F/m Investments LLC

Q2 2026 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
354
Total value ($000)
$1,968,334
Net value change ($000)
+461,927 (30.7%)
New positions
49
Sold out positions
28
Turnover %
12.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AGG 144,508 5358.1%
TBLL 109,207 NEW
AMD 19,114 2174.5%
DFCF 15,894 12.4%
GOOGL 15,185 23.9%
AVGO 12,703 22.0%
PANW 12,079 58.9%
MU 11,012 2725.7%
GNRC 9,925 NEW
NVDA 9,638 19.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -15,883 -100.0%
NOW -13,791 -98.3%
ADSK -13,586 -100.0%
INTU -11,646 -100.0%
ABT -9,335 -96.2%
NOC -4,718 -27.1%
KALV -4,569 -100.0%
TBIL -4,273 -9.4%
HYTR -3,538 -100.0%
REGN -2,967 -22.1%
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