Portfolio (Quarterly)
Guide ↗
FFG Partners, LLC
· CIK 0002045972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MKTS INC | Financial Services | 172,151 | $19.5M | 5.64% | SOLD |
| 2 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 62,015 | $15.6M | 4.51% | SOLD |
| 3 | NFLX | NETFLIX INC | Communication Services | 126,597 | $11.9M | 3.44% | SOLD |
| 4 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 16,456 | $9.6M | 2.77% | SOLD |
| 5 | AVAV | AEROVIRONMENT INC | Industrials | 36,660 | $8.9M | 2.57% | SOLD |
| 6 | SHOP | SHOPIFY INC | Technology | 50,646 | $8.2M | 2.36% | SOLD |
| 7 | OKLO | OKLO INC | Utilities | 93,037 | $6.7M | 1.94% | SOLD |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 101,325 | $5.0M | 1.46% | SOLD |
| 9 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 34,067 | $4.5M | 1.31% | SOLD |
| 10 | ETHA | ISHARES ETHEREUM TR | Financial Services | 161,756 | $3.6M | 1.05% | SOLD |
| 11 | CG | CARLYLE GROUP INC | Financial Services | 27,119 | $1.6M | 0.47% | SOLD |
| 12 | AAPL | APPLE INC | Technology | 4,133 | $1.1M | 0.33% | SOLD |
| 13 | PNQI | INVESCO EXCHANGE TRADED FD T | — | 9,388 | $506K | 0.15% | SOLD |
| 14 | IBUY | AMPLIFY ETF TR | — | 6,691 | $498K | 0.14% | SOLD |
Sector Allocation
Technology
37.7%
Financial Services
20.5%
Consumer Cyclical
11.8%
Communication Services
11.0%
Energy
7.6%
Industrials
4.8%
Consumer Defensive
3.8%
Healthcare
2.8%