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Fermi shares owned by Heritage Trust

Quarter-by-quarter ownership of Fermi (FRMI) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Fermi

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All positions including Fermi held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fermi by Heritage Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $718k 78k 9.16

More positions owned by Heritage Trust

Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
Microsoft Corp Common Stock (MSFT)
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Alphabet Common Stock (GOOG)
Vanguard Etf-equity (VEA)
Abbvie Common Stock (ABBV)
Invesco Etf-equity (RSP)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Walmart Common Stock (WMT)
Micron Technology Common Stock (MU)
Qualcomm Common Stock (QCOM)
Angel Oak Etf-fixed Incom (UYLD)
Caterpillar Common Stock (CAT)

View all positions for Heritage Trust

Top funds holding Fermi

SRS Investment Management
Citadel Advisors
Susquehanna International
Point72 Asset Management
ExodusPoint Capital Management
Jane Street
D. E. Shaw & Co
Millennium Management
BlackRock
Marshall Wace
Highland Capital Management Fund Advisors
Gotham Asset Management
Vanguard Portfolio Management
Goldman Sachs Group
BlueCrest Capital Management

View all funds holding Fermi