FFG Partners

FFG Partners as of Sept. 30, 2026

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 151k 228.38
Palantir Technologies Cl A (PLTR) 8.2 $28M 148k 187.05
Micron Technology (MU) 7.4 $25M 23k 1065.11
Broadcom (AVGO) 5.7 $19M 55k 351.20
Energy Transfer Com Ut Ltd Ptn (ET) 5.1 $17M 876k 19.77
Eli Lilly & Co. (LLY) 4.5 $15M 13k 1157.12
Alphabet Cap Stk Cl A (GOOGL) 4.3 $14M 42k 344.09
Caterpillar (CAT) 4.1 $14M 17k 810.80
Johnson & Johnson (JNJ) 4.0 $14M 51k 264.74
Intel Corporation (INTC) 3.9 $13M 109k 120.23
Spdr Gold Tr Gold Shs (GLD) 3.8 $13M 34k 380.84
Amazon (AMZN) 3.3 $11M 45k 249.15
Goldman Sachs (GS) 3.2 $11M 12k 900.39
Marriott Intl Cl A (MAR) 2.9 $9.9M 28k 355.67
Philip Morris International (PM) 2.5 $8.5M 45k 190.82
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.5 $8.3M 11k 762.61
Lockheed Martin Corporation (LMT) 2.4 $8.3M 16k 509.25
Vertiv Holdings Com Cl A (VRT) 2.3 $7.7M 32k 241.32
JPMorgan Chase & Co. (JPM) 2.2 $7.4M 22k 330.84
Costco Wholesale Corporation (COST) 2.2 $7.4M 8.1k 910.44
Vaneck Etf Trust Oil Refiners Etf (CRAK) 2.2 $7.3M 115k 63.34
Asml Hldg Nv N Y Registry Shs (ASML) 2.2 $7.3M 4.0k 1811.97
Sandisk Corp (SNDK) 1.9 $6.3M 3.6k 1739.89
Ge Vernova (GEV) 1.8 $6.0M 6.4k 950.52
Ishares Tr U.s. Pharma Etf (IHE) 1.1 $3.7M 37k 100.52
Spdr Series Trust St Str Sp Aero (XAR) 0.8 $2.6M 11k 231.27
Crowdstrike Hldgs Cl A (CRWD) 0.7 $2.2M 8.4k 264.75
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.6 $2.2M 59k 36.95
Tesla Motors (TSLA) 0.6 $2.1M 5.9k 354.81
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.4 $1.4M 9.2k 150.86
Calamos Etf Tr Autoc Incom Etf (CAIE) 0.4 $1.4M 52k 26.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.2M 1.7k 701.25
Spdr Series Trust St Str P500etf (SPYM) 0.3 $1.0M 11k 89.76
Ishares Gold Tr Ishares New (IAU) 0.3 $867k 11k 78.10
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.2 $788k 7.9k 99.41
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.2 $786k 7.6k 103.09
Roundhill Etf Trust Memory Etf 0.2 $737k 12k 60.36
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.2 $735k 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 3.0k 208.08
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $479k 1.1k 456.37
Apple (AAPL) 0.1 $301k 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 845.00 276.98
Marvell Technology (MRVL) 0.1 $211k 800.00 264.24