Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FFG Partners, LLC (CIK 2045972) reported $352.4M across 41 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($32.9M, 9.32%), NVDA ($26.6M, 7.54%), AVGO ($19.9M, 5.66%), ET ($16.9M, 4.79%), GLD ($16.6M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $32.9M | 9.32% | 28,462 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $26.6M | 7.54% | 132,860 | Trimmed |
| 3 | AVGO | BROADCOM INC | $19.9M | 5.66% | 52,772 | Trimmed |
| 4 | ET | ENERGY TRANSFER L P | $16.9M | 4.79% | 883,770 | Trimmed |
| 5 | GLD | SPDR GOLD TR | $16.6M | 4.70% | 44,931 | Trimmed |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $16.5M | 4.69% | 141,650 | Trimmed |
| 7 | CAT | CATERPILLAR INC | $15.1M | 4.30% | 14,217 | New |
| 8 | GOOGL | ALPHABET INC | $15.0M | 4.25% | 41,920 | Added |
| 9 | ACWX | ISHARES TR | $14.0M | 3.97% | 184,025 | Added |
| 10 | GS | GOLDMAN SACHS GROUP INC | $12.6M | 3.58% | 12,483 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $12.6M | 3.57% | 49,597 | New |
| 12 | GNRC | GENERAC HLDGS INC | $12.4M | 3.53% | 42,439 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $12.1M | 3.44% | 37,046 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $11.8M | 3.36% | 9,869 | Added |
| 15 | INTC | INTEL CORP | $11.7M | 3.33% | 84,093 | New |
| 16 | SNDK | SANDISK CORP | $11.6M | 3.30% | 5,111 | New |
| 17 | DKS | DICKS SPORTING GOODS INC | $11.5M | 3.26% | 50,669 | New |
| 18 | FILL | ISHARES INC | $11.1M | 3.16% | 398,150 | New |
| 19 | AMZN | AMAZON COM INC | $11.1M | 3.14% | 46,483 | Trimmed |
| 20 | VRT | VERTIV HOLDINGS CO | $10.5M | 2.98% | 31,388 | Added |
| 21 | ASML | ASML HLDG NV | $8.4M | 2.38% | 4,222 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $7.9M | 2.23% | 8,398 | Trimmed |
| 23 | MAR | MARRIOTT INTL INC NEW | $6.4M | 1.81% | 17,187 | New |
| 24 | GEV | GE VERNOVA INC | $5.8M | 1.66% | 4,967 | New |
| 25 | IHE | ISHARES TR | $3.5M | 1.00% | 35,599 | Added |
Source: SEC Form 13F filings · as of 2026-06-30