Fund HoldingsF/m Investments LLC

Total Portfolio Value
$2.71B
Total Bought
$2.64B
Total Sold
$3.11B
Net Transaction
-$470.51M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
RBB FD INC
F M 2YEAR INVES
138,8652,907,887+2,769,0227,078146,2385.39%+139,160
RBB FD INC
F M 3 YR ETF
401,7562,908,341+2,506,58520,615146,1155.39%+125,500
APPLE INC(AAPL)0443,322+443,3220111,0174.09%+111,017
MICROSOFT CORP(MSFT)0239,639+239,6390101,0083.72%+101,008
NVIDIA CORPORATION(NVDA)0686,952+686,952092,2513.40%+92,251
ALPHABET INC(GOOG)0437,312+437,312082,7833.05%+82,783
AMAZON COM INC(AMZN)0337,745+337,745074,0982.73%+74,098
BROADCOM INC(AVGO)0315,109+315,109073,0552.69%+73,055
META PLATFORMS INC(META)089,180+89,180052,2151.93%+52,215
MASTERCARD INCORPORATED(MA)091,285+91,285048,0681.77%+48,068
RBB FD INC
F/M US TREASURY
60,287912,119+851,8323,01645,4781.68%+42,462
VISA INC(V)0116,928+116,928036,9541.36%+36,954
RBB FD INC
F M 10 YEAR INVE
324,7431,068,309+743,56616,92952,9091.95%+35,980
HOME DEPOT INC(HD)087,755+87,755034,1361.26%+34,136
UNITEDHEALTH GROUP INC(UNH)065,814+65,814033,2931.23%+33,293
COCA COLA CO(KO)0521,173+521,173032,4481.20%+32,448
PALO ALTO NETWORKS INC(PANW)0173,282+173,282031,5301.16%+31,530
SERVICENOW INC(NOW)028,958+28,958030,6991.13%+30,699
JPMORGAN CHASE & CO.(JPM)0124,828+124,828029,9231.10%+29,923
RBB FD INC
FM OPPORTUNISTIC
0578,173+578,173029,9081.10%+29,908
ELI LILLY & CO(LLY)037,502+37,502028,9521.07%+28,952
COSTCO WHSL CORP NEW(COST)026,714+26,714024,4770.90%+24,477
TESLA INC(TSLA)045,844+45,844018,5140.68%+18,514
VANGUARD TAX-MANAGED FDS0381,187+381,187018,2280.67%+18,228
AUTODESK INC059,760+59,760017,6630.65%+17,663
MARRIOTT INTL INC NEW(MAR)062,704+62,704017,4910.64%+17,491
ADOBE INC(ADBE)038,606+38,606017,1670.63%+17,167
INTUIT(INTU)025,444+25,444015,9920.59%+15,992
VANGUARD INTL EQUITY INDEX F0357,168+357,168015,7300.58%+15,730
JOHNSON & JOHNSON(JNJ)0105,437+105,437015,2480.56%+15,248
HONEYWELL INTL INC(HON)066,643+66,643015,0540.56%+15,054
WALMART INC(WMT)0163,487+163,487014,7710.54%+14,771
EXXON MOBIL CORP0136,529+136,529014,6860.54%+14,686
INTERNATIONAL BUSINESS MACHS(IBM)066,784+66,784014,6810.54%+14,681
CISCO SYS INC(CSCO)0243,263+243,263014,4010.53%+14,401
CATERPILLAR INC(CAT)039,159+39,159014,2050.52%+14,205
ISHARES TR0181,809+181,809013,7470.51%+13,747
NORTHROP GRUMMAN CORP(NOC)029,091+29,091013,6520.50%+13,652
WORKDAY INC(WDAY)051,567+51,567013,3060.49%+13,306
PNC FINL SVCS GROUP INC(PNC)065,964+65,964012,7210.47%+12,721
EATON CORP PLC(ETN)037,823+37,823012,5520.46%+12,552
VERTEX PHARMACEUTICALS INC(VRTX)030,915+30,915012,4490.46%+12,449
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0205,580+205,580011,8270.44%+11,827
ULTA BEAUTY INC(ULTA)027,061+27,061011,7700.43%+11,770
NETFLIX INC(NFLX)013,124+13,124011,6980.43%+11,698
RTX CORPORATION(RTX)0100,520+100,520011,6320.43%+11,632
MORGAN STANLEY(MS)092,073+92,073011,5750.43%+11,575
ABBOTT LABS0101,214+101,214011,4480.42%+11,448
