FFG Partners as of Dec. 31, 2025
Portfolio Holdings for FFG Partners
FFG Partners holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.5 | $43M | 232k | 186.50 | |
| Palantir Technologies Cl A (PLTR) | 8.1 | $28M | 157k | 177.75 | |
| Amazon (AMZN) | 6.9 | $24M | 104k | 230.82 | |
| Spdr Gold Tr Gold Shs (GLD) | 6.4 | $22M | 56k | 396.31 | |
| Robinhood Mkts Com Cl A (HOOD) | 5.6 | $20M | 172k | 113.10 | |
| JPMorgan Chase & Co. (JPM) | 5.5 | $19M | 59k | 322.22 | |
| Broadcom (AVGO) | 5.3 | $18M | 53k | 346.11 | |
| CBOE Holdings (CBOE) | 4.5 | $16M | 62k | 251.00 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 4.1 | $14M | 855k | 16.49 | |
| Meta Platforms Cl A (META) | 3.9 | $13M | 20k | 660.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $13M | 42k | 313.00 | |
| Netflix (NFLX) | 3.4 | $12M | 127k | 93.76 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.0 | $11M | 22k | 468.76 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.9 | $10M | 17k | 605.01 | |
| Spotify Technology S A SHS (SPOT) | 2.8 | $9.6M | 17k | 580.71 | |
| AeroVironment (AVAV) | 2.6 | $8.9M | 37k | 241.89 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.4 | $8.2M | 122k | 67.13 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.4 | $8.2M | 51k | 160.97 | |
| Costco Wholesale Corporation (COST) | 2.1 | $7.4M | 8.5k | 862.39 | |
| Oklo Com Cl A (OKLO) | 1.9 | $6.7M | 93k | 71.76 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $5.0M | 101k | 49.65 | |
| Vertiv Holdings Com Cl A (VRT) | 1.4 | $5.0M | 31k | 162.01 | |
| Dollar General (DG) | 1.3 | $4.5M | 34k | 132.77 | |
| Ishares Ethereum Tr SHS (ETHA) | 1.1 | $3.6M | 162k | 22.43 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $2.1M | 2.0k | 1070.16 | |
| Palo Alto Networks (PANW) | 0.6 | $1.9M | 11k | 184.20 | |
| Carlyle Group (CG) | 0.5 | $1.6M | 27k | 59.11 | |
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $1.4M | 17k | 81.17 | |
| Microsoft Corporation (MSFT) | 0.4 | $1.3M | 2.7k | 483.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 3.9k | 313.81 | |
| Apple (AAPL) | 0.3 | $1.1M | 4.1k | 271.91 | |
| Spdr Series Trust State Street Spd (XAR) | 0.3 | $1.1M | 4.4k | 241.29 | |
| Tesla Motors (TSLA) | 0.3 | $1.0M | 2.3k | 449.72 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $608k | 1.8k | 335.29 | |
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $507k | 9.4k | 53.95 | |
| Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.1 | $498k | 6.7k | 74.44 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $459k | 6.4k | 71.46 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $317k | 1.0k | 304.04 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $246k | 3.3k | 74.07 |
