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FFG Partners, LLC Portfolio
$337.8M across 50 positions as of 2026-09-30, with 53% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $28.8M | 8.5% | 125,936 |
| MUMicron Technology Inc | $24.9M | 7.4% | 23,334 |
| PLTRPalantir Technologies Inc | $22.6M | 6.7% | 120,915 |
| ETEnergy Transfer LP | $17.3M | 5.1% | 876,346 |
| AVGOBroadcom Inc | $17.1M | 5.1% | 48,739 |
| LLYEli Lilly and Co | $15.1M | 4.5% | 13,043 |
| GOOGLAlphabet Inc | $14.4M | 4.3% | 41,874 |
| CATCaterpillar Inc | $13.7M | 4.1% | 16,953 |
| JNJJohnson & Johnson | $13.5M | 4.0% | 51,015 |
| INTCIntel Corp | $13.1M | 3.9% | 108,846 |
| GLDSPDR Gold Shares | $12.9M | 3.8% | 33,853 |
| AMZNAmazon.com Inc | $11.2M | 3.3% | 44,927 |
| GSGoldman Sachs Group Inc | $10.8M | 3.2% | 11,941 |
| MARMarriott International Inc | $9.9M | 2.9% | 27,863 |
| PMPhilip Morris International Inc | $8.5M | 2.5% | 44,550 |
| SPYState Street SPDR S&P 500 ETF Trustcall | $8.3M | 2.5% | 10,900 |
| LMTLockheed Martin Corp | $8.3M | 2.4% | 16,210 |
| VRTVertiv Holdings Co | $7.7M | 2.3% | 32,103 |
| JPMJPMorgan Chase & Co | $7.4M | 2.2% | 22,239 |
| COSTCostco Wholesale Corp | $7.4M | 2.2% | 8,078 |
| VANECK ETF TRUST | $7.3M | 2.2% | 115,350 |
| ASML HLDG NV | $7.3M | 2.2% | 4,027 |
| SNDKSandisk Corp | $6.3M | 1.9% | 3,639 |
| GEVGE Vernova Inc | $6M | 1.8% | 6,361 |
| NVDANVIDIA Corpput — a bet against | $5.7M | 1.7% | 24,800 |
| PLTRPalantir Technologies Incput — a bet against | $5.1M | 1.5% | 27,300 |
| ISHARES TR | $3.7M | 1.1% | 36,478 |
| XARSPDR S&P Aerospace & Defense ETF | $2.6M | 0.8% | 11,441 |
| CRWDCrowdStrike Holdings Inc | $2.2M | 0.7% | 8,420 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $2.2M | 0.6% | 59,272 |
| AVGOBroadcom Incput — a bet against | $2.1M | 0.6% | 6,000 |
| TSLATesla Inc | $2.1M | 0.6% | 5,929 |
| SPCXSpace Exploration Technologies Corp | $1.4M | 0.4% | 9,199 |
| CAIECalamos Autocallable Income ETF | $1.4M | 0.4% | 51,482 |
| VOOVanguard S&P 500 ETF | $1.2M | 0.4% | 1,691 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1M | 0.3% | 11,331 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $866.6K | 0.3% | 11,096 |
| INVESCO EXCH TRADED FD TR II | $787.7K | 0.2% | 7,924 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $786.1K | 0.2% | 7,625 |
| ROUNDHILL ETF TRUST | $737.3K | 0.2% | 12,215 |
| VTIVanguard Total Stock Market ETF | $735.3K | 0.2% | 1,964 |
| HUMHumana Inc | $665.6K | 0.2% | 1,744 |
| GOOGAlphabet Inc | $648K | 0.2% | 1,901 |
| RSPInvesco S&P 500 Equal Weight ETF | $625.9K | 0.2% | 3,008 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $479.2K | 0.1% | 1,050 |
| AAPLApple Inc | $301.2K | 0.1% | 904 |
| BNDVanguard Total Bond Market ETF | $239.1K | 0.1% | 3,407 |
| BEBloom Energy Corp | $234K | 0.1% | 845 |
| MRVLMarvell Technology Inc | $211.4K | 0.1% | 800 |
| SPYState Street SPDR S&P 500 ETF Trust | $17.5K | 0.0% | 23 |
Quarter ending 2026-09-30.
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