WASTE MGMT INC DEL(WM)056,134+56,134011,3270.42%+11,327
NOVO-NORDISK A S(NVO)0130,366+130,366011,2140.41%+11,214
CHEVRON CORP NEW(CVX)076,748+76,748011,1160.41%+11,116
INTUITIVE SURGICAL INC020,426+20,426010,6620.39%+10,662
ABBVIE INC(ABBV)059,371+59,371010,5500.39%+10,550
PROCTER AND GAMBLE CO(PG)062,397+62,397010,4610.39%+10,461
THERMO FISHER SCIENTIFIC INC(TMO)020,107+20,107010,4600.39%+10,460
JACOBS SOLUTIONS INC(J)078,179+78,179010,4460.39%+10,446
VANGUARD INDEX FDS018,825+18,825010,1430.37%+10,143
VANGUARD INDEX FDS038,240+38,240010,1000.37%+10,100
HARTFORD FINL SVCS GROUP INC(HIG)091,764+91,764010,0390.37%+10,039
STRYKER CORPORATION(SYK)027,801+27,801010,0100.37%+10,010
TRUIST FINL CORP(TFC)0229,086+229,08609,9380.37%+9,938
NEXTERA ENERGY INC(NEE)0130,318+130,31809,3420.34%+9,342
METLIFE INC(MET)0112,347+112,34709,1990.34%+9,199
BLACKSTONE INC(BX)052,973+52,97309,1340.34%+9,134
OREILLY AUTOMOTIVE INC(ORLY)07,654+7,65409,0760.33%+9,076
MODINE MFG CO(MOD)077,447+77,44708,9780.33%+8,978
QUANTA SVCS INC028,384+28,38408,9710.33%+8,971
MEDTRONIC PLC(MDT)0109,680+109,68008,7610.32%+8,761
SPDR S&P 500 ETF TR(SPY)014,830+14,83008,6920.32%+8,692
ISHARES TR073,272+73,27208,4420.31%+8,442
PPL CORP(PPL)0247,675+247,67508,0400.30%+8,040
ADVANCED MICRO DEVICES INC(AMD)065,131+65,13107,8670.29%+7,867
CHIPOTLE MEXICAN GRILL INC(CMG)0126,787+126,78707,6450.28%+7,645
ROSS STORES INC(ROST)049,451+49,45107,4800.28%+7,480
STERLING INFRASTRUCTURE INC(STRL)044,010+44,01007,4130.27%+7,413
APPLIED INDL TECHNOLOGIES IN(AIT)030,277+30,27707,2500.27%+7,250
PEPSICO INC(PEP)046,709+46,70907,1030.26%+7,103
UNITED RENTALS INC(URI)09,994+9,99407,0400.26%+7,040
VICTORY CAP HLDGS INC(VCTR)0107,547+107,54707,0400.26%+7,040
VANGUARD INTL EQUITY INDEX F0122,151+122,15107,0130.26%+7,013
DIGITAL RLTY TR INC(DLR)039,105+39,10506,9340.26%+6,934
TYSON FOODS INC(TSN)0120,438+120,43806,9180.26%+6,918
MERIT MED SYS INC(MMSI)070,957+70,95706,8630.25%+6,863
SAIA INC(SAIA)015,037+15,03706,8530.25%+6,853
BOOT BARN HLDGS INC044,751+44,75106,7940.25%+6,794
OLLIES BARGAIN OUTLET HLDGS(OLLI)058,615+58,61506,4320.24%+6,432
INTERNATIONAL FLAVORS&FRAGRA(IFF)075,765+75,76506,4060.24%+6,406
MUELLER INDS INC(MLI)080,437+80,43706,3830.24%+6,383
ORACLE CORP(ORCL)037,458+37,45806,2420.23%+6,242
MACOM TECH SOLUTIONS HLDGS I(MTSI)047,828+47,82806,2130.23%+6,213
DYNATRACE INC(DT)0113,567+113,56706,1720.23%+6,172
SALESFORCE INC(CRM)6,63623,886+17,2501,8367,9860.29%+6,150
FEDERAL SIGNAL CORP(FSS)065,150+65,15006,0190.22%+6,019
SITIME CORP(SITM)027,533+27,53305,9070.22%+5,907
CHART INDS INC(GTLS)030,767+30,76705,8720.22%+5,872
INTEGER HLDGS CORP(ITGR)044,283+44,28305,8680.22%+5,868
DISNEY WALT CO(DIS)056,316+56,31606,2710.23%+6,271
ENSIGN GROUP INC(ENSG)043,596+43,59605,7920.21%+5,792
LOCKHEED MARTIN CORP(LMT)011,700+11,70005,6850.21%+5,685
UNION PAC CORP(UNP)024,868+24,86805,6710.21%+5,671
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