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Latest FJ Investments, LLC Stock Portfolio

$1.84Billion | No. of Holdings #6

FJ Investments, LLC Performance

2026 Q2+13.75%
YTD+9.95%
2025+19.16%

About FJ Investments, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, FJ Investments, LLC reported an equity portfolio of $1.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of FJ Investments, LLC are VB, GOOG, BNDW. The fund has invested 78.6% of it's portfolio in VANGUARD INDEX FDS and 9.9% of portfolio in ALPHABET INC. <br><br> They significantly reduced their stock positions in VANGUARD INDEX FDS (VB). FJ Investments, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG).
FJ Investments, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$1.84Billion
  as of Aug 06, 2026

FJ Investments, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that FJ Investments, LLC made a return of 13.75% in the last quarter. In trailing 12 months, it's portfolio return was 26.21%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds90,210,800
New stocks bought by FJ Investments, LLC

Additions

Ticker% Inc.
alphabet inc0.06
Additions to existing portfolio by FJ Investments, LLC

Reductions

Ticker% Reduced
vanguard index fds-0.41
FJ Investments, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by FJ Investments, LLC

Sector Distribution

FJ Investments, LLC has about 85.2% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Energy
  • Consumer Cyclical
Sector%
Others85.2
Communication Services9.9
Energy3
Consumer Cyclical1.9

Market Cap. Distribution

FJ Investments, LLC has about 11.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED85.2
MEGA-CAP11.8
MID-CAP3

Stocks belong to which Index?

About 14.8% 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%
Others85.2
S&P 50011.8
RUSSELL 20003
Top 5 Winners (%)%
GOOG
alphabet inc
24.3 %
VB
vanguard index fds
14.9 %
AMZN
amazon com inc
14.4 %
berkshire hathaway inc del
4.4 %
Top 5 Winners ($)$
VB
vanguard index fds
188.6 M
GOOG
alphabet inc
35.5 M
AMZN
amazon com inc
4.4 M
berkshire hathaway inc del
1.3 M
Top 5 Losers (%)%
PARR
par pac holdings inc
-10.5 %
Top 5 Losers ($)$
PARR
par pac holdings inc
-6.5 M

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 6 stocks in it's portfolio. PARR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for FJ Investments, LLC last quarter.

$1.84BTotal Value
6.00Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of FJ Investments, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
FJ Investments, LLC's holding in Vanguard Scottsdale Fds over time
4.9%1,550,010
$90.21M
4.9%
new position
VB
Vanguard Index Fds

Vanguard Index Fds

VB
FJ Investments, LLC's holding in Vanguard Index Fds over time
78.64%2,108,700
$1.45B
78.64%
decreased 0.41 percentreduced
Cl B New
Berkshire Hathaway Inc Del

Berkshire Hathaway Inc Del

FJ Investments, LLC's holding in Berkshire Hathaway Inc Del over time
1.69%62,288
$31.17M
1.69%
unchanged 0 percentunchanged