FFG Partners, LLC
41 holdingsFiling period: 2026-06-30Current AUM: $336.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 28.5K | $32.9M | $27.8M | 8.25% | -345 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 132.9K | $26.6M | $29.0M | 8.62% | -6,249 | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 52.8K | $19.9M | $19.1M | 5.68% | -555 | 2026-06-30 |
| 4 | ET | ENERGY TRANSFER L P | 883.8K | $16.9M | $19.0M | 5.66% | -5,301 | 2026-06-30 |
| 5 | GLD | SPDR GOLD TR | 44.9K | $16.6M | $17.9M | 5.33% | -7,398 | 2026-06-30 |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 141.7K | $16.5M | $23.7M | 7.04% | -1,175 | 2026-06-30 |
| 7 | CAT | CATERPILLAR INC | 14.2K | $15.1M | $11.6M | 3.46% | -- | 2026-06-30 |
| 8 | GOOGL | ALPHABET INC | 41.9K | $15.0M | $14.2M | 4.22% | +150 | 2026-06-30 |
| 9 | ACWX | ISHARES TR | 184.0K | $14.0M | $14.2M | 4.23% | +1.3K | 2026-06-30 |
| 10 | GS | GOLDMAN SACHS GROUP INC | 12.5K | $12.6M | $12.8M | 3.82% | -583 | 2026-06-30 |
| 11 | JNJ | JOHNSON & JOHNSON | 49.6K | $12.6M | $13.2M | 3.92% | -- | 2026-06-30 |
| 12 | GNRC | GENERAC HLDGS INC | 42.4K | $12.4M | $7.9M | 2.36% | +27.1K | 2026-06-30 |
| 13 | JPM | JPMORGAN CHASE & CO | 37.0K | $12.1M | $13.2M | 3.92% | -2,283 | 2026-06-30 |
| 14 | LLY | ELI LILLY & CO | 9.9K | $11.8M | $11.0M | 3.27% | +6.0K | 2026-06-30 |
| 15 | INTC | INTEL CORP | 84.1K | $11.7M | $8.7M | 2.57% | -- | 2026-06-30 |
| 16 | SNDK | SANDISK CORP | 5.1K | $11.6M | $8.3M | 2.48% | -- | 2026-06-30 |
| 17 | DKS | DICKS SPORTING GOODS INC | 50.7K | $11.5M | $6.8M | 2.03% | -- | 2026-06-30 |
| 18 | POWR | ISHARES INC | 398.1K | $11.1M | $10.2M | 3.04% | -- | 2026-06-30 |
| 19 | AMZN | AMAZON COM INC | 46.5K | $11.1M | $11.9M | 3.55% | -22,333 | 2026-06-30 |
| 20 | VRT | VERTIV HOLDINGS CO | 31.4K | $10.5M | $8.1M | 2.40% | +168 | 2026-06-30 |
| 21 | — | ASML HLDG NV | 4.2K | $8.4M | $8.4M | 2.50% | +2.0K | 2026-06-30 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 8.4K | $7.9M | $7.6M | 2.26% | -123 | 2026-06-30 |
| 23 | MAR | MARRIOTT INTL INC NEW | 17.2K | $6.4M | $5.8M | 1.71% | -- | 2026-06-30 |
| 24 | GEV | GE VERNOVA INC | 5.0K | $5.8M | $4.8M | 1.41% | -- | 2026-06-30 |
| 25 | IHE | ISHARES TR | 35.6K | $3.5M | $3.6M | 1.07% | +32.0K | 2026-06-30 |
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