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FFG Partners, LLC 13F holdings

Filed 2026-07-09 · FFG Partners, LLC · 42 positions · $352.4M

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TickerCompanySharesValue% of portfolio
MUMICRON TECHNOLOGY INC24.5K$28.2M8.0%
NVDANVIDIA CORPORATION132.9K$26.6M7.5%
AVGOBROADCOM INC52.8K$19.9M5.7%
ETENERGY TRANSFER L P883.8K$16.9M4.8%
GLDSPDR GOLD TR44.9K$16.6M4.7%
PLTRPALANTIR TECHNOLOGIES INC141.7K$16.5M4.7%
CATCATERPILLAR INC14.2K$15.1M4.3%
GOOGLALPHABET INC41.9K$15.0M4.3%
ACWXISHARES TR184.0K$14.0M4.0%
GSGOLDMAN SACHS GROUP INC12.5K$12.6M3.6%
JNJJOHNSON & JOHNSON49.6K$12.6M3.6%
GNRCGENERAC HLDGS INC42.4K$12.4M3.5%
JPMJPMORGAN CHASE & CO37.0K$12.1M3.4%
LLYELI LILLY & CO9.9K$11.8M3.4%
INTCINTEL CORP84.1K$11.7M3.3%
SNDKSANDISK CORP5.1K$11.6M3.3%
DKSDICKS SPORTING GOODS INC50.7K$11.5M3.3%
POWRISHARES INC398.1K$11.1M3.2%
AMZNAMAZON COM INC46.5K$11.1M3.1%
VRTVERTIV HOLDINGS CO31.4K$10.5M3.0%
ASMLASML HLDG NV4.2K$8.4M2.4%
COSTCOSTCO WHOLESALE CORPORATION8.4K$7.9M2.2%
MARMARRIOTT INTL INC NEW17.2K$6.4M1.8%
GEVGE VERNOVA INC5.0K$5.8M1.7%
MUMICRON TECHNOLOGY INC4.0K$4.6M1.3%
IHEISHARES TR35.6K$3.5M1.0%
TSLATESLA INC6.4K$2.7M0.8%
CAIECALAMOS ETF TR72.6K$2.0M0.6%
BTCGRAYSCALE BITCOIN MINI TR ET63.2K$1.6M0.5%
XARSPDR SERIES TRUST5.2K$1.5M0.4%
XLISELECT SECTOR SPDR TR7.9K$1.5M0.4%
VOOVANGUARD INDEX FDS2.0K$1.4M0.4%
NVONOVO-NORDISK A S25.7K$1.2M0.3%
SPYMSPDR SERIES TRUST12.2K$1.1M0.3%
IAUISHARES GOLD TR12.6K$952,7850.3%
SOXQINVESCO EXCH TRADED FD TR II7.8K$869,9560.2%
HUMHUMANA INC1.7K$691,1810.2%
GOOGALPHABET INC1.9K$675,4110.2%
VTIVANGUARD INDEX FDS1.8K$673,0030.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.0K$500,7930.1%
BNDVANGUARD BD INDEX FDS3.4K$247,6080.1%
AAPLAPPLE INC820$237,4910.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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