Latest FJ Investments, LLC Stock Portfolio
$1.53Billion– No. of Holdings #5
FJ Investments, LLC Performance:
2026 Q1: -3.34%YTD: -3.34%2025: 19.16%
Performance for 2026 Q1 is -3.34%, and YTD is -3.34%, and 2025 is 19.16%.
About FJ Investments, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, FJ Investments, LLC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.
The top stock holdings of FJ Investments, LLC are VB, GOOG, PARR. The fund has invested 82.5% of it's portfolio in VANGUARD INDEX FDS and 9.5% of portfolio in ALPHABET INC.
The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB) and ALPHABET INC (GOOG).
The top stock holdings of FJ Investments, LLC are VB, GOOG, PARR. The fund has invested 82.5% of it's portfolio in VANGUARD INDEX FDS and 9.5% of portfolio in ALPHABET INC.
The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB) and ALPHABET INC (GOOG).
FJ Investments, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
FJ Investments, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that FJ Investments, LLC made a return of -3.34% in the last quarter. In trailing 12 months, it's portfolio return was 21.5%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 0.32 |
| alphabet inc | 0.07 |
Additions to existing portfolio by FJ Investments, LLC
Reductions
Sold off
Sector Distribution
FJ Investments, LLC has about 84.4% of it's holdings in Others sector.
- Others
- Communication Services
- Energy
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 84.4 |
| Communication Services | 9.5 |
| Energy | 4 |
| Consumer Cyclical | 2 |
Market Cap. Distribution
FJ Investments, LLC has about 11.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 84.4 |
| MEGA-CAP | 11.5 |
| MID-CAP | 4 |
Stocks belong to which Index?
About 15.5% 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 | 84.4 |
| S&P 500 | 11.5 |
| RUSSELL 2000 | 4 |
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. VB proved to be the most loss making stock for the portfolio. PARR was the most profitable stock for FJ Investments, LLC last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon com inc | 1.98 | 146,071 | 30,422,200 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 9.52 | 507,830 | 146,032,000 | added | 0.07 | ||
| PARR | par pac holdings inc | 4.05 | 991,107 | 62,082,900 | unchanged | 0.00 | ||
| VB | vanguard index fds | 82.50 | 2,117,350 | 1,265,220,000 | added | 0.32 | ||
| berkshire hathaway inc del | 1.95 | 62,288 | 29,848,400 | unchanged | 0.00 | |||