FJ Investments portfolio
Single-position portfolioPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 6, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
FJ Investments reported a $1.8 bn portfolio of 6 positions to the SEC as of the end of Q2 2026. Its largest positions are VOO, GOOGL, VGSH. During the quarter it opened Vanguard Short-term Treasury ETF.
Sections with a free account
What changed this quarter
1 position with a change (1 new). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Vanguard Short-term Treasury ETF+4.9 ppof portfolioNew— → 4.9%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vanguard S&P 500 ETFVOO78.6%
- AlphabetGOOGL9.9%
- Vanguard Short-term Treasury ETFVGSH4.9%
- Par Pacific HoldingsPARR3.0%
- Amazon.comAMZN1.9%
- Berkshire HathawayBRK/B1.7%
Portfolio by sector
- ● No sector 84%
- ● Communication Services 10%
- ● Energy 3%
- ● Consumer Discretionary 2%
- ● Financials 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: more than 20% is ETFs; a single position is more than 70% of the portfolio. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Spyglass Capital ManagementInvestment firm · $1.8 bn
- Keystone Investors PTEInvestment firm · $1.9 bn
- Saratoga Research & Investment Management$1.8 bn
- Trinity Street Asset Management LLPInvestment firm · $1.9 bn
- Sofinnova InvestmentsInvestment firm · $1.9 bn
- Kynam Capital ManagementInvestment firm · $1.8 bn