FFG Partners, LLC
FFG Partners, LLC reported 50 holdings worth US$338M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 15, 2026
FFG Partners, LLC reported 50 holdings worth US$338M as of Sep 30, 2026. Largest: Nvidia Corporation, Micron Technology, Inc. and Palantir Technologies Inc. Filed Oct 15, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$338M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 126K | US$28.8M | 8.5% |
| Micron Technology, Inc. | 23,334 | US$24.9M | 7.4% |
| Palantir Technologies Inc. | 121K | US$22.6M | 6.7% |
| Energy Transfer Lp | 876K | US$17.3M | 5.1% |
| Broadcom Inc. | 48,739 | US$17.1M | 5.1% |
| Eli Lilly And Company | 13,043 | US$15.1M | 4.5% |
| Alphabet Inc (google) Class C | 43,775 | US$15.1M | 4.5% |
| Caterpillar, Inc. | 16,953 | US$13.7M | 4.1% |
| Johnson & Johnson | 51,015 | US$13.5M | 4.0% |
| Intel Corporation | 109K | US$13.1M | 3.9% |
| SPDR Gold Shares | 33,853 | US$12.9M | 3.8% |
| Amazon.com, Inc. | 44,927 | US$11.2M | 3.3% |
| Goldman Sachs Group, Inc. (the) | 11,941 | US$10.8M | 3.2% |
| Marriott International | 27,863 | US$9.91M | 2.9% |
| Philip Morris International Inc | 44,550 | US$8.5M | 2.5% |
| Lockheed Martin Corporation | 16,210 | US$8.25M | 2.4% |
| Vertiv Holdings, Llc | 32,103 | US$7.75M | 2.3% |
| Jp Morgan Chase & Co. | 22,239 | US$7.36M | 2.2% |
| Costco Wholesale Corporation | 8,078 | US$7.35M | 2.2% |
| VanEck Oil Refiners ETF | 115K | US$7.31M | 2.2% |
| Asml Holding Nv | 4,027 | US$7.3M | 2.2% |
| Sandisk Corporation | 3,639 | US$6.33M | 1.9% |
| Ge Vernova Inc. | 6,361 | US$6.05M | 1.8% |
| iShares U.S. Pharmaceuticals ETF | 36,478 | US$3.67M | 1.1% |
| State Street SPDR S&P Aerospace & Defense ETF | 11,441 | US$2.65M | 0.78% |
| Crowdstrike Holdings, Inc. | 8,420 | US$2.23M | 0.66% |
| Grayscale Bitcoin Mini Trust ETF | 59,272 | US$2.19M | 0.65% |
| Tesla, Inc. | 5,929 | US$2.1M | 0.62% |
| Space Exploration Technologies Corp | 9,199 | US$1.39M | 0.41% |
| Calamos Autocallable Income ETF | 51,482 | US$1.37M | 0.41% |
| Vanguard S&P 500 ETF | 1,691 | US$1.19M | 0.35% |
| State Street SPDR Portfolio S&P 500 ETF | 11,331 | US$1.02M | 0.30% |
| iShares Gold Trust | 11,096 | US$867K | 0.26% |
| Invesco PHLX Semiconductor ETF | 7,924 | US$788K | 0.23% |
| First Trust NASDAQ Cybersecurity ETF | 7,625 | US$786K | 0.23% |
| Roundhill Memory ETF | 12,215 | US$737K | 0.22% |
| Vanguard Morningstar Total Stock Market ETF | 1,964 | US$735K | 0.22% |
| Humana Inc. | 1,744 | US$666K | 0.20% |
| Invesco S&P 500 Equal Weight ETF | 3,008 | US$626K | 0.19% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,050 | US$479K | 0.14% |
| Apple Inc | 904 | US$301K | 0.09% |
| Vanguard Total Bond Market ETF | 3,407 | US$239K | 0.07% |
| Bloom Energy Corporation | 845 | US$234K | 0.07% |
| Marvell Technology, Inc. | 800 | US$211K | 0.06% |
| State Street SPDR S&P 500 ETF | 23 | US$17,540 | <0.01% |
| Dick's Sporting Goods Inc | 0 | US$0 | 0.00% |
| Generac Holdings Inc. | 0 | US$0 | 0.00% |
| Novo Nordisk A/s Class B | 0 | US$0 | 0.00% |
Source
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