F/M Investments

F/M Investments as of June 30, 2022

Portfolio Holdings for F/M Investments

F/M Investments holds 66 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.0 $13M 93k 136.85
Microsoft Corporation (MSFT) 6.3 $7.9M 29k 270.89
Alphabet Inc Class A cs (GOOGL) 5.2 $6.5M 2.7k 2442.16
Amazon (AMZN) 5.0 $6.4M 1.9k 3440.37
Advanced Micro Devices (AMD) 4.7 $5.9M 63k 93.80
NVIDIA Corporation (NVDA) 3.7 $4.7M 5.9k 800.07
Paypal Holdings (PYPL) 3.3 $4.1M 14k 291.52
Snap Inc cl a (SNAP) 3.2 $4.1M 60k 68.14
Netflix (NFLX) 2.7 $3.5M 6.6k 528.15
Peloton Interactive Inc cl a (PTON) 2.7 $3.4M 27k 124.06
Square Inc cl a (SQ) 2.5 $3.2M 13k 243.94
Chipotle Mexican Grill (CMG) 2.5 $3.2M 2.1k 1550.27
Lam Research Corporation 2.4 $3.1M 4.7k 650.78
Docusign (DOCU) 2.3 $2.9M 10k 279.70
Applied Materials (AMAT) 2.1 $2.7M 19k 142.37
Regeneron Pharmaceuticals (REGN) 2.0 $2.5M 4.5k 558.30
FedEx Corporation (FDX) 2.0 $2.5M 8.3k 298.35
Avantor (AVTR) 1.9 $2.4M 69k 35.51
Ringcentral (RNG) 1.9 $2.4M 8.2k 290.90
Zendesk 1.9 $2.4M 16k 144.44
Zimmer Holdings (ZBH) 1.8 $2.3M 15k 160.81
Boeing Company (BA) 1.8 $2.3M 9.7k 239.42
Howmet Aerospace (HWM) 1.8 $2.3M 67k 34.45
Xp Inc cl a (XP) 1.8 $2.3M 52k 43.57
ConocoPhillips (COP) 1.8 $2.2M 37k 60.86
Synchrony Financial (SYF) 1.8 $2.2M 46k 48.52
Nxp Semiconductors N V (NXPI) 1.7 $2.2M 11k 205.74
American Express Company (AXP) 1.7 $2.2M 13k 165.20
Starbucks Corporation (SBUX) 1.6 $2.0M 18k 111.83
Qualcomm (QCOM) 1.6 $2.0M 14k 142.94
KLA-Tencor Corporation (KLAC) 1.6 $2.0M 6.1k 324.26
Ally Financial (ALLY) 1.6 $2.0M 40k 49.83
Comerica Incorporated (CMA) 1.5 $1.9M 26k 71.33
iShares S&P 500 Index (IVV) 0.8 $993k 2.3k 430.06
Berkshire Hathaway (BRK.A) 0.7 $834k 2.00 417000.00
Walt Disney Company (DIS) 0.6 $796k 4.5k 175.18
Berkshire Hathaway (BRK.B) 0.6 $756k 2.7k 277.02
JPMorgan Chase & Co. (JPM) 0.5 $651k 4.2k 155.44
Kroger (KR) 0.4 $534k 14k 38.29
SPDR DJ Wilshire Large Cap (SPLG) 0.4 $461k 9.2k 50.32
Facebook Inc cl a (META) 0.4 $457k 1.3k 349.12
Cisco Systems (CSCO) 0.4 $456k 8.6k 52.94
Johnson & Johnson (JNJ) 0.3 $408k 2.5k 164.32
Alphabet Inc Class C cs (GOOG) 0.3 $394k 157.00 2509.55
Procter & Gamble Company (PG) 0.3 $334k 2.5k 135.06
Adobe Systems Incorporated (ADBE) 0.3 $322k 549.00 586.52
Skyworks Solutions (SWKS) 0.2 $313k 1.6k 191.55
Dxc Technology (DXC) 0.2 $298k 7.6k 38.98
Biontech Se (BNTX) 0.2 $296k 1.3k 225.44
Visa (V) 0.2 $287k 1.2k 234.09
Spdr Series Trust dj ttl mkt etf (SPTM) 0.2 $269k 5.1k 52.93
iShares Lehman Aggregate Bond (AGG) 0.2 $265k 2.3k 115.17
SPDR Barclays Capital Aggregate Bo (SPAB) 0.2 $260k 8.7k 30.04
Abbott Laboratories (ABT) 0.2 $254k 2.2k 116.41
Alibaba Group Holding (BABA) 0.2 $245k 1.1k 227.06
Ishares Tr usa min vo (USMV) 0.2 $234k 3.2k 73.56
MasterCard Incorporated (MA) 0.2 $233k 638.00 365.20
T. Rowe Price (TROW) 0.2 $229k 1.2k 198.27
Abbvie (ABBV) 0.2 $221k 2.0k 112.64
3M Company (MMM) 0.2 $221k 1.1k 197.50
Discover Financial Services (DFS) 0.2 $219k 1.9k 117.81
Arista Networks (ANET) 0.2 $219k 604.00 362.58
Deere & Company (DE) 0.2 $212k 600.00 353.33
Freeport-McMoRan Copper & Gold (FCX) 0.2 $211k 5.7k 37.22
SPDR S&P World ex-US (SPDW) 0.2 $207k 5.6k 36.81
HealthWarehouse (HEWA) 0.0 $4.0k 24k 0.17