5B)

922908629

VO|922908629

Shares:39.7K

Value:$10.2M

% of Portfolio:0.4% ($10.2M/$2.5B)

MORGAN STANLEY

MS|617446448

Shares:86.3K

Value:$10.1M

% of Portfolio:0.4% ($10.1M/$2.5B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:57.1K

Value:$10.0M

% of Portfolio:0.4% ($10.0M/$2.5B)

STRYKER CORP

SYK|863667101

Shares:26.5K

Value:$9.9M

% of Portfolio:0.4% ($9.9M/$2.5B)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:26.6K

Value:$9.8M

% of Portfolio:0.4% ($9.8M/$2.5B)

Eaton Corp plc

ETN|G29183103

Shares:35.7K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.5B)

922908363

VOO|922908363

Shares:18.9K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.5B)

Medtronic plc

MDT|G5960L103

Shares:106.4K

Value:$9.6M

% of Portfolio:0.4% ($9.6M/$2.5B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:77.8K

Value:$9.4M

% of Portfolio:0.4% ($9.4M/$2.5B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:18.3K

Value:$9.1M

% of Portfolio:0.4% ($9.1M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	75.4K	QoQ -1.78% (-1.4K) YoY NEW(+75.4K)	All Managers (Combined)	$12.6M	0.5% ($12.6M/$2.5B)	QoQ +13.42% (-$1.5M) YoY NEW(+$12.6M)
AbbVie Inc.(ABBVcusip00287Y109)	59.4K	QoQ +0.04% (+27) YoY +3846.71% (+57.9K)	All Managers (Combined)	$12.4M	0.5% ($12.4M/$2.5B)	QoQ +17.96% (+$1.9M) YoY +4440.98% (+$12.2M)
CATERPILLAR INC(CATcusip149123101)	37.5K	QoQ -4.27% (-1.7K) YoY NEW(+37.5K)	All Managers (Combined)	$12.4M	0.5% ($12.4M/$2.5B)	QoQ -12.97% (-$1.8M) YoY NEW(+$12.4M)
(cusip46641Q332)✕	201.6K	QoQ -1.92% (-4.0K) YoY NEW(+201.6K)	All Managers (Combined)	$11.5M	0.5% ($11.5M/$2.5B)	QoQ -2.59% (-$306.7K) YoY NEW(+$11.5M)
Workday, Inc.(WDAYcusip98138H101)	49.0K	QoQ -5.06% (-2.6K) YoY +649.21% (+42.4K)	All Managers (Combined)	$11.4M	0.5% ($11.4M/$2.5B)	QoQ -14.08% (-$1.9M) YoY +541.48% (+$9.7M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	27.2K	QoQ NEW(+27.2K) YoY NEW(+27.2K)	All Managers (Combined)	$11.4M	0.5% ($11.4M/$2.5B)	QoQ NEW(+$11.4M) YoY NEW(+$11.4M)
NETFLIX INC(NFLXcusip64110L106)	12.2K	QoQ -7.20% (-946) YoY +63.85% (+4.7K)	All Managers (Combined)	$11.4M	0.5% ($11.4M/$2.5B)	QoQ -2.91% (-$341.3K) YoY +151.42% (+$6.8M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	7.6K	QoQ -0.71% (-55) YoY NEW(+7.6K)	All Managers (Combined)	$10.9M	0.4% ($10.9M/$2.5B)	QoQ +19.94% (-$1.8M) YoY NEW(+$10.9M)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	86.7K	QoQ -5.57% (-5.1K) YoY NEW(+86.7K)	All Managers (Combined)	$10.7M	0.4% ($10.7M/$2.5B)	QoQ +6.79% (-$682.3K) YoY NEW(+$10.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	61.7K	QoQ -1.10% (-689) YoY +1989.67% (+58.8K)	All Managers (Combined)	$10.5M	0.4% ($10.5M/$2.5B)	QoQ +0.43% (-$46.0K) YoY +2128.06% (+$10.0M)
(VOcusip922908629)	39.7K	QoQ +3.77% (+1.4K) YoY +4557.51% (+38.8K)	All Managers (Combined)	$10.2M	0.4% ($10.2M/$2.5B)	QoQ +1.47% (+$149.1K) YoY +4954.08% (+$10.0M)
MORGAN STANLEY(MScusip617446448)	86.3K	QoQ -6.30% (-5.8K) YoY NEW(+86.3K)	All Managers (Combined)	$10.1M	0.4% ($10.1M/$2.5B)	QoQ -13.04% (-$1.5M) YoY NEW(+$10.1M)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	57.1K	QoQ -13.49% (-8.9K) YoY NEW(+57.1K)	All Managers (Combined)	$10.0M	0.4% ($10.0M/$2.5B)	QoQ -21.15% (-$2.7M) YoY NEW(+$10.0M)
STRYKER CORP(SYKcusip863667101)	26.5K	QoQ -4.58% (-1.3K) YoY NEW(+26.5K)	All Managers (Combined)	$9.9M	0.4% ($9.9M/$2.5B)	QoQ -1.35% (-$135.4K) YoY NEW(+$9.9M)
Ulta Beauty, Inc.(ULTAcusip90384S303)	26.6K	QoQ -1.52% (-412) YoY NEW(+26.6K)	All Managers (Combined)	$9.8M	0.4% ($9.8M/$2.5B)	QoQ -17.00% (-$2.0M) YoY NEW(+$9.8M)
Eaton Corp plc(ETNcusipG29183103)	35.7K	QoQ -5.61% (-2.1K) YoY NEW(+35.7K)	All Managers (Combined)	$9.7M	0.4% ($9.7M/$2.5B)	QoQ -22.65% (-$2.8M) YoY NEW(+$9.7M)
(VOOcusip922908363)	18.9K	QoQ +0.29% (-56) YoY NEW(+18.9K)	All Managers (Combined)	$9.7M	0.4% ($9.7M/$2.5B)	QoQ -4.33% (-$440.1K) YoY NEW(+$9.7M)
Medtronic plc(MDTcusipG5960L103)	106.4K	QoQ -2.99% (-3.3K) YoY NEW(+106.4K)	All Managers (Combined)	$9.6M	0.4% ($9.6M/$2.5B)	QoQ +9.12% (-$799.2K) YoY NEW(+$9.6M)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	77.8K	QoQ -0.47% (-375) YoY NEW(+77.8K)	All Managers (Combined)	$9.4M	0.4% ($9.4M/$2.5B)	QoQ -9.96% (-$1.0M) YoY NEW(+$9.4M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	18.3K	QoQ -8.94% (-1.8K) YoY NEW(+18.3K)	All Managers (Combined)	$9.1M	0.4% ($9.1M/$2.5B)	QoQ -12.90% (-$1.4M) YoY NEW(+$9.1M)