FJ Investments
Salt Lake City, UTfiles as FJ Investments, LLC
$1.8bn in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 5.2% of the portfolio this quarter.
Value
$1.8bn
Stocks
6
Top 10 share
100.0%
Turnover
5.2%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Scottsdale FDSVGSH4.9% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVOO
- Share
- 78.6%
- Value
- $1.4bn
- Shares
- 2,108,696
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 4.9%
- Value
- $90m
- Shares
- 1,550,014
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 78.6% | $1.4bn | 2,108,696 | Held |
| AlphabetGOOGL | 9.9% | $182m | 508,140 | Held |
| Vanguard Scottsdale FDSVGSH | 4.9% | $90m | 1,550,014 | New |
| PAR Pacific HoldingsPARR | 3.0% | $56m | 991,107 | Held |
| Amazon.comAMZN | 1.9% | $35m | 146,071 | Held |
| Berkshire HathawayBRK-B | 1.7% | $31m | 62,288 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 30.8% since 30 June 2025.
Where the money is
Media & telecom9.9%
Energy3.0%
Retail & consumer1.9%
Financial services1.7%
Other83.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.