StockDriftsStockDriftsTop 6 FJ Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 78.64% | 2.11M | $1.45B | -0.41%(-8.66K) | $443.57(+60.30%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 9.86% | 508.1K | $181.6M | +0.06%(+310) | $138.61(+153.57%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.9% | 1.55M | $90.2M | new | $58.35(-0.51%) | 2026-06-30 | |
| PARR | PAR PAC HOLDINGS INC | 3.02% | 991.1K | $55.6M | +0.00%(+0) | $20.40(+261.22%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.89% | 146.1K | $34.8M | +0.00%(+0) | $139.53(+97.05%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.69% | 62.3K | $31.2M | +0.00%(+0) | $353.48(+48.06%) | 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 | — | — | — | — | +67.18% |
| Top 20 Holdings Unweighted | — | — | — | — | +104.80% |
FJ Investments, LLC reports $1.84B in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are VOO (78.6%), GOOGL (9.9%) and VGSH (4.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +67.18% 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.
Sign up free to track FJ Investments, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from FJ Investments, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903573). View FJ Investments, LLC’s 13F filings on SEC