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Ffg Partners, LLC Top Holdings and 13F Report (2025)

About Ffg Partners, LLC

Investment Activity

  • Ffg Partners, LLC has $368.94 million in total holdings as of September 30, 2025.
  • Ffg Partners, LLC owns shares of 36 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 26.20% of the portfolio was purchased this quarter.
  • About 15.76% of the portfolio was sold this quarter.
  • This quarter, Ffg Partners, LLC has purchased 33 new stocks and bought additional shares in 19 stocks.
  • Ffg Partners, LLC sold shares of 9 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA
$45,373,753
PALANTIR TECHNOLOGIES INC
$28,694,666
Robinhood Markets
$24,640,705
Amazon.com
$22,859,058
Energy Transfer
$21,277,360

Largest New Holdings this Quarter

12503M108 - Cboe Global Markets
$15,118,174 Holding
02156V109 - AltC Acquisition
$10,267,169 Holding
008073108 - AeroVironment
$9,187,231 Holding
90384S303 - Ulta Beauty
$8,999,505 Holding
82509L107 - SHOPIFY INC
$7,473,002 Holding

Largest Purchases this Quarter

JPMorgan Chase & Co.
56,487 shares (about $17.82M)
Cboe Global Markets
61,643 shares (about $15.12M)
AltC Acquisition
91,975 shares (about $10.27M)
AeroVironment
29,176 shares (about $9.19M)
Ulta Beauty
16,460 shares (about $9.00M)

Largest Sales this Quarter

Energy Transfer
70,602 shares (about $1.21M)
SPDR Gold Shares
2,515 shares (about $894.01K)
NVIDIA
4,109 shares (about $766.66K)
PALANTIR TECHNOLOGIES INC
2,143 shares (about $390.93K)
Broadcom
301 shares (about $99.30K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFfg Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$45,373,753$766,659 ▼-1.7%243,18612.3%Computer and Technology
PALANTIR TECHNOLOGIES INC
$28,694,666$390,926 ▼-1.3%157,3007.8%CL A
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$24,640,705$210,618 ▲0.9%172,0966.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$22,859,058$134,158 ▲0.6%104,1086.2%Retail/Wholesale
Energy Transfer LP stock logo
ET
Energy Transfer
$21,277,360$1,211,531 ▼-5.4%1,239,9395.8%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$19,912,008$894,007 ▼-4.3%56,0165.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,311,722$17,817,757 ▲3,607.1%58,0535.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$17,450,616$99,303 ▼-0.6%52,8954.7%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$16,281,513$423,954 ▲2.7%17,5894.4%Retail/Wholesale
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$15,118,174$15,118,174 ▲New Holding61,6434.1%Financial Services
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$14,123,257$2,088,231 ▲17.4%144,1593.8%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$13,243,270$4,951,539 ▲59.7%11,0463.6%Consumer Discretionary
ISHARES BITCOIN TRUST ETF
$11,866,205$7,335,185 ▲161.9%182,5573.2%SHS BEN INT
Spotify Technology stock logo
SPOT
Spotify Technology
$11,478,610$792,230 ▲7.4%16,4453.1%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$10,811,898$131,912 ▲1.2%22,0482.9%Computer and Technology
AltC Acquisition Corp. stock logo
ALCC
AltC Acquisition
$10,267,169$10,267,169 ▲New Holding91,9752.8%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,261,968$131,763 ▲1.3%42,2122.8%Computer and Technology
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$9,187,231$9,187,231 ▲New Holding29,1762.5%Aerospace
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,008,018$1,971,101 ▲28.0%12,2662.4%Computer and Technology
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$8,999,505$8,999,505 ▲New Holding16,4602.4%Retail/Wholesale
ISHARES ETHEREUM TR
$8,779,852$6,555,246 ▲294.7%278,6372.4%SHS
SHOPIFY INC
$7,473,002$7,473,002 ▲New Holding50,2862.0%CL A SUB VTG SHS
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,248,372$68,416 ▲3.1%11,0420.6%Computer and Technology
Carlyle Group Inc. stock logo
CG
Carlyle Group
$1,712,651$1,712,651 ▲New Holding27,3150.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$1,416,094$32,113 ▲2.3%2,7340.4%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,254,482$85,432 ▼-6.4%17,2390.3%Finance
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$1,089,269$10,340 ▼-0.9%4,6350.3%ETF
Apple Inc. stock logo
AAPL
Apple
$1,051,584$19,101 ▲1.9%4,1290.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,014,406$72,934 ▲7.7%2,2810.3%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$952,919$41,410 ▼-4.2%3,9120.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$591,710$33,474 ▲6.0%1,8030.2%ETF
Invesco NASDAQ Internet ETF stock logo
PNQI
Invesco NASDAQ Internet ETF
$575,207$575,207 ▲New Holding10,3030.2%Manufacturing
Amplify Online Retail ETF stock logo
IBUY
Amplify Online Retail ETF
$558,651$558,651 ▲New Holding7,3340.2%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$517,518$77,612 ▼-13.0%6,8080.1%Manufacturing
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$291,082$838 ▲0.3%1,0420.1%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$243,573$2,380 ▲1.0%3,2750.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$23,734,306 ▼-100.0%00.0%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$14,621,677 ▼-100.0%00.0%Finance
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$0$9,403,280 ▼-100.0%00.0%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$0$6,449,661 ▼-100.0%00.0%Retail/Wholesale
Strategy Inc stock logo
MSTR
Strategy
$0$355,722 ▼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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