F/m Investments LLC

Q1 2026 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
333
Total value ($000)
$1,506,407
Net value change ($000)
-1,124,622 (-42.7%)
New positions
22
Sold out positions
119
Turnover %
29.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFCF 128,180 NEW
VEU 44,797 478.7%
ROK 9,267 NEW
ANET 8,897 2926.6%
TBIL 5,396 13.5%
HYTR 3,538 NEW
UFIV 2,615 284.5%
CMG 2,373 40.7%
XOM 2,287 38.2%
CYTK 1,950 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -62,008 -55.7%
AAPL -60,495 -51.4%
MSFT -58,600 -55.2%
GOOGL -50,740 -44.4%
AVGO -35,121 -37.8%
AMZN -34,939 -45.0%
META -24,916 -44.1%
V -22,453 -56.9%
VEA -21,523 -98.5%
MA -21,382 -45.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type