StockDriftsStockDriftsTop 41 FFG Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 8.12% | 24.5K | $28.2M | -15.08%(-4.34K) | $311.63(+176.62%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.64% | 132.9K | $26.6M | -4.49%(-6.25K) | $51.94(+324.49%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.73% | 52.8K | $19.9M | -1.04%(-555) | $199.09(+111.14%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 4.86% | 883.8K | $16.9M | -0.60%(-5.30K) | $14.22(+45.17%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.76% | 44.9K | $16.6M | -13.64%(-7.10K) | $183.23(+120.25%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.75% | 141.7K | $16.5M | -0.82%(-1.18K) | $70.69(+149.94%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 4.35% | 14.2K | $15.1M | new | $866.17(-1.20%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.31% | 41.9K | $15.0M | +0.36%(+150) | $140.98(+149.30%) | 2026-06-30 | |
| ACWX | ISHARES TR | 4.03% | 184.0K | $14.0M | +0.69%(+1.27K) | $66.68(+16.23%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.63% | 12.5K | $12.6M | -4.46%(-583) | $862.49(+20.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +61.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +57.73% |
FFG Partners, LLC reports $352.42M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are MU (8.1%), NVDA (7.6%) and AVGO (5.7%). The top 20 holdings account for 85.69% of reported assets. Its disclosed equity book has returned +61.10% cumulatively over 10 quarters. Figures reflect the Q2 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