2026 Q2 Portfolio Activity
In 2026 Q2, FJ Investments, LLC maintained a portfolio of 6 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 4.90% of the total fund value.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
VOO (78.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
FJ Investments, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 78.64% | 82.50% |
#1
Prev: #1
|
6.5 |
—
|
-8,658 | -0.4% |
P
S
|
2,108,696 | $1,448,273,765 |
$446.12
+57.8%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 9.86% | 9.52% |
#2
Prev: #2
|
5.9 |
—
|
310 | 0.1% |
P
S
|
508,140 | $181,593,843 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 4.90% | — |
#3
Prev: #—
|
6.5 |
—
|
1,550,014 | — |
NEW
|
1,550,014 | $90,210,820 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PARR
PAR PAC HOLDING...
|
Energy | 3.02% | 4.05% |
#4
1
Prev: #3
|
2.7 |
—
|
no change | no change |
P
S
|
991,107 | $55,581,281 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.89% | 1.98% |
#5
1
Prev: #4
|
2.3 |
—
|
no change | no change |
P
S
|
146,071 | $34,814,562 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.69% | 1.95% |
#6
1
Prev: #5
|
1.7 |
—
|
no change | no change |
P
S
|
62,288 | $31,168,292 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-6 of 6 holdings