Stock Taper

F/M INVESTMENTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Installed Building Products, Inc.IBP931$213.98K
EnPro Industries, Inc.NPO939$353.94K
Spotify Technology S.A.SPOT988$453.62K
Silicon Motion Technology CorporationSIMO1.02K$339.66K
ESCO Technologies Inc.ESE1.12K$391.69K
Bloom Energy CorporationBE1.14K$343.56K
Saia, Inc.SAIA1.14K$479.27K
MACOM Technology Solutions Holdings, Inc.MTSI1.14K$432.53K
The Allstate CorporationALL1.19K$281.96K
Cincinnati Financial CorporationCINF1.25K$231.43K
Boot Barn Holdings, Inc.BOOT1.32K$216.98K
IDACORP, Inc.IDA1.33K$200.62K
GE AerospaceGE1.47K$549.76K
Applied Optoelectronics, Inc.AAOI1.5K$222.83K
ATI Inc.ATI1.54K$303.93K
Capital One Financial CorporationCOF1.64K$329.62K
The Ensign Group, Inc.ENSG1.65K$263.54K
Enova International, Inc.ENVA1.65K$397.93K
Vulcan Materials CompanyVMC1.67K$492.08K
Automatic Data Processing, Inc.ADP1.67K$374.22K