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F/M Investments LLC
Alex Morris · Asset Manager · Multi-Strategy
F/m Investments LLC is an independent asset management firm and innovative provider of exchange-traded funds (ETFs), headquartered in Washington, D.C. Founded in 2018, the firm has grown rapidly to manage over $18 billion in assets. F/m operates as a multi-boutique platform, integrating specialized investment teams across equity and fixed income markets. Notable for its category-defining US Benchmark Series of Treasury ETFs, the institution focuses on delivering efficient, transparent investment solutions to financial advisors, institutions, and individual investors. In 2024, the firm significantly expanded its capabilities by merging with Ziegler Capital Management, further solidifying its presence as a comprehensive investment manager dedicated to solving real-world investor challenges through innovation and execution.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +12.9% |
| YTD return | +7.5% |
| Sharpe ratio | 1.91 |
| Win rate | 33% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.fminvest.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 11.2% | +35.4% |
| AAPL | Apple Inc | 10.6% | +28.3% |
| NVDA | NVIDIA Corporation | 9.8% | +16.3% |
| MSFT | Microsoft Corporation | 9.8% | -0.8% |
| AVGO | Broadcom Inc | 9.6% | +2.0% |
| AMZN | Amazon.com Inc | 7.7% | +13.0% |
| META | Meta Platforms Inc. | 4.9% | -3.1% |
| PANW | Palo Alto Networks Inc | 4.6% | +58.7% |
| MA | Mastercard Inc | 4.3% | +0.6% |
| LLY | Eli Lilly and Company | 4.1% | +26.4% |
| V | Visa Inc. Class A | 3.1% | +6.5% |
| ANET | Arista Networks | 2.8% | +11.8% |
| HD | The Home Depot Inc | 2.8% | -20.0% |
| AMD | Advanced Micro Devices Inc | 2.3% | +16.6% |
| JPM | JPMorgan Chase & Co | 2.2% | +6.9% |
| ETN | Eaton Corporation PLC | 2.0% | -5.3% |
| REGN | Regeneron Pharmaceuticals Inc | 2.0% | -1.0% |
| ULTA | Ulta Beauty Inc | 2.0% | -4.4% |
| COST | Costco Wholesale Corp | 2.0% | -5.4% |
| IDXX | IDEXX Laboratories Inc | 2.0% | -3.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | IDXX | 2.0% → 2.0% |
| Sep 7, 2026 | SELL | AMD | 2.3% → 2.3% |
| Sep 7, 2026 | BUY | ULTA | 0.0% → 2.0% |
| Sep 7, 2026 | SELL | MA | 4.4% → 4.3% |
| Sep 7, 2026 | SELL | LLY | 4.1% → 4.1% |
Investment Style Analysis
F/M Investments LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, F/M Investments LLC made a significant move by increasing exposure to IDXX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
F/m Investments focuses on innovation, efficiency, and transparency in its investment approach. The firm aims to provide practical, accessible tools for advisors and institutional investors, such as their benchmark-defining Treasury ETFs. They believe that financial solutions, particularly in fixed income, do not need to be complex to be powerful. By utilizing a multi-boutique structure, the firm brings together performance-driven portfolio managers to provide a diversified range of active and passive strategies across various asset classes and market segments, emphasizing the transformation of conviction into tangible results.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with F/M Investments LLC.
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Frequently asked questions
How is the simulated portfolio for F/M Investments LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is F/M Investments LLC's largest holding?
As of the latest filing, F/M Investments LLC's top position is Alphabet Inc Class A (GOOGL), representing 11.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is F/M Investments LLC's historical performance and risk profile?
Our simulation indicates a total return of +12.9% with a win rate of 33%. Notably, the portfolio maintains a Sharpe Ratio of 1.91, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does F/M Investments LLC primarily invest in?
F/M Investments LLC has a strong preference for the Semiconductors sector, which makes up 21.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is F/M Investments LLC's portfolio concentrated or diversified?
F/M Investments LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has F/M Investments LLC performed in 2026?
Our AI-simulated model portfolio for F/M Investments LLC tracks a Year-to-Date (YTD) return of +7.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alex Morris manage F/M Investments LLC directly?
Yes, Alex Morris serves as the key portfolio manager for F/M Investments LLC, overseeing the investment strategy and final capital allocation decisions.