Stock Taper 
F/M INVESTMENTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 135 | $262.62K |
 ASML Holding N.V. | ASML | 197 | $391.92K |
 Parker-Hannifin Corporation | PH | 269 | $263.11K |
 Cummins Inc. | CMI | 298 | $212.54K |
 Wells Fargo & Company | WFC-PL | 362 | $419.34K |
 Fabrinet | FN | 375 | $209.75K |
 Fair Isaac Corporation | FICO | 434 | $518.53K |
 GE Vernova Inc. | GEV | 489 | $574.51K |
 Sterling Infrastructure, Inc. | STRL | 519 | $430.57K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 551 | $263.14K |
 Deere & Company | DE | 600 | $380.6K |
 SiTime Corporation | SITM | 604 | $450.32K |
 Dave Inc. | DAVE | 625 | $232.87K |
 S&P Global Inc. | SPGI | 737 | $300.15K |
 Materion Corporation | MTRN | 757 | $223.89K |
 Martin Marietta Materials, Inc. | MLM | 759 | $437.71K |
 Bel Fuse Inc. | BELFB | 794 | $264.43K |
 Illinois Tool Works Inc. | ITW | 798 | $215.84K |
 Applied Materials, Inc. | AMAT | 854 | $617.44K |
 Vertex Pharmaceuticals Incorporated | VRTX | 875 | $434.64K |