FFG Partners
Latest statistics and disclosures from FFG Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, PLTR, MU, AVGO, ET, and represent 36.58% of FFG Partners's stock portfolio.
- Added to shares of these 10 stocks: PM (+$8.5M), SPY (+$8.3M), LMT (+$8.3M), CRAK (+$7.3M), NVDA, MAR, LLY, INTC, CRWD, CAT.
- Started 11 new stock positions in RSP, MRVL, LMT, PM, CRAK, CRWD, BE, SPY, CIBR, SPCX. Roundhill Memory Etf.
- Reduced shares in these 10 stocks: ACWX (-$14M), GNRC (-$12M), DKS (-$12M), POWR (-$11M), MU (-$5.5M), JPM, GLD, SNDK, , NVO.
- Sold out of its positions in DKS, GNRC, POWR, ACWX, NVO, XLI.
- FFG Partners was a net seller of stock by $-11M.
- FFG Partners has $338M in assets under management (AUM), dropping by -4.16%.
- Central Index Key (CIK): 0002045972
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Portfolio Holdings for FFG Partners
FFG Partners holds 46 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.2 | $34M | +13% | 151k | 228.38 |
|
| Palantir Technologies Cl A (PLTR) | 8.2 | $28M | +4% | 148k | 187.05 |
|
| Micron Technology (MU) | 7.4 | $25M | -18% | 23k | 1065.11 |
|
| Broadcom (AVGO) | 5.7 | $19M | +3% | 55k | 351.20 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 5.1 | $17M | 876k | 19.77 |
|
|
| Eli Lilly & Co. (LLY) | 4.5 | $15M | +32% | 13k | 1157.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $14M | 42k | 344.09 |
|
|
| Caterpillar (CAT) | 4.1 | $14M | +19% | 17k | 810.80 |
|
| Johnson & Johnson (JNJ) | 4.0 | $14M | +2% | 51k | 264.74 |
|
| Intel Corporation (INTC) | 3.9 | $13M | +29% | 109k | 120.23 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.8 | $13M | -24% | 34k | 380.84 |
|
| Amazon (AMZN) | 3.3 | $11M | -3% | 45k | 249.15 |
|
| Goldman Sachs (GS) | 3.2 | $11M | -4% | 12k | 900.39 |
|
| Marriott Intl Cl A (MAR) | 2.9 | $9.9M | +62% | 28k | 355.67 |
|
| Philip Morris International (PM) | 2.5 | $8.5M | NEW | 45k | 190.82 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.5 | $8.3M | NEW | 11k | 762.61 |
|
| Lockheed Martin Corporation (LMT) | 2.4 | $8.3M | NEW | 16k | 509.25 |
|
| Vertiv Holdings Com Cl A (VRT) | 2.3 | $7.7M | +2% | 32k | 241.32 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $7.4M | -39% | 22k | 330.84 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $7.4M | -3% | 8.1k | 910.44 |
|
| Vaneck Etf Trust Oil Refiners Etf (CRAK) | 2.2 | $7.3M | NEW | 115k | 63.34 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.2 | $7.3M | -4% | 4.0k | 1811.97 |
|
| Sandisk Corp (SNDK) | 1.9 | $6.3M | -28% | 3.6k | 1739.89 |
|
| Ge Vernova (GEV) | 1.8 | $6.0M | +28% | 6.4k | 950.52 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 1.1 | $3.7M | +2% | 37k | 100.52 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.8 | $2.6M | +120% | 11k | 231.27 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $2.2M | NEW | 8.4k | 264.75 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.6 | $2.2M | -6% | 59k | 36.95 |
|
| Tesla Motors (TSLA) | 0.6 | $2.1M | -7% | 5.9k | 354.81 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.4 | $1.4M | NEW | 9.2k | 150.86 |
|
| Calamos Etf Tr Autoc Incom Etf (CAIE) | 0.4 | $1.4M | -29% | 52k | 26.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.2M | -16% | 1.7k | 701.25 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.3 | $1.0M | -6% | 11k | 89.76 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $867k | -12% | 11k | 78.10 |
|
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.2 | $788k | +2% | 7.9k | 99.41 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $786k | NEW | 7.6k | 103.09 |
|
| Roundhill Etf Trust Memory Etf | 0.2 | $737k | NEW | 12k | 60.36 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $735k | +8% | 2.0k | 374.40 |
|
| Humana (HUM) | 0.2 | $666k | 1.7k | 381.63 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $648k | 1.9k | 340.87 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $626k | NEW | 3.0k | 208.08 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $479k | 1.1k | 456.37 |
|
|
| Apple (AAPL) | 0.1 | $301k | +10% | 904.00 | 333.22 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $239k | 3.4k | 70.17 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $234k | NEW | 845.00 | 276.98 |
|
| Marvell Technology (MRVL) | 0.1 | $211k | NEW | 800.00 | 264.24 |
|
Past Filings by FFG Partners
SEC 13F filings are viewable for FFG Partners going back to 2023
- FFG Partners 2026 Q3 filed Oct. 15, 2026
- FFG Partners 2026 Q2 filed July 9, 2026
- FFG Partners 2026 Q1 filed April 17, 2026
- FFG Partners 2025 Q4 filed Jan. 23, 2026
- FFG Partners 2025 Q3 filed Oct. 17, 2025
- FFG Partners 2025 Q2 filed July 22, 2025
- FFG Partners 2025 Q1 filed April 23, 2025
- FFG Partners 2024 Q4 filed Jan. 28, 2025
- FFG Partners 2024 Q1 filed Dec. 9, 2024
- FFG Partners 2024 Q2 filed Dec. 9, 2024
- FFG Partners 2024 Q3 filed Dec. 9, 2024
- FFG Partners 2023 Q4 filed Dec. 3, 2024