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 4 of 20

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NOVO NORDISK A S

NVO|670100205

Shares:129.0K

Value:$9.0M

% of Portfolio:0.4% ($9.0M/$2.5B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:125.0K

Value:$8.9M

% of Portfolio:0.4% ($8.9M/$2.5B)

METLIFE INC

MET|59156R108

Shares:109.2K

Value:$8.8M

% of Portfolio:0.3% ($8.8M/$2.5B)

PPL Corp

PPL|69351T106

Shares:241.3K

Value:$8.7M

% of Portfolio:0.3% ($8.7M/$2.5B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:17.2K

Value:$8.5M

% of Portfolio:0.3% ($8.5M/$2.5B)

TYSON FOODS, INC.

TSN|902494103

Shares:133.1K

Value:$8.5M

% of Portfolio:0.3% ($8.5M/$2.5B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:15.1K

Value:$8.4M

% of Portfolio:0.3% ($8.4M/$2.5B)

Tesla, Inc.

TSLA|88160R101

Shares:30.4K

Value:$7.9M

% of Portfolio:0.3% ($7.9M/$2.5B)

464287804

IJR|464287804

Shares:73.3K

Value:$7.7M

% of Portfolio:0.3% ($7.7M/$2.5B)

MERIT MEDICAL SYSTEMS INC

MMSI|589889104

Shares:72.0K

Value:$7.6M

% of Portfolio:0.3% ($7.6M/$2.5B)

922042775

VEU|922042775

Shares:123.7K

Value:$7.5M

% of Portfolio:0.3% ($7.5M/$2.5B)

Blackstone Inc.

BX|09260D107

Shares:52.4K

Value:$7.3M

% of Portfolio:0.3% ($7.3M/$2.5B)

Palomar Holdings, Inc.

PLMR|69753M105

Shares:51.5K

Value:$7.1M

% of Portfolio:0.3% ($7.1M/$2.5B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:26.7K

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.5B)

Ollie's Bargain Outlet Holdings, Inc.

OLLI|681116109

Shares:57.7K

Value:$6.7M

% of Portfolio:0.3% ($6.7M/$2.5B)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

Shares:29.8K

Value:$6.7M

% of Portfolio:0.3% ($6.7M/$2.5B)

MUELLER INDUSTRIES INC

MLI|624756102

Shares:81.8K

Value:$6.2M

% of Portfolio:0.2% ($6.2M/$2.5B)

Victory Capital Holdings, Inc.

VCTR|92645B103

Shares:106.4K

Value:$6.2M

% of Portfolio:0.2% ($6.2M/$2.5B)

EASTGROUP PROPERTIES INC

EGP|277276101

Shares:34.9K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$2.5B)

ROSS STORES, INC.

