FFG PARTNERS, LLC 13F Portfolio
FFG PARTNERS, LLC runs FFG PARTNERS, LLC and currently holds 42 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $352.42M. Their top holdings are MU, NVDA, AVGO, ET, GLD. The top five represent 30.7% of reported portfolio weight. FFG PARTNERS, LLC ranks #395 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FFG PARTNERS, LLC initiated 11 new positions. They added to 14 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$352.42M
Alpha Score
64.3
#395 of 1000
Holdings
42
FFG PARTNERS, LLC Current 13F Holdings
Reported holdings from FFG PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
42 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MU MICRON TECHNOLOGY INC | 8.01% | $337.84 | $1,029.00 | +204.58% | Trimmed -15.08% |
 NVDA NVIDIA CORPORATION | 7.54% | $55.98 | $229.28 | +309.57% | Trimmed -4.49% |
 AVGO BROADCOM INC | 5.66% | $168.74 | $361.54 | +114.26% | Trimmed -1.04% |
 ET ENERGY TRANSFER L P | 4.79% | $14.19 | $20.72 | +46.02% | Trimmed -0.60% |
 GLD SPDR GOLD TR | 4.70% | $193.08 | $384.62 | +99.20% | Trimmed -13.64% |
 PLTR PALANTIR TECHNOLOGIES INC | 4.69% | $81.25 | $209.05 | +157.29% | Trimmed -0.82% |
 CAT CATERPILLAR INC | 4.30% | $1,064.90 | $800.60 | -24.82% | New Buy |
 GOOGL ALPHABET INC | 4.25% | $143.19 | $351.66 | +145.59% | Added +0.36% |
 ACWX ISHARES TR | 3.97% | $67.63 | $75.48 | +11.61% | Added +0.69% |
 GS GOLDMAN SACHS GROUP INC | 3.58% | $845.99 | $895.54 | +5.86% | Trimmed -4.46% |
Showing 1-10 of 42