FFG Partners, LLC
CIK: 0002045972SEC EDGAR →
Portfolio Value
$344.9M
Holdings
39
As of
Q4 2025
New Positions
39
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 231,745 | $43.2M | 12.53% |
| 2 | PALANTIR TECHNOLOGIES INC | 156,727 | $27.9M | 8.08% |
| 3 | AMAZON COM INC | 103,602 | $23.9M | 6.93% |
| 4 | SPDR GOLD TR | 55,781 | $22.1M | 6.41% |
| 5 | ROBINHOOD MKTS INC | 172,151 | $19.5M | 5.65% |
| 6 | JPMORGAN CHASE & CO. | 58,634 | $18.9M | 5.48% |
| 7 | BROADCOM INC | 53,192 | $18.4M | 5.34% |
| 8 | CBOE GLOBAL MKTS INC | 62,015 | $15.6M | 4.51% |
| 9 | ENERGY TRANSFER L P | 854,593 | $14.1M | 4.09% |
| 10 | META PLATFORMS INC | 20,260 | $13.4M | 3.88% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (39)
$43.2M · 232K shares
$27.9M · 157K shares
$23.9M · 104K shares
$22.1M · 56K shares
$19.5M · 172K shares
$18.9M · 59K shares
$18.4M · 53K shares
$15.6M · 62K shares
$14.1M · 855K shares
$13.4M · 20K shares
$13.2M · 42K shares
$11.9M · 127K shares
$10.5M · 22K shares
$10.0M · 16K shares
$9.6M · 16K shares
$8.9M · 37K shares
$8.2M · 122K shares
$8.2M · 51K shares
$7.4M · 9K shares
$6.7M · 93K shares
$5.0M · 101K shares
$5.0M · 31K shares
$4.5M · 34K shares
$3.6M · 162K shares
$2.1M · 2K shares
$1.9M · 10K shares
$1.6M · 27K shares
$1.4M · 17K shares
$1.3M · 3K shares
$1.2M · 4K shares
$1.1M · 4K shares
$1.1M · 4K shares
$1.0M · 2K shares
$607K · 2K shares
$506K · 9K shares
$498K · 7K shares
$458K · 6K shares
$317K · 1K shares
$245K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 10 | $115.0M | 33.3% |
| Financial Services | 13 | $75.7M | 22.0% |
| Communication Services | 5 | $49.3M | 14.3% |
| Consumer Cyclical | 3 | $34.9M | 10.1% |
| Unknown | 3 | $32.4M | 9.4% |
| Energy | 1 | $14.1M | 4.1% |
| Consumer Defensive | 2 | $11.9M | 3.4% |
| Utilities | 1 | $6.7M | 1.9% |
| Industrials | 1 | $5.0M | 1.4% |