$127 Million is the total value of F/M Investments LLC's 85 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES:CORE S&P 500core s&p500 etf | $944,000 | +6.1% | 2,372 | 0.0% | 0.75% | -4.0% | |
| BRKA | BERKSHIRE HATHAWAY CL A ORDcl a | $771,000 | +10.8% | 2 | 0.0% | 0.61% | +0.3% | |
| BRKB | BERKSHIRE HATHAWAY CL B ORDcl b new | $697,000 | +10.1% | 2,729 | 0.0% | 0.55% | -0.2% | |
| KR | KROGER ORD | $403,000 | +13.2% | 11,200 | 0.0% | 0.32% | +2.3% | |
| HD | HOME DEPOT ORD | $321,000 | +15.1% | 1,052 | 0.0% | 0.25% | +4.5% | |
| FDX | FEDEX ORD | $247,000 | +9.3% | 871 | 0.0% | 0.20% | -1.0% | |
| CCI | CROWN CASTLE INTERNATIONAL REIT ORD | $223,000 | +8.3% | 1,293 | 0.0% | 0.18% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-06-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE ORD | 12 | Q3 2023 | 17.7% |
| MICROSOFT ORD | 12 | Q3 2023 | 9.4% |
| AMAZON COM ORD | 12 | Q3 2023 | 7.4% |
| ALPHABET INC | 12 | Q3 2023 | 6.3% |
| ADVANCED MICRO DEVICES ORD | 12 | Q3 2023 | 5.2% |
| NVIDIA ORD | 12 | Q3 2023 | 4.8% |
| KROGER ORD | 12 | Q3 2023 | 0.9% |
| ISHARES TR | 11 | Q3 2023 | 1.2% |
| JPMORGAN CHASE ORD | 11 | Q3 2023 | 2.9% |
| BERKSHIRE HATHAWAY I | 11 | Q3 2023 | 1.1% |
View F/M Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-06 |
| 40-APP | 2023-08-22 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-01 |
| 40-APP | 2023-02-28 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-04 |
| 13F-HR/A | 2022-08-04 |
View F/M Investments LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.