2026 Q1 Portfolio Activity
In 2026 Q1, FJ Investments, LLC maintained a portfolio of 5 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
5
Quarter
2026 Q1
Top Holding
VOO (82.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
FJ Investments, LLC Full Holdings List — 2026 Q1
| 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 | 82.50% | 83.65% |
#1
Prev: #1
|
6.5 |
—
|
6,774 | 0.3% |
P
S
|
2,117,354 | $1,265,224,860 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 9.52% | 10.04% |
#2
Prev: #2
|
5.8 |
—
|
350 | 0.1% |
P
S
|
507,830 | $146,031,702 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PARR
PAR PAC HOLDING...
|
Energy | 4.05% | 2.20% |
#3
Prev: #3
|
3.6 |
—
|
no change | no change |
P
S
|
991,107 | $62,082,942 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.98% | 2.13% |
#4
Prev: #4
|
2.3 |
—
|
no change | no change |
P
S
|
146,071 | $30,422,207 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.95% | 1.98% |
#5
Prev: #5
|
2.3 |
—
|
no change | no change |
P
S
|
62,288 | $29,848,410 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-5 of 5 holdings