F/M Investments 13FHR Quarterly holdings report by institutional manager | SEC 1 May 23

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
APPLE ORD	COM	037833100	13,591,376	82,544	SH		SOLE		0	0	82,544
MICROSOFT ORD	COM	594918104	9,365,761	32,486	SH		SOLE		0	0	32,486
AMAZON COM ORD	COM	023135106	5,457,121	52,833	SH		SOLE		0	0	52,833
ADVANCED MICRO DEVICES ORD	COM	007903107	4,653,417	47,479	SH		SOLE		0	0	47,479
NVIDIA ORD	COM	67066G104	4,563,065	16,427	SH		SOLE		0	0	16,427
RBB:US TREAS 12 MONTH BL	COM	74933W478	3,443,850	68,439	SH		SOLE		0	0	68,439
ALPHABET CL A ORD	COM	02079K305	3,417,904	32,950	SH		SOLE		0	0	32,950
RBB:US TREAS 3 MONTH BL	COM	74933W452	2,768,923	55,290	SH		SOLE		0	0	55,290
LATTICE SEMICONDUCTOR ORD	COM	518415104	2,644,300	27,689	SH		SOLE		0	0	27,689
FORD MOTOR ORD	COM	345370860	2,614,903	207,532	SH		SOLE		0	0	207,532
BROADCOM ORD	COM	11135F101	2,509,704	3,912	SH		SOLE		0	0	3,912
LAM RESEARCH ORD	COM	512807108	2,401,444	4,530	SH		SOLE		0	0	4,530
SOLAREDGE TECHNOLOGIES ORD	COM	83417M104	2,390,567	7,865	SH		SOLE		0	0	7,865
US TREASURY 6 MONTH BILL ETF	COM	74933W460	2,135,145	42,482	SH		SOLE		0	0	42,482
MICROCHIP TECHNOLOGY ORD	COM	595017104	2,058,726	24,573	SH		SOLE		0	0	24,573
NIKE CL B ORD	COM	654106103	2,047,475	16,695	SH		SOLE		0	0	16,695
PENUMBRA ORD	COM	70975L107	1,968,945	7,065	SH		SOLE		0	0	7,065
MONOLITHIC POWER SYSTEMS ORD	COM	609839105	1,941,094	3,878	SH		SOLE		0	0	3,878
ULTA BEAUTY ORD	COM	90384S303	1,934,946	3,546	SH		SOLE		0	0	3,546
PALO ALTO NETWORKS ORD	COM	697435105	1,934,881	9,687	SH		SOLE		0	0	9,687
AUTODESK ORD	COM	052769106	1,679,435	8,068	SH		SOLE		0	0	8,068
DATADOG CL A ORD	COM	23804L103	1,672,270	23,015	SH		SOLE		0	0	23,015
SALESFORCE ORD	COM	79466L302	1,661,370	8,316	SH		SOLE		0	0	8,316
NETFLIX ORD	COM	64110L106	1,470,017	4,255	SH		SOLE		0	0	4,255
PALANTIR TECHNOLOGIES CL A ORD	COM	69608A108	1,428,777	169,086	SH		SOLE		0	0	169,086
ZSCALER ORD	COM	98980G102	1,373,220	11,754	SH		SOLE		0	0	11,754
ISHARES:CORE S&P 500	COM	464287200	1,226,365	3,021	SH		SOLE		0	0	3,021
ZOETIS CL A ORD	COM	98978V103	954,566	5,735	SH		SOLE		0	0	5,735
BERKSHIRE HATHAWAY CL A ORD	COM	084670108	931,200	2	SH		SOLE		0	0	2
MONGODB CL A ORD	COM	60937P106	918,027	3,938	SH		SOLE		0	0	3,938
BERKSHIRE HATHAWAY CL B ORD	COM	084670702	893,521	2,929	SH		SOLE		0	0	2,929
EATON ORD	COM	G29183103	868,180	5,067	SH		SOLE		0	0	5,067
ALIGN TECHNOLOGY ORD	COM	016255101	840,696	2,516	SH		SOLE		0	0	2,516
KROGER ORD	COM	501044101	712,356	14,606	SH		SOLE		0	0	14,606
JPMORGAN CHASE ORD	COM	46625H100	689,210	5,289	SH		SOLE		0	0	5,289
ISHARES:ESG ADV MSCI USA	COM	46436E767	548,830	16,596	SH		SOLE		0	0	16,596
RBB:US TREAS 2 YR NOTE	COM	74933W486	543,857	11,063	SH		SOLE		0	0	11,063
WALT DISNEY ORD	COM	254687106	510,289	4,777	SH		SOLE		0	0	4,777
CISCO SYSTEMS ORD	COM	17275R102	491,374	9,400	SH		SOLE		0	0	9,400
JOHNSON & JOHNSON ORD	COM	478160104	472,340	3,047	SH		SOLE		0	0	3,047
SPDR PTF S&P 500	COM	78464A854	445,917	9,261	SH		SOLE		0	0	9,261
PROCTER & GAMBLE ORD	COM	742718109	425,924	2,891	SH		SOLE		0	0	2,891
RBB:US TREAS 10 YR NOTE	COM	74933W536	394,286	8,414	SH		SOLE		0	0	8,414
ADOBE ORD	COM	00724F101	308,218	711	SH		SOLE		0	0	711
ALPHABET CL C ORD	COM	02079K107	284,960	2,740	SH		SOLE		0	0	2,740
SPDR PTF S&P 1500 CSM	COM	78464A805	276,558	5,484	SH		SOLE		0	0	5,484
MASTERCARD CL A ORD	COM	57636Q104	276,192	760	SH		SOLE		0	0	760
META PLATFORMS CL A ORD	COM	30303M102	274,462	1,295	SH		SOLE		0	0	1,295
SPDR PTF DEV WORLD EX-US	COM	78463X889	268,919	8,126	SH		SOLE		0	0	8,126
ARISTA NETWORKS ORD	COM	040413106	248,601	1,481	SH		SOLE		0	0	1,481
DEERE ORD	COM	244199105	247,728	600	SH		SOLE		0	0	600
APPLIED MATERIAL ORD	COM	038222105	246,643	2,008	SH		SOLE		0	0	2,008
T ROWE PRICE GROUP ORD	COM	74144T108	237,767	2,106	SH		SOLE		0	0	2,106
SKYWORKS SOLUTIONS ORD	COM	83088M102	217,791	1,846	SH		SOLE		0	0	1,846
AT&T ORD	COM	00206R102	218,515	10,325	SH		SOLE		0	0	10,325
VISA CL A ORD	COM	92826C839	212,875	966	SH		SOLE		0	0	966
SPDR PTF AGGREGATE BOND	COM	78464A649	213,608	7,896	SH		SOLE		0	0	7,896
STARBUCKS ORD	COM	855244109	211,905	2,035	SH		SOLE		0	0	2,035
WALMART ORD	COM	931142103	206,283	1,399	SH		SOLE		0	0	1,399
ABBVIE ORD	COM	00287Y109	203,197	1,275	SH		SOLE		0	0	1,275
OUTLOOK THERAPEUTICS ORD	COM	69012T206	10,900	10,000	SH		SOLE		0	0	10,000
HEALTHWAREHOUSE.COM ORD	COM	42227G202	3,373	24,093	SH		SOLE		0	0	24,093

F/M Investments 13F-HRQuarterly holdings report by institutional manager