Ffg Partners, LLC Portfolio Holdings by Sector
Ffg Partners, LLC
- $369 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
PLTR HOOD CRWD PANW MSFT 5 stocks |
$67.8 Million
19.47% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM 3 stocks |
$63.1 Million
18.12% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT GOOGL META GOOG 4 stocks |
$31.7 Million
9.1% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GLD IAU XAR PNQI IBUY CIBR BND 7 stocks |
$24.2 Million
6.93% of portfolio
|
3
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$22.9 Million
6.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SHOP 2 stocks |
$21.6 Million
6.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$21.3 Million
6.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$18.3 Million
5.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$16.3 Million
4.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CBOE 1 stocks |
$15.1 Million
4.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$13.2 Million
3.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$10.3 Million
2.95% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AVAV 1 stocks |
$9.19 Million
2.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$9 Million
2.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CG 1 stocks |
$1.71 Million
0.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.05 Million
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.01 Million
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$591,710
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|