ROST|778296103

Shares:47.2K

Value:$6.0M

% of Portfolio:0.2% ($6.0M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVO NORDISK A S(NVOcusip670100205)	129.0K	QoQ -1.06% (-1.4K) YoY NEW(+129.0K)	All Managers (Combined)	$9.0M	0.4% ($9.0M/$2.5B)	QoQ -20.13% (-$2.3M) YoY NEW(+$9.0M)
NEXTERA ENERGY INC(NEEcusip65339F101)	125.0K	QoQ -4.10% (-5.4K) YoY NEW(+125.0K)	All Managers (Combined)	$8.9M	0.4% ($8.9M/$2.5B)	QoQ -5.17% (-$483.7K) YoY NEW(+$8.9M)
METLIFE INC(METcusip59156R108)	109.2K	QoQ -2.82% (-3.2K) YoY NEW(+109.2K)	All Managers (Combined)	$8.8M	0.3% ($8.8M/$2.5B)	QoQ -4.70% (-$432.4K) YoY NEW(+$8.8M)
PPL Corp(PPLcusip69351T106)	241.3K	QoQ -2.56% (-6.3K) YoY NEW(+241.3K)	All Managers (Combined)	$8.7M	0.3% ($8.7M/$2.5B)	QoQ +8.39% (-$674.9K) YoY NEW(+$8.7M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	17.2K	QoQ -15.79% (-3.2K) YoY NEW(+17.2K)	All Managers (Combined)	$8.5M	0.3% ($8.5M/$2.5B)	QoQ -20.09% (-$2.1M) YoY NEW(+$8.5M)
TYSON FOODS, INC.(TSNcusip902494103)	133.1K	QoQ +10.47% (+12.6K) YoY NEW(+133.1K)	All Managers (Combined)	$8.5M	0.3% ($8.5M/$2.5B)	QoQ +22.72% (+$1.6M) YoY NEW(+$8.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	15.1K	QoQ +1.53% (-227) YoY NEW(+15.1K)	All Managers (Combined)	$8.4M	0.3% ($8.4M/$2.5B)	QoQ -3.09% (-$268.8K) YoY NEW(+$8.4M)
Tesla, Inc.(TSLAcusip88160R101)	30.4K	QoQ -33.75% (-15.5K) YoY NEW(+30.4K)	All Managers (Combined)	$7.9M	0.3% ($7.9M/$2.5B)	QoQ -57.48% (-$10.6M) YoY NEW(+$7.9M)
(IJRcusip464287804)	73.3K	QoQ -0.01% (-12) YoY NEW(+73.3K)	All Managers (Combined)	$7.7M	0.3% ($7.7M/$2.5B)	QoQ -9.25% (-$781.6K) YoY NEW(+$7.7M)
MERIT MEDICAL SYSTEMS INC(MMSIcusip589889104)	72.0K	QoQ +1.48% (+1.1K) YoY NEW(+72.0K)	All Managers (Combined)	$7.6M	0.3% ($7.6M/$2.5B)	QoQ +10.91% (+$749.0K) YoY NEW(+$7.6M)
(VEUcusip922042775)	123.7K	QoQ +1.29% (+1.6K) YoY NEW(+123.7K)	All Managers (Combined)	$7.5M	0.3% ($7.5M/$2.5B)	QoQ +7.03% (+$493.1K) YoY NEW(+$7.5M)
Blackstone Inc.(BXcusip09260D107)	52.4K	QoQ -1.15% (-611) YoY NEW(+52.4K)	All Managers (Combined)	$7.3M	0.3% ($7.3M/$2.5B)	QoQ -19.86% (-$1.8M) YoY NEW(+$7.3M)
Palomar Holdings, Inc.(PLMRcusip69753M105)	51.5K	QoQ -1.44% (-757) YoY NEW(+51.5K)	All Managers (Combined)	$7.1M	0.3% ($7.1M/$2.5B)	QoQ +27.94% (-$1.5M) YoY NEW(+$7.1M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	26.7K	QoQ -5.77% (-1.6K) YoY NEW(+26.7K)	All Managers (Combined)	$6.8M	0.3% ($6.8M/$2.5B)	QoQ -24.21% (-$2.2M) YoY NEW(+$6.8M)
Ollie's Bargain Outlet Holdings, Inc.(OLLIcusip681116109)	57.7K	QoQ -1.51% (-888) YoY NEW(+57.7K)	All Managers (Combined)	$6.7M	0.3% ($6.7M/$2.5B)	QoQ +4.43% (-$285.3K) YoY NEW(+$6.7M)
APPLIED INDUSTRIAL TECHNOLOGIES INC(AITcusip03820C105)	29.8K	QoQ -1.69% (-514) YoY NEW(+29.8K)	All Managers (Combined)	$6.7M	0.3% ($6.7M/$2.5B)	QoQ -7.49% (-$543.6K) YoY NEW(+$6.7M)
MUELLER INDUSTRIES INC(MLIcusip624756102)	81.8K	QoQ +1.68% (-1.4K) YoY NEW(+81.8K)	All Managers (Combined)	$6.2M	0.2% ($6.2M/$2.5B)	QoQ -2.44% (-$155.9K) YoY NEW(+$6.2M)
Victory Capital Holdings, Inc.(VCTRcusip92645B103)	106.4K	QoQ -1.07% (-1.2K) YoY NEW(+106.4K)	All Managers (Combined)	$6.2M	0.2% ($6.2M/$2.5B)	QoQ -12.54% (-$883.1K) YoY NEW(+$6.2M)
EASTGROUP PROPERTIES INC(EGPcusip277276101)	34.9K	QoQ +22.18% (+6.3K) YoY NEW(+34.9K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$2.5B)	QoQ +34.10% (+$1.6M) YoY NEW(+$6.1M)
ROSS STORES, INC.(ROSTcusip778296103)	47.2K	QoQ -4.58% (-2.3K) YoY NEW(+47.2K)	All Managers (Combined)	$6.0M	0.2% ($6.0M/$2.5B)	QoQ -19.39% (-$1.5M) YoY NEW(+$6.0M)