AI Portfolio Summary
In 2025 Q4, FJ Investments, LLC maintained a portfolio of 5 distinct positions. They heavily accumulated shares in ALPHABET INC, increasing their position by 0.1%. The fund also reduced its exposure to VANGUARD INDEX FDS by 2.5%.
Total Positions
5
Quarter
2025 Q4
Top Holding
VOO (83.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-5 of 5
| 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 | 83.65% | 85.67% |
#1
Prev: #1
|
6.5 | -55,165 | -2.5% |
P
S
|
2,110,580 | $1,323,607,749 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 10.04% | 7.96% |
#2
Prev: #2
|
6.0 | 344 | 0.1% |
P
S
|
507,480 | $158,841,297 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PARR
PAR PAC HOLDING...
|
Energy | 2.20% | 2.27% |
#3
Prev: #3
|
2.9 | no change | no change |
P
S
|
991,107 | $34,827,500 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.13% | 2.07% |
#4
Prev: #4
|
2.4 | no change | no change |
P
S
|
146,071 | $33,716,108 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.98% | 2.02% |
#5
Prev: #5
|
2.3 | no change | no change |
P
S
|
62,288 | $31,309,063 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-5 of 5 holdings