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 $252.7M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($24.3M, 9.60%), GLD ($22.5M, 8.91%), PLTR ($20.9M, 8.27%), ET ($17.2M, 6.79%), AVGO ($16.5M, 6.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $24.3M | 9.60% | 139,109 | Trimmed |
| 2 | GLD | SPDR GOLD TR | $22.5M | 8.91% | 52,329 | Trimmed |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $20.9M | 8.27% | 142,825 | Trimmed |
| 4 | ET | ENERGY TRANSFER L P | $17.2M | 6.79% | 889,071 | Added |
| 5 | AVGO | BROADCOM INC | $16.5M | 6.53% | 53,327 | Added |
| 6 | AMZN | AMAZON COM INC | $14.3M | 5.67% | 68,816 | Trimmed |
| 7 | ACWX | ISHARES TR | $12.5M | 4.95% | 182,757 | Added |
| 8 | GOOGL | ALPHABET INC | $12.0M | 4.75% | 41,770 | Trimmed |
| 9 | META | META PLATFORMS INC | $11.8M | 4.67% | 20,613 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $11.6M | 4.58% | 39,329 | Trimmed |
| 11 | GS | GOLDMAN SACHS GROUP INC | $11.1M | 4.37% | 13,066 | New |
| 12 | MU | MICRON TECHNOLOGY INC | $9.7M | 3.85% | 28,807 | New |
| 13 | ULTA | ULTA BEAUTY INC | $9.6M | 3.82% | 18,446 | Added |
| 14 | AVDV | AMERICAN CENTY ETF TR | $9.3M | 3.66% | 92,644 | New |
| 15 | CRWD | CROWDSTRIKE HLDGS INC | $9.1M | 3.59% | 23,227 | Added |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $8.5M | 3.36% | 8,521 | Trimmed |
| 17 | VRT | VERTIV HOLDINGS CO | $7.8M | 3.10% | 31,220 | Added |
| 18 | LLY | ELI LILLY & CO | $3.6M | 1.42% | 3,891 | New |
| 19 | GNRC | GENERAC HLDGS INC | $3.0M | 1.19% | 15,333 | New |
| 20 | ASML | ASML HLDG NV | $2.9M | 1.15% | 2,197 | Added |
| 21 | TSLA | TESLA INC | $2.7M | 1.07% | 7,298 | Added |
| 22 | NVO | NOVO-NORDISK A S | $2.5M | 0.98% | 67,501 | New |
| 23 | IAU | ISHARES GOLD TR | $1.4M | 0.56% | 16,158 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $1.2M | 0.47% | 1,995 | New |
| 25 | XAR | SPDR SERIES TRUST | $1.2M | 0.46% | 4,593 | Added |
Source: SEC Form 13F filings · as of 2026-03-31