F/m Investments LLC holds a diversified book of 354 stocks worth $2.0B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Invesco Short Term Treasury and trimmed Alphabet Inc-CL A. Their largest long position is Ishares Core U.S. Aggregate at 7% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1834499/holdings"
Use Arkolith to show F/m Investments LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 10.1 points over this window.
Growth of $10,000 cloning F/m Investments LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as F/m Investments LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 75 / 80 | $144.6B |
| JPMORGAN CHASE & CO | 73 / 80 | $485.9B |
| MORGAN STANLEY | 72 / 80 | $526.8B |
| OSAIC HOLDINGS, INC. | 72 / 80 | $13.2B |
| BANK OF AMERICA CORP /DE/ | 71 / 80 | $343.1B |
| ROYAL BANK OF CANADA | 71 / 80 | $145.8B |
| WELLS FARGO & COMPANY/MN | 71 / 80 | $144.1B |
| RAYMOND JAMES FINANCIAL INC | 71 / 80 | $86.6B |
Ranked by how many of F/m Investments LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $147.2M | 1.49M | 7.5% | ▲55× Added · +1.5M sh | |
| 2 | Dimensional ETF Trust CORE FIXED INCOM | $144.1M | 3.41M | 7.3% | ▲+12% Added · +377K sh | |
| 3 | Invesco Exch Traded FD TR II SHORT TERM TREAS | $109.2M | 1.03M | 5.5% | ▲New New position | |
| 4 | Alphabet Inc CAP STK CL A | $78.8M | 220.5K | 4.0% | ▼−0.3% Reduced · −733 sh | |
| 5 | Broadcom Inc COM | $70.5M | 186.7K | 3.6% | ▼−0.1% Reduced · −115 sh | |
| 6 | Apple Inc COM | $66.0M | 228.1K | 3.4% | ▲+1.4% Added · +3K sh | |
| 7 | Vanguard Intl Equity Index F ALLWRLD EX US | $61.0M | 728.3K | 3.1% | ▲+1.0% Added · +7K sh | |
| 8 | Nvidia Corporation COM | $58.9M | 294.6K | 3.0% | ▲+4.2% Added · +12K sh | |
| 9 | Microsoft Corp COM | $50.8M | 136.1K | 2.6% | ▲+6.0% Added · +8K sh | |
| 10 | Amazon Com Inc COM | $49.7M | 208.5K | 2.5% | ▲+1.6% Added · +3K sh | |
| 11 | RBB FD Inc F/M US TREASURY | $41.2M | 825.4K | 2.1% | ▼−9.4% Reduced · −86K sh | |
| 12 | RBB FD Inc FM OPPORTUNISTIC | $33.4M | 651.0K | 1.7% | ▲+2.1% Added · +14K sh | |
| 13 | Palo Alto Networks Inc COM | $32.6M | 95.5K | 1.7% | ▼−25% Reduced · −32K sh | |
| 14 | Meta Platforms Inc CL A | $31.2M | 55.4K | 1.6% | ▲+0.4% Added · +200 sh | |
| 15 | Eli Lilly & Co COM | $29.5M | 24.6K | 1.5% | ▲+1.3% Added · +308 sh | |
| 16 | RBB FD Inc F/M 3 YEAR INVES | $28.3M | 559.5K | 1.4% | ▲+7.8% Added · +40K sh | |
| 17 | Mastercard Incorporated CL A | $26.4M | 51.4K | 1.3% | ▼−0.3% Reduced · −159 sh | |
| 18 | Home Depot Inc COM | $21.1M | 59.9K | 1.1% | ▼−1.6% Reduced · −1K sh | |
| 19 | Advanced Micro Devices Inc COM | $20.0M | 34.4K | 1.0% | ▲+696% Added · +30K sh | |
| 20 | Visa Inc COM CL A | $19.5M | 56.9K | 1.0% | ▲+0.9% Added · +532 sh | |
| 21 | RBB FD Inc F M 10 YEAR INVE | $18.0M | 357.7K | 0.9% | ▼−2.6% Reduced · −10K sh | |
| 22 | Arista Networks Inc COM SHS | $16.9M | 99.5K | 0.9% | ▲+33% Added · +25K sh | |
