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FFG PARTNERS, LLC 13F portfolio summary

FFG PARTNERS, LLC of FFG PARTNERS, LLC has 42 current stock holdings with a reported portfolio value of $352.4M. The portfolio 1 year return is +15.20%. Top holdings include MU (8.01%), NVDA (7.54%), AVGO (5.66%), ET (4.79%), GLD (4.70%).

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FFG PARTNERS, LLC

FFG PARTNERS, LLC
Latest filing: 2026-06-30

FFG PARTNERS, LLC runs FFG PARTNERS, LLC and currently holds 42 stock positions, which is fewer than the average of 230 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 #450 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%.

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Top 5 Holdings
MU8.0%
NVDA7.5%
AVGO5.7%
ET4.8%
GLD4.7%
Top 5: 30.7%
Portfolio Returns
1 Year
+15.20%
#862/1000
3 Year
+79.38%
#390/1000
5 Year
+79.38%
#437/1000

Portfolio Value

$352.42M

Alpha Score

60.2

#450 of 1000

Holdings

42

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42 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MU
MICRON TECHNOLOGY INC
8.01%$337.84$966.78+186.17%
Trimmed
-15.08%
NVDA
NVIDIA CORPORATION
7.54%$55.98$214.76+283.64%
Trimmed
-4.49%
AVGO
BROADCOM INC
5.66%$168.74$368.45+118.35%
Trimmed
-1.04%
ET
ENERGY TRANSFER L P
4.79%$14.19$21.20+49.37%
Trimmed
-0.60%
GLD
SPDR GOLD TR
4.70%$193.08$423.45+119.31%
Trimmed
-13.64%
PLTR
PALANTIR TECHNOLOGIES INC
4.69%$81.25$179.94+121.46%
Trimmed
-0.82%
CAT
CATERPILLAR INC
4.30%$1,064.90$827.65-22.28%
New Buy
GOOGL
ALPHABET INC
4.25%$143.19$344.82+140.81%
Added
+0.36%
ACWX
ISHARES TR
3.97%$67.63$77.94+15.24%
Added
+0.69%
GS
GOLDMAN SACHS GROUP INC
3.58%$845.99$1,039.41+22.86%
Trimmed
-4.46%

Showing 1-10 of 42