F/m Investments LLC

CIK 0001834499 · Q1 2026

13F Equity AUM

$1.5B

-42.7% QoQ

Positions

333

-97 QoQ

AUM Rank

#2,158

Top 17%

Skill Alpha (FF)

+1.1%/yr^ns

No Clear Edge

Rank #1,515 · Top 18%

vs S&P -1.3%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 24.0%Top 10: 38.4%Top 20: 52.7%

DFCF8.5%

GOOGL4.2%

AVGO3.8%

AAPL3.8%

VEU3.6%

NVDA3.3%

MSFT3.1%

TBIL3.0%

AMZN2.8%

ZHOG2.2%

Others (323)61.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services33.9%

Technology20.8%

Healthcare13.6%

Industrials9.2%

Consumer Cyclical8.5%

Communication Services6.9%

Energy2.5%

Consumer Defensive2.3%

Other2.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 333Median: 0.07%Avg: 0.30%

0–0.5%

284(25.8%)

0.5–1%

28(20.5%)

1–3%

13(20.4%)

3–5%

7(24.9%)

5%+

1(8.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 324Unique: 9vs 20 funds

4.4%Low

333

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

JPMORGAN CHASE & CO

6.5%

BANK OF AMERICA CORP /DE/

6.6%

FMR LLC

10.4%

BlackRock, Inc.

7.6%

STATE STREET CORP

8.2%

GEODE CAPITAL MANAGEMENT, LLC

7.5%

VANGUARD CAPITAL MANAGEMENT LLC

7.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New22Increased51Decreased230Exited117

New Positions

DFCF8.5%

+3.0M

ROK0.6%

+26K

HYTR0.2%

+166K

CYTK0.1%

+30K

PVLA0.1%

+14K

CRVS0.1%

+100K

BLLN0.1%

+17K

D0.1%

+19K

XERS0.1%

+208K

HAS0.1%

+9K

Increased

VEU3.6%

+594K(+467%)

TBIL3.0%

+109K(+14%)

CMG0.5%

+99K(+63%)

ANET0.6%

+73K(+3126%)

UFIV0.2%

+54K(+288%)

WAY0.1%

+39K(+237%)

TTI0.1%

+28K(+27%)

INDI0.0%

+22K(+27%)

ARLO0.1%

+18K(+55%)

ZHOG2.2%

+17K(+3%)

Decreased

VEA0.0%

-344,674(-99%)

NVDA3.3%

-314,139(-53%)

WVE0.1%

-230,973(-58%)

PFE0.1%

-220,786(-74%)

AAPL3.8%

-207,551(-48%)

ACAD0.0%

-206,406(-92%)

PPL0.1%

-202,580(-86%)

BAC0.1%

-195,589(-84%)

CSCO0.4%

-174,496(-68%)

AGG0.2%

-146,231(-84%)

Exited

-330,686

-168,222

-36,902

-15,562

-48,810

-30,893

-169,675

-52,858

-55,306

-40,323

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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