Latest FJ Investments, LLC Stock Portfolio
FJ Investments, LLC Performance:
2025 Q4: 4.42%YTD: 19.16%2024: 24%
Performance for 2025 Q4 is 4.42%, and YTD is 19.16%, and 2024 is 24%.
About FJ Investments, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, FJ Investments, LLC reported an equity portfolio of $1.6 Billions as of 31 Dec, 2025.
The top stock holdings of FJ Investments, LLC are VB, GOOG, PARR. The fund has invested 83.7% of it's portfolio in VANGUARD INDEX FDS and 10% of portfolio in ALPHABET INC.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG).
The top stock holdings of FJ Investments, LLC are VB, GOOG, PARR. The fund has invested 83.7% of it's portfolio in VANGUARD INDEX FDS and 10% of portfolio in ALPHABET INC.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG).
FJ Investments, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that FJ Investments, LLC made a return of 4.42% in the last quarter. In trailing 12 months, it's portfolio return was 19.16%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc | 0.07 |
Additions to existing portfolio by FJ Investments, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -2.55 |
FJ Investments, LLC reduced stake in above stock
Sold off
Sector Distribution
FJ Investments, LLC has about 85.6% of it's holdings in Others sector.
- Others
- Communication Services
- Energy
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 85.6 |
| Communication Services | 10 |
| Energy | 2.2 |
| Consumer Cyclical | 2.1 |
Market Cap. Distribution
FJ Investments, LLC has about 12.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 85.6 |
| MEGA-CAP | 12.2 |
| SMALL-CAP | 2.2 |
Stocks belong to which Index?
About 14.4% of the stocks held by FJ Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 85.6 |
| S&P 500 | 12.2 |
| RUSSELL 2000 | 2.2 |
FJ Investments, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of FJ Investments, LLC
FJ Investments, LLC has 5 stocks in it's portfolio. PARR proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for FJ Investments, LLC last quarter.
Last Reported on: 05 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon com inc | 2.13 | 146,071 | 33,716,100 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 10.04 | 507,480 | 158,841,000 | added | 0.07 | ||
| PARR | par pac holdings inc | 2.20 | 991,107 | 34,827,500 | unchanged | 0.00 | ||
| VB | vanguard index fds | 83.65 | 2,110,580 | 1,323,610,000 | reduced | -2.55 | ||
| berkshire hathaway inc del | 1.98 | 62,288 | 31,309,100 | unchanged | 0.00 | |||