Fund HoldingsF/m Investments LLC

Total Portfolio Value
$2.77B
Total Bought
$2.77B
Total Sold
$148.09M
Net Transaction
+$2.62B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)0262,122+262,1220117,1994.23%+117,199
APPLE INC(AAPL)0472,765+472,765099,5953.60%+99,595
NVIDIA CORP COM(NVDA)0803,540+803,540099,2943.59%+99,294
ALPHABET INC CAP STK(GOOG)0527,562+527,562096,1223.47%+96,122
AMAZON COM INC(AMZN)0434,917+434,917084,0643.04%+84,064
META PLATFORMS INC CL(META)0112,703+112,703056,8472.05%+56,847
MASTERCARD INC CL A(MA)0111,000+111,000048,9731.77%+48,973
ELI LILLY & CO(LLY)047,511+47,511043,0201.55%+43,020
UNITEDHEALTH GROUP(UNH)077,063+77,063039,2331.42%+39,233
VISA INC CL A(V)0143,548+143,548037,6811.36%+37,681
PALO ALTO NETWORKS IN(PANW)0109,912+109,912037,2601.35%+37,260
BROADCOM INC(AVGO)021,985+21,985035,3571.28%+35,357
HOME DEPOT INC(HD)096,212+96,212033,1171.20%+33,117
ADOBE INC(ADBE)0120,486+120,486032,8911.19%+32,891
SERVICENOW INC(NOW)039,913+39,913031,3901.13%+31,390
COCA COLA CO COM(KO)0483,890+483,890030,8001.11%+30,800
COSTCO WHOLESALE CORP NEW(COST)033,950+33,950028,8581.04%+28,858
NOVO-NORDISK A S ADR(NVO)0179,436+179,436025,6130.92%+25,613
INTUIT COM ISIN #US46(INTU)034,530+34,530022,6940.82%+22,694
MODINE MFG CO(MOD)0225,573+225,573022,6000.82%+22,600
ISHARES MSCI EAFE ETF0282,692+282,692022,1430.80%+22,143
VERTEX PHARMACEUTICALS INC COM(VRTX)047,194+47,194022,1200.80%+22,120
VANGUARD S/T CORP BOND ETF
SHRT TRM CORP BD
0277,427+277,427021,4380.77%+21,438
AUTODESK INC COM ISIN084,693+84,693020,9580.76%+20,958
JPMORGAN CHASE & CO(JPM)0101,350+101,350020,5130.74%+20,513
MARRIOTT INTL INC NEW CL A(MAR)081,752+81,752019,7650.71%+19,765
MACOM TECHNOLOGY SOLU HLDS(MTSI)0168,810+168,810018,8170.68%+18,817
COMFORT SYS USA INC COM(FIX)061,547+61,547018,7170.68%+18,717
STERLING INFRASTRUCTURE INC(STRL)0155,301+155,301018,3790.66%+18,379
INSIGHT ENTERPRISES INC(NSIT)087,001+87,001017,2580.62%+17,258
WASTE MGMT INC (DELA)(WM)077,501+77,501016,5350.60%+16,535
NORTHROP GRUMMAN CORP(NOC)037,648+37,648016,4030.59%+16,403
VANGUARD FTSE DEVELOPED ETF0321,812+321,812015,9040.57%+15,904
EVERCORE INC CLASS A(EVR)076,166+76,166015,8750.57%+15,875
ABBOTT LABORATORIES0152,743+152,743015,8680.57%+15,868
APPLIED IND TECH INC(AIT)080,449+80,449015,6900.57%+15,690
JACOBS SOLUTIONS INC(J)0111,036+111,036015,5130.56%+15,513
NAPCO SECURITY TECHNOLOGIE INC(NSSC)0290,832+290,832015,1090.55%+15,109
HONEYWELL INTL INC(HON)070,572+70,572015,0700.54%+15,070
PEPSICO INC NC(PEP)091,356+91,356015,0680.54%+15,068
BOOT BARN HLDGS INC COM0115,476+115,476014,8880.54%+14,888
ULTA BEAUTY INC(ULTA)037,444+37,444014,4480.52%+14,448
MUELLER INDUS INC(MLI)0253,605+253,605014,4410.52%+14,441
ENSIGN GROUP INC(ENSG)0116,175+116,175014,3700.52%+14,370
ENPRO INC(NPO)098,339+98,339014,3150.52%+14,315
KIRBY CORP(KEX)0118,468+118,468014,1850.51%+14,185
EXXON MOBIL CORP COM0122,070+122,070014,0530.51%+14,053
VANGUARD FTSE EMERGING MARKET ETF0318,184+318,184013,9240.50%+13,924
SPS COMM INC COM(SPSC)073,709+73,709013,8690.50%+13,869
