FFG Partners, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$344.9M
Holdings
39
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 231,745 | $43.2M | 12.53% | |
| 2 | PLTRPALANTIR TECHNOLOGIES INC | 156,727 | $27.9M | 8.08% | |
| 3 | AMZNAMAZON COM INC | 103,602 | $23.9M | 6.93% | |
| 4 | GQ9SPDR GOLD TR | 55,781 | $22.1M | 6.41% | |
| 5 | HOODROBINHOOD MKTS INC | 172,151 | $19.5M | 5.65% | |
| 6 | JPMJPMORGAN CHASE & CO. | 58,634 | $18.9M | 5.48% | |
| 7 | AVGOBROADCOM INC | 53,192 | $18.4M | 5.34% | |
| 8 | CBOECBOE GLOBAL MKTS INC | 62,015 | $15.6M | 4.51% | |
| 9 | ETENERGY TRANSFER L P | 854,593 | $14.1M | 4.09% | |
| 10 | METAMETA PLATFORMS INC | 20,260 | $13.4M | 3.88% | |
| 11 | GOOGLALPHABET INC | 42,276 | $13.2M | 3.84% | |
| 12 | NFLXNETFLIX INC | 126,597 | $11.9M | 3.44% | |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 22,385 | $10.5M | 3.04% | |
| 14 | ULTAULTA BEAUTY INC | 16,450 | $10.0M | 2.89% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 16,456 | $9.6M | 2.77% | |
| 16 | JPXAEROVIRONMENT INC | 36,660 | $8.9M | 2.57% | |
| 17 | ACWXISHARES TR | 122,025 | $8.2M | 2.37% | |
| 18 | SHOPSHOPIFY INC | 50,646 | $8.2M | 2.36% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 8,532 | $7.4M | 2.13% | |
| 20 | OKLOOKLO INC | 93,037 | $6.7M | 1.94% | |
| 21 | IBITISHARES BITCOIN TRUST ETF | 101,325 | $5.0M | 1.46% | |
| 22 | VRTVERTIV HOLDINGS CO | 30,750 | $5.0M | 1.44% | |
| 23 | DGDOLLAR GEN CORP NEW | 34,067 | $4.5M | 1.31% | |
| 24 | ETHAISHARES ETHEREUM TR | 161,756 | $3.6M | 1.05% | |
| 25 | ASMLASML HOLDING N V | 2,005 | $2.1M | 0.62% | |
| 26 | PANWPALO ALTO NETWORKS INC | 10,488 | $1.9M | 0.56% | |
| 27 | CGCARLYLE GROUP INC | 27,119 | $1.6M | 0.46% | |
| 28 | IAU*ISHARES GOLD TR | 17,309 | $1.4M | 0.41% | |
| 29 | MSFTMICROSOFT CORP | 2,740 | $1.3M | 0.38% | |
| 30 | GOOGALPHABET INC | 3,915 | $1.2M | 0.36% | |
| 31 | AAPLAPPLE INC | 4,133 | $1.1M | 0.33% | |
| 32 | XARSPDR SERIES TRUST | 4,369 | $1.1M | 0.31% | |
| 33 | TSLATESLA INC | 2,281 | $1.0M | 0.30% | |
| 34 | VTIVANGUARD INDEX FDS | 1,813 | $607K | 0.18% | |
| 35 | PNQIINVESCO EXCHANGE TRADED FD T | 9,388 | $506K | 0.15% | |
| 36 | IBUYAMPLIFY ETF TR | 6,691 | $498K | 0.14% | |
| 37 | CIBRFIRST TR EXCHANGE TRADED FD | 6,418 | $458K | 0.13% | |
| 38 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,044 | $317K | 0.09% | |
| 39 | BNDVANGUARD BD INDEX FDS | 3,318 | $245K | 0.07% |