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 8 of 20

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KADANT INC

KAI|48282T104

Shares:12.3K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.5B)

Intapp, Inc.

INTA|45827U109

Shares:70.5K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.5B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:28.6K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.5B)

ONESPAWORLD HOLDINGS Ltd

OSW|P73684113

Shares:239.3K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.5B)

HUBSPOT INC

HUBS|443573100

Shares:7.0K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.5B)

MODINE MANUFACTURING CO

MOD|607828100

Shares:51.5K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.5B)

ENTERPRISE FINANCIAL SERVICES CORP

EFSC|293712105

Shares:73.3K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.5B)

Enova International, Inc.

ENVA|29357K103

Shares:40.2K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.5B)

LEMAITRE VASCULAR INC

LMAT|525558201

Shares:45.9K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.5B)

ANI PHARMACEUTICALS INC

ANIP|00182C103

Shares:57.1K

Value:$3.8M

% of Portfolio:0.2% ($3.8M/$2.5B)

KITE REALTY GROUP TRUST

KRG|49803T300

Shares:168.1K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$2.5B)

SEACOAST BANKING CORP OF FLORIDA

SBCF|811707801

Shares:145.5K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$2.5B)

PJT Partners Inc.

PJT|69343T107

Shares:26.8K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$2.5B)

SOLENO THERAPEUTICS INC

SLNO|834203309

Shares:50.8K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.5B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:34.9K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.5B)

ICU MEDICAL INC/DE

ICUI|44930G107

Shares:25.8K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.5B)

BridgeBio Pharma, Inc.

BBIO|10806X102

Shares:103.3K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.5B)

Marathon Petroleum Corp

MPC|56585A102

Shares:24.3K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.5B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:92.5K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.5B)

TransMedics Group, Inc.

TMDX|89377M109

Shares:51.9K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
KADANT INC(KAIcusip48282T104)	12.3K	QoQ +0.35% (-43) YoY NEW(+12.3K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.5B)	QoQ -1.99% (-$84.4K) YoY NEW(+$4.1M)
Intapp, Inc.(INTAcusip45827U109)	70.5K	QoQ -1.91% (-1.4K) YoY NEW(+70.5K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.5B)	QoQ -10.65% (-$491.3K) YoY NEW(+$4.1M)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	28.6K	QoQ -26.90% (-10.5K) YoY NEW(+28.6K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.5B)	QoQ -40.93% (-$2.8M) YoY NEW(+$4.1M)
ONESPAWORLD HOLDINGS Ltd(OSWcusipP73684113)	239.3K	QoQ +73.19% (+101.1K) YoY NEW(+239.3K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.5B)	QoQ +46.12% (+$1.3M) YoY NEW(+$4.0M)
HUBSPOT INC(HUBScusip443573100)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.5B)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
MODINE MANUFACTURING CO(MODcusip607828100)	51.5K	QoQ -33.55% (-26.0K) YoY NEW(+51.5K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.5B)	QoQ -56.00% (-$5.0M) YoY NEW(+$3.9M)
ENTERPRISE FINANCIAL SERVICES CORP(EFSCcusip293712105)	73.3K	QoQ +0.37% (-276) YoY NEW(+73.3K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.5B)	QoQ -4.35% (-$179.3K) YoY NEW(+$3.9M)
Enova International, Inc.(ENVAcusip29357K103)	40.2K	QoQ +44.64% (+12.4K) YoY NEW(+40.2K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.5B)	QoQ +45.67% (+$1.2M) YoY NEW(+$3.9M)
LEMAITRE VASCULAR INC(LMATcusip525558201)	45.9K	QoQ +18.83% (+7.3K) YoY NEW(+45.9K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.5B)	QoQ +8.20% (+$292.0K) YoY NEW(+$3.9M)
ANI PHARMACEUTICALS INC(ANIPcusip00182C103)	57.1K	QoQ +1.35% (+761) YoY NEW(+57.1K)	All Managers (Combined)	$3.8M	0.2% ($3.8M/$2.5B)	QoQ +22.49% (+$700.3K) YoY NEW(+$3.8M)
KITE REALTY GROUP TRUST(KRGcusip49803T300)	168.1K	QoQ +0.28% (-474) YoY NEW(+168.1K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$2.5B)	QoQ -11.12% (-$470.6K) YoY NEW(+$3.8M)
SEACOAST BANKING CORP OF FLORIDA(SBCFcusip811707801)	145.5K	QoQ +0.91% (-1.3K) YoY NEW(+145.5K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$2.5B)	QoQ -5.68% (-$225.6K) YoY NEW(+$3.7M)
PJT Partners Inc.(PJTcusip69343T107)	26.8K	QoQ +20.44% (+4.5K) YoY NEW(+26.8K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$2.5B)	QoQ +5.23% (+$183.7K) YoY NEW(+$3.7M)
SOLENO THERAPEUTICS INC(SLNOcusip834203309)	50.8K	QoQ +6.22% (+3.0K) YoY NEW(+50.8K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.5B)	QoQ +68.84% (+$1.5M) YoY NEW(+$3.6M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	34.9K	QoQ -46.43% (-30.2K) YoY +39.02% (-9.8K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.5B)	QoQ -54.43% (-$4.3M) YoY -20.83% (-$943.1K)
ICU MEDICAL INC/DE(ICUIcusip44930G107)	25.8K	QoQ -3.06% (-815) YoY NEW(+25.8K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.5B)	QoQ -13.25% (-$547.4K) YoY NEW(+$3.6M)
BridgeBio Pharma, Inc.(BBIOcusip10806X102)	103.3K	QoQ +6.29% (+6.1K) YoY NEW(+103.3K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.5B)	QoQ +33.91% (+$904.6K) YoY NEW(+$3.6M)
Marathon Petroleum Corp(MPCcusip56585A102)	24.3K	QoQ -10.84% (-3.0K) YoY NEW(+24.3K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.5B)	QoQ -6.89% (-$262.2K) YoY NEW(+$3.5M)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	92.5K	QoQ -4.07% (-3.9K) YoY NEW(+92.5K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.5B)	QoQ -4.63% (-$170.0K) YoY NEW(+$3.5M)
TransMedics Group, Inc.(TMDXcusip89377M109)	51.9K	QoQ +1.92% (+979) YoY NEW(+51.9K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.5B)	QoQ +9.98% (+$316.7K) YoY NEW(+$3.5M)