FJ Investments, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 90.8%; sector active share 76.4% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.5% | $1,538,484,312 |
| Communication Services | 9.9% | $181,593,991 |
| Energy | 3.0% | $55,581,280 |
| Consumer Cyclical | 1.9% | $34,814,562 |
| Financial Services | 1.7% | $31,168,292 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +310 | 508,140 | $181,593,991 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VOO | VANGUARD 500 INDEX FUND | −8,658 | 2,108,696 | $1,448,273,498 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 1,550,014 | $90,210,814 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 2,108,696 | $1,448,273,498 | 78.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 508,140 | $181,593,991 | 9.86% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
NEW | 1,550,014 | $90,210,814 | 4.90% | |
| PARR |
Par Pacific Holdings, Inc.
Energy
|
Held | 991,107 | $55,581,280 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 146,071 | $34,814,562 | 1.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 62,288 | $31,168,292 | 1.69% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.