F/m Investments
F/m Investments reported 352 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are AGG (7.5%), DFCF (7.3%) and TBLL (5.5%). Compared with Q1 2026, the fund opened new positions in TBLL, GNRC and SGOV, added to AGG, DFCF and AAPL, trimmed GOOGL, TBIL and PANW and sold out of ADSK, INTU and HYTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGG Ishares TR | $147M | 7.5% | 1.5M | +1.5M (+5374%) | 8 of 8 | |
| 2 |  DFCF Dimensional Core Fixed | $144M | 7.3% | 3.4M | +377K (+12%) | 2 of 8 | |
| 3 |  TBLL Invesco Short Term | $109M | 5.5% | 1M | New position | 1 of 8 | |
| 4 |  GOOGL Alphabet Inc | $78.8M | 4.0% | 221K | −733 (−0%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $70.5M | 3.6% | 187K | No change | 8 of 8 | |
| 6 |  AAPL Apple Inc | $66M | 3.4% | 228K | +3,058 (+1%) | 8 of 8 | |
| 7 |  VEU Vanguard Intl Equity Index F | $61M | 3.1% | 728K | +7,202 (+1%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $58.9M | 3.0% | 295K | +12K (+4%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $50.8M | 2.6% | 136K | +7,717 (+6%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $49.7M | 2.5% | 208K | +3,214 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $15.9M | 70K |
 ADSK Autodesk Inc | $13.6M | 57K |
 INTU Intuit | $11.6M | 27K |
KALVISTA PHARMACEUTICALS INC | $4.6M | 227K |
 HYTR Northern Lts FD TR III | $3.5M | 166K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →F/m Investments 13F FAQ
What does F/m Investments own?
F/m Investments reported 352 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are AGG (7.5%), DFCF (7.3%) and TBLL (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did F/m Investments buy and sell in Q2 2026?
Compared with Q1 2026: 49 new positions, 137 added to, 130 trimmed and 30 sold out. New positions include TBLL, GNRC and SGOV. It sold all of ADSK, INTU and HYTR.
When will F/m Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is F/m Investments's portfolio worth?
The Q2 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.