Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
F/m Investments LLC (CIK 1834499) reported $1.51B across 329 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFCF ($128.2M, 8.51%), GOOGL ($63.6M, 4.22%), AVGO ($57.8M, 3.84%), AAPL ($57.1M, 3.79%), VEU ($54.2M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | $128.2M | 8.51% | 3.0M | New |
| 2 | GOOGL | ALPHABET INC | $63.6M | 4.22% | 221,268 | Trimmed |
| 3 | AVGO | BROADCOM INC | $57.8M | 3.84% | 186,777 | Trimmed |
| 4 | AAPL | APPLE INC | $57.1M | 3.79% | 225,027 | Trimmed |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $54.2M | 3.59% | 721,102 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $49.3M | 3.27% | 282,750 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $47.5M | 3.15% | 128,333 | Trimmed |
| 8 | TBIL | RBB FD INC | $45.4M | 3.02% | 911,142 | Added |
| 9 | AMZN | AMAZON COM INC | $42.8M | 2.84% | 205,274 | Trimmed |
| 10 | XFIX | RBB FD INC | $32.7M | 2.17% | 637,227 | Added |
| 11 | META | META PLATFORMS INC | $31.6M | 2.10% | 55,228 | Trimmed |
| 12 | ZTRE | RBB FD INC | $26.3M | 1.75% | 519,228 | Trimmed |
| 13 | MA | MASTERCARD INCORPORATED | $25.8M | 1.71% | 51,608 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $22.3M | 1.48% | 24,253 | Trimmed |
| 15 | PANW | PALO ALTO NETWORKS INC | $20.5M | 1.36% | 127,813 | Trimmed |
| 16 | HD | HOME DEPOT INC | $20.0M | 1.33% | 60,890 | Trimmed |
| 17 | ZTEN | RBB FD INC | $18.5M | 1.23% | 367,330 | Trimmed |
| 18 | NOC | NORTHROP GRUMMAN CORP | $17.4M | 1.15% | 25,481 | Trimmed |
| 19 | V | VISA INC | $17.0M | 1.13% | 56,335 | Trimmed |
| 20 | ISRG | INTUITIVE SURGICAL INC | $16.3M | 1.08% | 35,373 | Trimmed |
| 21 | HON | HONEYWELL INTL INC | $15.9M | 1.05% | 70,279 | Trimmed |
| 22 | COST | --- | $15.0M | 1.00% | 15,084 | Trimmed |
| 23 | IDXX | IDEXX LABS INC | $14.9M | 0.99% | 26,493 | Trimmed |
| 24 | ZTOP | RBB FD INC | $14.5M | 0.96% | 282,035 | Trimmed |
| 25 | NOW | SERVICENOW INC | $14.0M | 0.93% | 134,180 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31