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
Vertex Pharmaceuticals IncorporatedVRTX875$434.64K
Applied Materials, Inc.AMAT854$617.44K
Illinois Tool Works Inc.ITW798$215.84K
Bel Fuse Inc.BELFB794$264.43K
Martin Marietta Materials, Inc.MLM759$437.71K
Materion CorporationMTRN757$223.89K
S&P Global Inc.SPGI737$300.15K
Dave Inc.DAVE625$232.87K
SiTime CorporationSITM604$450.32K
Deere & CompanyDE600$380.6K
Taiwan Semiconductor Manufacturing Company LimitedTSM551$263.14K
Sterling Infrastructure, Inc.STRL519$430.57K
GE Vernova Inc.GEV489$574.51K
Fair Isaac CorporationFICO434$518.53K
FabrinetFN375$209.75K
Wells Fargo & CompanyWFC-PL362$419.34K
Cummins Inc.CMI298$212.54K
Parker-Hannifin CorporationPH269$263.11K
ASML Holding N.V.ASML197$391.92K