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Portfolio (Quarterly) Guide ↗

FFG Partners, LLC

· CIK 0002045972
13F Portfolio $352M AUM 42 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 9 Added 14 Reduced 9 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BND VANGUARD BD INDEX FDS 3,372.0 $248K 0.07% +33.0 +1.0% $73.43 -1.5%
42 AAPL APPLE INC Technology 820.0 $237K 0.07% NEW $289.62 +10.4%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.0%
Financial Services 14.2%
Industrials 12.3%
Consumer Cyclical 10.2%
Healthcare 8.5%
Energy 5.5%
Communication Services 4.8%
Consumer Defensive 2.5%
Utilities 1.9%