StockDriftsStockDriftsTop 44 Ffg Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.08% | 125.9K | $28.8M | -5.21%(-6.92K) | $51.94(+318.00%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 7.85% | 23.3K | $24.9M | -4.61%(-1.13K) | $311.63(+190.38%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 7.14% | 120.9K | $22.6M | -14.64%(-20.73K) | $70.69(+174.64%) | 2026-09-30 | |
| ET | ENERGY TRANSFER L P | 5.47% | 876.3K | $17.3M | -0.84%(-7.42K) | $14.22(+41.41%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 5.41% | 48.7K | $17.1M | -7.64%(-4.03K) | $199.09(+68.06%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 4.77% | 13.0K | $15.1M | +32.16%(+3.17K) | $980.88(+26.45%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.55% | 41.9K | $14.4M | -0.11%(-46) | $140.98(+144.13%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 4.34% | 17.0K | $13.7M | +19.24%(+2.74K) | $877.73(-17.31%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 4.27% | 51.0K | $13.5M | +2.86%(+1.42K) | $248.54(+2.11%) | 2026-09-30 | |
| INTC | INTEL CORP | 4.13% | 108.8K | $13.1M | +29.44%(+24.75K) | $99.40(-7.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +64.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +59.31% |
Ffg Partners LLC reports $337.78M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.1%), MU (7.8%) and PLTR (7.1%). The top 20 holdings account for 85.85% of reported assets. Its disclosed equity book has returned +64.32% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ffg Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2045972). View Ffg Partners LLC’s 13F filings on SEC