OLLIES BARGAIN OUTLET HLDG INC(OLLI)0141,095+141,095013,8520.50%+13,852
FABRINET(FN)055,448+55,448013,5730.49%+13,573
KADANT INC(KAI)045,937+45,937013,4950.49%+13,495
JOHNSON & JOHNSON(JNJ)091,849+91,849013,4210.48%+13,421
SAIA INC(SAIA)027,747+27,747013,1600.48%+13,160
BELLRING BRANDS INC(BRBR)0223,479+223,479012,7690.46%+12,769
EOG RES INC COM(EOG)0101,393+101,393012,7610.46%+12,761
SILICON MOTION TECH CORP ADR(SIMO)0157,032+157,032012,7180.46%+12,718
BELDEN INC0134,963+134,963012,6590.46%+12,659
MERIT MED SYST(MMSI)0146,014+146,014012,5500.45%+12,550
NMI HLDGS INC(NMIH)0365,652+365,652012,4470.45%+12,447
ACCENTURE PLC-CL A
SHS CLASS A
040,981+40,981012,4340.45%+12,434
VALVOLINE INC(VVV)0277,589+277,589011,9920.43%+11,992
PALOMAR HLDGS INC(PLMR)0147,208+147,208011,9460.43%+11,946
WINTRUST FIN CORP(WTFC)0120,237+120,237011,8500.43%+11,850
MAGNOLIA OIL & GAS CORP - A(MGY)0460,730+460,730011,6750.42%+11,675
MATERION CORP(MTRN)0107,678+107,678011,6430.42%+11,643
LIGAND PHARMACEUTICALS(LGND)0134,710+134,710011,3500.41%+11,350
WORKDAY INC CL A(WDAY)050,170+50,170011,2160.41%+11,216
PRESTIGE CONSMR HEALTHCARE INC(PBH)0162,116+162,116011,1620.40%+11,162
VICTORY CAP HLDGS, INC CL-A(VCTR)0233,586+233,586011,1490.40%+11,149
INTEGER HOLDINGS CORP(ITGR)096,239+96,239011,1430.40%+11,143
AVIENT CORP(AVNT)0255,079+255,079011,1350.40%+11,135
OREILLY AUTOMOTIVE INC NEW(ORLY)010,532+10,532011,1220.40%+11,122
CASELLA WASTE SYS INC CL A(CWST)0111,799+111,799011,0930.40%+11,093
FEDERAL SIGNAL CORP(FSS)0132,167+132,167011,0580.40%+11,058
TRANSMEDICS GROUP INC(TMDX)072,745+72,745010,9570.40%+10,957
CATERPILLAR INC(CAT)032,908+32,908010,9550.40%+10,955
EATON CORP PLC(ETN)034,771+34,771010,9020.39%+10,902
MYR GROUP INC(MYRG)079,577+79,577010,8000.39%+10,800
PATHWARD FINANCIAL INC(CASH)0190,631+190,631010,7840.39%+10,784
PROCTER & GAMBLE CO(PG)064,760+64,760010,6840.39%+10,684
WAL-MART STORES INC(WMT)0157,198+157,198010,6590.38%+10,659
INSTALLED BLDG PRODS INC(IBP)049,891+49,891010,2610.37%+10,261
HURON CONSULTING GROUP(HURN)0103,575+103,575010,2020.37%+10,202
CHEVRON CORP(CVX)065,282+65,282010,2000.37%+10,200
MATADOR RES CO(MTDR)0171,141+171,141010,2000.37%+10,200
MURPHY OIL CORP(MUR)0246,897+246,897010,1820.37%+10,182
ICU MEDICAL INC(ICUI)085,679+85,679010,1750.37%+10,175
KITE REALTY GROUP TRUST(KRG)0454,175+454,175010,1640.37%+10,164
ATKORE INC075,151+75,151010,1400.37%+10,140
THERMO FISHER SCIENTIFIC INC(TMO)018,134+18,134010,0280.36%+10,028
ADVANCED MICRO DEVICES(AMD)061,744+61,744010,0150.36%+10,015
CHART INDS INC(GTLS)069,322+69,322010,0060.36%+10,006
HARTFORD FINANCIAL SVCS GRP(HIG)099,142+99,14209,9630.36%+9,963
VANGUARD S&P 500 ETF019,882+19,88209,9430.36%+9,943
VONTIER CORP(VNT)0258,553+258,55309,8770.36%+9,877
WELLS FARGO & CO(WFC)0166,196+166,19609,8670.36%+9,867
NETFLIX INC COM(NFLX)014,499+14,49909,7850.35%+9,785
ABBVIE INC COM(ABBV)055,856+55,85609,5600.35%+9,560
ESCO TECHNOLOGIES(ESE)090,005+90,00509,4550.34%+9,455
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