FJ Investments, LLC

CIK 1903573 · View on SEC EDGAR ↗

Portfolio value
$972.3M
#2,503 of 9,443 by 13F value · top 26.5%
Positions
6
As of
June 30, 2026

Portfolio value QoQ: +24.7% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
6
Effective number of positions
2.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.97% Est. buys $90,321,605 · sells $8,452,573

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
1
Increased
1
Decreased
1
Closed
0
On this page

Sector breakdown

Communication Services
18.7%
Energy
5.7%
Retail
3.6%
Other/Unmapped
72.0%

Full portfolio 6 positions

Type Streak 8Q trend
VOO $578,967,246 59.54% 842,980 $67,890,378 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $181,593,843 18.68% 508,140 $35,562,141 Up ×6
VGSH Vanguard Short-Term Treasury ETF $90,210,820 9.28% 1,550,014 Up ×1
PARR Par Pacific Holdings, Inc. Common Stock $55,581,281 5.72% 991,107 $-6,501,661
AMZN Amazon.com, Inc. - Common Stock $34,814,562 3.58% 146,071 $4,392,355
BRKB $31,168,292 3.21% 62,288 $1,319,882

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
GOOGL $181,593,843 18.68% up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
VGSH $90,210,820 1,550,014 9.28%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Trimmed -12K +$67.9M
GOOGL Bought more +310 +$35.6M
PARR Price move only +0 -$6.5M
AMZN Price move only +0 +$4.4M
BRKB Price move only +0 +$1.3M