| 23 | Caterpillar Inc COM | $16.9M | 15.8K | 0.9% | ▼−6.0% Reduced · −1K sh | |
| 24 | Eaton Corp PLC SHS | $14.8M | 34.8K | 0.8% | ▲+9.1% Added · +3K sh | |
| 25 | Intuitive Surgical Inc COM NEW | $14.2M | 35.8K | 0.7% | ▲+1.3% Added · +450 sh | |
| 26 | RBB FD Inc F/M HIGH YIELD | $14.2M | 275.1K | 0.7% | ▼−2.5% Reduced · −7K sh | |
| 27 | Costco Wholesale Corporation COM | $14.1M | 15.1K | 0.7% | ▲~0% Added · +4 sh | |
| 28 | JPMorgan Chase & Co COM | $14.1M | 43.1K | 0.7% | ▲+4.1% Added · +2K sh | |
| 29 | Idexx Labs Inc COM | $13.6M | 25.9K | 0.7% | ▼−2.2% Reduced · −595 sh | |
| 30 | Marriott Intl Inc New CL A | $13.6M | 36.6K | 0.7% | ▼−3.4% Reduced · −1K sh | |
| 31 | Northrop Grumman Corp COM | $12.7M | 24.9K | 0.6% | ▼−2.4% Reduced · −612 sh | |
| 32 | Rockwell Automation Inc COM | $12.5M | 25.3K | 0.6% | ▼−2.1% Reduced · −554 sh | |
| 33 | Vanguard Index FDS MID CAP ETF | $11.5M | 142.9K | 0.6% | ▲+294% Added · +107K sh | |
| 34 | Micron Technology Inc COM | $11.4M | 9.9K | 0.6% | ▲+726% Added · +9K sh | |
| 35 | Ulta Beauty Inc COM | $11.3M | 25.0K | 0.6% | ▼−2.6% Reduced · −668 sh | |
| 36 | Waste Mgmt Inc Del COM | $11.2M | 50.0K | 0.6% | ▼−4.6% Reduced · −2K sh | |
| 37 | Travere Therapeutics Inc COM | $10.7M | 187.6K | 0.5% | ▲+14% Added · +23K sh | |
| 38 | Regeneron Pharmaceuticals COM | $10.5M | 16.8K | 0.5% | ▼−3.5% Reduced · −601 sh | |
| 39 | Johnson & Johnson COM | $9.9M | 39.2K | 0.5% | ▲+0.1% Added · +60 sh | |
| 40 | Generac Hldgs Inc COM | $9.9M | 33.9K | 0.5% | ▲New New position | |
| 41 | J P Morgan Exchange Traded F EQUITY PREMIUM | $9.7M | 171.3K | 0.5% | ▼−6.3% Reduced · −12K sh | |
| 42 | RBB FD Inc F M 2YEAR INVES | $9.6M | 190.7K | 0.5% | ▲+5.4% Added · +10K sh | |
| 43 | Cisco Sys Inc COM | $9.5M | 81.2K | 0.5% | ▼−0.2% Reduced · −149 sh | |
| 44 | Jacobs Solutions Inc COM | $9.5M | 75.3K | 0.5% | ▼−2.6% Reduced · −2K sh | |
| 45 | Livanova PLC SHS | $9.4M | 114.7K | 0.5% | ▲+1.9% Added · +2K sh | |
| 46 | State STR SPDR S&P 500 ETF T TR UNIT | $9.4M | 12.6K | 0.5% | ▲+4.9% Added · +592 sh | |
| 47 | Johnson Controls Internation SHS | $9.4M | 64.0K | 0.5% | ▼−3.6% Reduced · −2K sh | |
| 48 | Ishares TR 0-3 MNTH TREASRY | $9.0M | 89.6K | 0.5% | ▲New New position | |
| 49 | Cogent Biosciences Inc COM | $8.9M | 228.7K | 0.4% | ▲+1.1% Added · +3K sh | |
| 50 | Oreilly Automotive Inc COM | $8.8M | 95.7K | 0.4% | ▼−10% Reduced · −11K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 354 | $2.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 333 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 430 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 415 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 400 | $2.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 391 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 399 | $2.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 489 | $3.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.