1y return+7.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $159 against $157 in the S&P 500.2
FFG Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MUMicron Technology Inc | $28.2M | 8.1% | −15.1% |
| NVDANvidia Corporation | $26.6M | 7.6% | −4.5% |
| AVGOBroadcom Inc | $19.9M | 5.7% | −1.0% |
| ETEnergy Transfer L P | $16.9M | 4.9% | |
| GLDSpdr Gold Tr | $16.6M | 4.8% | −13.6% |
| PLTRPalantir Technologies Inc | $16.5M | 4.8% | |
| CATCaterpillar Inc | $15.1M | 4.4% | New |
| GOOGLAlphabet Inc | $15.0M | 4.3% | |
| ACWXIshares Tr | $14.0M | 4.0% | |
| GSGoldman Sachs Group Inc | $12.6M | 3.6% | −4.5% |
| JNJJohnson & Johnson | $12.6M | 3.6% | New |
| GNRCGenerac Hldgs Inc | $12.4M | 3.6% | +176.8% |
| JPMJpmorgan Chase & Co | $12.1M | 3.5% | −5.8% |
| LLYEli Lilly & Co | $11.8M | 3.4% | +153.6% |
| INTCIntel Corp | $11.7M | 3.4% | New |
| SNDKSandisk Corp | $11.6M | 3.3% | New |
| DKSDicks Sporting Goods Inc | $11.5M | 3.3% | New |
| POWRIshares Inc | $11.1M | 3.2% | New |
| AMZNAmazon Com Inc | $11.1M | 3.2% | −32.5% |
| VRTVertiv Holdings Co | $10.5M | 3.0% | |
| Asml Hldg NvCUSIP N07059210 | $8.4M | 2.4% | +92.2% |
| COSTCostco Wholesale Corporation | $7.9M | 2.3% | −1.4% |
| MARMarriott Intl Inc New | $6.4M | 1.8% | New |
| GEVGe Vernova Inc | $5.8M | 1.7% | New |
| IHEIshares Tr | $3.5M | 1.0% | +887.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $26.6M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $15.0M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $675K |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $19.9M |
| HUMHumana Inc | March 31, 2026 | +129.1% | $691K |
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $501K |
| XARSpdr Series Trust | December 31, 2023 | +109.6% | $1.5M |
| VRTVertiv Holdings Co | December 31, 2025 | +106.7% | $10.5M |
| IAUIshares Gold Tr | December 31, 2023 | +93.5% | $953K |
| GLDSpdr Gold Tr | December 31, 2023 | +92.7% | $16.6M |
Sold off last quarter
- METAMeta Platforms Inc was $11.8M
- ULTAUlta Beauty Inc was $9.6M
- AVDVAmerican Centy Etf Tr was $9.3M
- CRWDCrowdstrike Hldgs Inc was $9.1M
- PANWPalo Alto Networks Inc was $1.1M
- RSPInvesco Exchange Traded Fd T was $892K
- MSFTMicrosoft Corp was $483K
- CIBRFirst Tr Exchange-traded Fd was $394K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −8.1% | −4.6% |
| December 31, 2025 | −4.8% | +2.4% |
| September 30, 2025 | +11.0% | +7.8% |
| June 30, 2025 | +15.8% | +10.5% |
| March 31, 2025 | −5.6% | −4.6% |
| December 31, 2024 | +3.5% | +2.1% |
| September 30, 2024 | −0.4% | +5.4% |
| June 30, 2024 | +10.8% | +4.0% |
| March 31, 2024 | +18.5% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: FFG Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2045972&type=13F-HR&dateb=&owner=include&count=40CIK 2045972
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2045972/000204597226000004/Filed July 9, 2026 · accession 0002045972-26-000004