Ffg Partners, LLC Portfolio Holdings by Sector
Ffg Partners, LLC
- $301 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
NVDA AVGO TSM 3 stocks |
$54 Million
18.28% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR HOOD CRWD PANW MSFT 5 stocks |
$52.3 Million
17.73% of portfolio
|
  4  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
ETFs | ETFs
GLD EWG IAU XAR CIBR BND 6 stocks |
$30.2 Million
10.23% of portfolio
|
  3  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$29.2 Million
9.88% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
SPOT GOOGL META GOOG 4 stocks |
$26.9 Million
9.11% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$23.8 Million
8.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$23.7 Million
8.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$17 Million
5.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$14.6 Million
4.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER MSTR 2 stocks |
$11.8 Million
4.0% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$9.26 Million
3.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$831,850
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$672,486
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$516,988
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$454,154
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|