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The Analysis of FFG Partners, LLC's Holdings & P&L

Currently, FFG Partners, LLC holds 35 types of securities in its portfolio with a total value $252.6M. In the most recent quarter, they have increased their positions in GS (+13.1K shares, valued at $11.1M), MU (+28.8K shares, valued at $9.7M), AVDV (+92.6K shares, valued at $9.3M); decreased their positions in NVDA (-92.6K shares, valued at $16.2M), AMZN (-34.8K shares, valued at $7.2M), JPM (-19.3K shares, valued at $5.7M); initiated new positions in GS (+13.1K shares, valued at $11.1M), MU (+28.8K shares, valued at $9.7M), AVDV (+92.6K shares, valued at $9.3M).

1M P&L

+19.4M+8.92%

3M P&L

+26.5M+12.59%

HY P&L

+42.9M+22.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A46.9M

21.3%

2Semiconductors34.3M

15.6%

3Software - Infrastructure31.5M

14.4%

Top Industries by Stock Count

1N/A8 stocks

27.6%

2Software - Infrastructure4 stocks

13.8%

3Semiconductors3 stocks

10.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION139.1K shares-39.97%2026-03-312026-04-17

GLD SPDR GOLD TR52.0K shares-6.73%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC142.8K shares-8.87%2026-03-312026-04-17

ET ENERGY TRANSFER L P889.1K shares4.03%2026-03-312026-04-17

BROADCOM INC BROADCOM INC53.3K shares0.25%2026-03-312026-04-17

AMZN AMAZON COM INC68.8K shares-33.58%2026-03-312026-04-17

ACWX ISHARES TR182.8K shares49.77%2026-03-312026-04-17

ALPHABET INC ALPHABET INC41.8K shares-1.20%2026-03-312026-04-17

Sponsored

META META PLATFORMS INC20.6K shares1.74%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO39.3K shares-32.92%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC13.1K sharesnew addition2026-03-312026-04-17

MU MICRON TECHNOLOGY INC28.8K sharesnew addition2026-03-312026-04-17

ULTA ULTA BEAUTY INC18.4K shares12.13%2026-03-312026-04-17

AVDV AMERICAN CENTY ETF TR92.6K sharesnew addition2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC23.2K shares3.76%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION8.5K shares-0.13%2026-03-312026-04-17

Sponsored

VRT VERTIV HOLDINGS CO31.2K shares1.53%2026-03-312026-04-17

LLY ELI LILLY & CO3.9K sharesnew addition2026-03-312026-04-17

GNRC GENERAC HLDGS INC15.3K sharesnew addition2026-03-312026-04-17

ASML ASML HLDG NV2.2K shares9.58%2026-03-312026-04-17

TSLA TESLA INC7.3K shares219.95%2026-03-312026-04-17

NVO NOVO-NORDISK A S67.5K sharesnew addition2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR16.2K shares-6.65%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K sharesnew addition2026-03-312026-04-17

Sponsored

XAR SPDR SERIES TRUST4.6K shares5.13%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC6.8K shares-34.69%2026-03-312026-04-17

ALPHABET INC ALPHABET INC3.4K shares-13.49%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.6K sharesnew addition2026-03-312026-04-17

VTI VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-17

MSFT MICROSOFT CORP1.3K shares-52.37%2026-03-312026-04-17

CIBR FIRST TR EXCHANGE-TRADED FD6.3K shares-2.09%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares0.19%2026-03-312026-04-17

Sponsored

IHE ISHARES TR3.6K sharesnew addition2026-03-312026-04-17

HUM HUMANA INC1.7K sharesnew addition2026-03-312026-04-17

BND VANGUARD BD INDEX FDS3.3K shares0.63%2026-03-312026-04-17

NVDA

NVIDIA CORPORATION

-39.97%

Shares139.1K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

-6.73%

Shares52.0K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

-8.87%

Shares142.8K

Event2026-03-31

Filed2026-04-17

ENERGY TRANSFER L P

4.03%

Shares889.1K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

0.25%

Shares53.3K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-33.58%

Shares68.8K

Event2026-03-31

Filed2026-04-17

ACWX

ISHARES TR

49.77%

Shares182.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-1.20%

Shares41.8K

Event2026-03-31

Filed2026-04-17

META

META PLATFORMS INC

1.74%

Shares20.6K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-32.92%

Shares39.3K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

New

Shares13.1K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

New

Shares28.8K

Event2026-03-31

Filed2026-04-17

ULTA

ULTA BEAUTY INC

12.13%

Shares18.4K

Event2026-03-31

Filed2026-04-17

AVDV

AMERICAN CENTY ETF TR

New

Shares92.6K

Event2026-03-31

Filed2026-04-17

CRWD

CROWDSTRIKE HLDGS INC

3.76%

Shares23.2K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-0.13%

Shares8.5K

Event2026-03-31

Filed2026-04-17

VRT

VERTIV HOLDINGS CO

1.53%

Shares31.2K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

New

Shares3.9K

Event2026-03-31

Filed2026-04-17

GNRC

GENERAC HLDGS INC

New

Shares15.3K

Event2026-03-31

Filed2026-04-17

ASML

ASML HLDG NV

9.58%

Shares2.2K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

219.95%

Shares7.3K

Event2026-03-31

Filed2026-04-17

NVO

NOVO-NORDISK A S

New

Shares67.5K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TR

-6.65%

Shares16.2K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

XAR

SPDR SERIES TRUST

5.13%

Shares4.6K

Event2026-03-31

Filed2026-04-17

PANW

PALO ALTO NETWORKS INC

-34.69%

Shares6.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-13.49%

Shares3.4K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

New

Shares4.6K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-52.37%

Shares1.3K

Event2026-03-31

Filed2026-04-17

CIBR

FIRST TR EXCHANGE-TRADED FD

-2.09%

Shares6.3K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.19%

Shares1.0K

Event2026-03-31

Filed2026-04-17

IHE

ISHARES TR

New

Shares3.6K

Event2026-03-31

Filed2026-04-17

HUM

HUMANA INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

0.63%

Shares3.3K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

GLD Call CallSPDR GOLD TR300 sharesnew addition2026-03-312026-04-17

GLD Call

SPDR GOLD TR

New

Shares300

Event2026-03-31

Filed2026-04-17

Put Option Holdings

No put option holdings data available