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 9 of 20

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AVIENT CORP

AVNT|05368V106

Shares:92.6K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$2.5B)

Alphabet Inc.

GOOG|02079K107

Shares:21.9K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$2.5B)

NUCOR CORP

NUE|670346105

Shares:28.2K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$2.5B)

HAEMONETICS CORP

HAE|405024100

Shares:51.8K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$2.5B)

PATRICK INDUSTRIES INC

PATK|703343103

Shares:38.6K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$2.5B)

INTERPARFUMS INC

IPAR|458334109

Shares:28.1K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.5B)

Limbach Holdings, Inc.

LMB|53263P105

Shares:42.9K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.5B)

PATTERSON UTI ENERGY INC

PTEN|703481101

Shares:388.2K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.5B)

Toll Brothers, Inc.

TOL|889478103

Shares:30.0K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.5B)

Bank First Corp

BFC|06211J100

Shares:31.0K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.5B)

Installed Building Products, Inc.

IBP|45780R101

Shares:18.2K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.5B)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:39.7K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.5B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:42.7K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.5B)

921932828

Shares:31.5K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.5B)

FIRST SOLAR, INC.

FSLR|336433107

Shares:23.5K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.5B)

46432F842

IEFA|46432F842

Shares:39.1K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.5B)

Blueprint Medicines Corp

BPMC|09627Y109

Shares:33.3K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.5B)

MCDONALDS CORP

MCD|580135101

Shares:9.3K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.5B)

EOG RESOURCES INC

EOG|26875P101

Shares:22.6K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.5B)

FRANKLIN ELECTRIC CO INC

FELE|353514102

Shares:30.9K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AVIENT CORP(AVNTcusip05368V106)	92.6K	QoQ +1.17% (-1.1K) YoY NEW(+92.6K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$2.5B)	QoQ -7.98% (-$298.7K) YoY NEW(+$3.4M)
Alphabet Inc.(GOOGcusip02079K107)	21.9K	QoQ -1.32% (-295) YoY +722.89% (+19.2K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$2.5B)	QoQ -19.05% (-$805.0K) YoY +744.34% (+$3.0M)
NUCOR CORP(NUEcusip670346105)	28.2K	QoQ -1.13% (-324) YoY NEW(+28.2K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$2.5B)	QoQ +1.94% (-$64.7K) YoY NEW(+$3.4M)
HAEMONETICS CORP(HAEcusip405024100)	51.8K	QoQ -1.11% (-585) YoY NEW(+51.8K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$2.5B)	QoQ -19.51% (-$797.7K) YoY NEW(+$3.3M)
PATRICK INDUSTRIES INC(PATKcusip703343103)	38.6K	QoQ -0.34% (-132) YoY NEW(+38.6K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$2.5B)	QoQ +1.43% (-$46.1K) YoY NEW(+$3.3M)
INTERPARFUMS INC(IPARcusip458334109)	28.1K	QoQ -1.46% (-419) YoY NEW(+28.1K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.5B)	QoQ -14.68% (-$551.5K) YoY NEW(+$3.2M)
Limbach Holdings, Inc.(LMBcusip53263P105)	42.9K	QoQ +33.31% (+10.7K) YoY NEW(+42.9K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.5B)	QoQ +16.06% (+$442.2K) YoY NEW(+$3.2M)
PATTERSON UTI ENERGY INC(PTENcusip703481101)	388.2K	QoQ +2.67% (+10.1K) YoY NEW(+388.2K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.5B)	QoQ +2.18% (+$68.2K) YoY NEW(+$3.2M)
Toll Brothers, Inc.(TOLcusip889478103)	30.0K	QoQ +53.22% (+10.4K) YoY NEW(+30.0K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.5B)	QoQ +28.45% (+$701.4K) YoY NEW(+$3.2M)
Bank First Corp(BFCcusip06211J100)	31.0K	QoQ 0.00% (+0) YoY NEW(+31.0K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.5B)	QoQ +1.66% (+$51.1K) YoY NEW(+$3.1M)
Installed Building Products, Inc.(IBPcusip45780R101)	18.2K	QoQ -1.97% (-366) YoY NEW(+18.2K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.5B)	QoQ -4.09% (-$133.2K) YoY NEW(+$3.1M)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	39.7K	QoQ -47.53% (-36.0K) YoY NEW(+39.7K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.5B)	QoQ -51.84% (-$3.3M) YoY NEW(+$3.1M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	42.7K	QoQ -4.11% (-1.8K) YoY NEW(+42.7K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.5B)	QoQ -1.97% (-$61.8K) YoY NEW(+$3.1M)
(cusip921932828)✕	31.5K	QoQ 0.00% (-0) YoY NEW(+31.5K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.5B)	QoQ -8.98% (-$300.2K) YoY NEW(+$3.0M)
FIRST SOLAR, INC.(FSLRcusip336433107)	23.5K	QoQ +157.41% (+14.4K) YoY NEW(+23.5K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.5B)	QoQ +84.65% (+$1.4M) YoY NEW(+$3.0M)
(IEFAcusip46432F842)	39.1K	QoQ +2.37% (+905) YoY NEW(+39.1K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.5B)	QoQ +10.19% (+$273.3K) YoY NEW(+$3.0M)
Blueprint Medicines Corp(BPMCcusip09627Y109)	33.3K	QoQ +6.26% (+2.0K) YoY NEW(+33.3K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.5B)	QoQ +7.84% (+$214.1K) YoY NEW(+$2.9M)
MCDONALDS CORP(MCDcusip580135101)	9.3K	QoQ +17.65% (+1.4K) YoY +83.91% (+4.3K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.5B)	QoQ +26.78% (+$615.5K) YoY +103.75% (+$1.5M)
EOG RESOURCES INC(EOGcusip26875P101)	22.6K	QoQ -4.43% (-1.0K) YoY NEW(+22.6K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.5B)	QoQ -0.02% (-$716) YoY NEW(+$2.9M)
FRANKLIN ELECTRIC CO INC(FELEcusip353514102)	30.9K	QoQ +0.37% (-116) YoY NEW(+30.9K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.5B)	QoQ -3.29% (-$98.9K) YoY NEW(+$2.9M)