Stock Taper

F/M INVESTMENTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Take-Two Interactive Software, Inc.TTWO3.59K$896.68K
Vertiv Holdings CoVRT3.61K$1.21M
American Express CompanyAXP3.75K$1.27M
Kimberly-Clark CorporationKMB3.8K$417.13K
Philip Morris International Inc.PM3.92K$709.53K
Quanta Services, Inc.PWR3.97K$2.86M
Axcelis Technologies, Inc.ACLS4.01K$759.5K
Palantir Technologies Inc.PLTR4.03K$473.46K
Monster Beverage CorporationMNST4.08K$391.79K
Targa Resources Corp.TRGP4.47K$1.2M
NRG Energy, Inc.NRG4.59K$669.98K
Modine Manufacturing CompanyMOD4.6K$1.23M
Digital Realty Trust, Inc.DLR4.62K$829.12K
T-Mobile US, Inc.TMUS4.67K$782.96K
Analog Devices, Inc.ADI4.71K$1.87M
Amgen Inc.AMGN4.81K$1.74M
Toll Brothers, Inc.TOL4.87K$802.33K
FedEx CorporationFDX5.01K$1.57M
Definium Therapeutics, Inc.DFTX5.14K$241.74K
Palomar Holdings, Inc.PLMR5.17K$653.56K