F/M Investments

F/M Investments as of Dec. 31, 2020

Portfolio Holdings for F/M Investments

F/M Investments holds 63 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.4 $14M 107k 132.69
Microsoft Corporation (MSFT) 8.5 $9.7M 44k 222.42
Amazon (AMZN) 7.4 $8.5M 2.6k 3257.10
Adobe Systems Incorporated (ADBE) 4.7 $5.4M 11k 500.09
Advanced Micro Devices (AMD) 3.4 $3.9M 42k 91.71
NVIDIA Corporation (NVDA) 3.2 $3.7M 7.0k 522.18
Lam Research Corporation (LRCX) 3.0 $3.5M 7.3k 472.32
Alphabet Cap Stk Cl A (GOOGL) 2.6 $3.0M 1.7k 1752.65
Snap Cl A (SNAP) 2.6 $2.9M 59k 50.08
Western Digital Corp Note 1.500% 2/0 (Principal) 2.5 $2.8M 2.8M 0.99
Broadcom (AVGO) 2.4 $2.8M 6.3k 437.86
Avantor (AVTR) 2.4 $2.8M 98k 28.15
PerkinElmer (RVTY) 2.3 $2.7M 19k 143.47
Horizon Therapeutics SHS 2.3 $2.7M 37k 73.16
Applied Materials (AMAT) 2.3 $2.7M 31k 86.30
Thermo Fisher Scientific (TMO) 2.3 $2.7M 5.7k 465.74
Etsy (ETSY) 2.1 $2.5M 14k 177.89
Peloton Interactive Cl A Com (PTON) 2.1 $2.4M 16k 151.71
salesforce (CRM) 2.0 $2.3M 11k 222.53
Paypal Holdings (PYPL) 2.0 $2.3M 9.8k 234.21
Qorvo (QRVO) 2.0 $2.3M 14k 166.26
Boeing Company (BA) 1.9 $2.2M 10k 214.07
Chipotle Mexican Grill (CMG) 1.9 $2.1M 1.5k 1386.47
Draftkings Com Cl A 1.7 $2.0M 43k 46.56
Ppd 1.7 $2.0M 58k 34.22
Hologic (HOLX) 1.6 $1.9M 26k 72.84
Lululemon Athletica (LULU) 1.6 $1.8M 5.2k 347.98
Pulte (PHM) 1.5 $1.7M 41k 43.11
McDonald's Corporation (MCD) 1.4 $1.6M 7.6k 214.64
Moderna (MRNA) 1.4 $1.6M 15k 104.48
Johnson Ctls Intl Pl SHS (JCI) 1.2 $1.4M 31k 46.60
Ishares Tr Core S&p500 Etf (IVV) 0.8 $890k 2.4k 375.21
Disney Walt Com Disney (DIS) 0.8 $873k 4.8k 181.16
JPMorgan Chase & Co. (JPM) 0.6 $729k 5.7k 126.98
Berkshire Hathaway I Cl A (BRK.A) 0.6 $696k 2.00 348000.00
Berkshire Hathaway I Cl B New (BRK.B) 0.6 $633k 2.7k 231.95
Procter & Gamble Company (PG) 0.4 $429k 3.1k 139.06
Skyworks Solutions (SWKS) 0.4 $404k 2.6k 153.03
Kroger (KR) 0.3 $356k 11k 31.79
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $345k 7.9k 43.92
Greenbrier Cos Note 2.875% 2/0 (Principal) 0.3 $312k 309k 1.01
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $298k 6.5k 46.14
Cisco Systems (CSCO) 0.3 $287k 6.4k 44.72
Home Depot (HD) 0.2 $279k 1.1k 265.21
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $279k 9.1k 30.79
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $258k 2.2k 118.02
Cummins (CMI) 0.2 $241k 1.1k 227.14
Zebra Technologies C Cl A (ZBRA) 0.2 $241k 626.00 384.98
Qualcomm (QCOM) 0.2 $240k 1.6k 152.38
Nextera Energy (NEE) 0.2 $228k 3.0k 77.03
FedEx Corporation (FDX) 0.2 $226k 871.00 259.47
Abbvie (ABBV) 0.2 $217k 2.0k 107.32
Facebook Cl A (META) 0.2 $217k 795.00 272.96
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $216k 3.2k 67.92
Repligen Corporation (RGEN) 0.2 $214k 1.1k 191.76
Honeywell International (HON) 0.2 $211k 990.00 213.13
Lockheed Martin Corporation (LMT) 0.2 $210k 592.00 354.73
Amgen (AMGN) 0.2 $206k 895.00 230.17
Crown Castle Intl (CCI) 0.2 $206k 1.3k 159.32
Johnson & Johnson (JNJ) 0.2 $203k 1.3k 157.00
Cerner Corporation 0.2 $201k 2.6k 78.30
Regions Financial Corporation (RF) 0.1 $165k 10k 16.16
Ford Motor Company (F) 0.1 $127k 14k 8.81